Every Form 4 that Factset Research Systems (FDS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow FDS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FDS filings page.
FACTSET RESEARCH SYSTEMS INC (FDS) reports that Gregory T. Moskoff, MD, Controller and CAO, acquired 97 performance share units. The units were earned upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 23, 2026. They are scheduled to vest on November 1, 2026, provided he remains continuously employed by the issuer on that date. The units correspond 1-for-1 with common stock. No Rule 10b5-1 plan is reported.
FactSet Research Systems Inc. Chief Executive Officer Viswanathan Sanoke had 8,065 shares withheld on September 22, 2026, to cover taxes upon restricted stock unit vesting. The reported per-share price was $276.42, and his directly held position following the transaction was 50,267 shares. No Rule 10b5-1 plan is reported.
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.
Moskoff Gregory T reported multiple insider transaction types in a Form 4 filing for FDS. The filing lists transactions totaling 31 shares at a weighted average price of $292.68 per share. Following the reported transactions, holdings were 183 shares.
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 $0, bringing his directly held common shares to 724. He 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.
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 $0 per share in the form of restricted stock units granted to a non-employee director. Following this award, he beneficially owned 1,592 shares of common stock on a direct basis.
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 $289.68 per share. These options were acquired at a price of $0 and, together with the restricted stock units, are scheduled to cliff vest 100% on the first anniversary of the grant date.
FactSet Research Systems director Malcolm Frank reported exercising stock options and selling shares of the company’s common stock. On January 12, 2026, he exercised a Non-Employee Director Stock Option for 2,572 shares at an exercise price of $207.88 per share, increasing his direct common stock holdings to 3,451 shares.
That same day, he sold 1,045 shares of common stock at a weighted average price of $295.02 per share, in trades executed between $294.61 and $295.57, and a further 1,527 shares at a weighted average price of $296.17 per share, in trades executed between $295.62 and $296.56. After these transactions, he directly owned 879 shares of FactSet common stock. The exercised options were non-qualified options granted to non-employee directors that vest 100% three years after grant.
FactSet Research Systems director Laurie Siegel reported an option exercise and related stock sales. On January 8, 2026, she exercised a Non-Employee Director Stock Option covering 2,572 shares of Common Stock at an exercise price of $207.88 per share, converting the option into directly held common shares.
The filing also reports two same-day open market sales of FactSet Common Stock. Siegel sold 1,984 shares at a weighted average price of $296.12 per share and 588 shares at a weighted average price of $296.67 per share, each executed in multiple trades within stated price ranges. After these transactions, she directly owned 1,037 shares of Common Stock.
FactSet Research Systems director Robin Ann Abrams reported exercising a non-employee director stock option and acquiring additional common shares. On January 7, 2026, an option for 2,572 shares of common stock with an exercise price of $207.88 per share was exercised, converting the derivative position into common stock. Following this transaction, Abrams directly owned 14,886 shares of FactSet common stock. The non-qualified stock options, originally granted on January 15, 2022, were structured to cliff vest 100% three years after the grant date and are now fully exercised, leaving 0 derivative securities reported as beneficially owned.
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.
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) reported a Form 4 showing an officer stock option grant. EVP, Institutional Buyside Robert J. Robie received an 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.
FactSet Research Systems (FDS) reported a Form 4 for its Chief Legal Officer. On 11/03/2025, the officer was granted 5,310 employee stock options to purchase common stock at an exercise price of $264.57. The options vest 25% annually on the grant anniversary and are fully vested after four years, with an expiration date of 11/03/2035. Following the transaction, 5,310 derivative securities were beneficially owned, held directly.
FactSet Research Systems (FDS) reported a Form 4 showing EVP Christopher R. Ellis received an employee stock option grant for 3,982 shares at an exercise price of $264.57 on November 3, 2025.
The options vest 25% annually on the grant anniversary and expire on November 3, 2035. Following the grant, Ellis beneficially owns 3,982 derivative securities, held directly.
FactSet Research Systems (FDS) reported an insider equity award for its Chief Technology Officer, Katherine M. Stepp. On 11/03/2025, she was granted 6,969 employee stock options with an exercise price of $264.57 per share. The options expire on 11/03/2035 and were reported as a direct holding.
The grant vests 25% annually on the anniversary of the grant date, becoming fully vested after four years. Following the transaction, the reporting person beneficially owned 6,969 derivative securities in the form of stock options.
FactSet Research Systems (FDS) executive Christopher R. Ellis reported PSU vesting and related share movements. On November 1, 2025, 352 shares of common stock were acquired upon vesting of performance share units at a stated price of $0 (Code M). To cover taxes upon vesting, 164 shares were withheld at $266.8 per share (Code F).
Following these transactions, Ellis directly beneficially owned 24,205.8707 shares, with an additional 450 shares held indirectly by spouse. The vested PSUs reflected in Table II show 0 derivative securities remaining after the transaction.
FactSet Research Systems (FDS) reported an insider equity change by EVP and Chief Financial Officer Helen L. Shan. On 11/01/2025, 1,009 shares of common stock were acquired upon vesting of performance share units, reflected as an “M” code entry. To satisfy taxes at vesting, 558 shares were withheld at $266.8 per share, shown as an “F” code. Following these transactions, Ms. Shan directly owns 9,735 shares of common stock.
FactSet Research Systems (FDS) reported an insider equity change by its MD, Controller and CAO. On 11/01/2025, 190 shares of common stock were acquired at $0 upon vesting of previously granted performance share units (code M).
In connection with the vesting, 89 shares were withheld to cover taxes at $266.8 per share (code F). Following these transactions, the officer directly beneficially owned 169.7766 shares.
FactSet Research Systems (FDS) reported an insider transaction by its Chief Technology Officer. On 11/01/2025, the officer acquired 367 shares of common stock upon the vesting of previously granted performance share units and had 171 shares withheld to cover taxes at $266.8 per share.
Following these transactions, the reporting person beneficially owns 808.1824 shares directly. The filing lists transaction codes M (PSU vesting) and F (tax withholding).
FactSet Research Systems (FDS) reported an insider equity change by its Chief Data Officer, John Costigan. On November 1, 2025, 367 shares of common stock were acquired at $0 upon vesting of previously granted performance share units. To cover taxes at vesting, 122 shares were withheld at a price of $266.8 per share. Following these transactions, Costigan directly beneficially owns 563.5215 shares of FactSet common stock.
FactSet Research Systems (FDS) reported an insider equity change by EVP, Institutional Buyside, Robert J. Robie. On November 1, 2025, 505 performance share units vested and converted to common stock (code M). To cover taxes, 252 shares were withheld at $266.8 per share (code F). Following these transactions, the reporting person directly owns 2,303 common shares.
FactSet Research Systems (FDS) reported an executive equity vesting. On November 1, 2025, the EVP, Chief Revenue Officer acquired 612 shares of common stock at $0 upon vesting of previously granted performance share units. To cover taxes, 289 shares were withheld at a price of $266.8 per share. Following these transactions, the executive directly owns 4,776.551 shares of FactSet common stock. The related PSU position was reduced to 0 after settlement.
FactSet Research Systems (FDS) reported an insider equity event. Officer Kristina W. Karnovsky, EVP, Dealmakers & Wealth, disclosed the vesting and settlement of performance share units on November 1, 2025.
She acquired 505 shares of common stock upon PSU vesting (code M) at $0 exercise price and had 252 shares withheld to cover taxes (code F) at $266.8 per share. Following these transactions, her directly held beneficial ownership stands at 2,535.4569 shares.
Helen L. Shan, EVP & Chief Financial Officer of FactSet Research Systems (FDS), reported a purchase of common stock. On 10/06/2025 she acquired 370 shares at a weighted-average price of $275.48 per share, increasing her beneficial ownership to 9,284 shares. The filing notes the trade executed in multiple transactions with prices ranging from $275.32 to $275.52. The Form 4 was signed by an attorney-in-fact on 10/08/2025. This is a routine insider purchase disclosure required under Section 16 and provides a precise record of the reported transactions.