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 611 shares of FDS, which is worth approximately $261,941. The most recent transaction as insider was on Mar 21, 2025, when has been sold 1,725 shares (Common Stock) at a price of $425.51 per share, resulting in proceeds of $734,004. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 611

28.7% 3M change

10.93% 12M change

Total Value Held $261,941

Katherine M Stepp Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
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

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