Factset Resh Sys Inc SEC Filings

Form 5 for FactSet Research Systems, Inc. (FDS) reports annual changes in beneficial ownership for Katherine M. Stepp, who is listed as the company's Chief Technology Officer and an officer. The statement covers the fiscal year ended 08/31/2025 and shows three non-derivative stock purchases through the employee stock purchase plan on 03/20/2024, 09/19/2024, and 12/19/2024. Each entry records small fractional share increases resulting from dividend reinvestment: ending beneficial ownership is roughly 612.1824 shares after the 03/20/2024 purchase, with similar totals shown after the other purchases. Transactions were executed at per-share amounts listed as $430.93, $469.48, and $489.73, and the form is signed by an attorney-in-fact on 10/07/2025.

John Costigan, Chief Data Officer and reporting person for FactSet Research Systems Inc. (FDS), filed a Form 5 covering the fiscal year ended 08/31/2025. The filing reports a series of small purchases of common stock under the company’s Employee Stock Purchase Plan (ESPP) on multiple dates between 09/19/2024 and 06/18/2025. Each line shows an acquisition coded J (ESPP purchases); share counts incrementally increased from 299.6015 shares to 318.5215 shares by year‑end. Transaction prices per share are reported for each purchase and range from $362.65 to $489.73, and all holdings are reported as direct ownership. The form is signed by an attorney‑in‑fact on 10/07/2025.

Kristina W. Karnovsky, Executive Vice President, Dealmakers & Wealth at FactSet Research Systems Inc. (FDS), reported annual changes in beneficial ownership on Form 5 for the fiscal year ended 08/31/2025. The filing shows a series of small non-derivative common stock purchases between 09/19/2024 and 06/18/2025 made under the company’s Employee Stock Purchase Plan (ESPP). These purchases increased direct holdings from earlier balances to 2,282.4569 shares at fiscal year-end. Transaction prices per share ranged from $362.65 to $489.73, and the entries are primarily labeled with transaction code J, with explanatory remarks confirming ESPP dividend reinvestment and plan acquisitions. The Form 5 is signed by an attorney-in-fact on 10/07/2025.

Form 5 annual statement reporting continued insider purchases and holdings. The filing shows that Frederick Philip Snow, listed as a former CEO and director, acquired shares through the FactSet Employee Stock Purchase Plan and dividend reinvestment, increasing his direct beneficial ownership to approximately 16,686 shares. Purchases occurred at reported per-share prices ranging from $392.48 to $489.73. All reported shares are held directly and acquisitions are described as ESPP-related reinvestments or purchases.

The filing is a Form 5 from an officer of FactSet Research Systems Inc. (FDS) reporting annual Section 16 changes for the fiscal year ended 08/31/2025. It lists a sequence of small, routine acquisitions of common stock made under the company’s Employee Stock Purchase Plan (including dividend reinvestment), executed between 09/19/2024 and 06/18/2025. The report shows the reporting person held 4,453.551 shares of FactSet common stock at the end of the fiscal year. Transactions were reported as purchases under the ESPP; no derivative transactions or disposals are shown. The form is signed by an attorney-in-fact and contains explanatory remarks that the shares were acquired via the ESPP and dividend reinvestment.

Christopher R. Ellis, EVP, Initiatives & P'ships at FactSet Research Systems Inc. (FDS), reported annual changes in his beneficial ownership for the fiscal year ended 08/31/2025. Multiple purchases of common stock were recorded during the year through the company’s Employee Stock Purchase Plan, with reported per-transaction prices and incremental share totals that increased his direct holdings to 24,017.8707 shares by 06/18/2025. The filing also discloses 450 shares held indirectly by his spouse. Transactions are labeled as purchases (code J) and are explained as ESPP dividend reinvestment or plan purchases.

Barak Eilam, identified as a Director of FactSet Research Systems Inc. (FDS), reported a correction to prior ownership reporting. The Form 4 shows a sale of one share executed on 10/03/2025 at a price of $283.21. Following the reported transaction the filing lists 285 shares beneficially owned. The filing notes this entry corrects an omission from the Reporting Person's earlier Form 3 and is signed on 10/07/2025 by an attorney-in-fact.

Christopher McLoughlin, Chief Legal Officer and reporting person for FactSet Research Systems Inc. (FDS), reported purchases of the issuer's common stock on 09/23/2025. The Form 4 shows a purchase of 334.62 shares at a weighted-average price of $296.18 and an additional purchase of 3 shares at $297.66, leaving 3,445.62 shares beneficially owned directly following the transactions. The form was signed by an attorney-in-fact on 09/25/2025 and notes the trades were executed in multiple fills with prices ranging $296.18–$296.19.

Sanoke Viswanathan, who is listed as Chief Executive Officer and a director of FactSet Research Systems Inc. (FDS), reported insider acquisitions on 09/22/2025. He acquired 58,332 shares of common stock (reported as restricted stock units) at a $0 price, bringing his direct beneficial ownership to 58,332 shares. He also received an award of 297,902 employee stock options with an exercise price of $295.63 per share. The options include performance and vesting conditions: they vest only if, during the performance period ending on the fifth anniversary of the grant date, the 30‑day trailing VWAP equals or exceeds 150% of the grant‑date 30‑day VWAP, and they are not exercisable prior to the third anniversary of the grant date. The restricted stock units vest 25% annually and fully vest after four years.