FactSet CFO files Form 4: 1,009 PSUs vested; 9,735 shares held

Q: What did FDS insider Helen L. Shan report on Form 4?

Vesting of 1,009 shares from performance share units and tax withholding of 558 shares.

Q: How many shares does Helen L. Shan own after the transactions?

She directly owns 9,735 shares of FDS common stock.

Q: What price was used for the tax withholding shares?

$266.8 per share for the 558 shares withheld.

Q: Which security was involved in the transactions?

Common Stock of FactSet Research Systems Inc. (FDS).

FactSet Research Systems (FDS) reported an insider equity change by EVP and Chief Financial Officer Helen L. Shan.

Filing Impact

(High)

Filing Sentiment

(Negative)How Sentiment works

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Form Type

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity change by EVP and Chief Financial Officer Helen L. Shan. On 11/01/2025, 1,009 shares of common stock were acquired upon vesting of performance share units, reflected as an “M” code entry. To satisfy taxes at vesting, 558 shares were withheld at $266.8 per share, shown as an “F” code. Following these transactions, Ms. Shan directly owns 9,735 shares of common stock.

Insider Trade Summary

1,009 shares exercised/converted

Exercise 3 txns

Insider Shan Helen L.

Role EVP, Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise	Performance Share Unit	1,009	$0.00	$0.00
Exercise	Common Stock	1,009	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	558	$266.80	$149K

Holdings After Transaction: Performance Share Unit — 0 contracts (Direct); Common Stock — 9,735 shares (Direct)

Footnotes (3)

F1. Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022.
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.
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 FDS insider Helen L. Shan report on Form 4?

Vesting of 1,009 shares from performance share units and tax withholding of 558 shares.

What was the transaction date for the FDS Form 4?

11/01/2025.

How many shares does Helen L. Shan own after the transactions?

She directly owns 9,735 shares of FDS common stock.

What price was used for the tax withholding shares?

$266.8 per share for the 558 shares withheld.

What roles does Helen L. Shan hold at FDS?

EVP, Chief Financial Officer.

What do the Form 4 transaction codes mean here?

M: shares from PSU vesting; F: shares withheld for taxes.

Which security was involved in the transactions?

Common Stock of FactSet Research Systems Inc. (FDS).

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 11/03/2025 - 06:38 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^*

Shan Helen L.

(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, Chief Financial 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)
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)
Common Stock	11/01/2025		M		1,009⁽¹⁾	A	$0	10,293	D
Common Stock	11/01/2025		F		558⁽²⁾	D	$266.8	9,735	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)
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)
Performance Share Unit	⁽³⁾	11/01/2025		M			1,009	⁽³⁾	⁽³⁾	Common Stock	1,009	$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 Helen L. Shan	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.

Source: View Original Filing on SEC EDGAR