FactSet (NYSE: FDS) CFO Warren Joshua files initial insider statement

Rhea-AI Filing Summary

FACTSET RESEARCH SYSTEMS INC executive Warren Joshua, who serves as EVP and Chief Financial Officer, has filed a Form 3 as a reporting person. The filing lists his status as an officer but shows no insider transactions or holdings, with all buy, sell, and derivative activity counts at zero.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Warren Joshua

(Last) (First) (Middle)

C/O FACTSET RESEARCH SYSTEMS INC.

45 GLOVER AVENUE

(Street)

NORWALK CONNECTICUT 06850

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
04/13/2026

3. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

No securities are beneficially owned.

	WINNIFRED LEWIS, Attorney in Fact for Joshua Warren	04/22/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does Warren Joshua’s Form 3 filing mean for FDS investors?

The Form 3 shows Warren Joshua, EVP and Chief Financial Officer of FactSet, as a reporting insider. It lists him as an officer but reports no insider transactions or share holdings, with all buy, sell, and derivative activity counts at zero.

Did FactSet (FDS) CFO Warren Joshua buy or sell any shares in this Form 3?

No. This Form 3 for Warren Joshua reports zero buy, sell, exercise, gift, tax withholding, or restructuring transactions. All transaction counters are zero, indicating no reported trading activity or derivative exercises in this filing.

Does the Form 3 for FactSet (FDS) CFO show any derivative positions?

No. The filing’s derivativeSummary section is empty and derivativeTransactionCount is zero. That means this specific Form 3 does not show any options, warrants, or other derivative securities held or transacted by Warren Joshua.

What role does Warren Joshua hold at FactSet (FDS) in this Form 3?

The Form 3 identifies Warren Joshua as an officer of FactSet Research Systems Inc., with the title “EVP, Chief Financial Officer.” He is not listed as a director or ten percent owner in the structured data provided.

Are there any footnote disclosures affecting Warren Joshua’s ownership in FDS?

The filing includes a footnotes section, but it contains an empty entry. There are no substantive footnote disclosures about voting power, investment authority, related entities, or Rule 10b5-1 trading plans in the data provided for this Form 3.