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Katherine M Stepp Insider Profile

4 Followers
Katherine M Stepp, Chief Technology Officer (CTO) at Factset Research, holds 686.00 shares in Factset Research (Ticker: FDS). Most recently, Katherine M Stepp Sold $1,014 shares of Factset Research on Dec 27, 2023 for an estimated value of 475.82K.
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Katherine M Stepp

Katherine M Stepp
Factset Research (FDS)
Chief Technology Officer (CTO)

Ranked #46,680 out of 98,743 Corporate Insiders

Profitable Transactions

67%
2 out of 3 Profitable Transactions

Average Return

+1.30%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$298K
100.00%
A breakdown of Katherine M Stepp's holdings

Insider Roles

Factset Research
(FDS)
Chief Technology Officer (CTO)
Roles that Katherine M Stepp holds in companies

Most Profitable Insider Trade

Stock:
Factset Research
(FDS)
Rating:Informative Sell
Date:Dec 27, 2023 - Today
Return:+9.40%
The most profitable trade made by Katherine M Stepp

Katherine M Stepp's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Factset Research
Dec 27, 2023
Chief Technology Officer (CTO)
Informative Sell
475.82K
$297.66K
Success Rate for
FDS
2 out of 3 profitable transactions on
FDS
67%
Average Return for
FDS
Average return per transaction on
FDS
+1.33%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Nov 03, 2022
Uninformative Buy
$0.00
-
$0.00
Nov 13, 2023
Uninformative Buy
$0.00
-
$0.00
Nov 03, 2022
Uninformative Sell
$111.68K
-
$426.25
Apr 04, 2023
Informative Sell
$124.02K
-
$417.58
-6.70%
Oct 02, 2023
Informative Sell
$802.95K
-
$152.10
+1.30%
List of latest transactions for each holding click on a transaction to see Katherine M Stepp's performance on stock

Katherine M Stepp insider profile FAQ

What is the percentage of profitable transactions made by Katherine M Stepp?
The percentage of profitable transactions made by Katherine M Stepp is 67%.
    What is the average return per transaction made by Katherine M Stepp?
    The average return per transaction made by Katherine M Stepp is 1.30%.
      What stocks does Katherine M Stepp hold?
      Katherine M Stepp holds: FDS stocks.
        What was Katherine M Stepp’s latest transaction?
        Katherine M Stepp latest transaction was an Informative Sell of $475.82K.
          What was Katherine M Stepp's most profitable transaction?
          Katherine M Stepp’s most profitable transaction was an Informative Sell of FDS stock on December 27, 2023. The return on the trade was 9.40%.
            What is Katherine M Stepp's role in Factset Research?
            Katherine M Stepp's role in Factset Research is Chief Technology Officer (CTO).
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