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FDS insider Ellis: 352 shares from PSU vest; 164 tax-withheld

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

Rhea-AI Filing Summary

FactSet Research Systems (FDS) executive Christopher R. Ellis reported PSU vesting and related share movements. On November 1, 2025, 352 shares of common stock were acquired upon vesting of performance share units at a stated price of $0 (Code M). To cover taxes upon vesting, 164 shares were withheld at $266.8 per share (Code F).

Following these transactions, Ellis directly beneficially owned 24,205.8707 shares, with an additional 450 shares held indirectly by spouse. The vested PSUs reflected in Table II show 0 derivative securities remaining after the transaction.

Positive

  • None.

Negative

  • None.
Insider Ellis Christopher R
Role EVP, Initiatives & P'ships
Type Security Shares Price Value
Exercise Performance Share Unit 352 $0.00 --
Exercise Common Stock 352 $0.00 --
Tax Withholding Common Stock 164 $266.80 $44K
holding Common Stock -- -- --
Holdings After Transaction: Performance Share Unit — 0 shares (Direct); Common Stock — 24,369.871 shares (Direct); Common Stock — 450 shares (Indirect, By Spouse)
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.
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*
Ellis Christopher R
(Last) (First) (Middle)
45 GLOVER AVENUE
7TH FLOOR
(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, Initiatives & P'ships
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 352(1) A $0 24,369.8707 D
Common Stock 11/01/2025 F 164(2) D $266.8 24,205.8707 D
Common Stock 450 I By Spouse
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 352 (3) (3) Common Stock 352 $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 Christopher R. Ellis 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 insider transaction did FDS report?

Christopher R. Ellis reported the vesting of 352 PSUs into common stock on November 1, 2025 (Code M).

How many FDS shares were withheld for taxes and at what price?

164 shares were withheld at $266.8 per share to cover taxes (Code F).

What is the insider’s direct holding after the transactions for FDS?

Direct beneficial ownership is 24,205.8707 shares.

Does the insider have any indirect FDS holdings?

Yes. 450 shares are held indirectly by spouse.

What happened to the derivative PSUs after vesting?

The reported PSUs vested into 352 common shares, leaving 0 derivative securities remaining in Table II.

What is the insider’s role at FactSet (FDS)?

He is an Officer, titled EVP, Initiatives & P'ships.