Factset Resh Sys Inc SEC Filings

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.

Barak Eilam, identified as a Director of FactSet Research Systems Inc. (FDS), reported a correction to prior ownership reporting. The Form 4 shows a sale of one share executed on 10/03/2025 at a price of $283.21. Following the reported transaction the filing lists 285 shares beneficially owned. The filing notes this entry corrects an omission from the Reporting Person's earlier Form 3 and is signed on 10/07/2025 by an attorney-in-fact.

Christopher McLoughlin, Chief Legal Officer and reporting person for FactSet Research Systems Inc. (FDS), reported purchases of the issuer's common stock on 09/23/2025. The Form 4 shows a purchase of 334.62 shares at a weighted-average price of $296.18 and an additional purchase of 3 shares at $297.66, leaving 3,445.62 shares beneficially owned directly following the transactions. The form was signed by an attorney-in-fact on 09/25/2025 and notes the trades were executed in multiple fills with prices ranging $296.18–$296.19.

Sanoke Viswanathan, who is listed as Chief Executive Officer and a director of FactSet Research Systems Inc. (FDS), reported insider acquisitions on 09/22/2025. He acquired 58,332 shares of common stock (reported as restricted stock units) at a $0 price, bringing his direct beneficial ownership to 58,332 shares. He also received an award of 297,902 employee stock options with an exercise price of $295.63 per share. The options include performance and vesting conditions: they vest only if, during the performance period ending on the fifth anniversary of the grant date, the 30‑day trailing VWAP equals or exceeds 150% of the grant‑date 30‑day VWAP, and they are not exercisable prior to the third anniversary of the grant date. The restricted stock units vest 25% annually and fully vest after four years.

John Costigan, Chief Data Officer of FactSet Research Systems Inc. (FDS), was awarded 367 Performance Share Units (PSUs) that were certified as earned by the Compensation and Talent Committee on 09/15/2025. Each PSU converts 1-for-1 into common stock and carries a reported price of $0. The PSUs are scheduled to vest on 11/01/2025 provided Costigan remains continuously employed through that date. Following the reported transaction, Costigan beneficially owns 367 shares on a direct basis. The Form 4 was executed on behalf of Costigan by an attorney in fact and filed to disclose this earned, time‑conditioned equity award.

Katherine M. Stepp, Chief Technology Officer of FactSet Research Systems Inc. (FDS), was reported as acquiring 367 Performance Share Units (PSUs) on 09/15/2025. The filing states these PSUs correspond 1-for-1 with common stock and were certified by the Compensation and Talent Committee upon achievement of performance goals. The PSUs are scheduled to vest on 11/01/2025 provided Ms. Stepp remains continuously employed on that date. The transaction was reported on Form 4 and signed by an attorney-in-fact on 09/17/2025.

Kristina W. Karnovsky, EVP, Dealmakers & Wealth at FactSet (FDS), was awarded 505 Performance Share Units (PSUs) certified by the Compensation and Talent Committee on 09/15/2025. The PSUs convert 1-for-1 into common stock and carry a $0 price, resulting in 505 shares beneficially owned by the reporting person following the award. The PSUs are scheduled to vest on November 1, 2025, provided Karnovsky remains continuously employed through that date. The Form 4 was filed and signed by an attorney-in-fact on 09/17/2025, and the ownership is reported as direct.

Christopher R. Ellis, Executive Vice President, Initiatives & P'ships at FactSet Research Systems Inc. (FDS), was awarded 352 Performance Share Units (PSUs) that were certified as earned on September 15, 2025. Each PSU corresponds 1-for-1 with a share of common stock and the PSUs are scheduled to vest on November 1, 2025 provided Mr. Ellis remains employed through that date. The transaction is reported as an acquisition of 352 units at an effective price of $0 and results in 352 shares beneficially owned directly following the award. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Ellis on September 17, 2025.

FactSet Research Systems insider Robert J. Robie, Executive Vice President, Institutional Buyside, was reported to have been granted 505 Performance Share Units (PSUs) on 09/15/2025. The filing states the PSUs convert 1-for-1 into common stock and were certified as earned by the Compensation and Talent Committee on 09/15/2025. The PSUs are scheduled to vest on November 1, 2025, contingent on continuous employment through that date. The reported transaction shows 505 shares beneficially owned following the award and a reported price of $0, consistent with a performance-based grant.