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 Inc. (FDS) – Form 4 insider transaction (filed 07/09/2025)
Executive Vice President of Initiatives & Partnerships, Christopher R. Ellis, reported a same-day option exercise and share sale executed on 07/08/2025:
- Option exercise (Code M): 7,606 employee stock options exercised at $152.28 (grant dated 11/01/2016).
- Open-market sales (Code S): The 7,606 shares acquired were immediately sold in five tranches between $441.99 and $448.20, generating proceeds of roughly $3.4 million (weighted average ≈ $446).
- Post-transaction holdings: Direct ownership declined from 31,564.6867 to 23,952.2207 common shares. An additional 450 shares are held indirectly by the spouse.
- A Form 5 correction removed 6.466 shares previously overstated.
The filing reflects a net disposition by a senior officer equal to ~24% of his pre-transaction direct stake. No other derivative positions remain from this specific option grant.
While the transaction monetises vested options and realises a sizable gain (exercise price vs. sale price spread ≈ $294 per share), it does not, by itself, signal changes in company fundamentals. Investors often monitor aggregated insider selling trends for sentiment and potential alignment concerns.
FactSet Research Systems Inc. (FDS) – Form 144 filing discloses a planned insider sale of common stock under Rule 144.
- Securities to be sold: 2,500 common shares.
- Aggregate market value: US $1,111,425.
- Percentage of shares outstanding: ~0.007% of 37,806,774 shares.
- Broker: Citigroup Global Markets, 390 Greenwich St, New York, NY 10013.
- Approximate sale date: 07 July 2025 on the NYSE.
- Acquisition details: Shares were obtained on 07 July 2025 via “option exercise and sell”; consideration was cash.
- No prior sales in the last three months were reported.
The filing is a routine notice required when an affiliate or insider intends to sell restricted or control securities. The relatively small size of the transaction versus total shares outstanding suggests limited market impact. No adverse information about the company’s operations is disclosed; the filer affirms they are unaware of undisclosed material negative information.