FDS CTO awarded 6,969 options, expire 2035; four-year vesting

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity award for its Chief Technology Officer, Katherine M. Stepp. On 11/03/2025, she was granted 6,969 employee stock options with an exercise price of $264.57 per share. The options expire on 11/03/2035 and were reported as a direct holding.

The grant vests 25% annually on the anniversary of the grant date, becoming fully vested after four years. Following the transaction, the reporting person beneficially owned 6,969 derivative securities in the form of stock options.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Stepp Katherine M

Role Chief Technology Officer (CTO)

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Option (right to buy)	6,969	$0.00	--

Holdings After Transaction: Employee Stock Option (right to buy) — 6,969 shares (Direct)

Footnotes (1)

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Form 4 Insider Transactions: What Each Field Means →

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^*

Stepp Katherine M

(Last) (First) (Middle)

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)
	Chief Technology Officer (CTO)

3. Date of Earliest Transaction (Month/Day/Year)
11/03/2025

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

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
Employee Stock Option (right to buy)	$264.57	11/03/2025		A		6,969		(1)	11/03/2035	Common Stock	6,969	$0	6,969	D

Explanation of Responses:

1. Options vest 25% annually on the anniversary date of the grant and are fully vested after four years.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Katherine M. Stepp	11/05/2025
	** 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 FactSet (FDS) disclose in this Form 4?

A grant of 6,969 employee stock options to CTO Katherine M. Stepp at an exercise price of $264.57 per share.

When were the options granted to the FDS CTO?

The options were granted on 11/03/2025.

What is the exercise price and expiration for the CTO’s options at FDS?

The exercise price is $264.57 per share, expiring on 11/03/2035.

How do the FDS CTO’s options vest?

They vest 25% annually on the anniversary of the grant and are fully vested after four years.

How many derivative securities does the reporting person own after the transaction?

The filing shows 6,969 derivative securities (stock options) beneficially owned following the transaction.

What is the ownership form of the reported options?

The options are reported as Direct (D) ownership.