Key facts
- This page summarizes Helen L. Shan's Form 4 filing for FACTSET RESEARCH SYSTEMS INC (FDS).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 03 Nov 2025, 18:38.
Helen L. Shan - 01 Nov 2025 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)
- Reporting relationship
- EVP, Chief Financial Officer
- Issuer ticker
- FDS
- Reported as of
- 01 Nov 2025
- Net transaction value
- -$148,874
- SEC form
- 4
- Accepted by SEC
- 03 Nov 2025, 18:38:55 UTC
- Prior SEC filing
- 08 Oct 2025
- Next SEC filing
- 05 Nov 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ WINNIFRED LEWIS, Attorney in Fact for Helen L. Shan
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Helen L. Shan filed Form 4 for FACTSET RESEARCH SYSTEMS INC (FDS) on 03 Nov 2025.
Change
- Previous filing in this sequence was filed on 08 Oct 2025.
- Current net transaction value: -$148,874.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001748873
Primary reporting owner
Shan Helen L.
- Relationship
- EVP, Chief Financial Officer
- Address
- C/O FACTSET RESEARCH SYSTEMS INC., 45 GLOVER AVENUE, NORWALK
- Signature
- /s/ WINNIFRED LEWIS, Attorney in Fact for Helen L. Shan
- Signature date
- 03 Nov 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
FDS
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +1,009
- Change %
- +11%
- Price
- $0.000000
- Shares after
- 10,293
- Date
- 01 Nov 2025
- Ownership
- Direct
- Footnotes
- F1
FDS
transaction
Common Stock
Tax liability
- Transaction value
- $148,874
- Shares
- -558
- Change %
- -5.4%
- Price
- $266.80
- Shares after
- 9,735
- Date
- 01 Nov 2025
- Ownership
- Direct
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
FDS
transaction
Derivative
Performance Share Unit
Options Exercise
- Transaction value
- $0
- Shares
- -1,009
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 01 Nov 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,009
- Exercise price
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022.
Footnote 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.
Footnote F3
Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022.