FactSet (FDS) CLO granted 5,310 options at $264.57; expire 2035

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

The Chief Legal Officer received 5,310 employee stock options at an exercise price of $264.57 on 11/03/2025.

Q: How many options were granted and at what price?

The grant was for 5,310 options with an exercise price of $264.57 per share.

Q: What is the vesting schedule for the options?

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

Q: When do these options expire?

The options have an expiration date of 11/03/2035.

Q: How many derivative securities are owned after the transaction?

Following the transaction, 5,310 derivative securities were beneficially owned.

Q: What is the ownership form of the reported securities?

The reported derivative securities are held directly by the officer.

Q: What type of security was granted?

An Employee Stock Option (right to buy) for FactSet common stock.

FactSet Research Systems (FDS) reported a Form 4 for its Chief Legal Officer.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported a Form 4 for its Chief Legal Officer. On 11/03/2025, the officer was granted 5,310 employee stock options to purchase common stock at an exercise price of $264.57. The options vest 25% annually on the grant anniversary and are fully vested after four years, with an expiration date of 11/03/2035. Following the transaction, 5,310 derivative securities were beneficially owned, held directly.

Insider Trade Summary

Grant/Award: 5,310 shares

Grant/Award 1 txn

Insider McLoughlin Christopher

Role Chief Legal Officer

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Option (right to buy)	5,310	$0.00	$0.00

Holdings After Transaction: Employee Stock Option (right to buy) — 5,310 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?

The Chief Legal Officer received 5,310 employee stock options at an exercise price of $264.57 on 11/03/2025.

How many options were granted and at what price?

The grant was for 5,310 options with an exercise price of $264.57 per share.

What is the vesting schedule for the options?

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

When do these options expire?

The options have an expiration date of 11/03/2035.

How many derivative securities are owned after the transaction?

Following the transaction, 5,310 derivative securities were beneficially owned.

What is the ownership form of the reported securities?

The reported derivative securities are held directly by the officer.

What type of security was granted?

An Employee Stock Option (right to buy) for FactSet common stock.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Accepted by SEC EDGAR 11/05/2025 - 07:23 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^*

McLoughlin Christopher

(Last)

(First)

(Middle)

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)
	Chief Legal Officer

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		5,310		⁽¹⁾	11/03/2035	Common Stock	5,310	$0	5,310	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 Christopher McLoughlin	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