Stepp Katherine M's Form 4 filing
Factset Research Systems IncFDS · filed Mar 25, 2025
- Accession no.
- 0001013237-25-000044
- Filed
- Mar 25, 2025
- Trade date
- Mar 21, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 5 non-derivative transactions and 1 derivative transaction. Open-market sales total $733.6K. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Stepp Katherine MCIK 0001944065 | Officer (Chief Technology Officer (CTO)) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 21, 2025 | Common Stock | MOption exerciseAcquired | +1,480 | $221.88 | +$328,382.4 | 2,337.42 | Direct | |
| Mar 21, 2025 | Common Stock | SSaleDisposed | −864 | $424.25F1 | −$366,552 | 1,473.42 | Direct | |
| Mar 21, 2025 | Common Stock | SSaleDisposed | −307 | $424.81F2 | −$130,416.67 | 1,166.42 | Direct | |
| Mar 21, 2025 | Common Stock | SSaleDisposed | −309 | $426.49F3 | −$131,785.41 | 857.42 | Direct | |
| Mar 21, 2025 | Common Stock | SSaleDisposed | −245.75 | $426.48 | −$104,807.46 | 611.67 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 21, 2025 | Common Stock | MOption exerciseDisposed | −1,480 | $0.00 | $0 | 493 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
This transaction was executed in multiple trades with sales prices ranging from $423.56 to $424.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F2
This transaction was executed in multiple trades with sales prices ranging from $424.76 to $424.92. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F3
This transaction was executed in multiple trades with sales prices ranging from $426.08 to $426.78. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.