Stepp Katherine M — SEC Form 4 filings
SEC reporting owner CIK 1944065. 6 Form 4 filings on record with FilingPulse; latest filed 2025-11-05.
Transaction summary — filings shown
Covers all 6 filings on record, filed 2024-06-24 to 2025-11-05. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 5 legs across 2 filings — 2,783 shares, $1,186,401 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 12.
- Largest priced transaction: sale of 1,057 shares @ $428.42 ($452,840) in FACTSET RESEARCH SYSTEMS INC, filed 2024-06-24.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INC (FDS) | Chief Technology Officer (CTO) | 6 | — | 5 legs · 2,783 sh · $1,186,401 | 12 |
Form 4 filings — Stepp Katherine M
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-11-05 | 4 | FACTSET RESEARCH SYSTEMS INC (FDS) | Grant/award (A): 6,969 (derivative) @ $0 | EDGAR |
| 2025-11-03 | 4 | FACTSET RESEARCH SYSTEMS INC (FDS) | Option exercise (M): 367 @ $0 · Tax withholding (F): 171 @ $266.80 · Option exercise (M): 367 (derivative) @ $0 | EDGAR |
| 2025-09-17 | 4 | FACTSET RESEARCH SYSTEMS INC (FDS) | Grant/award (A): 367 (derivative) @ $0 | EDGAR |
| 2025-03-25 | 4 | FACTSET RESEARCH SYSTEMS INC (FDS) | Option exercise (M): 1,480 @ $221.88 · Sale (S): 864 @ $424.25 · Sale (S): 307 @ $424.81 · Sale (S): 309 @ $426.49 · Sale (S): 245.75 @ $426.48 · Option exercise (M): 1,480 (derivative) @ $0 | EDGAR |
| 2024-11-04 | 4 | FACTSET RESEARCH SYSTEMS INC (FDS) | Grant/award (A): 317 @ $0 · Tax withholding (F): 147 @ $458.80 · Grant/award (A): 3,569 (derivative) @ $0 | EDGAR |
| 2024-06-24 | 4 | FACTSET RESEARCH SYSTEMS INC (FDS) | Option exercise (M): 1,057 @ $189.98 · Sale (S): 1,057 @ $428.42 · Option exercise (M): 1,057 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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