M. Katherine Stepp's Insider Trades & SAST Disclosures
M. Katherine Stepp's most recent trade in Factset Research Systems Inc. was a trade of 1,480 Employee Stock Option (right to buy) done . Disclosure was reported to the exchange on March 21, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Mar 2025 | 1,480 | 493 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 221.88 per share. | 21 Mar 2025 | 1,480 | 2,337 (0%) | 0% | 221.9 | 328,382 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 424.25 per share. | 21 Mar 2025 | 864 | 1,473 (0%) | 0% | 424.3 | 366,552 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 426.49 per share. | 21 Mar 2025 | 309 | 857 (0%) | 0% | 426.5 | 131,785 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 424.81 per share. | 21 Mar 2025 | 307 | 1,166 (0%) | 0% | 424.8 | 130,417 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 427.78 per share. | 21 Mar 2025 | 245 | 611 (0%) | 0% | 427.8 | 104,807 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Nov 2024 | 3,569 | 3,569 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Nov 2024 | 317 | 1,004 (0%) | 0% | 0 | Common Stock | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Payment of exercise price or tax liability using portion of securities received from the company at price $ 458.80 per share. | 01 Nov 2024 | 147 | 857 (0%) | 0% | 458.8 | 67,444 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 189.98 per share. | 24 Jun 2024 | 1,057 | 1,743 (0%) | 0% | 190.0 | 200,809 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 24 Jun 2024 | 1,057 | 0 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 428.42 per share. | 24 Jun 2024 | 1,057 | 686 (0%) | 0% | 428.4 | 452,840 | Common Stock |
| Factset Research Systems Inc. | Stepp M. Katherine | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 469.25 per share. | 26 Dec 2023 | 1,014 | 686 (0%) | 0% | 469.3 | 475,820 | Common Stock |
| Factset Research Systems Inc. | M. Katherine Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 152.28 per share. | 26 Dec 2023 | 1,014 | 1,700 (0%) | 0% | 152.3 | 154,412 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 Dec 2023 | 1,014 | 0 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Nov 2023 | 490 | 914 (0%) | 0% | 0 | Common Stock | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Payment of exercise price or tax liability using portion of securities received from the company at price $ 448.55 per share. | 09 Nov 2023 | 228 | 686 (0%) | 0% | 448.5 | 102,269 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Nov 2023 | 3,017 | 3,017 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Payment of exercise price or tax liability using portion of securities received from the company at price $ 436.56 per share. | 01 Nov 2023 | 27 | 424 (0%) | 0% | 436.6 | 11,787 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 444.85 per share. | 29 Sep 2023 | 1,805 | 451 (0%) | 0% | 444.8 | 802,954 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 152.10 per share. | 29 Sep 2023 | 1,805 | 2,256 (0%) | 0% | 152.1 | 274,541 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 29 Sep 2023 | 1,805 | 0 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Sale of securities on an exchange or to another person at price $ 417.58 per share. | 03 Apr 2023 | 297 | 451 (0%) | 0% | 417.6 | 124,021 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Nov 2022 | 2,389 | 2,389 | - | - | Employee Stock Option (right to buy) | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Nov 2022 | 495 | 1,010 (0%) | 0% | 0 | Common Stock | |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Payment of exercise price or tax liability using portion of securities received from the company at price $ 426.25 per share. | 01 Nov 2022 | 235 | 775 (0%) | 0% | 426.3 | 100,169 | Common Stock |
| Factset Research Systems Inc. | Katherine M. Stepp | Chief Technology Officer (CTO) | Payment of exercise price or tax liability using portion of securities received from the company at price $ 426.26 per share. | 01 Nov 2022 | 27 | 748 (0%) | 0% | 426.3 | 11,509 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges