Form 4 for FDS FactSet
Accepted 2024-11-04 00:00:00 ET · period of report 2024-11-01 · accession 0001013237-24-000155 · 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 | 2024-11-04 | 2024-11-01 | FDS | Shan Helen L. | EVP, CFO | F - Tax | $458.80 | -1,248 | 5,364 | -19% | -$572.6K |
| D | 2024-11-04 | 2024-11-01 | FDS | Shan Helen L. | EVP, CFO | A - Grant | $0.00 | +2,256 | 6,612 | +52% | $0 |
| D | 2024-11-04 | 2024-11-01 | FDS | Shan Helen L. | EVP, CFO | A - Grant | $0.00 | +6,762 | 6,762 | New | $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 | 2024-11-01 | F | D | 1,248 | $458.80 | 5,364 | D | — | — | (F2) Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2024, of PSUs granted on November 1, 2021. |
| 2 | Common | Common Stock | 2024-11-01 | A | A | 2,256 | $0.00 | 6,612 | D | — | — | (F1) Represents common stock received upon the vesting on November 1, 2024, of performance share units ("PSUs") granted on November 1, 2021. Each PSU converted into 1.275 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2021 and ending August 31, 2024 (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. |
| 3 | Derivative | Employee Stock Option (right to buy) | 2024-11-01 | A | A | 6,762 | $0.00 | 6,762 | D | $458.80 · — to 2034-11-01 | 6,762 Common Stock | (F3) Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. |