Form 4: FactSet EVP Ellis Acquires 3,982 Stock Options

FactSet Research Systems Inc. EVP Christopher R. Ellis reported the acquisition of 3,982 employee stock options with an exercise price of $264.57, granted on November 3, 2025.

Summary

• Christopher R. Ellis, Executive Vice President of Initiatives & Partnerships at FactSet Research Systems Inc. (FDS), acquired 3,982 employee stock options.
• The options were granted on November 3, 2025, with an exercise price of $264.57 per share.
• These options vest 25% annually on the anniversary date of the grant and will be fully vested after four years.
• The expiration date for these options is November 3, 2035.
• The underlying security for these derivative options is 3,982 shares of FactSet Common Stock.

Sentiment

Score: 6

Explanation: The grant of stock options to an executive is generally a neutral to slightly positive event, as it aligns executive incentives with shareholder interests, but it is a routine compensation matter and not indicative of significant operational or financial news.

Positives

• The grant of employee stock options aligns the executive's financial interests with the long-term performance and shareholder value of FactSet Research Systems Inc.

Future Outlook

The acquired employee stock options will vest over a four-year period, with 25% vesting annually on the anniversary of the grant date, indicating a future increase in the executive's beneficial ownership of common stock as options are exercised.

Industry Context

This transaction represents a routine executive compensation event, common across publicly traded companies to incentivize long-term performance and align management interests with shareholders in the financial data and analytics industry.

Stakeholder Impact

• Shareholders: The grant of stock options to an executive helps align their financial interests with the long-term value creation for shareholders.

Next Steps

• The options will vest 25% annually on the anniversary of the grant date (November 3rd) over the next four years.

Key Dates

Keywords

FactSet, FDS, Stock Options, Executive Compensation, Insider Transaction, Form 4, Equity Grant