FactSet grants CFO Joshua Warren 9,376 stock options

The chief financial officer’s options vest 25% annually and are fully vested after four years.

Available on EDGAR 11/04/2026 - 06:12 PM EST Accepted by SEC EDGAR 11/04/2026 - 06:12 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

FactSet Research Systems Inc. reported that its chief financial officer, Joshua Warren, was granted 9,376 employee stock options on November 2, 2026, with an exercise price of $343.74 per share. The options cover 9,376 shares of common stock and expire November 2, 2036. They vest 25% annually on the grant anniversary and are fully vested after four years.

Insider Trade Summary

Grant/Award: 9,376 shares

Grant/Award 1 txn

Insider Warren Joshua

Role EVP, Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Option (right to buy) F1	9,376	$0.00	$0.00

Holdings After Transaction: Employee Stock Option (right to buy) — 9,376 contracts (Direct)

Footnotes (1)

1. F1. Options vest 25% annually on the anniversary date of the grant and are fully vested after four years.

Key Figures

Employee stock options granted: 9,376 options Underlying common shares: 9,376 shares Exercise price: $343.74 per share +3 more

6 metrics

Employee stock options granted 9,376 options Granted November 2, 2026

Underlying common shares 9,376 shares Shares underlying the options

Exercise price $343.74 per share For the options granted November 2, 2026

Vesting schedule 25% annually On the anniversary date of the grant

Full vesting Four years Options are fully vested after this period

Expiration date November 2, 2036 Employee stock options

Key Terms

Employee Stock Option (right to buy), vest, fully vested

3 terms

Employee Stock Option (right to buy) technical

"Employee Stock Option (right to buy)"

vest technical

"Options vest 25% annually on the anniversary date of the grant"

A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.

fully vested technical

"fully vested after four years"

FAQ

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

How many FDS options did Joshua Warren receive?

FactSet Research Systems Inc. CFO Joshua Warren was granted 9,376 employee stock options on November 2, 2026, with an exercise price of $343.74 per share.

What is the vesting schedule for Joshua Warren’s FDS options?

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

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

Form 4 Insider Transactions: What Each Field Means →

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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^*

Warren Joshua

(Last) (First) (Middle)

C/O FACTSET RESEARCH SYSTEMS INC.

45 GLOVER AVENUE

(Street)

NORWALK CONNECTICUT 06850

(City) (State) (Zip)

UNITED STATES

(Country)

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 Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/02/2026

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

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

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

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)	$343.74	11/02/2026		A		9,376		(1)	11/02/2036	Common Stock	9,376	$0	9,376	D

Explanation of Responses:

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

Remarks:

	WINNIFRED LEWIS, Attorney in Fact for Joshua Warren	11/04/2026
	** 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.
* Form 4: SEC 1474 (03-26)