Form 4: FactSet EVP Robie's Equity Vesting & Tax Withholding

FactSet EVP Robert J. Robie reported the vesting of performance share units and subsequent tax-related share disposition.

Summary

• Robert J. Robie, Executive Vice President of Institutional Buyside at FactSet Research Systems Inc. (FDS), reported transactions involving company common stock.
• On November 1, 2025, Robie acquired 505 shares of common stock upon the vesting of performance share units (PSUs) that were granted on November 1, 2022.
• Concurrently, 252 shares of common stock were disposed of at a price of $266.8 per share to cover tax obligations associated with the PSU vesting.
• Following these transactions, Robie directly beneficially owns 2,303 shares of FactSet common stock.
• These transactions were conducted pursuant to a Rule 10b5-1(c) plan, indicating a pre-arranged trading plan.

Sentiment

Score: 7

Explanation: The filing reports a routine executive compensation event involving the vesting of performance share units and subsequent tax withholding. This is generally a neutral event for the company's stock, but positive for the executive as it signifies achievement of past performance targets.

Positives

• The vesting of 505 performance share units indicates the achievement of performance targets set in 2022, reflecting positively on the executive's past performance.
• The transactions were executed under a Rule 10b5-1(c) plan, which demonstrates pre-planned equity management and reduces concerns about opportunistic insider trading.

Negatives

• The disposition of 252 shares to cover tax liabilities results in a reduction of the executive's direct beneficial ownership of FactSet common stock.

Stakeholder Impact

• Shareholders: The vesting and tax-related disposition of shares are routine compensation events and are unlikely to have a significant impact on the company's stock price or overall shareholder value.
• Employees: This filing reflects standard executive compensation practices, which can be a factor in employee morale and retention, particularly for senior leadership.

Key Dates

Recommendation

This Form 4 details a routine executive compensation event, specifically the vesting of performance share units and the subsequent disposition of shares for tax purposes. It does not contain any new material information regarding FactSet's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. Investors should view this as a standard disclosure of an insider transaction.

Keywords

FactSet, FDS, Insider Trading, Form 4, Equity Vesting, Performance Share Units, Executive Compensation, Robert J. Robie, Stock Transaction, Rule 10b5-1