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FactSet (NYSE: FDS) director exercises 2,572 options, sells shares

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

Rhea-AI Filing Summary

FactSet Research Systems director Malcolm Frank reported exercising stock options and selling shares of the company’s common stock. On January 12, 2026, he exercised a Non-Employee Director Stock Option for 2,572 shares at an exercise price of $207.88 per share, increasing his direct common stock holdings to 3,451 shares.

That same day, he sold 1,045 shares of common stock at a weighted average price of $295.02 per share, in trades executed between $294.61 and $295.57, and a further 1,527 shares at a weighted average price of $296.17 per share, in trades executed between $295.62 and $296.56. After these transactions, he directly owned 879 shares of FactSet common stock. The exercised options were non-qualified options granted to non-employee directors that vest 100% three years after grant.

Positive

  • None.

Negative

  • None.
Insider Frank Malcolm
Role Director
Sold 2,572 shs ($761K)
Type Security Shares Price Value
Exercise Non-Employee Director Stock Option (right to buy) 2,572 $0.00 --
Exercise Common Stock 2,572 $207.88 $535K
Sale Common Stock 1,045 $295.02 $308K
Sale Common Stock 1,527 $296.17 $452K
Holdings After Transaction: Non-Employee Director Stock Option (right to buy) — 0 shares (Direct); Common Stock — 3,451 shares (Direct)
Footnotes (1)
  1. This transaction was executed in multiple trades with sales prices ranging from $294.61 to $295.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. This transaction was executed in multiple trades with sales prices ranging from $295.62 to $296.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Non-qualified stock options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted.
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*
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)
01/12/2026
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 01/12/2026 M 2,572 A $207.88 3,451 D
Common Stock 01/12/2026 S 1,045 D $295.02(1) 2,406 D
Common Stock 01/12/2026 S 1,527 D $296.17(2) 879 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) $207.88 01/12/2026 M 2,572 01/15/2022(3) 01/15/2026 Common Stock 2,572 $0 0 D
Explanation of Responses:
1. This transaction was executed in multiple trades with sales prices ranging from $294.61 to $295.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
2. This transaction was executed in multiple trades with sales prices ranging from $295.62 to $296.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
3. Non-qualified stock options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted.
Remarks:
/s/ WINNIFRED LEWIS, Attorney in Fact for Malcolm Frank 01/14/2026
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did FactSet (FDS) director Malcolm Frank report?

Malcolm Frank reported exercising a Non-Employee Director Stock Option for 2,572 shares of FactSet common stock at an exercise price of $207.88 per share, and then selling a total of 2,572 common shares in separate sale transactions on January 12, 2026.

How many FactSet (FDS) shares did Malcolm Frank sell and at what prices?

On January 12, 2026, Malcolm Frank sold 1,045 shares at a weighted average price of $295.02 per share, with individual trades between $294.61 and $295.57, and 1,527 shares at a weighted average price of $296.17 per share, with trades between $295.62 and $296.56.

How many FactSet (FDS) shares does Malcolm Frank own after these trades?

Following the reported transactions on January 12, 2026, Malcolm Frank directly owned 879 shares of FactSet common stock.

What happened to Malcolm Frank’s Non-Employee Director Stock Options at FactSet?

He exercised a Non-Employee Director Stock Option covering 2,572 shares at an exercise price of $207.88 per share on January 12, 2026. After this exercise, the number of these derivative securities beneficially owned was reported as 0, indicating the option was fully exercised.

How do the footnotes describe Malcolm Frank’s FactSet stock sales?

The footnotes state that each sale transaction was executed in multiple trades within the reported price ranges. The weighted average sale prices of $295.02 and $296.17 are disclosed, and Malcolm Frank undertakes to provide full trade details to the SEC staff, the issuer, or any security holder upon request.

How do FactSet non-employee director stock options vest for Malcolm Frank?

The filing explains that non-qualified stock options granted to non-employee directors at FactSet cliff vest 100% after three years from the grant date. The exercised option in this report had a grant date of January 15, 2022 and an expiration date of January 15, 2026.