FactSet (FDS) EVP vests 505 PSUs; 252 shares withheld for taxes

FactSet Research Systems (FDS) reported an insider equity event.

Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity event. Officer Kristina W. Karnovsky, EVP, Dealmakers & Wealth, disclosed the vesting and settlement of performance share units on November 1, 2025.

She acquired 505 shares of common stock upon PSU vesting (code M) at $0 exercise price and had 252 shares withheld to cover taxes (code F) at $266.8 per share. Following these transactions, her directly held beneficial ownership stands at 2,535.4569 shares.

Insider Trade Summary

505 shares exercised/converted

Exercise 3 txns

Insider Karnovsky Kristina W

Role EVP, Dealmakers & Wealth

Type	Security	Shares	Price	Value
Exercise	Performance Share Unit	505	$0.00	$0.00
Exercise	Common Stock	505	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	252	$266.80	$67K

Holdings After Transaction: Performance Share Unit — 0 contracts (Direct); Common Stock — 2,535.4569 shares (Direct)

Footnotes (3)

1. F1. Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022.
2. 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.
3. 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 insider transaction did FactSet (FDS) report?

An officer reported PSU vesting on November 1, 2025, resulting in 505 shares acquired and 252 shares withheld for taxes.

How many FactSet (FDS) shares did the insider acquire?

She acquired 505 common shares upon PSU vesting at an exercise price of $0.

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

252 shares were withheld at a price of $266.8 per share to cover taxes.

What is the insider’s ownership after the transactions for FactSet (FDS)?

Direct beneficial ownership is 2,535.4569 shares after the reported transactions.

What position does the reporting person hold at FactSet (FDS)?

She is an Officer, serving as EVP, Dealmakers & Wealth.

What were the Form 4 transaction codes used in the FactSet (FDS) filing?

Code M for PSU conversion to shares and code F for shares withheld for taxes.

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 - 06:36 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^*

Karnovsky Kristina W

(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)
	EVP, Dealmakers & Wealth

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		505(1)	A	$0	2,787.4569	D
Common Stock	11/01/2025		F		252(2)	D	$266.8	2,535.4569	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			505	(3)	(3)	Common Stock	505	$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 Kristina W. Karnovsky	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.