Frederick Philip Snow - Jan 2, 2025 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Signature
/s/ JEFFREY GERSHOWITZ, Attorney in Fact for Frederick Philip Snow
Stock symbol
FDS
Transactions as of
Jan 2, 2025
Transactions value $
-$996,150
Form type
4
Date filed
1/3/2025, 04:42 PM
Previous filing
Dec 2, 2024
Next filing
Feb 3, 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Options Exercise $457K +3K +18.05% $152.28 19.6K Jan 2, 2025 Direct
transaction FDS Common Stock Sale -$1.45M -3K -15.29% $484.33 16.6K Jan 2, 2025 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction FDS Employee Stock Option (right to buy) Options Exercise $0 -3K -9.1% $0.00 30K Jan 2, 2025 Common Stock 3K $152.28 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 26, 2024, with an effective date of January 2, 2025, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.
F2 Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.