Helen L. Shan - 01 Nov 2025 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Signature
/s/ WINNIFRED LEWIS, Attorney in Fact for Helen L. Shan
Issuer symbol
FDS
Transactions as of
01 Nov 2025
Net transactions value
-$148,874
Form type
4
Filing time
03 Nov 2025, 18:38:55 UTC
Previous filing
08 Oct 2025
Next filing
05 Nov 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Shan Helen L. EVP, Chief Financial Officer C/O FACTSET RESEARCH SYSTEMS INC., 45 GLOVER AVENUE, NORWALK /s/ WINNIFRED LEWIS, Attorney in Fact for Helen L. Shan 03 Nov 2025 0001748873

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Options Exercise $0 +1,009 +11% $0.000000 10,293 01 Nov 2025 Direct F1
transaction FDS Common Stock Tax liability $148,874 -558 -5.4% $266.80 9,735 01 Nov 2025 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction FDS Performance Share Unit Options Exercise $0 -1,009 -100% $0.000000 0 01 Nov 2025 Common Stock 1,009 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022.
F2 Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2025 of PSUs granted on November 1, 2022.
F3 Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022.