FDS / FactSet Research Systems Inc. - Документы SEC, Годовой отчет, Доверенное заявление

As filed with the Securities and Exchange Commission on August 22, 2025

As filed with the Securities and Exchange Commission on August 22, 2025 Registration Statement File No.

As filed with the Securities and Exchange Commission on July 31, 2025.

As filed with the Securities and Exchange Commission on July 31, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 13-3362547 (I.R

Table 1: Newly Registered Securities

Calculation of Filing Fee Tables S-8 FACTSET RESEARCH SYSTEMS INC Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee 1 Equity Common Stock, $0.

FACTSET RESEARCH SYSTEMS INC. 2025 EMPLOYEE STOCK PURCHASE PLAN

Exhibit 99.1 FACTSET RESEARCH SYSTEMS INC. 2025 EMPLOYEE STOCK PURCHASE PLAN 1. Purpose. The Plan consists of two components: a component that is intended to qualify as an “employee stock purchase plan” under Section 423 of the Code (the “423 Component”) and a component that is not intended to qualify as an “employee stock purchase plan” under Section 423 of the Code (the “Non-423 Component”). The

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE

mployment Agreement dated May 28, 2025 between FactSet Research Systems Inc. and Sanoke Viswanathan

Exhibit 10.2 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”), dated as of May 28, 2025 (the “Effective Date”), is made by and between FactSet Research Systems Inc., a Delaware corporation (the “Company” and together with its subsidiaries, the “Company Group”) and Sanoke Viswanathan (“Executive”). WHEREAS, the parties hereto desire to enter into this Agreement, pursuant to which E

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Certain prior year figures have been conformed to the current year's presentation.

News Release I For Immediate Release FactSet Reports Results for Third Quarter 2025 ◦Q3 GAAP revenues of $585.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 28, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo

FactSet Announces CEO Succession Plan Sanoke Viswanathan Appointed Chief Executive Officer Effective Early September 2025 Phil Snow to Retire After Accomplished 30-Year Career with FactSet, Including 10 Years as CEO

Exhibit 99.1 FactSet Announces CEO Succession Plan Sanoke Viswanathan Appointed Chief Executive Officer Effective Early September 2025 Phil Snow to Retire After Accomplished 30-Year Career with FactSet, Including 10 Years as CEO NORWALK, Conn., June 3, 2025 - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of

party thereto, and PNC Bank, National Associat

Execution Version CREDIT AGREEMENT dated as of April 8, 2025, among FACTSET RESEARCH SYSTEMS INC.

Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 8, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 20, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Certain prior year figures have been conformed to the current year's presentation.

News Release I For Immediate Release FactSet Reports Results for Second Quarter 2025 ◦Q2 GAAP revenues of $570.

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FACTSET ACQUIRES LIQUIDITYBOOK Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities

FACTSET ACQUIRES LIQUIDITYBOOK Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn.

As filed with the Securities and Exchange Commission on February 6, 2025

As filed with the Securities and Exchange Commission on February 6, 2025 Registration No.

Filing Fee Table

Calculation of Filing Fee Tables S-3 FACTSET RESEARCH SYSTEMS INC Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt Debt Securities Other 0.

Statement of Eligibility under the Trust Indenture Act of 1939 by U.S. Bank Trust Company, National Association, as trustee (Form T-1) for the Indenture, dated as of March 1, 2022, in Exhibit 4.3

Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) ☐ U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 19, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Appoints Barak Eilam to Board of Directors

FactSet Appoints Barak Eilam to Board of Directors NORWALK, Conn., Dec. 18, 2024 - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Barak Eilam to its Board of Directors. He will also serve on FactSet’s Compensation and Talent Committee. Eilam brings nearly three decades of experience scaling enterprise sof

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 17, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Certain prior year figures have been conformed to the current year's presentation.

News Release I For Immediate Release FactSet Reports Results for First Quarter 2025 ◦Q1 GAAP revenues of $568.

Investor Day 2024 | November 14, 2024 Supercharging Financial Intelligence FactSet Investor Day 2024 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make at Investor Day 2024, contains forward

Investor Day 2024 | November 14, 2024 Supercharging Financial Intelligence FactSet Investor Day 2024 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make at Investor Day 2024, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances.

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 14, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Hosts Investor Day 2024 FactSet is Harnessing the Power of AI to Supercharge Financial Intelligence and Enhance Client Workflows Company Reaffirms Full-Year Fiscal 2025 Guidance; Announces New Medium-Term Outlook

FactSet Hosts Investor Day 2024 FactSet is Harnessing the Power of AI to Supercharge Financial Intelligence and Enhance Client Workflows Company Reaffirms Full-Year Fiscal 2025 Guidance; Announces New Medium-Term Outlook NORWALK, Conn.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2024 ☐ Transition Report pursuant to Section

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2024 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR

actSet Research Systems Inc. Securities and Insider Trading Policy

Exhibit 19 Effective Date: First published in 2008 Last Revision Effective Date: July 1, 2023 FACTSET RESEARCH SYSTEMS INC.

Subsidiaries of FactSet Research Systems Inc.

EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2024. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 16, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. E

FactSet Overview October 16, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connecti

FactSet Overview October 16, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and proje

FDS / FactSet Research Systems Inc. / STATE STREET CORP Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* FACTSET RESEARCH SYSTEMS INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 303075105 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Schedule

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 17, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Change

News Release I For Immediate Release FactSet Reports Results for Fourth Quarter 2024 ◦Q4 GAAP revenues of $562.

Amended and Restated By-laws (incorporated by reference to Exhibit 3.2 to the Company’s Current Report on Form 8-K, filed on September 19, 2024)

i FACTSET RESEARCH SYSTEMS INC. AMENDED AND RESTATED BY-LAWS As amended September 1, 2018, September 27, 2021, January 10, 2023, and September 17, 2024 ii ARTICLE I Offices Section 1. Registered Office.................................................................................... 1 Section 2. Other Offices........................................................................................

eparation Agreement and General Release of Claims by and between FactSet Research Systems Inc. and Linda Huber, dated July 22, 2024

SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the “Company”) and I, Linda Huber, have entered into this Separation Agreement and General Release of Claims (this “Agreement”) to settle all known and unknown claims I might have against the Company and all related parties. Except to the extent governed by federal law or any applicable non-U.S. law, this Agreement s

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

FactSet Research Systems Inc. Executive Severance Plan

FACTSET RESEARCH SYSTEMS INC. EXECUTIVE SEVERANCE PLAN As Amended June 17, 2024 Introduction As of the Effective Date, the Company adopted this plan known as the FactSet Research Systems Inc. Executive Severance Plan. The Plan was adopted to provide severance compensation to the Company’s eligible executives in the event of an Eligible Termination, including in the event of an Eligible Termination

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 3, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo

FactSet Overview JULY 3, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection w

FactSet Overview JULY 3, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projectio

Change

News Release I For Immediate Release FactSet Reports Results for Third Quarter 2024 ◦Q3 GAAP revenues of $552.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

FactSet Overview April 3, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection

FactSet Overview April 3, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projecti

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 29, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 3, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

FactSet Appoints Laurie Hylton to Board of Directors

FactSet Appoints Laurie Hylton to Board of Directors NORWALK, Conn., March 20, 2024 (GLOBE NEWSWIRE) - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Laurie Hylton to its Board of Directors. Hylton also will serve on FactSet’s Audit Committee. Hylton is a highly skilled and experienced senior finance exec

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 19, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Change

News Release I For Immediate Release FactSet Reports Results for Second Quarter 2024 ◦Q2 GAAP revenues of $545.

FDS / FactSet Research Systems Inc. / BAMCO INC /NY/ - NONE Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 17)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p

FDS / FactSet Research Systems Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0905-factsetresearchsystem.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: FactSet Research Systems Inc Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Regulation FD Disclosure, Financial Statements and Exhibits, Results of Operations and Financial Condition, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 14, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Overview December 19, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connect

FactSet Overview December 19, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and proj

Change

News Release I For Immediate Release FactSet Reports Results for First Quarter 2024 ◦Q1 GAAP revenue of $542.

FactSet Research Systems Inc. Incentive Compensation Recoupment Policy

Exhibit 97 FactSet Research Systems Inc. Incentive Compensation Recoupment Policy (Last approved September 15, 2023, effective October 2, 2023) I. Recoupment of Incentive Compensation Following a Mandatory Restatement If FactSet Research Systems Inc. (the “Company”) is required to file with the U.S. Securities and Exchange Commission (the “SEC”) a Mandatory Restatement, the Board of Directors of t

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2023 ☐ Transition Report pursuant to Section

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2023 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State

Subsidiaries of FactSet Research Systems Inc.

EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2023. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO

Regulation FD Disclosure, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 21, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Overview September 21, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connec

FactSet Overview September 21, 2023 Copyright © 2023 FactSet Research Systems Inc.

Change

News Release I For Immediate Release FactSet Reports Results for Fourth Quarter 2023 ◦Q4 GAAP revenues of $535.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 22, 2023 FactSet Research Sy

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 22, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

FactSet Overview June 22, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection

investordeckjunefy2023 FactSet Overview June 22, 2023 Copyright © 2023 FactSet Research Systems Inc.

Change

News Release I For Immediate Release FactSet Reports Results for Third Quarter 2023 ◦Q3 GAAP revenues of $529.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

FactSet Appoints Elisha Wiesel to Board of Directors

FactSet Appoints Elisha Wiesel to Board of Directors NORWALK, Conn., March 24, 2023 (GLOBE NEWSWIRE) - FactSet Research Systems Inc. (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Elisha Wiesel to its Board of Directors. Wiesel is a founding partner and the Chief Risk Officer of ClearAlpha Technologies, an emergi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 21, 2023 FactSet Research S

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 21, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

FactSet Overview MARCH 23, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection

investordeckmarch2023fin FactSet Overview MARCH 23, 2023 Copyright © 2023 FactSet Research Systems Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2023 FactSet Research S

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Change

News Release I For Immediate Release FactSet Reports Results for Second Quarter 2023 ◦Q2 GAAP revenues of $515.

FDS / FactSet Research Systems Inc. / BAMCO INC /NY/ - NONE Passive Investment

SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 16)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designat

FDS / FactSet Research Systems Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: FactSet Research Systems Inc. Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2023 FactSet Research

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. E

FactSet Research Systems Inc. Amended and Restated By-Laws

Exhibit 3.2 FACTSET RESEARCH SYSTEMS INC. AMENDED AND RESTATED BY-LAWS As amended September 1, 2018, September 27, 2021 and January 10, 2023 ARTICLE I Offices Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II Meetings of Stockholders Section 1. Annual Meeting 1 Section 2. Special Meeting 1 Section 3. Stockholder Requested Meetings 1 Section 4. Notice of Meetings 3 Section 5. Quo

FactSet Research Systems Inc. Second Amended and Restated Articles of Incorporation

Exhibit 3.1 SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF FACTSET RESEARCH SYSTEMS INC. FactSet Research Systems Inc. (the “Corporation”), a corporation organized and existing under the General Corporation Law of the State of Delaware (the “DGCL”), does hereby certify as follows: 1.The name of the Corporation is FactSet Research Systems Inc. The Corporation was originally incorporate

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

FactSet Overview December 20, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current

investordeckdecember2022 FactSet Overview December 20, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 15, 2022 FactSet Researc

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 15, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Change

News Release I For Immediate Release FactSet Reports Results for First Quarter 2023 ◦Q1 GAAP revenues of $504.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2022 ☐ Transition Report pursuant to Section

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ? Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2022 ? Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State

Subsidiaries of FactSet Research Systems Inc.

EXHIBIT 21 List of FactSet Research Systems, Inc.?s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2022. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO

Change

News Release I For Immediate Release FactSet Reports Results for Fourth Quarter and Fiscal Year 2022 ?Q4 GAAP revenues of $499.

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 22, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of

Change

News Release I For Immediate Release FactSet Reports Results for Fourth Quarter and Fiscal Year 2022 ?Q4 GAAP revenues of $499.

Regulation FD Disclosure, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 22, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Overview September 22, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current

FactSet Overview September 22, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

FactSet Overview July 18, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expe

FactSet Overview July 18, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances.

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 18, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Com

FactSet Overview July 18, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expe

FactSet Overview July 18, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances.

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 18, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE

Separation Agreement and General Release of Claims dated April 26, 2022 between FactSet Research Systems Inc. and Gene Fernandez

Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the ?Company?) and I, Gene Fernandez have entered into this Separation Agreement and General Release of Claims (this ?Agreement?) to settle all known and unknown claims I might have against the Company and all related parties. Except to the extent governed by federal law or any applicable non-U.S. law, t

Change

News Release I For Immediate Release FactSet Reports Results for Third Quarter 2022 ?Q3 GAAP revenues of $488.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 9, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Employ

FactSet Overview MAY 9, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expect

FactSet Overview MAY 9, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances.

EX-24

POWER OF ATTORNEY KNOW ALL PEOPLE BY THESE PRESENTS, that the undersigned, John Costigan (the "Filer"), an individual subject to the filing requirements of Section 16 of the Securities Act of 1934, as amended (the "Act"), does hereby constitute and appoint any of Linda Huber, Rachel Stern, Jeffrey Gershowitz, Jill Chavarria, and Debra Quas, as Filer's true and lawful attorney-in-fact and in Filer's name, place and stead, to execute and deliver, and to take such other action as the attorney considers necessary or appropriate to effect, any filing on Form 3, Form 4, or Form 5 to be filed under Section 16 of the Act.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 26, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 5, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

1 April 5, 2022 Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Business Use Only Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Confidential: Do not forward. 2 Welcome + Opening Remarks Kendra Brown, Global H

investorday2022 1 April 5, 2022 Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Business Use Only Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Confidential: Do not forward. 2 Welcome + Opening Remarks Kendra Brown, Global Head of Investor Relations Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Business Use Only Copyright © 2022 FactS

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 24, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Change

News Release I For Immediate Release FactSet Reports Results for Second Quarter 2022 ?Q2 revenues of $431.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 22, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

FactSet Appoints Maria Teresa Tejada to Board of Directors

FactSet Appoints Maria Teresa Tejada to Board of Directors NORWALK, Conn., March 23, 2022 (GLOBE NEWSWIRE) - FactSet Research Systems Inc. (NYSE: FDS | NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced the appointment of Maria Teresa Tejada to its Board of Directors. Tejada will serve as a member of the Audi

Indenture, dated as of March 1, 2022, between FactSet Research Systems Inc. and U.S. Bank Trust Company, National Association, as trustee

Exhibit 4.1 FACTSET RESEARCH SYSTEMS INC. as Issuer DEBT SECURITIES INDENTURE DATED AS OF MARCH 1, 2022 U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310 (a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.3; 7.10 (c) N.A. 311 (a) 7.11 (b) 7.11 (c) N.A. 312 (a) 2.6 (b) 10.3 (c) 10.3 313 (a) 7.6 (b)(1) 7.6

FactSet Completes Acquisition of CUSIP Global Services

Exhibit 99.1 FactSet Completes Acquisition of CUSIP Global Services NORWALK, Conn., March 1, 2022 (GLOBE NEWSWIRE) - FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications and industry-leading services, today announced the successful completion of its acquisition of CUSIP Global Services (CGS) from S&P Global Inc. for approximately $1.925 bi

Amendment No. 1 to Asset Purchase Agreement, dated as of February 11, 2022, by and between S&P

Exhibit 2.2 EXECUTION VERSION AMENDMENT NO. 1 TO ASSET PURCHASE AGREEMENT This AMENDMENT NO. 1 TO ASSET PURCHASE AGREEMENT (this ?Amendment?), dated as of February 11, 2022, is by and between S&P Global Inc., a New York corporation (?Seller?) and FactSet Research Systems Inc., a Delaware corporation (?Purchaser?). W I T N E S S E T H: WHEREAS, Seller and Purchaser are parties to that certain Asset

Credit Agreement dated as of March 1, 2022, among FactSet Research Systems Inc., the Borrowing Subsidiaries party thereto, the Lenders party thereto, and PNC Bank, National Association, as the Administrative Agent*

Exhibit 4.5 EXECUTION VERSION CREDIT AGREEMENT dated as of March 1, 2022, among FACTSET RESEARCH SYSTEMS INC., the BORROWING SUBSIDIARIES party hereto, the LENDERS party hereto and PNC BANK, NATIONAL ASSOCIATION, as the Administrative Agent PNC CAPITAL MARKETS LLC and BOFA SECURITIES, INC., as Joint Lead Arrangers and Joint Bookrunners BANK OF AMERICA, N.A., as Syndication Agent HSBC SECURITIES (U

Asset Purchase Agreement, dated as of December 24, 2021, by and between S&P Global Inc. and FactSet Research Systems Inc.

Exhibit 2.1 PROJECT RIVER ASSET PURCHASE AGREEMENT BY AND BETWEEN S&P GLOBAL INC. AND FACTSET RESEARCH SYSTEMS INC. Dated as of December 24, 2021 TABLE OF CONTENTS ARTICLE I DEFINITIONS 2 Section 1.1 Definitions 2 Section 1.2 Other Defined Terms 12 ARTICLE II PURCHASE AND SALE; CLOSING 15 Section 2.1 Purchase and Sale 15 Section 2.2 Purchase Price 15 Section 2.3 Closing Date 15 Section 2.4 Purchas

Supplemental Indenture, dated as of March 1, 2022, between FactSet Research Systems Inc. and U.S. Bank Trust Company, National Association, as trustee, relating to the $500,000,000 aggregate principal amount of 2.900% senior notes due 2027 of FactSet Research Systems Inc. and the $500,000,000 aggregate principal amount of 3.450% senior notes due 2032 of FactSet Research Systems Inc.

Exhibit 4.2 EXECUTION VERSION FACTSET RESEARCH SYSTEMS INC. as Issuer SUPPLEMENTAL INDENTURE Dated as of March 1, 2022 to INDENTURE Dated as of March 1, 2022 U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION as Trustee 2.900% Senior Notes due 2027 3.450% Senior Notes due 2032 TABLE OF CONTENTS Page ARTICLE I Definitions SECTION 1.1. Definition of Terms 2 SECTION 1.2. Other Definitions 5 SECTION 1.3. R

Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Completion of Acquisition or Disposition of Assets, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation or organ

$1,000,000,000 FACTSET RESEARCH SYSTEMS INC. $500,000,000 2.900% SENIOR NOTES DUE 2027 $500,000,000 3.450% SENIOR NOTES DUE 2032

Filed Pursuant to Rule 424(b)(5) Registration No. 333-261992 PROSPECTUS SUPPLEMENT (To prospectus dated January 4, 2022) $1,000,000,000 FACTSET RESEARCH SYSTEMS INC. $500,000,000 2.900% SENIOR NOTES DUE 2027 $500,000,000 3.450% SENIOR NOTES DUE 2032 FactSet Research Systems Inc. (?FactSet? or the ?Issuer?), a Delaware corporation, is offering $500,000,000 aggregate principal amount of 2.900% Senio

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 15, 2022 FACTSET RESEARCH SYSTEMS INC. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation or or

Underwriting Agreement, dated February 15, 2022, among FactSet Research Systems Inc. and BofA Securities, Inc. and PNC Capital Markets LLC as representatives of the several underwriters listed therein.

EX-1.1 2 ex1-1.htm UNDERWRITING AGREEMENT Exhibit 1.1 FactSet Research Systems Inc. UNDERWRITING AGREEMENT dated February 15, 2022 BofA Securities, Inc. PNC Capital Markets LLC Underwriting Agreement February 15, 2022 BOFA SECURITIES, INC. PNC CAPITAL MARKETS LLC As Representatives of the several Underwriters c/o BOFA SECURITIES, INC. One Bryant Park New York, NY 10036 Ladies and Gentlemen: Introd

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 11, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation) (C

Security Type

Exhibit 107 Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial effective date Filing Fee Previously Paid In Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to Be Paid Debt 2.

Subject to Completion Preliminary Prospectus Supplement dated February 15, 2022

Filed Pursuant to Rule 424(b)(5) Registration No. 333-261992 The information contained in this preliminary prospectus supplement is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities and are not soliciting an offer to buy these securities in any jurisdiction where the offer or sale is not permitted. Subj

FactSet Research Systems Inc. Final Term Sheet $500,000,000 2.900% Senior Notes due 2027 (the “2027 Notes”) $500,000,000 3.450% Senior Notes due 2032 (the “2032 Notes”)

Filed Pursuant to Rule 433 Registration Statement No. 333-261992 Final Term Sheet FactSet Research Systems Inc. Final Term Sheet $500,000,000 2.900% Senior Notes due 2027 (the ?2027 Notes?) $500,000,000 3.450% Senior Notes due 2032 (the ?2032 Notes?) February 15, 2022 Final Term Sheet dated February 15, 2022 (this ?Final Term Sheet?) to the Preliminary Prospectus Supplement dated February 15, 2022

FDS / FactSet Research Systems Inc. / BAMCO INC /NY/ - NONE Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 15)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh

Regulation FD Disclosure

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 14, 2022 FACTSET RESEARCH SYSTEMS INC. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation or or

FDS / FactSet Research Systems Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: FactSet Research Systems Inc. Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule

Copyright © 2022 FactSet Research Systems Inc. All rights reserved. January 5, 2022 FactSet to Acquire CUSIP Global Services (“CGS”) Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Forward-Looking Statements and Non-GAAP Measures

Copyright ? 2022 FactSet Research Systems Inc. All rights reserved. January 5, 2022 FactSet to Acquire CUSIP Global Services (?CGS?) Copyright ? 2022 FactSet Research Systems Inc. All rights reserved. Forward-Looking Statements and Non-GAAP Measures This presentation contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections, a

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 5, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em

FACTSET RESEARCH SYSTEMS INC. as Issuer DEBT SECURITIES FORM OF INDENTURE DATED AS OF , as Trustee CROSS-REFERENCE TABLE*

Exhibit 4.3 FACTSET RESEARCH SYSTEMS INC. as Issuer DEBT SECURITIES FORM OF INDENTURE DATED AS OF , as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310 (a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.3; 7.10 (c) N.A. 311 (a) 7.11 (b) 7.11 (c) N.A. 312 (a) 2.6 (b) 10.3 (c) 10.3 313 (a) 7.6 (b)(1) 7.6 (b)(2) 7.6; 7.7 (c) 7.6; 10.2 (d) 7.6 314 (a) 4.2

As filed with the Securities and Exchange Commission on January 4, 2022

As filed with the Securities and Exchange Commission on January 4, 2022 Registration No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 24, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation) (Co

FACTSET TO ACQUIRE CUSIP GLOBAL SERVICES FOR $1.925 BILLION OPERATOR OF MARKET STANDARD SECURITY IDENTIFIERS FOR MORE THAN 50 YEARS CONSISTENT REVENUE GROWTH AND ROBUST MARGINS HIGHLY COMPLEMENTARY TO FACTSET EXPECTED TO BE ACCRETIVE TO FACTSET’S ADJ

Exhibit 99.1 FACTSET TO ACQUIRE CUSIP GLOBAL SERVICES FOR $1.925 BILLION OPERATOR OF MARKET STANDARD SECURITY IDENTIFIERS FOR MORE THAN 50 YEARS CONSISTENT REVENUE GROWTH AND ROBUST MARGINS HIGHLY COMPLEMENTARY TO FACTSET EXPECTED TO BE ACCRETIVE TO FACTSET?S ADJUSTED DILUTED EPS AND ADJUSTED OPERATING MARGINS IN THE FIRST YEAR NORWALK, Conn., Dec. 27, 2021 - FactSet (NYSE:FDS) (NASDAQ:FDS), a glo

Change

News Release I For Immediate Release FactSet Reports Results for First Quarter 2022 ?Q1 revenues of $424.

Financial Statements and Exhibits, Results of Operations and Financial Condition, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 16, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Overview FY 2021 Copyright © 2021 FactSet Research Systems Inc. All rights reserved. Confidential: Do not forward. November 18, 2021 Forward-Looking Statements and Non-GAAP Measures This presentation contains forward looking statements reflec

FactSet Overview FY 2021 Copyright ? 2021 FactSet Research Systems Inc. All rights reserved. Confidential: Do not forward. November 18, 2021 Forward-Looking Statements and Non-GAAP Measures This presentation contains forward looking statements reflecting management?s current expectations based on currently available information. Actual results may differ materially from what is expressed or foreca

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 18, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2021 ☐ Transition Report pursuant to Section

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ? Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2021 ? Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR

Subsidiaries of FactSet Research Systems Inc.

EXHIBIT 21 List of FactSet Research Systems, Inc.?s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2021. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware BI-SAM Limited En

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 4, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 1, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em

Amendment to Amended and Restated By-laws of FactSet Research Systems Inc. effective September 27, 2021

AMENDMENT TO THE BY-LAWS OF FACTSET RESEARCH SYSTEMS INC. Effective September 27, 2021 Article II of the By-Laws of FactSet Research Systems Inc. is hereby amended to include the following text: ARTICLE II Meetings of Stockholders Section 11. (a)Proxy Access. Subject to the provisions of this Section 11, the Corporation shall include in its proxy statement and on its form of proxy for an annual me

Change

News Release I For Immediate Release FactSet Reports Strong Growth in Fourth Quarter and Full Year 2021 Continued investments in content and technology fuel revenue growth of 7% NORWALK, Conn.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 28, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FactSet Appoints Linda S. Huber as Chief Financial Officer

Exhibit 99.1 FactSet Appoints Linda S. Huber as Chief Financial Officer Huber Brings Extensive Finance and Operations Experience, Including 15 Years as a Public Company CFO NORWALK, Conn., August 24, 2021 ? FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced the appointment of Linda S. Huber

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 24, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em

Karnovsky Brings Two Decades of Experience in Leadership Roles at FactSet; Most Recently, Served as Senior Vice President, Head of Research Solutions

Exhibit 99.1 FactSet Appoints Kristina Karnovsky as Executive Vice President, Chief Product Officer Karnovsky Brings Two Decades of Experience in Leadership Roles at FactSet; Most Recently, Served as Senior Vice President, Head of Research Solutions NORWALK, Conn., July 19, 2021 ? FactSet (NYSE: FDS) (NASDAQ: FDS), today announced that Kristina Karnovsky has been appointed to the role of Executive

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 19, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period end

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE

Three Months Ended

News Release I For Immediate Release FactSet Reports Solid Results for Third Quarter 2021 Record Quarterly Revenue Hits $400 Million NORWALK, Conn.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 29, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 20, 2021 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

FactSet Appoints Helen Shan as Chief Revenue Officer Shan Has Served as FactSet’s Executive Vice President and Chief Financial Officer Since 2018; Will Remain CFO until Successor is Named

Exhibit 99.1 FactSet Appoints Helen Shan as Chief Revenue Officer Shan Has Served as FactSet?s Executive Vice President and Chief Financial Officer Since 2018; Will Remain CFO until Successor is Named NORWALK, Conn., April 20, 2021 ? FactSet ("FactSet" or the ?Company?) (NYSE: FDS) (NASDAQ: FDS), today announced that Executive Vice President and Chief Financial Officer (CFO) Helen Shan has been ap

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F

Three Months Ended

News Release I For Immediate Release FactSet Reports Solid Results for Second Quarter 2021 Revenue increases 6% and EPS rises 9% NORWALK, Conn.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 30, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Via EDGAR

Via EDGAR March 12, 2021 Mr. Craig Wilson U.S. Securities and Exchange Commission Division of Corporation Finance Office of Information Technologies and Services 100 F Street, NE Washington, D.C. 20549 Re: FactSet Research Systems Inc. Form 10-K for the fiscal year ended August 31, 2020 File No. 001-11869 Dear Mr. Wilson, On behalf of FactSet Research Systems Inc. (?FactSet? or the ?Company?), ple

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 14)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) (CUSIP Numbe

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 14)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p

SCHEDULE 13G SIGNATURE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6) FACTSET RESH SYS INC (Name of Issuer) COM (Title of Class of Securities) 303075105 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: FactSet Research Systems Inc. Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule i

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY

Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 21, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Three Months Ended

News Release I For Immediate Release FactSet Reports Solid Results for First Quarter 2021 Revenue increases 6% and EPS rises 8% NORWALK, Conn.

Submission of Matters to a Vote of Security Holders - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 21, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State

- DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State

Subsidiaries of FactSet Research Systems Inc.

EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2020. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware BI-SAM Limited En

Annual Report - 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2020 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR

Amendment to Credit Agreement, dated September 21, 2020, by and among FactSet Research Systems Inc., PNC Bank, National Association, as the Administrative Agent, and the Lenders party thereto.

AMENDMENT TO CREDIT AGREEMENT THIS AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of September 21, 2020 (the “Effective Date”), is made by and among FACTSET RESEARCH SYSTEMS INC.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 21, 2020 FactSet Resear

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 21, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Annual Fiscal 2021 Guidance

News Release I For Immediate Release FactSet Reports Solid Growth in Fourth Quarter and Full Year 2020 Fiscal 2020 sees 40th consecutive year of revenue growth NORWALK, Conn.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 24, 2020 FactSet Resear

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 24, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS

Annual Fiscal 2020 Guidance

News Release I For Immediate Release FactSet Reports Solid Results for Third Quarter 2020 Company increases annual outlook for operating margin and EPS NORWALK, Conn.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 23, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

FactSet Appoints Robin Abrams Chair of the Board of Directors

FactSet Appoints Robin Abrams Chair of the Board of Directors Siew Kai Choy and Lee Shavel appointed to the Board; Phil Hadley and Scott Billeadeau to retire NORWALK, Conn.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 7, 2020 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo

Separation Agreement and General Release of Claims dated June 7, 2020 between FactSet Research Systems Inc. and Franck A.R. Gossieaux

Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the “Company”) and I, Franck A.R. Gossieaux, have entered into this Separation Agreement and General Release of Claims (this “Agreement”) to settle all known and unknown claims I might have against the Company and all related parties, except as otherwise set forth in this Agreement, effective as of June

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 29, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY

Annual Fiscal 2020 Guidance

News Release I For Immediate Release FactSet Increases Revenue and EPS in Second Quarter 2020 NORWALK, Conn.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 26, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Form of FactSet Research Inc. Equity Award Agreement

Exhibit 10.2 March [●], 2020 [NAME] [ADDRESS] Dear [●]: Reference is made to your currently outstanding stock options, restricted stock units and performance units granted pursuant to the FactSet Research Systems Inc. Stock Option and Award Plan, as previously amended up to and including the date hereof (the “Equity Plan”), that are unvested as of the date hereof, and the applicable award agreemen

FactSet Research Systems Inc. Executive Severance Plan

Exhibit 10.1 FACTSET RESEARCH SYSTEMS INC. EXECUTIVE SEVERANCE PLAN Introduction As of the Effective Date, the Company adopted this plan known as the FactSet Research Systems Inc. Executive Severance Plan. The Plan was adopted to provide severance compensation to the Company’s eligible executives in the event of an Eligible Termination, including in the event of an Eligible Termination following a

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 29, 2020 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FDS / FactSet Research Systems, Inc. / BAMCO INC /NY/ - NONE Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 13)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p

FDS / FactSet Research Systems, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: FactSet Research Systems Inc Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is

FDS / FactSet Research Systems, Inc. / WELLS FARGO & COMPANY/MN Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5) FACTSET RESH SYS INC (Name of Issuer) COM (Title of Class of Securities) 303075105 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY

AVENANT D'EXPATRIATION AU CONTRAT DE TRAVAIL DU 31 MARS 2009 EXPATRIATION ADDENDUM TO THE EMPLOYMENT CONTRACT DATED MARCH 31, 2009

EXHIBIT 10.2 AVENANT D'EXPATRIATION AU CONTRAT DE TRAVAIL DU 31 MARS 2009 EXPATRIATION ADDENDUM TO THE EMPLOYMENT CONTRACT DATED MARCH 31, 2009 English version for information purposes only ENTRE LES SOUSSIGNES FACTSET France, société à responsabilité limitée, immatriculée au Registre du Commerce et des Sociétés de Paris sous le numéro 345 370 019, dont le siège social est situé 12 rue du Havre à

EXPATRIATION AGREEMENT

Exhibit 10.1 EXPATRIATION AGREEMENT THIS EXPATRIATION AGREEMENT (this “Agreement”) is effective as of June 1, 2019 (the “Effective Date”) by and among FACTSET FRANCE Sarl, a corporation organized under the laws of France (“FACTSET FRANCE”), and FACTSET RESEARCH SYSTEMS INC., a Delaware corporation (“FS USA”), in the presence of FRANCK GOSSIEAUX (the “Expatriate”). WHEREAS, the parties have determi

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 19, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Three Months Ended November 30,

News Release I For Immediate Release FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020 NORWALK, Conn.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 19, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FDS / FactSet Research Systems, Inc. DEFA14A - - FORM DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

FDS / FactSet Research Systems, Inc. DEF 14A - - FORM DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin

Subsidiaries of FactSet Research Systems Inc.

Exhibit 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2019 Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware BI-SAM Limited England / Wales BI-SAM Technologies, S.A.S. France Bravo Consult EOOD Bulgaria Code Red, Inc. Massachusetts Cy

Annual Report - FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2019 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS INC. (E

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 26, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Earnings Slide Presentation of FactSet Research Systems Inc. dated September, 26, 2019, announcing its results for the three and twelve months ended August 31, 2019

Exhibit 99.2

Three Months Ended August 31,

Exhibit 99.1 News Release | For Immediate Release FactSet Achieves Solid Revenue and Strong EPS Growth in Fourth Quarter and Full Year 2019 Fiscal 2019 sees 39th consecutive year of revenue growth NORWALK, Conn., September 26, 2019 - FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today a

FDS / FactSet Research Systems, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: FactSet Research Systems Inc Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: July 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is fil

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 11, 2019 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Quarterly Report - FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS

Separation Agreement and General Release of Claims, dated April 22, 2019.

Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE of claims FactSet Research Systems Inc. (“the Company”) and I, John Wiseman (“Employee”), have entered into this Separation Agreement and General Release of Claims (“Agreement”) to settle all known and unknown claims I might have against Company and all related parties. Except to the extent governed by federal law, this Agreement shall be gover

Three Months Ended May 31,

Exhibit 99.1 FactSet Achieves Solid Revenue and Strong EPS Growth in Third Quarter 2019 NORWALK, Conn., June 25, 2019 - FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced results for its third quarter ended May 31, 2019. Third Quarter Fiscal 2019 Highlights ● Revenues increas

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 25, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 28, 2019 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo

FactSet Appoints New EVP, Global Head of Sales and Client Solutions

Exhibit 99.1 News Release | For Immediate Release FactSet Appoints New EVP, Global Head of Sales and Client Solutions Proven global sales leader and 15-year veteran of the Company Franck Gossieaux joins executive team NORWALK, Conn., May 28, 2019 – FactSet (NYSE:FDS | NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today a

Entry into a Material Definitive Agreement

8-K 1 fds201904158k.htm FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 16, 2019 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisd

FDS / FactSet Research Systems, Inc. FORM 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY

Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 29, 2019 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Credit Agreement with PNC Bank, National Association, Bank of America, N.A. and HSBC Bank USA, National Association as of March 29, 2019

EX-10.1 2 ex139950.htm EXHIBIT 10.1 Exhibit 10.1 Execution Version $750,000,000.00 REVOLVING CREDIT FACILITY CREDIT AGREEMENT by and among FACTSET RESEARCH SYSTEMS INC. and THE GUARANTORS PARTY HERETO FROM TIME TO TIME and THE LENDERS PARTY HERETO FROM TIME TO TIME and PNC BANK, NATIONAL ASSOCIATION, as Administrative Agent, Swing Loan Lender and Issuing Lender PNC CAPITAL MARKETS LLC, as Sole Lea

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 26, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp

Three Months Ended February 28,

Exhibit 99.1 News Release For Immediate Release FactSet Reports Solid Revenue and EPS Growth in Second Quarter 2019 NORWALK, Conn., March 26, 2019 - FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced results for its second quarter ended February 28, 2019. Second Quarter Fisca

FDS / FactSet Research Systems, Inc. / BAMCO INC /NY/ - NONE Passive Investment

Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 12)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p

FDS / FactSet Research Systems, Inc. / VANGUARD GROUP INC Passive Investment

factsetresearchsystemsinc.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6 )* Name of issuer: FactSet Research Systems Inc Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2018 Check t

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 8, 2019 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. E

FDS / FactSet Research Systems, Inc. / WELLS FARGO & COMPANY/MN Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4) FACTSET RESH SYS INC (Name of Issuer) COM (Title of Class of Securities) 303075105 (CUSIP Number) December 31, 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is

FDS / FactSet Research Systems, Inc. FORM 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 18, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of incorporation or org

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 18, 2018 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Three Months Ended November 30,

EX-99.1 2 ex131747.htm EXHIBIT 99.1 Exhibit 99.1 News Release | For Immediate Release FactSet Reports Strong Revenue and EPS Growth in First Quarter 2019 NORWALK, Conn., December 18, 2018 - FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced its results for the first quarter e

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 30, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

FDS / FactSet Research Systems, Inc. FORM DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin

FDS / FactSet Research Systems, Inc. FORM DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin

Subsidiaries of FactSet Research Systems Inc.

Exhibit 21 Subsidiaries of the Registrant The following is a list of subsidiaries of FactSet Research Systems Inc.

FDS / FactSet Research Systems, Inc. FORM 10-K (Annual Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2018 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS INC. (E

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 25, 2018 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S.

Three Months Ended August 31,

Exhibit 99.1 News Release | For Immediate Release FactSet Reports Strong Revenue and EPS Growth in Fourth Quarter 2018 Fiscal 2018 results lead to 38 consecutive years of revenue growth NORWALK, Conn., September 25, 2018 - FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced it

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 31, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em

Amended and Restated By-laws of FactSet Research Systems Inc. as amended September 1, 2018

Exhibit 3.1 FACTSET RESEARCH SYSTEMS INC. AMENDED AND RESTATED BY-LAWS As amended September 1, 2018 ARTICLE I Offices Section 1. Registered Office. The location of the Corporation’s registered office within the State of Delaware, the name of the registered agent of the Corporation at such office and the post office address to which the Secretary of State of the State of Delaware shall mail a copy

FactSet Announces Helen Shan as New Chief Financial Officer

Exhibit 99.1 News Release FactSet Announces Helen Shan as New Chief Financial Officer Norwalk, CT – July 27, 2018 – FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Helen Shan will join as Chief Financial Officer (CFO) in September, 2018. Shan has more than 25 years of experience in business and financial s

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 27, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Separation Agreement and General Release of Claims, dated May 8, 2018

Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE of claims FactSet Research Systems Inc. (“the Company”) and I, Maurizio Nicolelli (“Employee”), have entered into this Separation Agreement and General Release of Claims (“Agreement”) to settle all known and unknown claims I might have against Company and all related parties. Except to the extent governed by federal law, this Agreement shall be

Separation Agreement and General Release of Claims, dated July 5, 2018

Exhibit 10.2 SEPARATION AGREEMENT AND GENERAL RELEASE of claims FactSet Research Systems Inc. (“the Company”) and I, Edward Baker-Greene (“Employee”), have entered into this Separation Agreement and General Release of Claims (“Agreement”) to settle all known and unknown claims I might have against Company and all related parties. Except to the extent governed by federal law, this Agreement shall b

FDS / FactSet Research Systems, Inc. FORM 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS

Entry into a Material Definitive Agreement

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 5, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo

Three Months Ended May 31,

Exhibit 99.1 FactSet Reports Strong Revenue and EPS Growth in Third Quarter 2018 NORWALK, Conn., June 26, 2018 - FactSet (the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced its results for the third quarter ended May 31, 2018. Third Quarter Fiscal 2018 Highlights ● Revenues increased

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 26, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 8, 2018 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Employ

FactSet Announces Planned Departure of its Chief Financial Officer

Exhibit 99.1 News Release FactSet Announces Planned Departure of its Chief Financial Officer Maurizio Nicolelli has entered into a separation agreement and will remain with FactSet through December 2018 Norwalk, Conn., May 8, 2018 - FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that it