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FACTSET RESEARCH SYSTEMS INC Director's Dealing 2023

Nov 13, 2023

30555_dirs_2023-11-13_79012c58-a57c-4b50-b7bf-270bfac24f0a.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: 2023-11-09

Reporting Person: Stern Rachel Rebecca (EVP, Chief Legal Officer)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2023-11-09 Common Stock A 1714 Acquired 2711 Direct
2023-11-09 Common Stock F 661 $448.55 Disposed 2050 Direct
2023-11-13 Common Stock M 6339 $152.28 Acquired 8389 Direct
2023-11-13 Common Stock S 6339 $450 Disposed 2050 Direct

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2023-11-13 Employee Stock Option (right to buy) $152.28 M 6339 Disposed 2026-11-01 Common Stock (6339) Direct

Footnotes

F1: Represents common stock received upon the vesting on November 9, 2023, of performance share units ("PSUs") granted on November 9, 2020. Each PSU converted into 1.5 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2020 and ending August 31, 2023 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

F2: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 9, 2023, of PSUs granted on November 9, 2020.

F3: 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.