Stepp Katherine M
SEC insider (Form 3/4/5 filer). CIK 0001944065. EVP, Chief AI Officer at FACTSET RESEARCH SYSTEMS INC (FDS). 20 reported Form 4/5 transactions since Sep 2024; latest on Dec 18, 2025. Located in NORWALK, CT.
Companies Stepp Katherine M has filed insider reports for
- FACTSET RESEARCH SYSTEMS INC (FDS): Officer, EVP, Chief AI Officer
Stepp Katherine M
CIK: 0001944065
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
FACTSET RESEARCH SYSTEMS INC
Discretionary Trading P&L
Holdings
Transaction History (20 total)
- Dec 18, 2025FDS
FACTSET RESEARCH SYSTEMS INC
OtherDirect0 shares at avg. $273.39$0.191 - Nov 3, 2025FDS
FACTSET RESEARCH SYSTEMS INC
AwardDirectEmployee Stock Option (right to buy)
7K shares- - Nov 1, 2025FDS
FACTSET RESEARCH SYSTEMS INC
ExerciseDirect367 shares- - Nov 1, 2025FDS
FACTSET RESEARCH SYSTEMS INC
Tax PaymentDirect171 shares at avg. $266.80$46K - Sep 18, 2025FDS
FACTSET RESEARCH SYSTEMS INC
OtherDirect0 shares at avg. $301.23$0.211 - Sep 15, 2025FDS
FACTSET RESEARCH SYSTEMS INC
AwardDirectPerformance Share Unit
367 shares- - Mar 21, 2025FDS
FACTSET RESEARCH SYSTEMS INC
SaleDirect864 shares at avg. $424.25$367K - Mar 21, 2025FDS
FACTSET RESEARCH SYSTEMS INC
SaleDirect309 shares at avg. $426.49$132K - Mar 21, 2025FDS
FACTSET RESEARCH SYSTEMS INC
SaleDirect307 shares at avg. $424.81$130K - Mar 21, 2025FDS
FACTSET RESEARCH SYSTEMS INC
ExerciseDirect1.5K shares at avg. $221.88$328K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Dec 18, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Other | 0 | $273.39 | $0 | Direct |
| Nov 3, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Award Employee Stock Option (right to buy) | 6,969 | - | - | Direct |
| Nov 1, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Exercise | 367 | - | - | Direct |
| Nov 1, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Tax Payment | 171 | $266.80 | $45,623 | Direct |
| Sep 18, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Other | 0 | $301.23 | $0 | Direct |
| Sep 15, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Award Performance Share Unit | 367 | - | - | Direct |
| Mar 21, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Sale | 864 | $424.25 | $366,552 | Direct |
| Mar 21, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Sale | 309 | $426.49 | $131,785 | Direct |
| Mar 21, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Sale | 307 | $424.81 | $130,417 | Direct |
| Mar 21, 2025 | FDS FACTSET RESEARCH SYSTEMS INC | Exercise | 1,480 | $221.88 | $328,382 | Direct |
1-10 of 20 transactions