[Form 5] FACTSET RESEARCH SYSTEMS INC Annual Statement of Beneficial Ownership
Christopher R. Ellis, EVP, Initiatives & P'ships at FactSet Research Systems Inc. (FDS), reported annual changes in his beneficial ownership for the fiscal year ended 08/31/2025. Multiple purchases of common stock were recorded during the year through the company’s Employee Stock Purchase Plan, with reported per-transaction prices and incremental share totals that increased his direct holdings to 24,017.8707 shares by 06/18/2025. The filing also discloses 450 shares held indirectly by his spouse. Transactions are labeled as purchases (code J) and are explained as ESPP dividend reinvestment or plan purchases.
Christopher R. Ellis, EVP, Initiatives & P'ships presso FactSet Research Systems Inc. (FDS), ha riportato cambiamenti annuali nella sua proprietà beneficiaria per l'anno fiscale chiuso il 08/31/2025. Diversi acquisti di azioni ordinarie sono stati registrati nel corso dell'anno tramite il Piano di Acquisto di Azioni per Dipendenti dell'azienda, con prezzi per operazione riportati e totali di azioni incrementali che hanno aumentato le sue partecipazioni dirette a 24.017.8707 azioni entro il 06/18/2025. Il fascicolo rivela inoltre 450 azioni detenute indirettamente dal coniuge. Le transazioni sono etichettate come acquisti (codice J) e sono spiegate come reinvestimento dei dividendi ESPP o acquisti secondo il piano.
Christopher R. Ellis, EVP, Initiatives & P'ships en FactSet Research Systems Inc. (FDS), reportó cambios anuales en su propiedad beneficiosa para el año fiscal terminado el 08/31/2025. Varias compras de acciones comunes se registraron durante el año a través del Plan de Compra de Acciones para Empleados de la empresa, con precios por transacción reportados y totales de acciones incrementales que aumentaron sus participaciones directas a 24,017.8707 acciones para el 06/18/2025. El archivo también revela 450 acciones mantenidas indirectamente por su cónyuge. Las transacciones se etiquetan como compras (código J) y se explican como reinversión de dividendos ESPP o compras del plan.
Christopher R. Ellis 이사, EVP, Initiatives & P'ships at FactSet Research Systems Inc. (FDS)는 회계연도 말 2025년 8월 31일에 대한 그의 유익 소유권의 연간 변동을 보고했습니다. 회사의 직원주식매입계획(ESPP)을 통해 연중 다수의 보통주 매입이 기록되었고, 거래당 가격 및 추가 주식 수가 보고되어 그의 직접 보유 수량은 24,017.8707 주로 증가했고, 시점은 2025년 6월 18일입니다. 또한 이 서류는 배우자가 간접적으로 보유한 450 주를 공개합니다. 거래는 매입(코드 J)으로 표시되며 ESPP 배당 재투자 또는 계획 매입으로 설명됩니다.
Christopher R. Ellis, vice-président exécutif (EVP), Initiatives & P'ships chez FactSet Research Systems Inc. (FDS), a signalé des variations annuelles dans sa propriété bénéficiaire pour l'exercice clos le 31/08/2025. De multiples achats d'actions ordinaires ont été enregistrés au cours de l'année via le Plan d'Achat d'Actions des employés de l'entreprise, avec des prix par transaction rapportés et des totaux d'actions supplémentaires qui ont porté ses avoirs directs à 24 017,8707 actions d'ici le 18/06/2025. Le dossier divulgue également 450 actions détenues indirectement par son conjoint. Les transactions sont étiquetées comme achats (code J) et sont expliquées comme réinvestissement des dividendes ESPP ou achats au titre du plan.
Christopher R. Ellis, EVP, Initiatives & P'ships bei FactSet Research Systems Inc. (FDS), meldete jährliche Veränderungen in seinem wirtschaftlich Berechtigtenbesitz für das Geschäftsjahr, das am 31.08.2025 endete. Mehrere Käufe von Stammaktien wurden im Laufe des Jahres über den Mitarbeitenden-Aktienkaufplan des Unternehmens verzeichnet, mit berichteten Transaktionspreisen pro Transaktion und zusätzlichen Aktienmengen, die seine direkten Anteile bis zum 18.06.2025 auf 24.017,8707 Aktien erhöhten. Die Einreichung gibt auch 450 Aktien an, die indirekt von seinem Ehepartner gehalten werden. Transaktionen sind als Käufe (Code J) gekennzeichnet und werden als ESPP-Dividenden-Reinvestment oder Plan-Käufe erklärt.
Christopher R. Ellis، النائب التنفيذي للرئيس، المبادِرات والشراكات لدى FactSet Research Systems Inc. (FDS)، أبلغ عن تغييرات سنوية في ملكيته المستفيدة للسنة المالية المنتهية في 31/08/2025. تم تسجيل عدة عمليات شراء لأسهم عادية خلال السنة من خلال خطة شراء أسهم العاملين في الشركة، مع أسعار صفقة مُبلغ عنها وإجماليات الأسهم المتزايدة التي زادت حيازاته المباشرة إلى 24,017.8707 سهمًا بحلول 18/06/2025. كما يكشف الملف عن 450 سهمًا مملوكة بشكل غير مباشر من قبل زوجته. تُصنَّف المعاملات كمشتريات (الرمز J) وتُفسَّر باعتبارها إعادة استثمار توزيعات ESPP أو مشتريات الخطة.
Christopher R. Ellis，在 FactSet Research Systems Inc. (FDS) 的 执行副总裁， Initiatives & P'ships，就截至 2025/08/31 财年的实益拥有变动进行了披露。通过公司员工股票购买计划（ESPP）在年内记录了多次普通股购买，披露的每笔交易价格和增量股数使其直接持有量在 2025/06/18 前达到 24,017.8707 股。 filing 还披露其配偶间接持有的 450 股。交易被标记为购买（代码 J），并被解释为 ESPP 股息再投资或计划购买。
- Regular participation in the Employee Stock Purchase Plan shows alignment with company equity ownership
- Direct holdings increased to 24,017.8707 shares, demonstrating steady accumulated ownership
- Dividend reinvestment was used to acquire shares, indicating reinvestment of cash flows into equity
- No disposals reported, but the filing does not disclose the total percentage ownership versus outstanding shares
- Limited materiality for investors because transaction sizes appear incremental and routine
Insights
Consistent ESPP purchases modestly increased direct holdings to 24,017.8707 shares.
Reported activity shows a sequence of purchases under the Employee Stock Purchase Plan, including dividend reinvestment, that cumulatively raised direct ownership to 24,017.8707 shares by
Key dependencies include continued ESPP enrollments and dividend reinvestment elections. Watch the next annual filing for any material change in the pace of purchases or a shift to disposals within 12 months.
Christopher R. Ellis, EVP, Initiatives & P'ships presso FactSet Research Systems Inc. (FDS), ha riportato cambiamenti annuali nella sua proprietà beneficiaria per l'anno fiscale chiuso il 08/31/2025. Diversi acquisti di azioni ordinarie sono stati registrati nel corso dell'anno tramite il Piano di Acquisto di Azioni per Dipendenti dell'azienda, con prezzi per operazione riportati e totali di azioni incrementali che hanno aumentato le sue partecipazioni dirette a 24.017.8707 azioni entro il 06/18/2025. Il fascicolo rivela inoltre 450 azioni detenute indirettamente dal coniuge. Le transazioni sono etichettate come acquisti (codice J) e sono spiegate come reinvestimento dei dividendi ESPP o acquisti secondo il piano.
Christopher R. Ellis, EVP, Initiatives & P'ships en FactSet Research Systems Inc. (FDS), reportó cambios anuales en su propiedad beneficiosa para el año fiscal terminado el 08/31/2025. Varias compras de acciones comunes se registraron durante el año a través del Plan de Compra de Acciones para Empleados de la empresa, con precios por transacción reportados y totales de acciones incrementales que aumentaron sus participaciones directas a 24,017.8707 acciones para el 06/18/2025. El archivo también revela 450 acciones mantenidas indirectamente por su cónyuge. Las transacciones se etiquetan como compras (código J) y se explican como reinversión de dividendos ESPP o compras del plan.
Christopher R. Ellis 이사, EVP, Initiatives & P'ships at FactSet Research Systems Inc. (FDS)는 회계연도 말 2025년 8월 31일에 대한 그의 유익 소유권의 연간 변동을 보고했습니다. 회사의 직원주식매입계획(ESPP)을 통해 연중 다수의 보통주 매입이 기록되었고, 거래당 가격 및 추가 주식 수가 보고되어 그의 직접 보유 수량은 24,017.8707 주로 증가했고, 시점은 2025년 6월 18일입니다. 또한 이 서류는 배우자가 간접적으로 보유한 450 주를 공개합니다. 거래는 매입(코드 J)으로 표시되며 ESPP 배당 재투자 또는 계획 매입으로 설명됩니다.
Christopher R. Ellis, vice-président exécutif (EVP), Initiatives & P'ships chez FactSet Research Systems Inc. (FDS), a signalé des variations annuelles dans sa propriété bénéficiaire pour l'exercice clos le 31/08/2025. De multiples achats d'actions ordinaires ont été enregistrés au cours de l'année via le Plan d'Achat d'Actions des employés de l'entreprise, avec des prix par transaction rapportés et des totaux d'actions supplémentaires qui ont porté ses avoirs directs à 24 017,8707 actions d'ici le 18/06/2025. Le dossier divulgue également 450 actions détenues indirectement par son conjoint. Les transactions sont étiquetées comme achats (code J) et sont expliquées comme réinvestissement des dividendes ESPP ou achats au titre du plan.
Christopher R. Ellis, EVP, Initiatives & P'ships bei FactSet Research Systems Inc. (FDS), meldete jährliche Veränderungen in seinem wirtschaftlich Berechtigtenbesitz für das Geschäftsjahr, das am 31.08.2025 endete. Mehrere Käufe von Stammaktien wurden im Laufe des Jahres über den Mitarbeitenden-Aktienkaufplan des Unternehmens verzeichnet, mit berichteten Transaktionspreisen pro Transaktion und zusätzlichen Aktienmengen, die seine direkten Anteile bis zum 18.06.2025 auf 24.017,8707 Aktien erhöhten. Die Einreichung gibt auch 450 Aktien an, die indirekt von seinem Ehepartner gehalten werden. Transaktionen sind als Käufe (Code J) gekennzeichnet und werden als ESPP-Dividenden-Reinvestment oder Plan-Käufe erklärt.
FAQ
What did Christopher R. Ellis report on Form 5 for FDS?
How were the shares acquired by the reporting person?
What is the reporting period covered by the Form 5?
Are there any indirect holdings disclosed?
What transaction code is used for the reported purchases?
