Katherine M. Stepp - Nov 1, 2025 Form 4 Insider Report for FACTSET RESEARCH SYSTEMS INC (FDS)

Role
Chief Technology Officer (CTO)
Signature
/s/ WINNIFRED LEWIS, Attorney in Fact for Katherine M. Stepp
Stock symbol
FDS
Transactions as of
Nov 1, 2025
Transactions value $
-$45,623
Form type
4
Date filed
11/3/2025, 06:38 PM
Previous filing
Sep 17, 2025
Next filing
Nov 5, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Stepp Katherine M Chief Technology Officer (CTO) 45 GLOVER AVENUE, NORWALK /s/ WINNIFRED LEWIS, Attorney in Fact for Katherine M. Stepp 2025-11-03 0001944065

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FDS Common Stock Options Exercise $0 +367 +59.95% $0.00 979 Nov 1, 2025 Direct F1
transaction FDS Common Stock Tax liability -$45.6K -171 -17.46% $266.80 808 Nov 1, 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 -367 -100% $0.00 0 Nov 1, 2025 Common Stock 367 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.