FDS Form 4: CTO Katherine Stepp Earns 367 PSUs Vesting Nov 1, 2025

Katherine M. Stepp, Chief Technology Officer of FactSet Research Systems Inc. (FDS), was reported as acquiring 367 Performance Share Units (PSUs) on 09/15/2025.

Rhea-AI Filing Summary

Katherine M. Stepp, Chief Technology Officer of FactSet Research Systems Inc. (FDS), was reported as acquiring 367 Performance Share Units (PSUs) on 09/15/2025. The filing states these PSUs correspond 1-for-1 with common stock and were certified by the Compensation and Talent Committee upon achievement of performance goals. The PSUs are scheduled to vest on 11/01/2025 provided Ms. Stepp remains continuously employed on that date. The transaction was reported on Form 4 and signed by an attorney-in-fact on 09/17/2025.

Positive

• 367 Performance Share Units earned as certified by the Compensation and Talent Committee on 09/15/2025
• PSUs convert 1-for-1 to common stock, clarifying the economic exposure
• Vesting date specified (11/01/2025) with clear employment condition, indicating transparent award terms

Negative

• None.

Insights

Compensation & Executive Remuneration Analyst

TL;DR: Reporting of 367 PSUs earned and scheduled to vest ties executive pay to performance metrics.

The Form 4 documents that Katherine M. Stepp earned 367 Performance Share Units certified by the Compensation and Talent Committee on 09/15/2025. The PSUs convert 1-for-1 into common stock and are slated to vest on 11/01/2025 contingent on continued employment. This disclosure is a routine executive compensation event showing pay-for-performance alignment; it does not indicate cash payouts or exercises of options.

Corporate Governance Specialist

TL;DR: Routine insider reporting of earned equity awards; procedural and compliance-oriented filing.

The filing fulfills Section 16 reporting requirements for an officer of the issuer and documents the certification date of performance awards. It confirms governance processes (committee certification) were followed. The amount—367 PSUs—is disclosed with vesting conditions tied to continued employment on 11/01/2025. No dispositions, sales, or derivative exercises are reported.

Insider Trade Summary

Grant/Award: 367 shares

Grant/Award 1 txn

Insider Stepp Katherine M

Role Chief Technology Officer (CTO)

Type	Security	Shares	Price	Value
Grant/Award	Performance Share Unit	367	$0.00	$0.00

Holdings After Transaction: Performance Share Unit — 367 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 15, 2025. The PSUs are scheduled to vest on November 1, 2025, provided the Reporting Person remains continuously employed by the Issuer on that date.

FAQ

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

What did the Form 4 for FDS filed by Katherine M. Stepp disclose?

The Form 4 discloses acquisition of 367 Performance Share Units (PSUs) on 09/15/2025, certified by the Compensation and Talent Committee.

When do the PSUs reported by Katherine M. Stepp vest?

The PSUs are scheduled to vest on 11/01/2025, provided the reporting person remains continuously employed by the issuer on that date.

How do the reported PSUs convert to equity for FDS insiders?

The filing states the PSUs correspond 1-for-1 with common stock, meaning each PSU converts to one share of common stock upon vesting.

Was any cash price paid for the PSUs reported on the Form 4?

The Form 4 lists a $0 price for the reported PSUs, consistent with equity awards rather than purchases.

Who certified the performance awards disclosed in the Form 4?

The Compensation and Talent Committee certified the achievement of performance goals leading to the PSUs on 09/15/2025.

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

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Accepted by SEC EDGAR 09/17/2025 - 07:32 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^*

Stepp Katherine M

(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 Technology Officer (CTO)

3. Date of Earliest Transaction (Month/Day/Year)
09/15/2025

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

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	(1)	09/15/2025		A		367(2)		(2)	(2)	Common Stock	367	$0	367	D

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 15, 2025. The PSUs are scheduled to vest on November 1, 2025, provided the Reporting Person remains continuously employed by the Issuer on that date.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Katherine M. Stepp	09/17/2025
	** 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.