Filing Details
- Accession Number:
- 0001013237-22-000190
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2022-11-03 18:57:28
- Reporting Period:
- 2022-11-01
- Accepted Time:
- 2022-11-03 18:57:28
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1013237 | Factset Research Systems Inc | FDS | Services-Computer Programming, Data Processing, Etc. (7370) | 133362547 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1611324 | Philip Frederick Snow | C/O Factset Research Systems Inc. 45 Glover Avenue Norwalk CT 06850 | Chief Executive Officer | Yes | Yes | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Acquisiton | 2022-11-01 | 7,810 | $0.00 | 11,867 | No | 4 | A | Direct | |
Common Stock | Disposition | 2022-11-01 | 3,620 | $426.25 | 8,247 | No | 4 | F | Direct | |
Common Stock | Acquisiton | 2022-11-01 | 2,500 | $164.90 | 10,747 | No | 4 | M | Direct | |
Common Stock | Disposition | 2022-11-01 | 2,500 | $427.94 | 8,247 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | A | Direct | |
No | 4 | F | Direct | |
No | 4 | M | Direct | |
No | 4 | S | Direct |
Reported Derivative Transactions
Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
---|---|---|---|---|---|---|---|
Common Stock | Employee Stock Option (right to buy) | Acquisiton | 2022-11-01 | 19,902 | $0.00 | 19,902 | $426.25 |
Common Stock | Employee Stock Option (right to buy) | Disposition | 2022-11-01 | 2,500 | $0.00 | 2,500 | $164.90 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
19,902 | 2032-11-01 | No | 4 | A | Direct | |
62,500 | 2025-07-01 | No | 4 | M | Direct |
Footnotes
- Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (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.
- Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.
- This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 29, 2021, with an effective date of January 1, 2022, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.
- Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.
- Options were granted on July 1, 2015, and vest over a nine year period with 11.11% exercisable on each of the first nine anniversaries of the date of grant.