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FactSet (NYSE: FDS) director Laurie Siegel reports option exercise and stock sales

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

Rhea-AI Filing Summary

FactSet Research Systems director Laurie Siegel reported an option exercise and related stock sales. On January 8, 2026, she exercised a Non-Employee Director Stock Option covering 2,572 shares of Common Stock at an exercise price of $207.88 per share, converting the option into directly held common shares.

The filing also reports two same-day open market sales of FactSet Common Stock. Siegel sold 1,984 shares at a weighted average price of $296.12 per share and 588 shares at a weighted average price of $296.67 per share, each executed in multiple trades within stated price ranges. After these transactions, she directly owned 1,037 shares of Common Stock.

Positive

  • None.

Negative

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Insider SIEGEL LAURIE
Role Director
Sold 2,572 shs ($762K)
Type Security Shares Price Value
Exercise Non-Employee Director Stock Option (right to buy) 2,572 $0.00 --
Exercise Common Stock 2,572 $207.88 $535K
Sale Common Stock 1,984 $296.12 $588K
Sale Common Stock 588 $296.67 $174K
Holdings After Transaction: Non-Employee Director Stock Option (right to buy) — 0 shares (Direct); Common Stock — 3,609 shares (Direct)
Footnotes (1)
  1. This transaction was executed in multiple trades with sales prices ranging from $295.50 to $296.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. This transaction was executed in multiple trades with sales prices ranging from $296.52 to $296.73. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Non-qualified stock options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted.
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*
SIEGEL LAURIE
(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/08/2026
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 01/08/2026 M 2,572 A $207.88 3,609 D
Common Stock 01/08/2026 S 1,984 D $296.12(1) 1,625 D
Common Stock 01/08/2026 S 588 D $296.67(2) 1,037 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
Non-Employee Director Stock Option (right to buy) $207.88 01/08/2026 M 2,572 01/15/2022(3) 01/15/2026 Common Stock 2,572 $0 0 D
Explanation of Responses:
1. This transaction was executed in multiple trades with sales prices ranging from $295.50 to $296.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
2. This transaction was executed in multiple trades with sales prices ranging from $296.52 to $296.73. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
3. Non-qualified stock options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted.
Remarks:
/s/ WINNIFRED LEWIS, Attorney in Fact for Laurie Siegel 01/12/2026
** 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

Who is the reporting insider in the FactSet (FDS) Form 4 filing?

The reporting insider is Laurie Siegel, who is identified as a Director of FactSet Research Systems Inc. in the filing.

What options did Laurie Siegel exercise in this FactSet (FDS) Form 4?

Laurie Siegel exercised a Non-Employee Director Stock Option (right to buy) for 2,572 shares of FactSet Common Stock at an exercise price of $207.88 per share on January 8, 2026.

How many FactSet (FDS) shares did Laurie Siegel sell and at what prices?

On January 8, 2026, she sold 1,984 shares of FactSet Common Stock at a weighted average price of $296.12 per share and 588 shares at a weighted average price of $296.67 per share, each in multiple trades within disclosed price ranges.

How many FactSet (FDS) shares does Laurie Siegel own after the reported transactions?

Following the reported transactions, Laurie Siegel directly owned 1,037 shares of FactSet Research Systems Inc. Common Stock.

What does the Form 4 say about the structure of Laurie Siegels FactSet option grant?

The filing notes that non-qualified stock options granted to non-employee directors cliff vest 100% after three years from the date the options are granted.

Were Laurie Siegels FactSet (FDS) stock sales single trades or multiple trades?

Each reported sale was executed in multiple trades within specified price ranges, and the prices shown in the Form 4 are weighted average sale prices.