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.
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.
FactSet Research Systems (FDS) reported an insider equity change by EVP, Institutional Buyside, Robert J. Robie. On November 1, 2025, 505 performance share units vested and converted to common stock (code M). To cover taxes, 252 shares were withheld at $266.8 per share (code F). Following these transactions, the reporting person directly owns 2,303 common shares.
FactSet Research Systems (FDS) reported an executive equity vesting. On November 1, 2025, the EVP, Chief Revenue Officer acquired 612 shares of common stock at $0 upon vesting of previously granted performance share units. To cover taxes, 289 shares were withheld at a price of $266.8 per share. Following these transactions, the executive directly owns 4,776.551 shares of FactSet common stock. The related PSU position was reduced to 0 after settlement.
FactSet Research Systems (FDS) reported an insider equity event. Officer Kristina W. Karnovsky, EVP, Dealmakers & Wealth, disclosed the vesting and settlement of performance share units on November 1, 2025.
She acquired 505 shares of common stock upon PSU vesting (code M) at $0 exercise price and had 252 shares withheld to cover taxes (code F) at $266.8 per share. Following these transactions, her directly held beneficial ownership stands at 2,535.4569 shares.
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.