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FactSet controller acquires 97 performance share units

The 97 units awarded to FDS's MD, Controller and CAO are scheduled to vest November 1, 2026, subject to continuous employment on that date.

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Form Type
4

Rhea-AI Filing Summary

FACTSET RESEARCH SYSTEMS INC (FDS) reports that Gregory T. Moskoff, MD, Controller and CAO, acquired 97 performance share units. The units were earned upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 23, 2026. They are scheduled to vest on November 1, 2026, provided he remains continuously employed by the issuer on that date. The units correspond 1-for-1 with common stock. No Rule 10b5-1 plan is reported.

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Insider Moskoff Gregory T
Role MD,Controller and CAO
Type Security Shares Price Value
Grant/Award Performance Share Unit F1, F2 97 $0.00 $0.00
Holdings After Transaction: Performance Share Unit — 97 contracts (Direct)
Footnotes (2)
  1. F1. PSUs correspond 1-for-1 with Common Stock.
  2. F2. Represents Performance Share Units (PSUs) earned by Reporting Person upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 23, 2026. The PSUs are scheduled to vest on November 1, 2026, provided the Reporting Person remains continuously employed by the Issuer on that date.
Performance share units awarded 97 performance share units Earned upon achievement of performance goals
Common stock correspondence 1-for-1 Each performance share unit corresponds to common stock
Performance-goal certification date September 23, 2026 Certification by the Compensation and Talent Committee
Scheduled vesting date November 1, 2026 Subject to continuous employment on that date
Performance Share Units (PSUs) financial
"Represents Performance Share Units (PSUs)"
performance goals financial
"upon achievement of performance goals"
Performance goals are specific, measurable targets a company sets for financial results, operational milestones, or individual roles—examples include revenue, profit, production levels, or completion of a project. They matter to investors because meeting or missing these targets influences management pay, future forecasts, deal-related payments and market confidence; think of them as a scoreboard that helps outsiders judge whether the business is performing as promised.
vest financial
"scheduled to vest on November 1, 2026"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.

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How many performance share units did FDS's controller acquire?

Gregory T. Moskoff acquired 97 performance share units. The units correspond 1-for-1 with common stock.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Moskoff Gregory T

(Last)(First)(Middle)
C/O FACTSET RESEARCH SYSTEMS INC.
45 GLOVER AVENUE

(Street)
NORWALK CONNECTICUT 06850

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
MD,Controller and CAO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance Share Unit(1)09/23/2026A97(2) (2) (2)Common Stock97$097D
Explanation of Responses:
1. PSUs correspond 1-for-1 with Common Stock.
2. Represents Performance Share Units (PSUs) earned by Reporting Person upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 23, 2026. The PSUs are scheduled to vest on November 1, 2026, provided the Reporting Person remains continuously employed by the Issuer on that date.
Remarks:
/s/ WINNIFRED LEWIS, Attorney in Fact for Gregory T. Moskoff09/25/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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