[Form 5] FACTSET RESEARCH SYSTEMS INC Annual Statement of Beneficial Ownership

Rhea-AI Filing Summary

Kristina W. Karnovsky, Executive Vice President, Dealmakers & Wealth at FactSet Research Systems Inc. (FDS), reported annual changes in beneficial ownership on Form 5 for the fiscal year ended 08/31/2025. The filing shows a series of small non-derivative common stock purchases between 09/19/2024 and 06/18/2025 made under the company’s Employee Stock Purchase Plan (ESPP). These purchases increased direct holdings from earlier balances to 2,282.4569 shares at fiscal year-end. Transaction prices per share ranged from $362.65 to $489.73, and the entries are primarily labeled with transaction code J, with explanatory remarks confirming ESPP dividend reinvestment and plan acquisitions. The Form 5 is signed by an attorney-in-fact on 10/07/2025.

Positive

• Continued insider participation: multiple ESPP purchases and dividend reinvestment show ongoing executive ownership accumulation.
• Direct ownership disclosed: reporting person holds 2,282.4569 shares at fiscal year-end, providing clear transparency.

Negative

• None.

Insights

Corporate Governance Analyst

Executive made routine ESPP purchases, raising direct holdings to 2,282.4569 shares.

The reported transactions are routine acquisitions under the Employee Stock Purchase Plan and dividend reinvestment, indicated by transaction code J and the filing’s explanations. The pattern shows periodic small purchases between 09/19/2024 and 06/18/2025, suggesting steady participation rather than large opportunistic buys.

Dependencies and risks are limited: these are grant/plan-driven purchases and do not reflect derivative exercises or dispositions. Investors tracking insider alignment can note continued participation; the relevant short horizon item is the year-end beneficial ownership figure of 2,282.4569 shares as of 08/31/2025.

SEC Form 5

FORM 5

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL 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

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Form 3 Holdings Reported.

Form 4 Transactions Reported.

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. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
08/31/2025

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 at end of Issuer's Fiscal Year (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
				Amount	(A) or (D)	Price
Common Stock	09/19/2024		J	0.27(1)	A	$469.48	2,242.8169	D
Common Stock	11/29/2024		J	8.85(2)	A	$362.65	2,251.6669	D
Common Stock	12/19/2024		J	0.28(1)	A	$489.73	2,251.9469	D
Common Stock	02/28/2025		J	15.95(2)	A	$392.48	2,267.8969	D
Common Stock	03/20/2025		J	0.36(1)	A	$430.93	2,268.2569	D
Common Stock	05/30/2025		J	13.78(2)	A	$389.38	2,282.0369	D
Common Stock	06/18/2025		J	0.42(1)	A	$425.04	2,282.4569	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)
					(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

2. Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Kristina W. Karnovsky	10/07/2025
	** 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).
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FAQ

What did Kristina Karnovsky report on Form 5 for FDS?

She reported periodic purchases of FactSet common stock under the ESPP and dividend reinvestment, resulting in 2,282.4569 shares owned at the fiscal year end.

What time period do the transactions cover on the Form 5?

Transactions occurred between 09/19/2024 and 06/18/2025 with the statement covering the fiscal year ended 08/31/2025.

What transaction code is used and what does it indicate?

Transaction code J is used for all entries, and the form explains these purchases were under the Employee Stock Purchase Plan and via dividend reinvestment.

How much did the purchases cost per share?

Reported transaction prices ranged from $362.65 to $489.73 per share across the listed dates.

Who signed the Form 5?

The form was signed by Winnifred Lewis, Attorney in Fact for Kristina W. Karnovsky, on 10/07/2025.