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FDS insider update: EVP holds 2,303 shares after PSU vesting

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity change by EVP, Institutional Buyside, Robert J. Robie. On November 1, 2025, 505 performance share units vested and converted to common stock (code M). To cover taxes, 252 shares were withheld at $266.8 per share (code F). Following these transactions, the reporting person directly owns 2,303 common shares.

Positive

  • None.

Negative

  • None.
Insider Robie Robert J.
Role EVP, Institutional Buyside
Type Security Shares Price Value
Exercise Performance Share Unit 505 $0.00 --
Exercise Common Stock 505 $0.00 --
Tax Withholding Common Stock 252 $266.80 $67K
Holdings After Transaction: Performance Share Unit — 0 shares (Direct); Common Stock — 2,555 shares (Direct)
Footnotes (1)
  1. Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022. 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. Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022.
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*
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)
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 505(1) A $0 2,555 D
Common Stock 11/01/2025 F 252(2) D $266.8 2,303 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 505 (3) (3) Common Stock 505 $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 Robert J. Robie 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.

Source: View Original Filing on SEC EDGAR

FAQ

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

An EVP had 505 PSUs vest into common stock on November 1, 2025, with 252 shares withheld for taxes at $266.8.

Who is the reporting person in the FDS Form 4?

It is Robert J. Robie, EVP, Institutional Buyside at FactSet Research Systems.

How many FactSet (FDS) shares does the insider hold after the transactions?

The reporting person directly owns 2,303 common shares after the reported transactions.

What do the transaction codes M and F mean in this Form 4 for FDS?

Code M indicates PSU conversion to common stock; code F indicates shares withheld to cover taxes.

What price was used for the tax withholding on FDS shares?

The tax withholding transaction was reported at $266.8 per share.

When were the original PSUs granted to the FDS executive?

The PSUs were granted on November 1, 2022, and vested on November 1, 2025.