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 (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) 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.
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.
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.
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.
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.
FactSet Research Systems (FDS) reported an insider equity change by EVP and Chief Financial Officer Helen L. Shan. On 11/01/2025, 1,009 shares of common stock were acquired upon vesting of performance share units, reflected as an “M” code entry. To satisfy taxes at vesting, 558 shares were withheld at $266.8 per share, shown as an “F” code. Following these transactions, Ms. Shan directly owns 9,735 shares of common stock.
FactSet Research Systems (FDS) reported an insider equity change by its MD, Controller and CAO. On 11/01/2025, 190 shares of common stock were acquired at $0 upon vesting of previously granted performance share units (code M).
In connection with the vesting, 89 shares were withheld to cover taxes at $266.8 per share (code F). Following these transactions, the officer directly beneficially owned 169.7766 shares.
FactSet Research Systems (FDS) reported an insider transaction by its Chief Technology Officer. On 11/01/2025, the officer acquired 367 shares of common stock upon the vesting of previously granted performance share units and had 171 shares withheld to cover taxes at $266.8 per share.
Following these transactions, the reporting person beneficially owns 808.1824 shares directly. The filing lists transaction codes M (PSU vesting) and F (tax withholding).
FactSet Research Systems (FDS) reported an insider equity change by its Chief Data Officer, John Costigan. On November 1, 2025, 367 shares of common stock were acquired at $0 upon vesting of previously granted performance share units. To cover taxes at vesting, 122 shares were withheld at a price of $266.8 per share. Following these transactions, Costigan directly beneficially owns 563.5215 shares of FactSet common stock.