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FACTSET RESEARCH SYSTEMS INC SEC Filings

FDS NYSE

Welcome to our dedicated page for FACTSET RESEARCH SYSTEMS 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on FACTSET RESEARCH SYSTEMS's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into FACTSET RESEARCH SYSTEMS's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many FACTSET RESEARCH SYSTEMS (FDS) SEC filings are available on StockTitan?

StockTitan tracks 94 SEC filings for FACTSET RESEARCH SYSTEMS (FDS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for FACTSET RESEARCH SYSTEMS (FDS)?

The most recent SEC filing for FACTSET RESEARCH SYSTEMS (FDS) was filed on November 6, 2025.