Frederick Philip Snow - 01 Jul 2025 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Reporting relationship: Chief Executive Officer, Director
Issuer ticker: FDS
Reported as of: 01 Jul 2025
Net transaction value: -$878,520
SEC form: 4
Accepted by SEC: 02 Jul 2025, 16:17:09 UTC
Prior SEC filing: 02 Jun 2025
Next SEC filing: 07 Oct 2025
Source filing: View source filing
Reporting owner signature: /s/ JILL CHAVARRIA, Attorney in Fact for Frederick Philip Snow

Key filing fact

Frederick Philip Snow filed Form 4 for FACTSET RESEARCH SYSTEMS INC (FDS) on 02 Jul 2025.

Key facts

This page summarizes Frederick Philip Snow's Form 4 filing for FACTSET RESEARCH SYSTEMS INC (FDS).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 02 Jul 2025, 16:17.

Change

Previous filing in this sequence was filed on 02 Jun 2025.
Current net transaction value: -$878,520.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001611324 Primary reporting owner

Snow Frederick Philip

Relationship: Chief Executive Officer, Director
Address: C/O FACTSET RESEARCH SYSTEMS INC., 45 GLOVER AVENUE, NORWALK
Signature: /s/ JILL CHAVARRIA, Attorney in Fact for Frederick Philip Snow
Signature date: 02 Jul 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

FDS transaction

Common Stock

Options Exercise

Transaction value: $456,840
Shares: +3,000
Change %: +18%
Price: $152.28
Shares after: 19,616
Date: 01 Jul 2025
Ownership: Direct

FDS transaction

Common Stock

Sale

Transaction value: $1,335,360
Shares: -3,000
Change %: -15%
Price: $445.12
Shares after: 16,616
Date: 01 Jul 2025
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

FDS transaction Derivative

Employee Stock Option (right to buy)

Options Exercise

Transaction value: $0
Shares: -3,000
Change %: -20%
Price: $0.000000
Shares after: 11,961
Date: 01 Jul 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,000
Exercise price: $152.28
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 2 footnotes

Footnote F1

This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 26, 2024, with an effective date of January 2, 2025, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Footnote F2

Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.