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FDS Form 5: Gregory T. Moskoff acquired shares via ESPP and dividends

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
5

Rhea-AI Filing Summary

Gregory T. Moskoff, identified as MD, Controller and CAO of FactSet Research Systems Inc. (FDS), reported small, routine purchases of company common stock during the fiscal year ending 08/31/2025. Transactions listed from 09/19/2024 through 06/18/2025 reflect purchases entered under the Employee Stock Purchase Plan and dividend reinvestment, with incremental acquisitions on multiple dates. The filings show the reporting person held 68.7766 shares at the end of the fiscal year. The Form 5 was signed by an attorney-in-fact on 10/07/2025.

Positive

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Negative

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Insider Moskoff Gregory T
Role MD,Controller and CAO
Type Security Shares Price Value
Other Common Stock 0.15 $425.04 $63.76
Other Common Stock 8.47 $389.38 $3K
Other Common Stock 0.24 $430.93 $103.42
Other Common Stock 8.11 $392.48 $3K
Other Common Stock 0.19 $489.73 $93.05
Other Common Stock 7.48 $362.65 $3K
Other Common Stock 0.18 $469.48 $84.51
Holdings After Transaction: Common Stock — 68.777 shares (Direct)
Footnotes (1)
  1. Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
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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*
Moskoff Gregory T
(Last) (First) (Middle)
C/O FACTSET RESEARCH SYSTEMS INC.
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)
MD,Controller and CAO
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 0.18(1) A $469.48 44.1386 D
Common Stock 11/29/2024 J 7.48(2) A $362.65 51.6166 D
Common Stock 12/19/2024 J 0.19(1) A $489.73 51.8066 D
Common Stock 02/28/2025 J 8.11(2) A $392.48 59.9166 D
Common Stock 03/20/2025 J 0.24(1) A $430.93 60.1566 D
Common Stock 05/30/2025 J 8.47(2) A $389.38 68.6266 D
Common Stock 06/18/2025 J 0.15(1) A $425.04 68.7766 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 Gregory T. Moskoff 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Gregory T. Moskoff report on the Form 5 for FDS?

He reported small acquisitions of FactSet common stock through the Employee Stock Purchase Plan and dividend reinvestment, ending the fiscal year with 68.7766 shares beneficially owned.

What time period do the reported transactions cover on the Form 5 (FDS)?

Transactions are dated between 09/19/2024 and 06/18/2025, covering the fiscal year ended 08/31/2025.

How were the shares acquired according to the Form 5 for FDS?

The Form 5 states shares were acquired via the Employee Stock Purchase Plan and through dividend reinvestment purchases.

Who signed the Form 5 for Gregory T. Moskoff?

The Form 5 is signed by Winnifred Lewis, Attorney in Fact, dated 10/07/2025.

Does the Form 5 show any dispositions or derivative transactions for Moskoff?

No dispositions are reported and Table II (derivative securities) contains no entries.