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FACTSET RESEARCH SYSTEMS INC — Director's Dealing 2023
Nov 4, 2023
30555_dirs_2023-11-03_09e495ce-4e5e-48e8-81a0-fe543e1463bd.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: 2023-11-01
Reporting Person: Karnovsky Kristina W (EVP, Chief Product Officer)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2023-11-03 | Common Stock | M | 761 | $152.28 | Acquired | 1599.5834 | Direct |
| 2023-11-03 | Common Stock | M | 213 | $175.20 | Acquired | 1812.5834 | Direct |
| 2023-11-03 | Common Stock | M | 170 | $175.20 | Acquired | 1982.5834 | Direct |
| 2023-11-03 | Common Stock | M | 227 | $159.14 | Acquired | 2209.5834 | Direct |
| 2023-11-03 | Common Stock | S | 1371 | $447.75 | Disposed | 838.5834 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2023-11-01 | Employee Stock Option (right to buy) | $436.57 | A | 3394 | Acquired | 2033-11-01 | Common Stock (3394) | Direct |
| 2023-11-03 | Employee Stock Option (right to buy) | $152.28 | M | 761 | Disposed | 2026-11-01 | Common Stock (761) | Direct |
| 2023-11-03 | Employee Stock Option (right to buy) | $175.20 | M | 213 | Disposed | 2025-11-02 | Common Stock (213) | Direct |
| 2023-11-03 | Employee Stock Option (right to buy) | $175.20 | M | 170 | Disposed | 2025-11-02 | Common Stock (170) | Direct |
| 2023-11-03 | Employee Stock Option (right to buy) | $159.14 | M | 227 | Disposed | 2025-05-01 | Common Stock (227) | Direct |
Footnotes
F1: This transaction was executed in multiple trades with sales prices ranging from $447.31 to $448.29. 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: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.
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.
F4: Options were granted on November 2, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F5: Options granted on May 1, 2015 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant.