AI assistant
FACTSET RESEARCH SYSTEMS INC — Director's Dealing 2025
Mar 25, 2025
30555_dirs_2025-03-25_79fece84-84ed-4ab4-94d7-0396eeda2659.zip
Director's Dealing
Open in viewerOpens in your device viewer
SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: FACTSET RESEARCH SYSTEMS INC (FDS)
CIK: 0001013237
Period of Report: 2025-03-21
Reporting Person: Stepp Katherine M (Chief Technology Officer (CTO))
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2025-03-21 | Common Stock | M | 1480 | $221.88 | Acquired | 2337.4217 | Direct |
| 2025-03-21 | Common Stock | S | 864 | $424.25 | Disposed | 1473.4217 | Direct |
| 2025-03-21 | Common Stock | S | 307 | $424.81 | Disposed | 1166.4217 | Direct |
| 2025-03-21 | Common Stock | S | 309 | $426.49 | Disposed | 857.4217 | Direct |
| 2025-03-21 | Common Stock | S | 245.7493 | $426.48 | Disposed | 611.6724 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2025-03-21 | Employee Stock Option (right to buy) | $221.88 | M | 1480 | Disposed | 2028-11-01 | Common Stock (1480) | Direct |
Footnotes
F1: This transaction was executed in multiple trades with sales prices ranging from $423.56 to $424.30. 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 $424.76 to $424.92. 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 $426.08 to $426.78. 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: 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.