FDS Form 4: EVP Robert Robie Receives 505 Performance Share Units

Rhea-AI Filing Summary

FactSet Research Systems insider Robert J. Robie, Executive Vice President, Institutional Buyside, was reported to have been granted 505 Performance Share Units (PSUs) on 09/15/2025. The filing states the PSUs convert 1-for-1 into common stock and were certified as earned by the Compensation and Talent Committee on 09/15/2025. The PSUs are scheduled to vest on November 1, 2025, contingent on continuous employment through that date. The reported transaction shows 505 shares beneficially owned following the award and a reported price of $0, consistent with a performance-based grant.

Positive

• 505 Performance Share Units awarded to an executive, reinforcing alignment of pay with company performance and retention through November 1, 2025

Negative

• None.

Insights

Corporate Governance Expert

TL;DR: Insider received a performance-based award of 505 PSUs that vest with continued employment, a routine governance-level compensation event.

The Form 4 documents a non-derivative grant of 505 Performance Share Units to an executive officer, certified by the Compensation and Talent Committee. The PSU structure converts 1-for-1 to common stock and vests on a fixed future date if employment continues. This is a standard long-term incentive aligning executive pay with performance and retention. The filing is informational and does not indicate any change in control, sale, or disposition of existing shares.

Executive Compensation Analyst

TL;DR: A modest, routine PSU award was recorded; impact on dilution and pay-out depends on company performance metrics and total equity pool.

The disclosure shows 505 PSUs granted at $0 purchase price, representing performance-contingent equity that will convert to 505 shares upon vesting. While the absolute size is small, the ultimate cost and shareholder dilution depend on the companywide PSU program and achievement of underlying performance targets. The filing provides no details on the performance metrics or award accounting, so material financial impact cannot be assessed from this Form 4 alone.

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^*

Robie Robert J.

(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, Institutional Buyside

3. Date of Earliest Transaction (Month/Day/Year)
09/15/2025

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
Performance Share Unit	(1)	09/15/2025		A		505(2)		(2)	(2)	Common Stock	505	$0	505	D

Explanation of Responses:

1. PSUs correspond 1-for-1 with Common Stock.

2. Represents Performance Share Units ("PSUs") earned by Reporting Person upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 15, 2025. The PSUs are scheduled to vest on November 1, 2025, provided the Reporting Person remains continuously employed by the Issuer on that date.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Robert J. Robie	09/17/2025
	** 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 the Form 4 filed for FDS report?

The filing reports that Robert J. Robie was granted 505 Performance Share Units (PSUs) on 09/15/2025, converting 1-for-1 to common stock and scheduled to vest on 11/01/2025 if employment continues.

Do the PSUs reported for FDS have an acquisition cost?

The Form 4 shows a reported price of $0, indicating these are performance-based award units rather than a market purchase.

When will the 505 PSUs vest for FDS insider Robert J. Robie?

The PSUs are scheduled to vest on November 1, 2025, provided the reporting person remains continuously employed by the issuer on that date.

Who certified the performance award reported in the FDS Form 4?

The Compensation and Talent Committee certified that the performance goals were achieved on 09/15/2025, per the filing.

How many shares does the Form 4 show Robert J. Robie beneficially owns after the award?

The Form 4 reports 505 shares beneficially owned following the reported PSU award.