Katherine M. Stepp - Mar 21, 2025 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
Chief Technology Officer (CTO)
Signature
/s/ JEFFREY GERSHOWITZ, Attorney in Fact for Katherine M. Stepp
Stock symbol
FDS
Transactions as of
Mar 21, 2025
Transactions value $
-$405,179
Form type
4
Date filed
3/25/2025, 04:33 PM
Previous filing
Nov 4, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Options Exercise $328K +1.48K +172.61% $221.88 2.34K Mar 21, 2025 Direct
transaction FDS Common Stock Sale -$367K -864 -36.96% $424.25 1.47K Mar 21, 2025 Direct F1
transaction FDS Common Stock Sale -$130K -307 -20.84% $424.81 1.17K Mar 21, 2025 Direct F2
transaction FDS Common Stock Sale -$132K -309 -26.49% $426.49 857 Mar 21, 2025 Direct F3
transaction FDS Common Stock Sale -$105K -246 -28.66% $426.48 612 Mar 21, 2025 Direct

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 -1.48K -75.01% $0.00 493 Mar 21, 2025 Common Stock 1.48K $221.88 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction was executed in multiple trades with sales prices ranging from $423.56 to $424.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F2 This transaction was executed in multiple trades with sales prices ranging from $424.76 to $424.92. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3 This transaction was executed in multiple trades with sales prices ranging from $426.08 to $426.78. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4 Options were granted on November 1, 2018 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.