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.
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
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 Inc. filed a notice of proposed stock sale under Rule 144. The filing covers the planned sale of 2,572 shares of common stock through Citigroup Global Markets on the NYSE, with an aggregate market value of $757,325.00. These shares are part of a larger base of 37,099,259 common shares outstanding. The securities are to be acquired and sold on 01/12/2026 through a stock option exercise and immediate sale paid in cash.
FactSet Research Systems Inc. is registering 4,232,362 shares of its common stock for issuance under the new 2025 Omnibus Incentive Plan. These shares are intended for grants to eligible employees, directors and other service providers as part of equity-based compensation. The filing also restates how the company can indemnify and protect its directors and officers under Delaware law and its certificate of incorporation, and includes standard undertakings to update the registration if material changes occur.