Filing Details
- Accession Number:
- 0001013237-23-000177
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-11-13 16:22:53
- Reporting Period:
- 2023-11-09
- Accepted Time:
- 2023-11-13 16:22:53
- 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 |
|---|---|---|---|---|---|---|---|
| 1588985 | Rebecca Rachel Stern | C/O Factset Research Systems Inc. 45 Glover Avenue Norwalk CT 06850 | Evp, Chief Legal Officer | No | 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 | 2023-11-09 | 1,714 | $0.00 | 2,711 | No | 4 | A | Direct | |
| Common Stock | Disposition | 2023-11-09 | 661 | $448.55 | 2,050 | No | 4 | F | Direct | |
| Common Stock | Acquisiton | 2023-11-13 | 6,339 | $152.28 | 8,389 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2023-11-13 | 6,339 | $450.00 | 2,050 | 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) | Disposition | 2023-11-13 | 6,339 | $0.00 | 6,339 | $152.28 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 0 | 2026-11-01 | No | 4 | M | Direct |
Footnotes
- Represents common stock received upon the vesting on November 9, 2023, of performance share units ("PSUs") granted on November 9, 2020. Each PSU converted into 1.5 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2020 and ending August 31, 2023 (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 9, 2023, of PSUs granted on November 9, 2020.
- 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.
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