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
  1. 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.
  2. 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.
  3. 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.
  4. Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.
  5. 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.