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FACTSET RESEARCH SYSTEMS INC — Director's Dealing 2023
Nov 3, 2023
30555_dirs_2023-11-03_fac036ba-8f96-45e7-a6f1-3e8a0d497303.zip
Director's Dealing
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SEC Form 3 — Initial Statement of Beneficial Ownership
Issuer: FACTSET RESEARCH SYSTEMS INC (FDS)
CIK: 0001013237
Period of Report: 2023-11-01
Reporting Person: Ellis Christopher R (EVP, Initiatives & P'ships)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 22624.1869 | Direct |
| Common Stock | 450 | Indirect |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Employee Stock Option (right to buy) | $131.31 | 2024-11-03 | Common Stock (9291) | Direct | |
| Employee Stock Option (right to buy) | $165.37 | 2025-10-16 | Common Stock (7577) | Direct | |
| Employee Stock Option (right to buy) | $175.20 | 2025-11-02 | Common Stock (6375) | Direct | |
| Employee Stock Option (right to buy) | $152.28 | 2026-11-01 | Common Stock (7606) | Direct | |
| Employee Stock Option (right to buy) | $189.98 | 2027-11-02 | Common Stock (6215) | Direct | |
| Employee Stock Option (right to buy) | $221.88 | 2028-11-01 | Common Stock (4316) | Direct | |
| Employee Stock Option (right to buy) | $255.87 | 2029-11-01 | Common Stock (3323) | Direct | |
| Employee Stock Option (right to buy) | $316.71 | 2030-11-09 | Common Stock (3196) | Direct | |
| Employee Stock Option (right to buy) | $434.82 | 2031-11-01 | Common Stock (2686) | Direct | |
| Employee Stock Option (right to buy) | $426.25 | 2032-11-01 | Common Stock (2289) | Direct |
Footnotes
F1: Includes 19,700 common shares, 102 restricted stock units granted November 1, 2018 that vest 20% annually on the anniversary date of the grant and are fully vested after five years, and 2,822.1869
shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F2: Options were granted on November 3, 2014 and vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant.
F3: Options were granted on October 16, 2015 and are fully vested.
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 were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F6: Options were granted on November 2, 2017 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F7: 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.
F8: Options were granted on November 1, 2019 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F9: Options were granted on November 9, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F10: Options were granted on November 1, 2021 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
F11: Options were granted on November 1, 2022 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.