FactSet (FDS) Form 4: 367 PSUs vested; 122 shares withheld

FactSet Research Systems (FDS) reported an insider equity change by its Chief Data Officer, John Costigan.

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity change by its Chief Data Officer, John Costigan. On November 1, 2025, 367 shares of common stock were acquired at $0 upon vesting of previously granted performance share units. To cover taxes at vesting, 122 shares were withheld at a price of $266.8 per share. Following these transactions, Costigan directly beneficially owns 563.5215 shares of FactSet common stock.

Insider Trade Summary

367 shares exercised/converted

Exercise 3 txns

Insider Costigan John

Role Chief Data Officer

Type	Security	Shares	Price	Value
Exercise	Performance Share Unit	367	$0.00	$0.00
Exercise	Common Stock	367	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	122	$266.80	$33K

Holdings After Transaction: Performance Share Unit — 0 contracts (Direct); Common Stock — 563.5215 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?

A vesting of performance share units for the Chief Data Officer, resulting in the acquisition of 367 shares and withholding of 122 shares for taxes.

What is the final share ownership reported for the insider?

After the reported transactions, the insider directly owns 563.5215 shares of FactSet common stock.

What was the transaction date for the PSU vesting?

The PSU vesting and related transactions occurred on November 1, 2025.

At what price were shares withheld for taxes?

Shares were withheld at a price of $266.8 per share to cover taxes at vesting.

What triggered the share acquisition at $0?

The 367 shares were received upon the vesting of performance share units, which convert to common stock at no cash exercise cost.

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

John Costigan serves as Chief Data 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^*

Costigan John

(Last) (First) (Middle)

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)
	Chief Data 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		367(1)	A	$0	685.5215	D
Common Stock	11/01/2025		F		122(2)	D	$266.8	563.5215	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			367	(3)	(3)	Common Stock	367	$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 John Costigan	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.