Form 4: FactSet Legal Officer Sells Shares for Tax Obligations

FactSet's Chief Legal Officer, Christopher McLoughlin, reported the disposition of 731 shares of common stock to cover tax liabilities related to RSU vesting.

Summary

• Christopher McLoughlin, Chief Legal Officer of FactSet Research Systems Inc. (FDS), reported a transaction on December 2, 2025.
• The transaction involved the disposition of 731 shares of FactSet common stock at a price of $278.28 per share.
• This disposition was made to cover tax obligations upon the vesting of restricted stock units (RSUs).
• The RSUs were granted on December 2, 2024, and vest 50% annually on the anniversary date of the grant, becoming fully vested after two years.
• Following this transaction, Christopher McLoughlin beneficially owns 2,714.62 shares of FactSet common stock directly.

Sentiment

Score: 5

Explanation: The sentiment is neutral. This Form 4 reports a non-discretionary sale of shares to cover tax liabilities upon the vesting of restricted stock units, which is a routine event for executives receiving equity compensation and does not indicate a change in management's outlook or company performance.

Future Outlook

The filing does not contain any forward-looking statements or guidance beyond the vesting schedule of the restricted stock units.

Industry Context

This is a routine insider transaction related to compensation and tax obligations, which is common across all industries for executives receiving equity compensation. It does not reflect broader industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: Minimal impact, as this is a routine, non-discretionary transaction for tax purposes and does not signal a change in insider sentiment or company fundamentals.

Key Dates

Keywords

FactSet, FDS, Insider Transaction, Form 4, Stock Sale, RSU Vesting, Tax Withholding, Christopher McLoughlin