Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

FACTSET RESEARCH SYSTEMS INC Director's Dealing 2021

Jul 20, 2021

30555_dirs_2021-07-20_db2a9c21-9518-4318-bd1f-741ce33a3498.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: FACTSET RESEARCH SYSTEMS INC (FDS)
CIK: 0001013237
Period of Report: 2021-07-16

Reporting Person: ZIMMEL JOSEPH (Director)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2021-07-16 Common Stock M 2307 $138.48 Acquired 4711 Direct
2021-07-16 Common Stock M 3545 $146.82 Acquired 8256 Direct
2021-07-16 Common Stock M 3086 $170.24 Acquired 11342 Direct
2021-07-16 Common Stock M 2838 $197.75 Acquired 14180 Direct
2021-07-16 Common Stock S 934 $342.42 Disposed 13246 Direct
2021-07-16 Common Stock S 1521 $342.22 Disposed 11725 Direct
2021-07-16 Common Stock S 1532 $342.99 Disposed 10193 Direct
2021-07-16 Common Stock S 1639 $342.57 Disposed 8554 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2021-07-16 Non-Employee Director Stock Option (right to buy) $138.48 M 2307 Disposed 2022-01-15 Common Stock (2307.0) Direct
2021-07-16 Non-Employee Director Stock Option (right to buy) $146.82 M 3545 Disposed 2023-01-15 Common Stock (3545.0) Direct
2021-07-16 Non-Employee Director Stock Option (right to buy) $170.24 M 3086 Disposed 2024-01-13 Common Stock (3086.0) Direct
2021-07-16 Non-Employee Director Stock Option (right to buy) $197.75 M 2838 Disposed 2025-01-12 Common Stock (2838.0) Direct

Footnotes

F1: This transaction was executed in multiple trades with sales prices ranging from $342.40 to $342.46. 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 $341.78 to $342.57. 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 $342.40 to $343.18. 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: This transaction was executed in multiple trades with sales prices ranging from $342.37 to $342.75. 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.

F5: Options were granted on January 15, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

F6: Options were granted on January 15, 2016 and vest 100% on the third anniversary of the date of grant.

F7: Options were granted on January 13, 2017 and vest 100% on the third anniversary of the date of grant.

F8: Options were granted on January 12, 2018 and vest 100% on the third anniversary of the date of grant.