Rachel R. Stern - 02 Feb 2024 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Reporting relationship: EVP, Chief Legal Officer
Issuer ticker: FDS
Reported as of: 02 Feb 2024
Net transaction value: -$2,388,593
SEC form: 4
Accepted by SEC: 05 Feb 2024, 15:30:02 UTC
Prior SEC filing: 26 Dec 2023
Source filing: View source filing
Reporting owner signature: /s/ Rachel R. Stern

Key filing fact

Rachel R. Stern filed Form 4 for FACTSET RESEARCH SYSTEMS INC (FDS) on 05 Feb 2024.

Key facts

This page summarizes Rachel R. Stern's Form 4 filing for FACTSET RESEARCH SYSTEMS INC (FDS).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 05 Feb 2024, 15:30.

Change

Previous filing in this sequence was filed on 26 Dec 2023.
Current net transaction value: -$2,388,593.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

FDS transaction

Common Stock

Options Exercise

Transaction value: $2,051,724
Shares: +9,247
Change %: +451%
Price: $221.88
Shares after: 11,297
Date: 02 Feb 2024
Ownership: Direct

FDS transaction

Common Stock

Sale

Transaction value: $4,440,317
Shares: -9,247
Change %: -82%
Price: $480.19
Shares after: 2,050
Date: 02 Feb 2024
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

FDS transaction Derivative

Employee Stock Option (right to buy)

Options Exercise

Transaction value: $0
Shares: -9,247
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 02 Feb 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 9,247
Exercise price: $221.88
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

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