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.
This page provides access to SEC filings for FactSet Research Systems Inc. (FDS), a global financial digital platform and enterprise solutions provider listed on the NYSE and NASDAQ and included in the S&P 500 index. Through these filings, investors can review the company’s official disclosures on financial performance, governance, compensation, and shareholder matters.
FactSet’s annual reports on Form 10-K and quarterly reports on Form 10-Q (not reproduced here but referenced in company communications) contain detailed discussions of revenues, operating margins, cash flows, risk factors, and business strategy. The company also uses these reports to present non-GAAP measures such as organic revenues, adjusted operating margin, adjusted net income, EBITDA, adjusted EBITDA, adjusted diluted EPS, and free cash flow, with reconciliations to GAAP metrics.
Current reports on Form 8-K document material events, including earnings releases, governance changes, and shareholder votes. Recent 8-K filings describe quarterly results, the approval of the 2025 Omnibus Incentive Plan and 2025 Employee Stock Purchase Plan, amendments to the certificate of incorporation, and updates to the company’s bylaws regarding director election standards. These filings also reference press releases furnished as exhibits that elaborate on FactSet’s financial and operational results.
FactSet’s definitive proxy statement on Schedule 14A outlines proposals presented at the annual meeting, such as director elections, auditor ratification, advisory votes on executive compensation, and equity plan approvals. It also provides extensive detail on executive and director compensation and governance practices.
On Stock Titan, SEC documents for FDS are updated as they are made available through EDGAR. AI-powered summaries can help explain complex sections, highlight key changes from prior periods, and surface items such as compensation plans, voting outcomes, and bylaw or charter amendments, giving investors a clearer view of how FactSet is managed and how its governance framework evolves over time.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 2,677,198 shares of FactSet Research Systems Inc. common stock, representing 7.2% of the outstanding class as of the reported date. BlackRock reports sole voting power over 2,545,111 shares and sole dispositive power over 2,677,198 shares, with no shared voting or dispositive power.
The filing explains that these holdings reflect positions held by certain BlackRock business units, and that various underlying clients have the right to receive dividends and sale proceeds, with no single client holding more than five percent of FactSet’s total common shares. BlackRock certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FactSet.
FactSet Research Systems director equity awards: Director Laurie G. Hylton reported routine equity grants from FactSet Research Systems Inc. on 01/15/2026. She received 439 shares of common stock as restricted stock units at $0 per share, bringing her directly held common stock to 848 shares. She was also granted a non-employee director stock option for 1,074 shares of common stock with an exercise price of $289.68 per share, expiring on 01/15/2033. According to the footnotes, both the restricted stock units and the option awards for non-employee directors cliff vest 100% on the first anniversary of the grant date.
FactSet Research Systems Inc. director equity awards: On 01/15/2026, director Lee Shavel received an equity compensation package from FactSet Research Systems Inc. This included 571 shares of common stock in the form of restricted stock units at a reported price of $0, increasing his directly held common shares to 1,587. He was also granted a non-employee director stock option for 1,396 shares of common stock at an exercise price of $289.68 per share, all held directly. The restricted stock units and the options each cliff vest 100% on the first anniversary of the grant date, meaning they become fully vested after one year.
FactSet Research Systems Inc. director Shlomo Elisha Wiesel received new equity awards. On January 15, 2026, he was granted 571 shares of common stock in the form of restricted stock units at a price of $0, increasing his directly held common stock to 1,141 shares.
On the same date, he was also granted a non-employee director stock option covering 1,396 shares of common stock with an exercise price of $289.68 per share and a reported grant price of $0. Both the restricted stock units and the options cliff vest 100% on the first anniversary of the grant date.
FactSet Research Systems director Choy Siew Kai reported new equity awards. On January 15, 2026, the director received 1,074 Non-Employee Director Stock Options with an exercise price of $289.68 per share and no upfront cost. These options become exercisable on January 15, 2027 and expire on January 15, 2033, and are designed to cliff vest 100% on the first anniversary of the grant date.
The director was also granted 439 shares of common stock in the form of restricted stock units at no purchase price, which cliff vest 100% on the first anniversary of the grant date. After this stock grant, the director beneficially owns 1,442 shares of FactSet common stock directly.
FactSet Research Systems director Maria Teresa Tejada received new equity awards in the form of stock options and restricted stock units. On January 15, 2026, she was granted 1,074 Non-Employee Director Stock Options with an exercise price of $289.68 per share and 439 shares of Common Stock in the form of restricted stock units at $0 per share.
The restricted stock units and the options each cliff vest 100% on the first anniversary of the grant date, meaning they become fully vested after one year. Following this grant, Tejada beneficially owned 1,415 shares of Common Stock directly, and held 1,074 stock options directly, aligning her compensation and incentives with long-term shareholder interests.
FactSet Research Systems Inc. reported equity awards to director Barak Eilam. On 01/15/2026, he received 439 shares of common stock in the form of restricted stock units at a grant price of
The filing explains that both the restricted stock units and the options granted to non-employee directors cliff vest 100% on the first anniversary of the grant date, meaning none of the awards vest before that one-year mark.
FactSet Research Systems director reports equity grants. Robin Ann Abrams, a non-employee director of FactSet Research Systems Inc., reported receiving 604 shares of common stock on January 15, 2026 at a price of $0, reflecting a restricted stock unit award that fully vests one year after the grant date. Following this grant, Abrams beneficially owns 15,490 shares of FactSet common stock directly. She also received a non-employee director stock option for 1,477 shares of common stock with an exercise price of $289.68 per share; this option cliff vests 100% on the first anniversary of the grant and is scheduled to expire on January 15, 2033.
FactSet Research Systems director Laurie Siegel reported equity awards in the form of stock units and options. On 01/15/2026, she received 626 shares of common stock as a grant of restricted stock units at a price of $0 per share, bringing her directly held common stock to 1,663 shares after the transaction. She also received a non-employee director stock option covering 1,531 shares of common stock at an exercise price of $289.68 per share, with 1,531 derivative securities held directly after the grant.
The restricted stock units granted to non-employee directors cliff vest 100% on the first anniversary of the date of grant. The options likewise cliff vest 100% on the first anniversary of the grant date, become exercisable on 01/15/2027, and expire on 01/15/2033, providing long-term equity-based compensation linked to FactSet’s share performance.
FactSet Research Systems Inc. director Malcolm Frank reported equity awards received on January 15, 2026. He acquired 713 shares of common stock at a price of
On the same date, he also received a non-employee director stock option covering 1,743 shares of common stock with a conversion or exercise price of
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