STEPP KATHERINE M

PrivateCIK: 1944065
Location

NORWALK, CT

STEPP KATHERINE M (Chief Technology Officer (CTO)) exercised options at FACTSET RESEARCH SYSTEMS INC

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 1 exercise
InsiderSTEPP KATHERINE MCIK 1944065
Officer· Chief Technology Officer (CTO)
Since Sep 2022
-171.00
Net shares
Net seller
$45.6K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
367.00 acquired · 538.00 disposed
Non-Derivative Transactions2

Common Stock

Direct
M · Option Exercise

Shares

+367.00

Price / share

Trade value

% of position

59.9%
11/1/2025
612.18979.18

Common Stock

Direct
F · Tax Withholding

Shares

171.00

Price / share

$266.80

Trade value

$45.62K

% of position

17.5%
11/1/2025
979.18808.18
Total

Net shares

+196.00

Net value

-$45.62K

Derivative Transactions1

Performance Share Unit

Direct
M · Option Exercise
Converts to

Common Stock

367.00 shares

Shares

367.00

Strike price

Held after

0.00

Exercisable

11/1/2025
STEPP KATHERINE M — Insider Transaction (Form 4) Filed Nov 3, 2025 | Finecho