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.
Baron Capital Group and affiliates filed Amendment No. 19 to Schedule 13G reporting their passive stake in FactSet Research Systems (FDS). The filing shows beneficial ownership of 1,819,059 shares, representing 4.81% of the common stock. They report 0 shares with sole voting or dispositive power, 1,788,146 with shared voting power, and 1,819,059 with shared dispositive power.
Related entities report stakes as follows: BAMCO, Inc. at 1,566,986 shares (4.14%) and Baron Capital Management, Inc. at 252,073 shares (0.67%). The signatory Ronald Baron is listed with the same aggregate and percentage as Baron Capital Group. The certification states the securities were acquired and are held in the ordinary course and not to change or influence control.
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)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)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.
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