[144] Factset Research Systems SEC Filing

Rhea-AI Filing Summary

FactSet Research Systems Inc. (FDS) – Form 144 filing discloses a planned insider sale of common stock under Rule 144.

• Securities to be sold: 2,500 common shares.
• Aggregate market value: US $1,111,425.
• Percentage of shares outstanding: ~0.007% of 37,806,774 shares.
• Broker: Citigroup Global Markets, 390 Greenwich St, New York, NY 10013.
• Approximate sale date: 07 July 2025 on the NYSE.
• Acquisition details: Shares were obtained on 07 July 2025 via “option exercise and sell”; consideration was cash.
• No prior sales in the last three months were reported.

The filing is a routine notice required when an affiliate or insider intends to sell restricted or control securities. The relatively small size of the transaction versus total shares outstanding suggests limited market impact. No adverse information about the company’s operations is disclosed; the filer affirms they are unaware of undisclosed material negative information.

Positive

• None.

Negative

• Insider intends to sell 2,500 shares worth US $1.11 m, which some investors may perceive as a minor negative sentiment signal.

Insights

Securities Analyst

TL;DR: Routine Form 144 for 2,500 shares (~0.007% float); negligible valuation impact, but signals minor insider monetisation.

The filing signals an insider’s intent to sell US $1.1 m of FDS stock obtained via option exercise. Given the tiny fraction of total shares, liquidity impact is immaterial and unlikely to move the market. Still, insider selling—even at modest levels—can be interpreted cautiously by investors monitoring sentiment. The absence of other recent sales and the standard Rule 144 representation reduce concern. Overall, I view the disclosure as neutral to slightly negative, mainly as a sentiment data point rather than a fundamental change.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	Citigroup Global Markets 390 Greenwich St New York NY 10013	2500	1111425.00	37806774	07/09/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	07/09/2025	Option exercise and sell	Factset			2500	07/09/2025	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

How many FactSet (FDS) shares are being sold under this Form 144?

2,500 common shares are slated for sale.

What is the market value of the proposed sale in the FDS Form 144 filing?

The aggregate market value is US $1,111,425.

When is the approximate sale date for the FDS shares?

The filing lists 07 July 2025 as the expected sale date.

What percentage of FactSet’s outstanding shares does the sale represent?

About 0.007% of the 37,806,774 shares outstanding.

Which broker will handle the sale of the FDS shares?

The shares will be sold through Citigroup Global Markets.