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

Rhea-AI Filing Summary

John Costigan, Chief Data Officer and reporting person for FactSet Research Systems Inc. (FDS), filed a Form 5 covering the fiscal year ended 08/31/2025. The filing reports a series of small purchases of common stock under the company’s Employee Stock Purchase Plan (ESPP) on multiple dates between 09/19/2024 and 06/18/2025. Each line shows an acquisition coded J (ESPP purchases); share counts incrementally increased from 299.6015 shares to 318.5215 shares by year‑end. Transaction prices per share are reported for each purchase and range from $362.65 to $489.73, and all holdings are reported as direct ownership. The form is signed by an attorney‑in‑fact on 10/07/2025.

Insights

Corporate Governance Analyst

Officer purchased additional shares under the ESPP, modestly increasing direct ownership.

The filing documents routine ESPP acquisitions by an officer who is also marked as a director, raising direct holdings from 299.6015 to 318.5215 shares during the fiscal year. The transactions are coded as J, consistent with payroll or plan purchases rather than open‑market trades.

Dependence on ongoing ESPP participation and vesting rules is the main operational factor; investors can monitor subsequent Form 4/5 filings and the company’s SEC disclosures for any material change in officer ownership or exercise behavior within the next 12 months.

Compensation & Tax Compliance Specialist

All reported acquisitions are ESPP purchases; price and timing are clearly disclosed.

Each transaction lists a per‑share price and the filing includes explanatory remarks confirming ESPP reinvestment and plan purchases. Reporting as direct ownership implies ordinary employee plan treatment rather than derivative or indirect holdings.

Key items to watch are future ESPP purchase dates and any reported dispositions that would affect beneficial ownership thresholds; tax treatment of ESPP shares depends on subsequent holding periods and is governed by plan terms and tax rules.

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^*

Costigan John

(Last) (First) (Middle)

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)
	Chief Data Officer

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	0.66(1)	A	$469.48	299.6015	D
Common Stock	11/29/2024		J	2.73(2)	A	$362.65	302.3315	D
Common Stock	12/19/2024		J	0.64(1)	A	$489.73	302.9715	D
Common Stock	02/28/2025		J	2.95(2)	A	$392.48	305.9215	D
Common Stock	03/20/2025		J	0.74(1)	A	$430.93	306.6615	D
Common Stock	05/30/2025		J	11.04(2)	A	$389.38	317.7015	D
Common Stock	06/18/2025		J	0.82(1)	A	$425.04	318.5215	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 John Costigan	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.
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FAQ

What does John Costigan's Form 5 for FDS report?

The Form 5 reports multiple ESPP purchases of FactSet common stock, increasing direct holdings to 318.5215 shares for the fiscal year ended 08/31/2025.

Were the transactions open‑market trades or plan purchases?

They were plan purchases: each transaction is coded J and the remarks state shares were acquired through the Employee Stock Purchase Plan or dividend reinvestment under the ESPP.

What price range did the reported purchases occur at?

Reported per‑share prices range from $362.65 to $489.73 across the listed ESPP transactions.

How is ownership reported (direct or indirect)?

All holdings in the filing are reported as Direct ownership (D).

Who signed the Form 5 and when?

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