FactSet Research Systems (FDS) filings document formal disclosures for a financial data and enterprise solutions provider, including Form 8-K reports on quarterly and annual results, operating metrics, earnings releases and changes in senior finance, AI and technology leadership. These current reports also record board and governance actions affecting bylaws, certificate provisions and director matters.
The company's proxy materials cover annual meeting voting, executive compensation, board governance and equity incentive plan approvals. Filings for FactSet's common stock also disclose shareholder-approved governance amendments and compensation arrangements, placing operating-performance, equity-compensation and leadership disclosures in the company's public regulatory record.
FactSet Research Systems Inc. reported results from its 2025 Annual Meeting of Stockholders held on December 18, 2025. Stockholders approved the 2025 Omnibus Incentive Plan and a new 2025 Employee Stock Purchase Plan, updating the company’s equity and employee ownership programs.
They also approved a Third Amended and Restated Certificate of Incorporation, changing the stockholder vote required to amend the provision for stockholder action by written consent from a supermajority to a simple majority and removing obsolete declassification language. All ten director nominees were elected to one-year terms, Ernst & Young LLP was ratified as independent auditor for the fiscal year ending August 31, 2026, and executive compensation for fiscal 2025 received majority support on an advisory basis.
FactSet Research Systems Inc. filed a current report stating that it issued a press release announcing its financial results for the three months ended November 30, 2025. The press release, dated December 18, 2025, is included as Exhibit 99.1 and contains the detailed figures on the company’s recent performance and financial condition.
The quarterly results information is being furnished under Item 2.02 of the Exchange Act rather than filed, meaning it is not automatically subject to certain liability provisions of Section 18 and is not incorporated into other SEC filings unless specifically referenced.
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.
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.