FactSet (NYSE: FDS) director receives RSUs and stock option grant

Rhea-AI Filing Summary

FactSet Research Systems Inc. director equity awards: On 01/15/2026, director Lee Shavel received an equity compensation package from FactSet Research Systems Inc. This included 571 shares of common stock in the form of restricted stock units at a reported price of $0, increasing his directly held common shares to 1,587. He was also granted a non-employee director stock option for 1,396 shares of common stock at an exercise price of $289.68 per share, all held directly. The restricted stock units and the options each cliff vest 100% on the first anniversary of the grant date, meaning they become fully vested after one year.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Shavel Lee

(Last) (First) (Middle)

C/O FACTSET RESEARCH SYSTEMS INC.

45 GLOVER AVENUE

(Street)

NORWALK CT 06850

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
01/15/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	01/15/2026		A		571(1)	A	$0	1,587	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Non-Employee Director Stock Option (right to buy)	$289.68	01/15/2026		A		1,396		01/15/2027(2)	01/15/2033	Common Stock	1,396	$0	1,396	D

Explanation of Responses:

1. Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.

2. Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.

Remarks:

	s/ WINNIEFRED LEWIS, Attorney in Fact for Lee Shavel	01/20/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did FactSet (FDS) report for Lee Shavel?

FactSet reported that director Lee Shavel received 571 shares of common stock through restricted stock units and a stock option covering 1,396 shares of common stock as part of his non-employee director compensation on 01/15/2026.

How many FactSet (FDS) common shares does Lee Shavel hold after this Form 4?

After the reported transaction, Lee Shavel beneficially owns 1,587 shares of FactSet common stock directly, as shown in the filing.

What are the key terms of Lee Shavels stock option grant at FactSet (FDS)?

The non-employee director stock option covers 1,396 shares of FactSet common stock with an exercise price of $289.68 per share. It becomes exercisable on 01/15/2027 and expires on 01/15/2033.

When do Lee Shavels restricted stock units in FactSet (FDS) vest?

The filing states that restricted stock units granted to non-employee directors, including the 571 units reported, cliff vest 100% on the first anniversary of the grant date.

Are the FactSet (FDS) equity awards to Lee Shavel classified as direct or indirect ownership?

Both the 571 restricted stock units in common stock and the option for 1,396 shares are reported as held under direct (D) ownership by Lee Shavel.

Do the FactSet (FDS) equity awards to Lee Shavel involve any cash payment at grant?

The Form 4 reports a transaction price of $0 for both the 571 common shares received as restricted stock units and the 1,396 stock options at grant, reflecting that these were compensation awards.