Director Malcolm Frank awarded FactSet (NYSE: FDS) stock and options

Rhea-AI Filing Summary

FactSet Research Systems Inc. director Malcolm Frank reported equity awards received on January 15, 2026. He acquired 713 shares of common stock at a price of $0 per share in the form of restricted stock units granted to a non-employee director. Following this award, he beneficially owned 1,592 shares of common stock on a direct basis.

On the same date, he also received a non-employee director stock option covering 1,743 shares of common stock with a conversion or exercise price of $289.68 per share. These options were acquired at a price of $0 and, together with the restricted stock units, are scheduled to cliff vest 100% on the first anniversary of the grant date.

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^*

Frank Malcolm

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
01/15/2026

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	01/15/2026		A		713(1)	A	$0	1,592	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
Non-Employee Director Stock Option (right to buy)	$289.68	01/15/2026		A		1,743		01/15/2027(2)	01/15/2033	Common Stock	1,743	$0	1,743	D

Explanation of Responses:

1. Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.

2. Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Malcolm Frank	01/20/2026
	** 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 insider transaction did FactSet Research Systems Inc (FDS) report for Malcolm Frank?

On January 15, 2026, director Malcolm Frank reported receiving equity awards in FactSet Research Systems Inc common stock and non-employee director stock options.

How many FactSet (FDS) common shares did Malcolm Frank acquire in this Form 4?

Malcolm Frank acquired 713 shares of common stock at $0 per share, increasing his beneficial ownership to 1,592 common shares held directly after the transaction.

What stock options were granted to Malcolm Frank by FactSet (FDS)?

He was granted a non-employee director stock option for 1,743 shares of common stock with a conversion or exercise price of $289.68 per share, all held directly after the grant.

When do Malcolm Frank’s FactSet (FDS) restricted stock units vest?

The filing states that restricted stock units granted to non-employee directors cliff vest 100% on the first anniversary of the grant date.

When do Malcolm Frank’s FactSet (FDS) stock options vest and expire?

Options granted to non-employee directors cliff vest 100% on the first anniversary of the grant date and, in this case, have an expiration date of January 15, 2033.

Is Malcolm Frank’s ownership in FactSet (FDS) direct or indirect?

The Form 4 indicates that both the 1,592 common shares and the 1,743 stock options are held with direct (D) ownership by Malcolm Frank.