Welcome to our dedicated page for Factset Resh Sys SEC filings (Ticker: FDS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
FactSet Research Systems’ financial engine runs on complex subscription economics, capitalized software costs, and frequent data-set acquisitions—details that can be hard to spot in a 300-page filing. This SEC filings hub brings every disclosure into one place and pairs it with Stock Titan’s AI-powered summaries, so you can move from raw data to insight in minutes.
Need the FactSet annual report 10-K simplified to understand segment ARR or see how new data feeds affect margins? Curious about the FactSet quarterly earnings report 10-Q filing to track churn and client growth? Or maybe you’re monitoring FactSet insider trading Form 4 transactions before earnings. Whatever the task, each document—10-K, 10-Q, 8-K, DEF 14A, S-8, and more—is delivered with:
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Whether you’re understanding FactSet SEC documents with AI for a valuation model or tracking FactSet executive stock transactions Form 4 for governance research, Stock Titan delivers comprehensive coverage, expert context, and real-time updates—so you act on information, not search for it.
FactSet Research Systems Chief Legal Officer Christopher McLoughlin reported a routine share withholding tied to restricted stock units (RSUs). On December 2, 2025, 731 shares of common stock were withheld at $278.28 per share to cover taxes due upon the vesting of RSUs that were originally granted on December 2, 2024. After this transaction, he beneficially owned 2,714.62 shares of FactSet common stock directly. The RSU award vests 50% each year on the grant anniversary and becomes fully vested after two years.
Baron Capital Group and affiliates filed Amendment No. 19 to Schedule 13G reporting their passive stake in FactSet Research Systems (FDS). The filing shows beneficial ownership of 1,819,059 shares, representing 4.81% of the common stock. They report 0 shares with sole voting or dispositive power, 1,788,146 with shared voting power, and 1,819,059 with shared dispositive power.
Related entities report stakes as follows: BAMCO, Inc. at 1,566,986 shares (4.14%) and Baron Capital Management, Inc. at 252,073 shares (0.67%). The signatory Ronald Baron is listed with the same aggregate and percentage as Baron Capital Group. The certification states the securities were acquired and are held in the ordinary course and not to change or influence control.
FactSet Research Systems (FDS) reported an insider purchase by EVP and Chief Revenue Officer Goran Skoko. On 11/06/2025, he bought 500 shares of common stock at a weighted average price of $252.93 (multiple trades ranged $252.88–$252.98).
Following the transaction, Skoko directly beneficially owns 9,191.551 shares. The transaction code was P for an open-market purchase.
FactSet Research Systems (FDS) reported an insider equity grant. Chief People Officer Catrina Harding was granted 5,973 employee stock options at an exercise price of $264.57 per share on 11/03/2025. The options vest 25% annually on each grant anniversary and expire on 11/03/2035. Following the grant, she holds 5,973 derivative securities directly.
FactSet Research Systems (FDS) reported an insider equity award. EVP and Chief Financial Officer Helen L. Shan acquired 14,933 employee stock options on 11/03/2025 at an exercise price of $264.57 per share. The options are held directly.
The grant vests 25% each year on the anniversary of the grant date and expires on 11/03/2035. Following the transaction, 14,933 derivative securities were beneficially owned.
FactSet Research Systems (FDS) reported an officer equity award. On 11/03/2025, the EVP, Chief Revenue Officer acquired 3,915 shares of common stock at $0 via restricted stock units. Following the transaction, direct beneficial ownership was 8,691.551 shares.
On the same date, the officer was granted 9,955 employee stock options with an exercise price of $264.57, expiring on 11/03/2035. RSUs vest in thirds annually over three years; options vest 25% annually over four years.
FactSet Research Systems (FDS) insider transaction: Chief Data Officer John Costigan reported equity awards on 11/03/2025. He acquired 3,915 shares of common stock at $0, bringing his beneficial ownership to 4,478.5215 shares held directly. He was also granted an option to purchase 6,969 shares at an exercise price of $264.57, expiring on 11/03/2035.
The filing notes that the restricted stock units vest in thirds annually and are fully vested after three years, while the stock options vest 25% annually and are fully vested after four years.
FactSet Research Systems (FDS) reported an insider equity award on a Form 4. Kristina W. Karnovsky, EVP, Dealmakers & Wealth, was granted 8,296 employee stock options on 11/03/2025 at an exercise price of $264.57 per share, expiring on 11/03/2035. The options vest 25% annually on the grant anniversary and are fully vested after four years. The filing lists ownership of the derivative securities as Direct. No non-derivative transactions were reported in the provided excerpt.
FactSet Research Systems (FDS) reported a Form 4 for officer Gregory T. Moskoff (MD, Controller and CAO) showing an employee stock option grant. On 11/03/2025, he received options to purchase 2,157 shares of common stock at an exercise price of $264.57 per share, expiring on 11/03/2035. The options vest 25% annually on each anniversary of the grant and are fully vested after four years. Following the grant, he directly beneficially owns 2,157 derivative securities.
FactSet Research Systems (FDS)employee stock option to buy 8,296 shares of common stock at an exercise price of $264.57 per share on November 3, 2025. The option expires November 3, 2035 and vests 25% annually on the grant anniversary, becoming fully vested after four years.
Following the grant, 8,296 derivative securities were beneficially owned directly by the reporting person.