FDS Form 5: CTO Katherine Stepp Reports ~612 Shares After ESPP Purchases

Rhea-AI Filing Summary

Form 5 for FactSet Research Systems, Inc. (FDS) reports annual changes in beneficial ownership for Katherine M. Stepp, who is listed as the company's Chief Technology Officer and an officer. The statement covers the fiscal year ended 08/31/2025 and shows three non-derivative stock purchases through the employee stock purchase plan on 03/20/2024, 09/19/2024, and 12/19/2024. Each entry records small fractional share increases resulting from dividend reinvestment: ending beneficial ownership is roughly 612.1824 shares after the 03/20/2024 purchase, with similar totals shown after the other purchases. Transactions were executed at per-share amounts listed as $430.93, $469.48, and $489.73, and the form is signed by an attorney-in-fact on 10/07/2025.

Insights

Corporate Governance Analyst

Officer made routine ESPP dividend reinvestment purchases, holding ~612 shares.

The filings show three non-derivative acquisitions recorded as dividend reinvestment under the employee stock purchase plan, indicating standard participation in compensation-related equity programs by the Chief Technology Officer.

This pattern raises no governance red flags; monitor periodic Section 16 filings for any material option exercises or large sales that would meaningfully change insider alignment with shareholders within the next year.

Equity Compensation Specialist

Share accumulation occurred via dividend reinvestment rather than new option grants.

The entries are coded and explained as dividend reinvestment purchases, not option exercises or open-market purchases, which affects tax and reporting treatment and signals automated plan participation.

Watch for future filings showing grant vesting, option exercises, or significant open-market transactions that would materially affect dilution or insider concentration within 12 months.

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

OMB Number:			3235-0362
Estimated average burden
hours per response:			1.0

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^*

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. 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	0.17(1)	A	$469.48	611.8424	D
Common Stock	12/19/2024		J	0.16(1)	A	$489.73	612.0024	D
Common Stock	03/20/2024		J	0.18(1)	A	$430.93	612.1824	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.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Katherine M. Stepp	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).
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.

FAQ

What does the FDS Form 5 filed for Katherine M. Stepp report?

It reports annual changes in beneficial ownership for Katherine M. Stepp, showing three non-derivative share purchases via dividend reinvestment and an ending ownership of about 612 shares for the fiscal year ended 08/31/2025.

How were the shares acquired according to the filing for FDS?

The filing states the shares were acquired through dividend reinvestment purchases under the Employee Stock Purchase Plan.

What transaction dates are listed on the FDS Form 5?

The listed transaction dates are 03/20/2024, 09/19/2024, and 12/19/2024.

What were the per-share amounts recorded on the Form 5 for FDS?

Per-share amounts shown on the report are $430.93, $469.48, and $489.73 for the three reported purchases.

Who signed the Form 5 for Katherine M. Stepp?

The form is signed by Winnifred Lewis, Attorney in Fact, on 10/07/2025.