FDS Form 4: 8,296 options at $264.57 granted to EVP

Q: What is the grant and expiration date of the FDS stock options?

The options were granted on November 3, 2025 and expire on November 3, 2035.

Q: How do the FDS options vest for the reporting person?

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

Q: What is the title of the reporting person at FactSet (FDS)?

The reporting person is an Officer, serving as EVP, Institutional Buyside.

Q: What class of securities underlies the options?

The options are exercisable for Common Stock of FactSet Research Systems Inc.

FactSet Research Systems (FDS) reported a Form 4 showing an officer stock option grant.

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Filing Sentiment

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Form Type

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported a Form 4 showing an officer stock option grant. EVP, Institutional Buyside Robert J. Robie received an employee stock option to buy 8,296 shares of common stock at an exercise price of $264.57 per share on November 3, 2025. The option expires November 3, 2035 and vests 25% annually on the grant anniversary, becoming fully vested after four years.

Following the grant, 8,296 derivative securities were beneficially owned directly by the reporting person.

Insider Trade Summary

Grant/Award: 8,296 shares

Grant/Award 1 txn

Insider Robie Robert J.

Role EVP, Institutional Buyside

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Option (right to buy)	8,296	$0.00	$0.00

Holdings After Transaction: Employee Stock Option (right to buy) — 8,296 contracts (Direct)

Footnotes (1)

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

FAQ

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

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

An officer, Robert J. Robie (EVP, Institutional Buyside), received an employee stock option for 8,296 shares at an exercise price of $264.57.

What is the grant and expiration date of the FDS stock options?

The options were granted on November 3, 2025 and expire on November 3, 2035.

How do the FDS options vest for the reporting person?

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

How many derivative securities does the insider hold after this transaction?

Following the grant, the reporting person beneficially owned 8,296 derivative securities directly.

What is the title of the reporting person at FactSet (FDS)?

The reporting person is an Officer, serving as EVP, Institutional Buyside.

What class of securities underlies the options?

The options are exercisable for Common Stock of FactSet Research Systems Inc.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 11/05/2025 - 07:24 PM

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

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)
11/03/2025

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Employee Stock Option (right to buy)	$264.57	11/03/2025		A		8,296		⁽¹⁾	11/03/2035	Common Stock	8,296	$0	8,296	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 Robert J. Robie	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.

Source: View Original Filing on SEC EDGAR