FactSet CFO granted stock units and options
FactSet Research Systems EVP and CFO Joshua Warren received new equity awards as part of his compensation.
Rhea-AI Filing Summary
FactSet Research Systems EVP and CFO Joshua Warren received new equity awards as part of his compensation. He acquired 2,272 shares of common stock through restricted stock units at no cash cost. These units vest 50% on the third anniversary of the grant and 50% on the fourth anniversary.
He was also granted employee stock options covering 8,567 shares of common stock at an exercise price of $227.58 per share, expiring on May 1, 2036. These options vest on the same 50/50 schedule over the third and fourth anniversaries. All reported holdings are direct, and there were no open‑market purchases or sales.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 10,839 shares
Grant/Award
2 txns
Insider
Warren Joshua
Role
EVP, Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Employee Stock Option (right to buy) | 8,567 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 2,272 | $0.00 | $0.00 |
Holdings After Transaction:
Employee Stock Option (right to buy) — 8,567 contracts (Direct);
Common Stock — 2,272 shares (Direct)
Footnotes (2)
- F1. Restricted stock units vest 50% on the third anniversary date of the grant and 50% on the fourth anniversary date of the grant.
- F2. Options vest 50% on the third anniversary date of the grant and 50% on the fourth anniversary date of the grant.
Key Figures
Restricted stock units granted: 2,272 shares
Options granted: 8,567 options
Option exercise price: $227.58 per share
+2 more
5 metrics
Restricted stock units granted
2,272 shares
Common Stock grant on May 1, 2026
Options granted
8,567 options
Employee Stock Option grant on May 1, 2026
Option exercise price
$227.58 per share
Employee Stock Option strike price
Option expiration
May 1, 2036
Employee Stock Option expiration date
CFO direct shares after RSU grant
2,272 shares
Total common shares following RSU transaction
Key Terms
Restricted stock units, Employee Stock Option, exercise price, vest, +1 more
5 terms
Restricted stock units financial
"Restricted stock units vest 50% on the third anniversary date of the grant"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Employee Stock Option financial
"Employee Stock Option (right to buy)"
An employee stock option is a promise that lets a worker buy company shares later at a predetermined price, often after they stay for a certain period or meet performance goals — think of it like a coupon that locks in today's price for a future purchase. It matters to investors because options align employees’ incentives with company performance, can increase the number of shares outstanding (dilution) when exercised, and represent a compensation cost that affects reported profits and shareholder value.
exercise price financial
"conversion_or_exercise_price": "227.5800""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vest financial
"Options vest 50% on the third anniversary date of the grant"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
anniversary date of the grant financial
"vest 50% on the third anniversary date of the grant and 50% on the fourth"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What equity awards did FactSet (FDS) CFO Joshua Warren receive?
Joshua Warren received 2,272 restricted stock units and stock options for 8,567 shares. The options have a $227.58 exercise price and expire in 2036, representing routine compensation rather than open‑market buying or selling activity.
How do the new restricted stock units for FactSet CFO vest?
The 2,272 restricted stock units vest 50% on the third anniversary of the grant and 50% on the fourth. This multi‑year vesting schedule encourages long‑term alignment between the CFO’s compensation and FactSet’s share performance over time.
What are the key terms of the FactSet CFO’s new stock options?
The CFO’s employee stock options cover 8,567 shares of common stock at a $227.58 exercise price. They expire on May 1, 2036 and vest 50% after three years and 50% after four years from the grant date, encouraging longer‑term service.
AI-generated analysis. How Rhea-AI works. Not financial advice.
