THIRD AMENDMENT TO 364-DAY CREDIT AGREEMENT This Third Amendment to 364-Day Credit Agreement (the "Amendment"), dated as of March 12, 2001, is between (i) FactSet Research Systems, Inc. (the "Borrower"), and (ii) The Chase Manhattan Bank (the "Bank")....Day Credit Agreement • April 12th, 2001 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 12th, 2001 Company Industry Jurisdiction
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...Credit Agreement • April 4th, 2019 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 4th, 2019 Company Industry JurisdictionEXHIBIT G-1 - U.S. TAX COMPLIANCE CERTIFICATE (For Foreign Lenders That Are Not Partnerships For U.S. Federal Income Tax Purposes)
575,000,000.00 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...Credit Agreement • March 20th, 2017 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledMarch 20th, 2017 Company Industry JurisdictionEXHIBIT G-1 - U.S. TAX COMPLIANCE CERTIFICATE (For Foreign Lenders That Are Not Partnerships For U.S. Federal Income Tax Purposes)
Severance Agreement by and between FactSet Research Systems Inc. And Peter G. WalshFactset Research Systems Inc • November 2nd, 2015 • Services-computer programming, data processing, etc.
Company FiledNovember 2nd, 2015 IndustryIf FactSet Research Systems Inc. (“FactSet” or the “Company”) terminates your employment against your will for any reason other than your willful failure to substantially perform your duties, your being adjudged guilty of a felony by a court of last resort from which there is no appeal, or your material breach of your fiduciary duties to FactSet, FactSet will make a liquidating payment equal to your annual compensation over the past twelve months. In addition, FactSet will continue to provide your standard employee benefits for twelve months from the date of termination.
CREDIT AGREEMENT Dated as of February 6, 2015 between FACTSET RESEARCH SYSTEMS INC., as the Borrower, and BANK OF AMERICA, N.A., as the LenderCredit Agreement • February 12th, 2015 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledFebruary 12th, 2015 Company Industry JurisdictionThis CREDIT AGREEMENT is entered into as of February 6, 2015, between FACTSET RESEARCH SYSTEMS INC., a Delaware corporation (the “Borrower”), and BANK OF AMERICA, N.A., as the Lender (in such capacity, the “Lender”).
RETIREMENT AGREEMENT RETIREMENT AGREEMENT, dated as of May 22, 2000 (the "Agreement"), between FactSet Research Systems Inc., a Delaware corporation (the "Company"), and Howard E. Wille (the "Executive"). WHEREAS, the Executive is employed by the...Retirement Agreement • July 14th, 2000 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledJuly 14th, 2000 Company Industry Jurisdiction
SEPARATION AGREEMENT AND GENERAL RELEASE of claimsSeparation Agreement and General • July 10th, 2018 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledJuly 10th, 2018 Company Industry JurisdictionFactSet 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 be governed by the statutes and common law of Connecticut, excluding any that mandate the use of another jurisdiction’s laws.
AMENDMENT TO 364-DAY CREDIT AGREEMENT364-Day Credit Agreement • April 14th, 2003 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 14th, 2003 Company Industry JurisdictionThis Amendment to 364-Day Credit Agreement (the “Amendment”), dated as of March 28, 2003, is between (i) FactSet Research Systems Inc. (the “Borrower”), and (ii) JPMorgan Chase Bank, f/k/a The Chase Manhattan Bank (the “Bank”).
SECOND AMENDMENT TO THREE YEAR CREDIT AGREEMENTThree Year Credit Agreement • April 11th, 2005 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 11th, 2005 Company Industry JurisdictionThis Second Amendment to Three Year Credit Agreement (the “Amendment”), dated as of November 30, 2004, is between (i) FactSet Research Systems, Inc. (the “Borrower”), and (ii) JPMorgan Chase Bank, N.A., formerly known as The Chase Manhattan Bank (the “Bank”).
AMENDMENT TO CREDIT AGREEMENTCredit Agreement • September 25th, 2020 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledSeptember 25th, 2020 Company Industry JurisdictionTHIS AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of September 21, 2020 (the “Effective Date”), is made by and among FACTSET RESEARCH SYSTEMS INC. (the “Borrower”), PNC BANK, NATIONAL ASSOCIATION, as the Administrative Agent, and the LENDERS party hereto, with respect to that certain Credit Agreement, dated as of March 29, 2019 (the “Credit Agreement Date”), by and between the Borrower, the Administrative Agent, the Lenders party thereto and the Guarantors party thereto (as amended, restated, modified and otherwise supplemented from time to time, the “Credit Agreement”).
ContractSubscription Agreement • July 29th, 2005 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • England and Wales
Contract Type FiledJuly 29th, 2005 Company Industry JurisdictionPortions of this Exhibit have been omitted and separately filed with the Securities and Exchange Commission with a request for confidential treatment. Such portions have been marked as follows: [REDACTED].
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...Credit Agreement • March 1st, 2022 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Delaware
Contract Type FiledMarch 1st, 2022 Company Industry JurisdictionCREDIT AGREEMENT dated as of March 1, 2022, among FACTSET RESEARCH SYSTEMS INC., a Delaware corporation, the BORROWING SUBSIDIARIES party hereto, the LENDERS party hereto and PNC BANK, NATIONAL ASSOCIATION, as the Administrative Agent.
SEPARATION AGREEMENT AND GENERAL RELEASE of claimsSeparation Agreement and General • April 10th, 2017 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledApril 10th, 2017 Company Industry JurisdictionFactSet Research Systems Inc. (“the Company”) and I, Scott Miller (“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 governed by the statutes and common law of Connecticut, excluding any that mandate the use of another jurisdiction’s laws.
STOCK PURCHASE AGREEMENT among FactSet Research Systems Inc., Derivative Solutions Inc. and Douglas S. Wheeler dated as of August 1, 2005Stock Purchase Agreement • August 3rd, 2005 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledAugust 3rd, 2005 Company Industry JurisdictionWHEREAS the Principal Seller is the record and beneficial owner of the number of shares of common stock, no par value per share of the Company set forth opposite his name on Annex 1 (the “Principal Shares”);
RESIGNATION, SEPARATION OF EMPLOYMENT AND GENERAL RELEASE AGREEMENTAnd General Release Agreement • April 11th, 2005 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledApril 11th, 2005 Company Industry JurisdictionRESIGNATION, SEPARATION OF EMPLOYMENT AND GENERAL RELEASE AGREEMENT (the Agreement) dated as of March 1, 2005 between FactSet Research Systems Inc., a Delaware corporation (the Company), and Ernest S. Wong (Executive).
SECOND AMENDMENT TO CREDIT AGREEMENTCredit Agreement • September 22nd, 2015 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledSeptember 22nd, 2015 Company Industry JurisdictionSECOND AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) dated as of September 21, 2015 by and between FactSet Research Systems Inc. (the “Borrower”) and Bank of America, N.A. (the “Lender”), with respect to a certain Credit Agreement, dated as of February 6, 2015, by and between the Borrower and the Lender, as amended by that certain First Amendment to Credit Agreement dated as of May 27, 2015 (as amended, modified and supplemented from time to time, the “Credit Agreement”).
FIRST AMENDMENT TO CREDIT AGREEMENTCredit Agreement • June 1st, 2015 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledJune 1st, 2015 Company Industry JurisdictionFIRST AMENDMENT TO CREDIT AGREEMENT (this “Agreement”) dated as of May 27, 2015 by and between FactSet Research Systems Inc. (the “Borrower”) and Bank of America, N.A. (the “Lender”), with respect to a certain Credit Agreement, dated as of February 6, 2015, by and between the Borrower and the Lender (as amended, modified and supplemented from time to time, the “Credit Agreement”).
March [●], 2020Letter Agreement • March 5th, 2020 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledMarch 5th, 2020 Company Industry JurisdictionReference 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 agreements thereunder (the “Award Agreements”). This letter agreement (this “Agreement”), effective as of the date hereof (the “Effective Date”), constitutes an amendment to the terms of your currently outstanding stock options, restricted stock units and performance units and sets forth the mutual agreement between FactSet Research Systems Inc. (the “Company”) and you regarding certain terms and conditions applicable to such awards following the Effective Date, notwithstanding the terms of the Equity Plan and the Award Agreements. In addition, unless otherwise specifically provided in the applicable Award Agreement, effective immediately upon the grant to
AMENDMENT TO THREE YEAR CREDIT AGREEMENTThree Year Credit Agreement • November 20th, 2001 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledNovember 20th, 2001 Company Industry JurisdictionThis Amendment to Three Year Credit Agreement (the “Amendment”), dated as of July 31, 2001, is between (i) FactSet Research Systems, Inc. (the “Borrower”), and (ii) The Chase Manhattan Bank (the “Bank”).
STOCK PURCHASE AND AMENDMENT AGREEMENTStock Purchase and Amendment Agreement • April 14th, 2004 • Factset Research Systems Inc • Services-computer programming, data processing, etc.
Contract Type FiledApril 14th, 2004 Company IndustrySTOCK PURCHASE AND AMENDMENT AGREEMENT, dated as of January 21, 2004 (the “Agreement”), between Howard E. Wille (the “Stockholder” or “Wille”) and FactSet Research Systems Inc., a Delaware corporation (the “Company”).
Severance Agreement by and between FactSet Research Systems Inc. And Peter G. WalshFactset Research Systems Inc • October 29th, 2010 • Services-computer programming, data processing, etc.
Company FiledOctober 29th, 2010 IndustryIf FactSet Research Systems Inc. (“FactSet” or the “Company”) terminates your employment against your will for any reason other than your willful failure to substantially perform your duties, your being adjudged guilty of a felony by a court of last resort from which there is no appeal, or your material breach of your fiduciary duties to FactSet, FactSet will make a liquidating payment equal to your annual compensation over the past twelve months. In addition, FactSet will continue to provide your standard employee benefits for twelve months from the date of termination.
SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMSSecond Release • July 1st, 2022 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledJuly 1st, 2022 Company Industry JurisdictionFactSet 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, this Agreement shall be governed by the statutes and common law of Connecticut, excluding any that mandate the use of another jurisdiction’s laws. Capitalized terms used and not defined herein shall have the meaning ascribed to them in the Company’s Executive Severance Plan, as may be amended from time to time in accordance with its terms.
AMENDMENT TO 364-DAY CREDIT AGREEMENT This Amendment to 364-Day Credit Agreement (the "Amendment"), dated as of November 18, 1999, is between (i) FactSet Research Systems Inc. (the "Borrower"), and (ii) The Chase Manhattan Bank (the "Bank"). WHEREAS,...364-Day Credit Agreement • January 14th, 2000 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledJanuary 14th, 2000 Company Industry Jurisdiction
SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMSSecond Release • July 23rd, 2024 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledJuly 23rd, 2024 Company Industry JurisdictionFactSet 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 shall be governed by the statutes and common law of Connecticut, excluding any that mandate the use of another jurisdiction’s laws. Capitalized terms used and not defined herein shall have the meaning ascribed to them in the Company’s Executive Severance Plan, as may be amended from time to time in accordance with its terms.
LIMITED LIABILITY PARTNERSHIPFactset Research Systems Inc • January 19th, 2006 • Services-computer programming, data processing, etc.
Company FiledJanuary 19th, 2006 Industry
EXPATRIATION AGREEMENTExpatriation Agreement • January 9th, 2020 • Factset Research Systems Inc • Services-computer programming, data processing, etc.
Contract Type FiledJanuary 9th, 2020 Company IndustryTHIS 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”).
SHARE PURCHASE AGREEMENT by and among FACTSET RESEARCH SYSTEMS INC., the holders of Shares of BI-SAM TECHNOLOGIES, BI-SAM TECHNOLOGIES and SHAREHOLDER REPRESENTATIVE SERVICES LLC, solely in its capacity as the Sellers’ Representative Dated as of March...Share Purchase Agreement • March 20th, 2017 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledMarch 20th, 2017 Company Industry JurisdictionThis SHARE PURCHASE AGREEMENT, dated as of March 17, 2017 (this “Agreement”), is entered into by and among FactSet Research Systems Inc., a Delaware corporation (the “Purchaser”), BI-SAM Technologies, a French société anonyme whose registered office is at 43-47 avenue de la Grande Armée – 75016 Paris, registered with the Commerce and Companies registry of Paris under number 431 371 863 (the “Company”), Shareholder Representative Services LLC, acting solely in its capacity as the representative of the Sellers (the “Sellers’ Representative”), and the Company’s securityholders listed in Exhibit A (the “Sellers”). The Purchaser, the Company, the Sellers’ Representative and the Sellers are referred to herein individually as a “Party” and, collectively, as the “Parties”.
AMENDMENT TO 364-DAY CREDIT AGREEMENT364-Day Credit Agreement • April 14th, 2004 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 14th, 2004 Company Industry JurisdictionThis Amendment to 364-Day Credit Agreement (the “Amendment”), dated as of March 25, 2004, is between (i) FactSet Research Systems, Inc. (the “Borrower”), and (ii) JPMorgan Chase Bank (the “Bank”).
SECURITIES PURCHASE AGREEMENT among LONG RIDGE EQUITY PARTNERS I, LP LONG RIDGE OFFSHORE SUBSIDIARY HOLDINGS, LLC PORTWARE INVESTORS PARALLEL HOLDINGS LLC PORTWARE, LLC LONG RIDGE PORTWARE HOLDINGS, INC. THE INDIVIDUAL SELLERS PARTY HERETO and FACTSET...Securities Purchase Agreement • September 22nd, 2015 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Delaware
Contract Type FiledSeptember 22nd, 2015 Company Industry JurisdictionSECURITIES PURCHASE AGREEMENT dated as of September 21, 2015 (this “Agreement”), among Long Ridge Equity Partners I, LP, a Delaware limited partnership, Long Ridge Offshore Subsidiary Holdings, LLC, a Delaware limited liability company, Portware Investors Parallel Holdings LLC, a Delaware limited liability company (each, a “LRPHI Stockholder” and, collectively, the “LRPHI Stockholders”), the persons named in Section 2.04 of the Disclosure Letter (each, an “Individual Seller” and, collectively, the “Individual Sellers”; together with the LRPHI Stockholders, “Sellers”), Portware, LLC, a Delaware limited liability company (the “Company”), Long Ridge Portware Holdings, Inc., a Delaware corporation (“LRPHI”), and FactSet Research Systems Inc., a Delaware corporation (“Purchaser”). Capitalized terms used and not otherwise defined herein have the meanings set forth in Section 9.04(b).
AMENDMENT NO. 1 TO ASSET PURCHASE AGREEMENTAsset Purchase Agreement • March 1st, 2022 • Factset Research Systems Inc • Services-computer programming, data processing, etc.
Contract Type FiledMarch 1st, 2022 Company IndustryThis 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”).
SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMSSeparation Agreement and General Release • June 9th, 2020 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledJune 9th, 2020 Company Industry JurisdictionFactSet 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 7, 2020. Except to the extent governed by federal law or any applicable non-U.S. law, this Agreement shall be governed by the statutes and common law of Connecticut, excluding any that mandate the use of another jurisdiction’s laws.
SEPARATION AGREEMENT AND GENERAL RELEASE of claimsSeparation Agreement and General • July 10th, 2019 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • Connecticut
Contract Type FiledJuly 10th, 2019 Company Industry JurisdictionFactSet 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 governed by the statutes and common law of Connecticut, excluding any that mandate the use of another jurisdiction’s laws.
AMENDMENT TO 364-DAY CREDIT AGREEMENT364-Day Credit Agreement • April 11th, 2005 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 11th, 2005 Company Industry JurisdictionThis Amendment to 364-Day Credit Agreement (the “Amendment”), dated as of March 23, 2005, is between (i) FactSet Research Systems, Inc. (the “Borrower”), and (ii) JPMorgan Chase Bank, N.A. (the “Bank”).
Severance Agreement By and Between FactSet Research Systems Inc. And Peter G. WalshSeverance Agreement • April 11th, 2005 • Factset Research Systems Inc • Services-computer programming, data processing, etc.
Contract Type FiledApril 11th, 2005 Company IndustryIf FactSet Research Systems Inc. (“FactSet” or the “Company”) terminates your employment against your will for any reason other than your willful failure to substantially perform your duties, your being adjudged guilty of a felony by a court of last resort from which there is no appeal, or your material breach of your fiduciary duties to FactSet, FactSet will make a liquidating payment equal to your annual compensation over the past twelve months. In addition, FactSet will continue to provide your standard employee benefits for twelve months from the date of termination.
NINTH AMENDMENT TO 364-DAY CREDIT AGREEMENTDay Credit Agreement • April 9th, 2008 • Factset Research Systems Inc • Services-computer programming, data processing, etc. • New York
Contract Type FiledApril 9th, 2008 Company Industry JurisdictionThis Ninth Amendment to 364-Day Credit Agreement (the “Amendment”), dated as of February 29, 2008, is between (i) FactSet Research Systems, Inc. (the “Borrower”), and (ii) JPMorgan Chase Bank, N.A. (the “Bank”).