Factset Resh Sys Inc SEC Filings

The Vanguard Group reported beneficial ownership of 4,932,382 shares of FactSet Research Systems Inc. (FDS), representing 13.04% of the common stock, as of the event date 09/30/2025, in Amendment No. 13 to Schedule 13G.

The filing shows no sole voting power and 222,412 shares with shared voting power. Vanguard has 4,574,399 shares with sole dispositive power and 357,983 with shared dispositive power. The filer is classified as an investment adviser (IA), and states the securities are held in the ordinary course, not to change or influence control.

Vanguard notes its clients—including registered investment companies and other managed accounts—have rights to dividends or sale proceeds; no other single person’s interest exceeds 5%.

FactSet Research Systems Inc. (FDS) set its 2025 Annual Meeting for December 18, 2025 at 2:00 PM ET, to be held virtually at www.virtualshareholdermeeting.com/FDS2025. Stockholders of record at the close of business on October 21, 2025 may attend and vote.

The ballot includes: electing 10 director nominees for one-year terms; ratifying Ernst & Young LLP as independent auditor for fiscal 2026; an advisory vote on NEO compensation; approval of the 2025 Employee Stock Purchase Plan; approval of the 2025 Omnibus Incentive Plan; and a charter amendment to change the vote required to amend the written-consent provision from supermajority to majority, plus ministerial changes. The Board recommends FOR each item.

Governance updates highlighted include the appointment of Sanoke Viswanathan as CEO effective September 8, 2025, Malcolm Frank as independent Board Chair effective September 17, 2025, and the planned retirement of Lead Independent Director James J. McGonigle on December 1, 2025. The Audit Committee reports ongoing oversight of remediation efforts related to a previously disclosed material weakness in IT general controls (FY2024).

FactSet Research Systems (FDS) filed its annual report for the year ended August 31, 2025, outlining its role as a global financial data and analytics platform serving investment professionals. The company organizes operations across three regions, with revenues from Americas 65%, EMEA 25%, and Asia Pacific 10%. As of August 31, 2025, FactSet reported 8,996 clients and 237,324 users, with annual ASV retention greater than 95% and client retention at 91%. The report emphasizes AI‑powered workflows, open data delivery (feeds, APIs, cloud), and managed services.

Leadership changed on September 8, 2025, when Sanoke Viswanathan became CEO, succeeding F. Philip Snow, who remains an advisor through December 31, 2025. Workforce totaled 12,800 employees across 35 offices in 19 countries, up 3.2% year over year, with major centers in India and the Philippines. The aggregate market value of non‑affiliate shares was $17,509,083,420 as of February 28, 2025. 37,456,326 shares were outstanding as of October 15, 2025. The filing details extensive cybersecurity, technology transition, AI, competitive, and operational risk factors.

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.

Gregory T. Moskoff, identified as MD, Controller and CAO of FactSet Research Systems Inc. (FDS), reported small, routine purchases of company common stock during the fiscal year ending 08/31/2025. Transactions listed from 09/19/2024 through 06/18/2025 reflect purchases entered under the Employee Stock Purchase Plan and dividend reinvestment, with incremental acquisitions on multiple dates. The filings show the reporting person held 68.7766 shares at the end of the fiscal year. The Form 5 was signed by an attorney-in-fact on 10/07/2025.

Form 5 for FactSet Research Systems, Inc. (FDS) reports annual changes in beneficial ownership for Katherine M. Stepp, who is listed as the company's Chief Technology Officer and an officer. The statement covers the fiscal year ended 08/31/2025 and shows three non-derivative stock purchases through the employee stock purchase plan on 03/20/2024, 09/19/2024, and 12/19/2024. Each entry records small fractional share increases resulting from dividend reinvestment: ending beneficial ownership is roughly 612.1824 shares after the 03/20/2024 purchase, with similar totals shown after the other purchases. Transactions were executed at per-share amounts listed as $430.93, $469.48, and $489.73, and the form is signed by an attorney-in-fact on 10/07/2025.

John Costigan, Chief Data Officer and reporting person for FactSet Research Systems Inc. (FDS), filed a Form 5 covering the fiscal year ended 08/31/2025. The filing reports a series of small purchases of common stock under the company’s Employee Stock Purchase Plan (ESPP) on multiple dates between 09/19/2024 and 06/18/2025. Each line shows an acquisition coded J (ESPP purchases); share counts incrementally increased from 299.6015 shares to 318.5215 shares by year‑end. Transaction prices per share are reported for each purchase and range from $362.65 to $489.73, and all holdings are reported as direct ownership. The form is signed by an attorney‑in‑fact on 10/07/2025.

Kristina W. Karnovsky, Executive Vice President, Dealmakers & Wealth at FactSet Research Systems Inc. (FDS), reported annual changes in beneficial ownership on Form 5 for the fiscal year ended 08/31/2025. The filing shows a series of small non-derivative common stock purchases between 09/19/2024 and 06/18/2025 made under the company’s Employee Stock Purchase Plan (ESPP). These purchases increased direct holdings from earlier balances to 2,282.4569 shares at fiscal year-end. Transaction prices per share ranged from $362.65 to $489.73, and the entries are primarily labeled with transaction code J, with explanatory remarks confirming ESPP dividend reinvestment and plan acquisitions. The Form 5 is signed by an attorney-in-fact on 10/07/2025.

Form 5 annual statement reporting continued insider purchases and holdings. The filing shows that Frederick Philip Snow, listed as a former CEO and director, acquired shares through the FactSet Employee Stock Purchase Plan and dividend reinvestment, increasing his direct beneficial ownership to approximately 16,686 shares. Purchases occurred at reported per-share prices ranging from $392.48 to $489.73. All reported shares are held directly and acquisitions are described as ESPP-related reinvestments or purchases.