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[Form 4] FACTSET RESEARCH SYSTEMS INC Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity change by its MD, Controller and CAO. On 11/01/2025, 190 shares of common stock were acquired at $0 upon vesting of previously granted performance share units (code M).

In connection with the vesting, 89 shares were withheld to cover taxes at $266.8 per share (code F). Following these transactions, the officer directly beneficially owned 169.7766 shares.

Positive
  • None.
Negative
  • None.
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
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
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*
Moskoff Gregory T

(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)
Director 10% Owner
X Officer (give title below) Other (specify below)
MD,Controller and CAO
3. Date of Earliest Transaction (Month/Day/Year)
11/01/2025
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 11/01/2025 M 190(1) A $0 258.7766 D
Common Stock 11/01/2025 F 89(2) D $266.8 169.7766 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
Performance Share Unit (3) 11/01/2025 M 190 (3) (3) Common Stock 190 $0 0 D
Explanation of Responses:
1. Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022.
2. Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2025 of PSUs granted on November 1, 2022.
3. Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022.
Remarks:
/s/ WINNIFRED LEWIS, Attorney in Fact for Gregory T. Moskoff 11/03/2025
** 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 did FDS disclose in this Form 4?

An officer acquired 190 shares upon PSU vesting on 11/01/2025 and had 89 shares withheld for taxes at $266.8 per share.

Who is the reporting person in FDS's Form 4?

An officer of FactSet listed as MD, Controller and CAO.

How many FDS shares does the officer own after the transactions?

Direct beneficial ownership is 169.7766 shares after the reported transactions.

What triggered the share acquisition for FDS's officer?

Vesting of performance share units granted on 11/01/2022, which vested on 11/01/2025.

What were the SEC transaction codes used in the FDS Form 4?

Code M for shares acquired on PSU vesting and code F for tax withholding.

Was there an exercise price for the PSU conversion?

The reported acquisition from vesting indicates a price of $0 for the 190 shares.
Factset Resh Sys Inc

NYSE:FDS

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FDS Stock Data

9.90B
37.27M
0.25%
95.82%
5.56%
Financial Data & Stock Exchanges
Services-computer Programming, Data Processing, Etc.
Link
United States
NORWALK