Form 4: FactSet EVP Robie Earns 505 Performance Share Units
Insider Transaction Report
FactSet Research Systems Inc. EVP Robert J. Robie was awarded 505 Performance Share Units, certified on September 15, 2025, contingent on performance goals and continued employment.
Summary
- Robert J. Robie, EVP, Institutional Buyside at FactSet Research Systems Inc. (FDS), acquired 505 Performance Share Units (PSUs).
- The PSUs were earned upon the achievement of performance goals, as certified by the Compensation and Talent Committee on September 15, 2025.
- Each PSU corresponds 1-for-1 with FactSet Common Stock.
- The PSUs are scheduled to vest on November 1, 2025, provided Mr. Robie remains continuously employed by FactSet on that date.
- Following this transaction, Mr. Robie beneficially owns 505 derivative securities (PSUs) directly.
Sentiment
Score: 7
Explanation: This is a routine executive compensation event, positive for the executive as it signifies achievement of performance goals and future equity ownership, aligning interests with shareholders. It does not indicate a significant change in company outlook.
Positives
- EVP Robert J. Robie earned 505 Performance Share Units, indicating the achievement of performance goals.
- The award aligns management incentives with company performance and long-term shareholder value.
Risks
- Vesting of the 505 Performance Share Units is contingent upon Robert J. Robie's continuous employment with FactSet Research Systems Inc. until November 1, 2025.
Future Outlook
The 505 Performance Share Units are scheduled to vest on November 1, 2025, contingent on the reporting person's continuous employment with the issuer.
Industry Context
The award of Performance Share Units is a standard practice in the financial services and technology industries to incentivize executive performance and align their interests with long-term shareholder value.
Comparison to Industry Standards
- The use of Performance Share Units (PSUs) as a component of executive compensation is a common practice across publicly traded companies, including peers in the financial data and analytics sector such as S&P Global (SPGI) and MSCI (MSCI).
- PSUs typically vest based on the achievement of pre-defined performance metrics, aligning executive incentives with company strategic goals and shareholder returns, which is consistent with global corporate governance best practices.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Delegation of Authority | Robert J. Robie granted a Power of Attorney on August 27, 2025, to designated individuals (Helen Shan, Christopher McLoughlin, Winnifred Lewis, Jill Chavarria, Debra Quas) to execute and deliver Section 16 filings (Form 3, 4, 5) on his behalf. | 08/27/2025 | This ensures timely and compliant SEC reporting for insider transactions, streamlining the filing process for the executive. |
Stakeholder Impact
- Shareholders: Aligns executive incentives with shareholder interests through performance-based equity awards.
- Employees: Reflects standard executive compensation practices within the company.
Next Steps
- Vesting of the 505 Performance Share Units on November 1, 2025, subject to continuous employment.
Key Dates
| Date | Description |
|---|---|
| 08/27/2025 | Robert J. Robie executed a Power of Attorney for Section 16 filings. |
| 09/15/2025 | Performance goals for Performance Share Units were certified by the Compensation and Talent Committee. |
| 09/17/2025 | Form 4 was filed with the SEC. |
| 11/01/2025 | Performance Share Units are scheduled to vest, subject to continuous employment. |
Recommendation
holdThis Form 4 reports a routine executive compensation event (award of Performance Share Units) and does not contain information that would fundamentally alter the investment thesis for FactSet Research Systems Inc. It reflects standard corporate governance and incentive alignment, and therefore does not warrant a change in investment recommendation.
Keywords
FactSet, FDS, Robert J. Robie, Performance Share Units, PSU, executive compensation, insider transaction, Form 4
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