FactSet (FDS) insider nets 612 shares; 289 withheld for taxes

FactSet Research Systems (FDS) reported an executive equity vesting.

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an executive equity vesting. On November 1, 2025, the EVP, Chief Revenue Officer acquired 612 shares of common stock at $0 upon vesting of previously granted performance share units. To cover taxes, 289 shares were withheld at a price of $266.8 per share. Following these transactions, the executive directly owns 4,776.551 shares of FactSet common stock. The related PSU position was reduced to 0 after settlement.

Insider Trade Summary

612 shares exercised/converted

Exercise 3 txns

Insider Skoko Goran

Role EVP, Chief Revenue Officer

Type	Security	Shares	Price	Value
Exercise	Performance Share Unit	612	$0.00	$0.00
Exercise	Common Stock	612	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	289	$266.80	$77K

Holdings After Transaction: Performance Share Unit — 0 contracts (Direct); Common Stock — 4,776.551 shares (Direct)

Footnotes (3)

1. F1. Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022.
2. F2. 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. F3. Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did FactSet (FDS) disclose in this Form 4?

Equity vesting by an executive: 612 shares from PSU vesting and 289 shares withheld for taxes.

How many FDS shares vested for the executive?

612 shares of common stock vested on November 1, 2025 at $0 per share from PSUs.

How many shares were withheld for taxes and at what price?

289 shares were withheld at a price of $266.8 per share.

What is the executive’s FDS ownership after the transactions?

Direct ownership is 4,776.551 shares of common stock.

Which derivative securities were involved?

Performance share units (PSUs) that settled into 612 common shares; remaining PSU balance is 0.

What is the executive’s role at FactSet (FDS)?

The reporting person is an Officer, serving as EVP, Chief Revenue Officer.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 11/03/2025 - 06:37 PM Learn about SEC filing dates

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^*

Skoko Goran

(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)
	EVP, Chief Revenue Officer

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		612(1)	A	$0	5,065.551	D
Common Stock	11/01/2025		F		289(2)	D	$266.8	4,776.551	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			612	(3)	(3)	Common Stock	612	$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 Goran Skoko	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.