FactSet (FDS) insider raises stake to ~16,686 shares via ESPP

Q: What did Frederick Philip Snow report on the Form 5 for FDS?

He reported ESPP purchases and dividend reinvestment, bringing his direct beneficial ownership to about 16,686 shares.

Q: Are the reported FDS shares held directly or indirectly?

All reported shares are held directly (ownership form indicated as Direct).

Q: Does the Form 5 for FDS report any derivative transactions?

No derivative transactions are reported in Table II; only non-derivative common stock transactions are listed.

Form 5 annual statement reporting continued insider purchases and holdings.

Filing Impact

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Filing Sentiment

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Form Type

Rhea-AI Filing Summary

Form 5 annual statement reporting continued insider purchases and holdings. The filing shows that Frederick Philip Snow, listed as a former CEO and director, acquired shares through the FactSet Employee Stock Purchase Plan and dividend reinvestment, increasing his direct beneficial ownership to approximately 16,686 shares. Purchases occurred at reported per-share prices ranging from $392.48 to $489.73. All reported shares are held directly and acquisitions are described as ESPP-related reinvestments or purchases.

Insider Trade Summary

Other: 69.84 shares

Other 5 txns

Insider Snow Frederick Philip

Role Former CEO and Director

Type	Security	Shares	Price	Value
Other	Common Stock	5.28	$425.04	$2K
Other	Common Stock	4.91	$430.93	$2K
Other	Common Stock	51.08	$392.48	$20K
Other	Common Stock	4.2	$489.73	$2K
Other	Common Stock	4.37	$469.48	$2K

Holdings After Transaction: Common Stock — 16,686.3099 shares (Direct)

Footnotes (2)

F1. Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F2. Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Frederick Philip Snow report on the Form 5 for FDS?

He reported ESPP purchases and dividend reinvestment, bringing his direct beneficial ownership to about 16,686 shares.

How were the shares acquired according to the Form 5 (FDS)?

Shares were acquired through the FactSet Employee Stock Purchase Plan and dividend reinvestment as stated in the explanation of responses.

What price range is shown for the reported FDS purchases?

Reported per-share prices range from $392.48 to $489.73 for the listed transactions.

Are the reported FDS shares held directly or indirectly?

All reported shares are held directly (ownership form indicated as Direct).

Does the Form 5 for FDS report any derivative transactions?

No derivative transactions are reported in Table II; only non-derivative common stock transactions are listed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/07/2025 - 05:36 PM

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^*

Snow Frederick Philip

(Last)

(First)

(Middle)

C/O FACTSET RESEARCH SYSTEMS INC.

45 GLOVER AVENUE

(Street)

NORWALK

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)

X	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Former CEO and Director

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)
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)	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	09/19/2024		J	4.37⁽¹⁾	A	$469.48	16,620.8399	D
Common Stock	12/19/2024		J	4.2⁽¹⁾	A	$489.73	16,625.0399	D
Common Stock	02/28/2025		J	51.08⁽²⁾	A	$392.48	16,676.1199	D
Common Stock	03/20/2025		J	4.91⁽¹⁾	A	$430.93	16,681.0299	D
Common Stock	06/18/2025		J	5.28⁽¹⁾	A	$425.04	16,686.3099	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)
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)	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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 Frederick Philip Snow	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