FactSet (FDS) CFO granted 14,933 options at $264.57 on 11/03

Q: What did FactSet (FDS) disclose in this Form 4?

EVP and CFO Helen L. Shan acquired 14,933 employee stock options on 11/03/2025 at an exercise price of $264.57.

Q: What is the vesting schedule for the FDS options granted to the CFO?

The options vest 25% annually on the anniversary of the grant and are fully vested after four years.

Q: When do the newly granted FDS options expire?

The options expire on 11/03/2035.

Q: How many derivative securities does the reporting person hold after the transaction?

Following the transaction, 14,933 derivative securities were beneficially owned.

Q: What is the ownership form of the reported FDS options?

The options are held directly by the reporting person.

Q: Who is the reporting person and their role at FactSet (FDS)?

The reporting person is Helen L. Shan, EVP, Chief Financial Officer of FactSet Research Systems Inc.

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

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Rhea-AI Filing Summary

FactSet Research Systems (FDS) reported an insider equity award. EVP and Chief Financial Officer Helen L. Shan acquired 14,933 employee stock options on 11/03/2025 at an exercise price of $264.57 per share. The options are held directly.

The grant vests 25% each year on the anniversary of the grant date and expires on 11/03/2035. Following the transaction, 14,933 derivative securities were beneficially owned.

Insider Trade Summary

Grant/Award: 14,933 shares

Grant/Award 1 txn

Insider Shan Helen L.

Role EVP, Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Employee Stock Option (right to buy)	14,933	$0.00	$0.00

Holdings After Transaction: Employee Stock Option (right to buy) — 14,933 contracts (Direct)

Footnotes (1)

F1. 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) disclose in this Form 4?

EVP and CFO Helen L. Shan acquired 14,933 employee stock options on 11/03/2025 at an exercise price of $264.57.

What is the vesting schedule for the FDS options granted to the CFO?

The options vest 25% annually on the anniversary of the grant and are fully vested after four years.

When do the newly granted FDS options expire?

The options expire on 11/03/2035.

How many derivative securities does the reporting person hold after the transaction?

Following the transaction, 14,933 derivative securities were beneficially owned.

What is the ownership form of the reported FDS options?

The options are held directly by the reporting person.

Who is the reporting person and their role at FactSet (FDS)?

The reporting person is Helen L. Shan, EVP, Chief Financial Officer of FactSet Research Systems Inc.

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 11/05/2025 - 07:29 PM

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^*

Shan Helen L.

(Last)

(First)

(Middle)

C/O FACTSET RESEARCH SYSTEMS INC.

45 GLOVER AVENUE

(Street)

NORWALK

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, Chief Financial 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Employee Stock Option (right to buy)	$264.57	11/03/2025		A		14,933		⁽¹⁾	11/03/2035	Common Stock	14,933	$0	14,933	D

Explanation of Responses:

1. 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 Helen L. Shan	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.

Source: View Original Filing on SEC EDGAR