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.
Christopher R. Ellis, EVP, Initiatives & P'ships at FactSet Research Systems Inc. (FDS), reported annual changes in his beneficial ownership for the fiscal year ended 08/31/2025. Multiple purchases of common stock were recorded during the year through the company’s Employee Stock Purchase Plan, with reported per-transaction prices and incremental share totals that increased his direct holdings to 24,017.8707 shares by 06/18/2025. The filing also discloses 450 shares held indirectly by his spouse. Transactions are labeled as purchases (code J) and are explained as ESPP dividend reinvestment or plan purchases.
Barak Eilam, identified as a Director of FactSet Research Systems Inc. (FDS), reported a correction to prior ownership reporting. The Form 4 shows a sale of one share executed on
Christopher McLoughlin, Chief Legal Officer and reporting person for FactSet Research Systems Inc. (FDS), reported purchases of the issuer's common stock on 09/23/2025. The Form 4 shows a purchase of 334.62 shares at a weighted-average price of $296.18 and an additional purchase of 3 shares at $297.66, leaving 3,445.62 shares beneficially owned directly following the transactions. The form was signed by an attorney-in-fact on 09/25/2025 and notes the trades were executed in multiple fills with prices ranging $296.18–$296.19.
Sanoke Viswanathan, who is listed as Chief Executive Officer and a director of FactSet Research Systems Inc. (FDS), reported insider acquisitions on 09/22/2025. He acquired 58,332 shares of common stock (reported as restricted stock units) at a $0 price, bringing his direct beneficial ownership to 58,332 shares. He also received an award of 297,902 employee stock options with an exercise price of $295.63 per share. The options include performance and vesting conditions: they vest only if, during the performance period ending on the fifth anniversary of the grant date, the 30‑day trailing VWAP equals or exceeds 150% of the grant‑date 30‑day VWAP, and they are not exercisable prior to the third anniversary of the grant date. The restricted stock units vest 25% annually and fully vest after four years.
John Costigan, Chief Data Officer of FactSet Research Systems Inc. (FDS), was awarded 367 Performance Share Units (PSUs) that were certified as earned by the Compensation and Talent Committee on 09/15/2025. Each PSU converts 1-for-1 into common stock and carries a reported price of $0. The PSUs are scheduled to vest on 11/01/2025 provided Costigan remains continuously employed through that date. Following the reported transaction, Costigan beneficially owns 367 shares on a direct basis. The Form 4 was executed on behalf of Costigan by an attorney in fact and filed to disclose this earned, time‑conditioned equity award.
Katherine M. Stepp, Chief Technology Officer of FactSet Research Systems Inc. (FDS), was reported as acquiring 367 Performance Share Units (PSUs) on 09/15/2025. The filing states these PSUs correspond 1-for-1 with common stock and were certified by the Compensation and Talent Committee upon achievement of performance goals. The PSUs are scheduled to vest on 11/01/2025 provided Ms. Stepp remains continuously employed on that date. The transaction was reported on Form 4 and signed by an attorney-in-fact on 09/17/2025.
Kristina W. Karnovsky, EVP, Dealmakers & Wealth at FactSet (FDS), was awarded 505 Performance Share Units (PSUs) certified by the Compensation and Talent Committee on 09/15/2025. The PSUs convert 1-for-1 into common stock and carry a $0 price, resulting in 505 shares beneficially owned by the reporting person following the award. The PSUs are scheduled to vest on November 1, 2025, provided Karnovsky remains continuously employed through that date. The Form 4 was filed and signed by an attorney-in-fact on 09/17/2025, and the ownership is reported as direct.
Christopher R. Ellis, Executive Vice President, Initiatives & P'ships at FactSet Research Systems Inc. (FDS), was awarded 352 Performance Share Units (PSUs) that were certified as earned on September 15, 2025. Each PSU corresponds 1-for-1 with a share of common stock and the PSUs are scheduled to vest on November 1, 2025 provided Mr. Ellis remains employed through that date. The transaction is reported as an acquisition of 352 units at an effective price of $0 and results in 352 shares beneficially owned directly following the award. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Ellis on September 17, 2025.
FactSet Research Systems insider Robert J. Robie, Executive Vice President, Institutional Buyside, was reported to have been granted 505 Performance Share Units (PSUs) on 09/15/2025. The filing states the PSUs convert 1-for-1 into common stock and were certified as earned by the Compensation and Talent Committee on 09/15/2025. The PSUs are scheduled to vest on November 1, 2025, contingent on continuous employment through that date. The reported transaction shows 505 shares beneficially owned following the award and a reported price of $0, consistent with a performance-based grant.
Goran Skoko, EVP and Chief Revenue Officer of FactSet Research Systems (FDS), reported the grant of 612 Performance Share Units (PSUs) on 09/15/2025. The PSUs convert 1-for-1 to common stock, were issued at a $0 price, and were certified by the Compensation and Talent Committee on 09/15/2025. The awards are scheduled to vest on 11/01/2025 provided the reporting person remains continuously employed on that date. Following the transaction, Mr. Skoko beneficially owns 612 shares (direct). The Form 4 was signed by an attorney-in-fact on 09/17/2025.
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