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FACTSET RESEARCH SYSTEMS INC — Director's Dealing 2018
Jan 24, 2018
30555_dirs_2018-01-24_d9c8932c-c822-4b63-a3c3-effcf7c8e2a1.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: FACTSET RESEARCH SYSTEMS INC (FDS)
CIK: 0001013237
Period of Report: 2018-01-22
Reporting Person: Hale Mark J. (Chief Operating Officer)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2018-01-22 | FactSet Common Stock | M | 3551 | $152.28 | Acquired | 6268 | Direct |
| 2018-01-22 | FactSet Common Stock | M | 12035 | $92.22 | Acquired | 18303 | Direct |
| 2018-01-22 | FactSet Common Stock | M | 3945 | $92.22 | Acquired | 22248 | Direct |
| 2018-01-22 | FactSet Common Stock | M | 8070 | $131.31 | Acquired | 30318 | Direct |
| 2018-01-22 | FactSet Common Stock | M | 5100 | $175.20 | Acquired | 35418 | Direct |
| 2018-01-22 | FactSet Common Stock | M | 15300 | $175.20 | Acquired | 50718 | Direct |
| 2018-01-22 | FactSet Common Stock | S | 12305 | $199.60 | Disposed | 38413 | Direct |
| 2018-01-23 | FactSet Common Stock | S | 35696 | $198.02 | Disposed | 2717 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2018-01-22 | Non-Qualified Stock Option (right to buy) | $152.28 | M | 3551 | Disposed | FactSet Common Stock (3551) | Direct | |
| 2018-01-22 | Non-Qualified Stock Option (right to buy) | $92.22 | M | 12035 | Disposed | FactSet Common Stock (12035) | Direct | |
| 2018-01-22 | Non-Qualified Stock Option (right to buy) | $92.22 | M | 3945 | Disposed | FactSet Common Stock (3945) | Direct | |
| 2018-01-22 | Non-Qualified Stock Option (right to buy) | $131.31 | M | 8070 | Disposed | FactSet Common Stock (8070) | Direct | |
| 2018-01-22 | Non-Qualified Stock Option (right to buy) | $175.20 | M | 5100 | Disposed | FactSet Common Stock (5100) | Direct | |
| 2018-01-22 | Non-Qualified Stock Option (right to buy) | $175.20 | M | 15300 | Disposed | FactSet Common Stock (15300) | Direct |
Footnotes
F1: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement.
F2: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security.