Katherine M Stepp Factset Research Systems Inc (FDS) insider trading activity

Katherine M Stepp is Chief Technology Officer (CTO) of FACTSET RESEARCH SYSTEMS INC. Currently has a direct ownership of 808 shares of FDS, which is worth approximately $221,319. The most recent transaction as insider was on Nov 01, 2025, when has been sold 171 shares (Common Stock) at a price of $266.8 per share, resulting in proceeds of $45,622. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 808

32.24% 3M change

5.72% 12M change

Total Value Held $221,319

Katherine M Stepp Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Nov 01 2025	SELL Payment of exercise price or tax liability	$45,622 $266.8 p/Share	171 Reduced 17.47%	808 Common Stock
Nov 01 2025	BUY Exercise of conversion of derivative security	-	367 Added 27.27%	979 Common Stock
Mar 21 2025	SELL Open market or private sale	$734,004 $425.51 p/Share	1,725 Reduced 73.84%	611 Common Stock
Mar 21 2025	BUY Exercise of conversion of derivative security	$328,382 $221.88 p/Share	1,480 Added 38.77%	2,337 Common Stock
Nov 01 2024	SELL Payment of exercise price or tax liability	$67,443 $458.8 p/Share	147 Reduced 14.64%	857 Common Stock
Nov 01 2024	BUY Grant, award, or other acquisition	-	317 Added 24.0%	1,004 Common Stock
Jun 24 2024	SELL Open market or private sale	$452,839 $428.42 p/Share	1,057 Reduced 60.64%	686 Common Stock

Jun 24 2024	BUY Exercise of conversion of derivative security	$200,808 $189.98 p/Share	1,057 Added 37.75%	1,743 Common Stock
Dec 26 2023	SELL Open market or private sale	$475,819 $469.25 p/Share	1,014 Reduced 59.65%	686 Common Stock
Dec 26 2023	BUY Exercise of conversion of derivative security	$154,411 $152.28 p/Share	1,014 Added 37.36%	1,700 Common Stock
Nov 09 2023	SELL Payment of exercise price or tax liability	$102,269 $448.55 p/Share	228 Reduced 24.95%	686 Common Stock
Nov 09 2023	BUY Grant, award, or other acquisition	-	490 Added 34.9%	914 Common Stock
Nov 01 2023	SELL Payment of exercise price or tax liability	$11,787 $436.57 p/Share	27 Reduced 5.99%	424 Common Stock
Sep 29 2023	SELL Open market or private sale	$802,954 $444.85 p/Share	1,805 Reduced 80.01%	451 Common Stock
Sep 29 2023	BUY Exercise of conversion of derivative security	$274,540 $152.1 p/Share	1,805 Added 44.45%	2,256 Common Stock
Apr 03 2023	SELL Open market or private sale	$124,021 $417.58 p/Share	297 Reduced 39.71%	451 Common Stock
Nov 01 2022	SELL Payment of exercise price or tax liability	$111,677 $426.25 p/Share	262 Reduced 25.94%	748 Common Stock
Nov 01 2022	BUY Grant, award, or other acquisition	-	495 Added 32.89%	1,010 Common Stock

KMS

Katherine M Stepp

Chief Technology Officer (CTO)

Norwalk, CT

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FDS shares.

Notify only if

Value

Insider Trading

Get notified when an Factset Research Systems Inc insider buys or sells FDS shares.

Notify only if

Operation

Value

Type

News

Receive news related to FACTSET RESEARCH SYSTEMS INC

Track Activities on FDS

Account