FactSet (FDS) CDO awarded 6,969 options, acquires 3,915 shares

FactSet Research Systems (FDS) insider transaction: Chief Data Officer John Costigan reported equity awards on 11/03/2025.

Rhea-AI Filing Summary

FactSet Research Systems (FDS) insider transaction: Chief Data Officer John Costigan reported equity awards on 11/03/2025. He acquired 3,915 shares of common stock at $0, bringing his beneficial ownership to 4,478.5215 shares held directly. He was also granted an option to purchase 6,969 shares at an exercise price of $264.57, expiring on 11/03/2035.

The filing notes that the restricted stock units vest in thirds annually and are fully vested after three years, while the stock options vest 25% annually and are fully vested after four years.

Insights

Equity compensation analyst

Routine equity awards; limited immediate impact.

FactSet reported standard insider equity compensation. The Chief Data Officer received 3,915 shares at $0 (consistent with RSU settlement) and an option for 6,969 shares at $264.57. Vesting schedules extend over multiple years, which staggers potential dilution.

The RSUs vest in thirds annually over three years, and options vest 25% annually over four years, with expiration on 11/03/2035. Any market effect depends on future vesting and potential exercises. Beneficial ownership post‑transaction is 4,478.5215 shares, held directly.

Insider Trade Summary

Grant/Award: 10,884 shares

Grant/Award 2 txns

Insider Costigan John

Role Chief Data Officer

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Option (right to buy)	6,969	$0.00	$0.00
Grant/Award	Common Stock	3,915	$0.00	$0.00

Holdings After Transaction: Employee Stock Option (right to buy) — 6,969 contracts (Direct); Common Stock — 4,478.5215 shares (Direct)

Footnotes (2)

1. F1. Restricted stock units vest in thirds annually on the anniversary date of the grant and are fully vested after three years.
2. F2. Options vest 25% annually on the anniversary date of the grant and are fully vested after four years.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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

The Chief Data Officer acquired 3,915 shares at $0 and received an option for 6,969 shares at $264.57, expiring 11/03/2035.

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

Beneficial ownership is 4,478.5215 shares, held directly.

What are the vesting terms for the RSUs reported by FactSet (FDS)?

The RSUs vest in thirds annually on the grant anniversary and are fully vested after three years.

What are the vesting terms for the stock options reported by FactSet (FDS)?

The options vest 25% annually on the grant anniversary and are fully vested after four years; expiration is 11/03/2035.

What is the exercise price of the options granted in the FactSet (FDS) Form 4?

The option exercise price is $264.57 per share.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 11/05/2025 - 07:27 PM Learn about SEC filing dates

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^*

Costigan John

(Last) (First) (Middle)

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)
	Chief Data Officer

3. Date of Earliest Transaction (Month/Day/Year)
11/03/2025

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	11/03/2025		A		3,915(1)	A	$0	4,478.5215	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
Employee Stock Option (right to buy)	$264.57	11/03/2025		A		6,969		(2)	11/03/2035	Common Stock	6,969	$0	6,969	D

Explanation of Responses:

1. Restricted stock units vest in thirds annually on the anniversary date of the grant and are fully vested after three years.

2. Options vest 25% annually on the anniversary date of the grant and are fully vested after four years.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for John Costigan	11/05/2025
	** 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.