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SEC FORM 3 SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Stepp Katherine M

(Last)

(First)

(Middle)

45 GLOVER AVENUE

(Street)

NORWALK

06850

(City)

(State)

(Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
09/01/2022

3. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
Chief Technology Officer (CTO)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	515.1019⁽¹⁾	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
Employee Stock Option (right to buy)	⁽²⁾	05/16/2026	Common Stock	1,805	152.1	D
Employee Stock Option (right to buy)	⁽³⁾	11/01/2026	Common Stock	1,014	152.28	D
Employee Stock Option (right to buy)	⁽⁴⁾	11/02/2027	Common Stock	1,057	189.98	D
Employee Stock Option (right to buy)	⁽⁵⁾	11/01/2028	Common Stock	1,973	221.88	D
Employee Stock Option (right to buy)	⁽⁶⁾	11/01/2029	Common Stock	1,579	255.87	D
Employee Stock Option (right to buy)	⁽⁷⁾	11/09/2030	Common Stock	1,279	316.71	D
Employee Stock Option (right to buy)	⁽⁸⁾	11/01/2031	Common Stock	1,026	434.82	D

Explanation of Responses:

1. Includes 114 unvested restricted stock units from a grant made on November 1, 2018 that vests ratably at 20% per year over five years upon the anniversary of the date of grant and 74.1019 shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan.

2. Options were granted on May 16, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

3. Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

4. Options were granted on November 2, 2017 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

5. Options were granted on November 1, 2018 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

6. Options were granted on November 1, 2019 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

7. Options were granted on November 9, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

8. Options were granted on November 1, 2021 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Remarks:

	/s/ RACHEL R. STERN, Attorney in Fact for Katherine M. Stepp	09/07/2022
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

POWER OF ATTORNEY

KNOW ALL PEOPLE BY THESE PRESENTS, that the undersigned, Katherine M. Stepp (the "Filer"), an individual subject to the filing requirements of Section 16 of the Securities Act of 1934, as amended (the "Act"), does hereby constitute and appoint any of Linda Huber, Rachel Stern, Jeffrey Gershowitz, Jill Chavarria, and Debra Quas, as Filer's true and lawful attorney-in-fact and in Filer's name, place and stead, to execute and deliver, and to take such other action as the attorney considers necessary or appropriate to effect, any filing on Form 3, Form 4, or Form 5 to be filed under Section 16 of the Act.

IN WITNESS WHEREOF, the undersigned has executed this Power of Attorney on this 23rd day of August, 2022.

/s/ KATHERINE M. STEPP
Signature

Katherine M. Stepp
Printed Name