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FDS insider Helen Shan withholds 558 shares for taxes at $266.8

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

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.

Positive

  • None.

Negative

  • None.
Insider Shan Helen L.
Role EVP, Chief Financial Officer
Type Security Shares Price Value
Exercise Performance Share Unit 1,009 $0.00 --
Exercise Common Stock 1,009 $0.00 --
Tax Withholding Common Stock 558 $266.80 $149K
Holdings After Transaction: Performance Share Unit — 0 shares (Direct); Common Stock — 10,293 shares (Direct)
Footnotes (1)
  1. Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022. 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. Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022.
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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*
Shan Helen L.
(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)
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)
Code V Amount (A) or (D) Price
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
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

FAQ

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).