Form 4: FactSet Executive's Equity Vesting and Tax Disposition

FactSet MD, Controller, and CAO Gregory T. Moskoff reported the vesting of performance share units and subsequent tax-related share disposition.

Summary

• Gregory T. Moskoff, MD, Controller, and CAO of FactSet Research Systems Inc. (FDS), reported transactions related to his equity compensation.
• On November 1, 2025, 190 shares of common stock were acquired upon the vesting of performance share units (PSUs) that were granted on November 1, 2022.
• Concurrently, 89 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, Moskoff directly beneficially owns 169.7766 shares of FactSet common stock.

Sentiment

Score: 5

Explanation: The filing reports a routine, pre-scheduled insider transaction related to executive compensation, which is neutral in terms of immediate company performance or outlook.

Positives

• The vesting of 190 performance share units indicates the achievement of performance criteria set when the PSUs were granted on November 1, 2022.
• The executive received common stock as part of their compensation package, aligning their interests with shareholders.

Negatives

• 89 shares of common stock were disposed of to cover tax liabilities, reducing the executive's direct beneficial ownership.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This is a routine insider transaction related to executive compensation, common across publicly traded companies where equity awards like Performance Share Units are used to incentivize and retain key management personnel. The vesting indicates the executive met pre-defined performance targets over the grant period.

Stakeholder Impact

• Shareholders: The vesting of PSUs is a standard component of executive compensation, which can lead to minor dilution but is generally factored into compensation plans. The tax-related disposition is a common practice.

Key Dates

Keywords

FactSet, FDS, Insider Transaction, Equity Vesting, Performance Share Units, Gregory T. Moskoff, Executive Compensation