FactSet (NYSE: FDS) CLO has 731 shares withheld for RSU tax obligations

Rhea-AI Filing Summary

FactSet Research Systems Chief Legal Officer Christopher McLoughlin reported a routine share withholding tied to restricted stock units (RSUs). On December 2, 2025, 731 shares of common stock were withheld at $278.28 per share to cover taxes due upon the vesting of RSUs that were originally granted on December 2, 2024. After this transaction, he beneficially owned 2,714.62 shares of FactSet common stock directly. The RSU award vests 50% each year on the grant anniversary and becomes fully vested after two years.

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

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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^*

McLoughlin Christopher

(Last) (First) (Middle)

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)
	Chief Legal Officer

3. Date of Earliest Transaction (Month/Day/Year)
12/02/2025

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	12/02/2025		F		731(1)	D	$278.28	2,714.62	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

Explanation of Responses:

1. Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on December 2, 2024, which was previously reported. The restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two years.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Christopher McLoughlin	12/03/2025
	** 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.
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FAQ

What insider transaction did FactSet (FDS) report in this Form 4?

The Form 4 reports that Chief Legal Officer Christopher McLoughlin had 731 shares of FactSet common stock withheld on December 2, 2025 to cover taxes due on vesting RSUs.

At what price were the withheld FactSet (FDS) shares valued in the transaction?

The 731 shares withheld to cover taxes were valued at $278.28 per share in the reported transaction.

How many FactSet (FDS) shares does the insider own after this transaction?

Following the tax withholding transaction, Chief Legal Officer Christopher McLoughlin beneficially owned 2,714.62 shares of FactSet common stock directly.

What are the vesting terms of the FactSet (FDS) restricted stock units mentioned?

The restricted stock units granted on December 2, 2024 vest 50% annually on the grant anniversary date and are fully vested after two years.

Is this FactSet (FDS) Form 4 transaction related to a new stock grant?

No. The filing explains that the 731 shares represent stock withheld to cover taxes upon vesting of RSUs that were previously granted on December 2, 2024.

Which officer of FactSet (FDS) is involved in this Form 4 filing?

The reporting person is Christopher McLoughlin, who serves as FactSet Research Systems Inc.'s Chief Legal Officer.