Form 4 for FDS FactSet
Accepted 2024-05-06 00:00:00 ET · period of report 2024-05-03 · accession 0001013237-24-000056 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-05-06 | 2024-05-03 | FDS | Shan Helen L. | EVP, Chief Revenue Off | F - Tax | $428.25 | -728 | 4,356 | -14% | -$311.8K |
| D | 2024-05-06 | 2024-05-03 | FDS | Shan Helen L. | EVP, Chief Revenue Off | M - OptEx | $0.00 | +1,807 | 5,084 | +55% | $0 |
| D | 2024-05-06 | 2024-05-03 | FDS | Shan Helen L. | EVP, Chief Revenue Off | M - OptEx | $0.00 | -1,807 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-05-03 | F | D | 728 | $428.25 | 4,356 | D | — | — | (F2) Represents the number of shares withheld to cover the cost of taxes upon vesting of RSUs granted on May 3, 2021. |
| 2 | Common | Common Stock | 2024-05-03 | M | A | 1,807 | $0.00 | 5,084 | D | — | — | (F1) A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date. |
| 3 | Derivative | Restricted Stock Unit | 2024-05-03 | M | D | 1,807 | $0.00 | 0 | D | $0.00 · — to — | 1,807 Common Stock | (F1) A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date. |