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.
Helen L. Shan, EVP and Chief Financial Officer of FactSet Research Systems Inc. (FDS), was awarded 1,009 Performance Share Units (PSUs) certified by the Compensation and Talent Committee on September 15, 2025. The PSUs convert 1-for-1 into common stock and are scheduled to vest on November 1, 2025 provided Ms. Shan remains employed on that date. The reported transaction shows 1,009 shares beneficially owned following the award and a reported price of $0, consistent with performance-based equity grants rather than a cash purchase. The Form 4 was signed by an attorney-in-fact on September 17, 2025.
Gregory T. Moskoff, MD, Controller and CAO of FactSet Research Systems Inc. (FDS), was reported as the recipient of 190 Performance Share Units (PSUs) that were certified by the Compensation and Talent Committee on September 15, 2025. The PSUs convert 1-for-1 into common stock, carry a reported price of $0 for disclosure purposes, and are scheduled to vest on November 1, 2025 provided continuous employment through that date. Following the award, the filing shows 190 shares beneficially owned directly by the reporting person. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Moskoff on September 17, 2025.
FactSet disclosed two governance items. A long-serving director, James J. McGonigle, resigned effective December 1, 2025, after serving on the board since 2002; the company said the resignation was not due to any disagreement with management or the board. The board also amended and restated the bylaws to clarify procedures around its existing majority voting standard for uncontested director elections, including holdover director treatment and a requirement that an incumbent who fails to receive a majority submit an irrevocable resignation offer for committee consideration. The bylaws also add a plurality voting carve-out for contested elections. The full amended bylaws are attached as an exhibit.
Sanoke Viswanathan filed an initial Form 3 naming him as Chief Executive Officer and Director of FactSet Research Systems Inc. (FDS). The filing, dated 09/08/2025 with a signature dated 09/12/2025, states no securities are beneficially owned by the reporting person. The form confirms the individual relationship to the issuer and that the disclosure obligation has been met.
FactSet Research Systems Inc. is formally ending the use of an older employee stock purchase plan registration. The company filed a post-effective amendment to its prior Form S-8 that had registered 500,000 shares of common stock for the Amended and Restated 2008 Employee Stock Purchase Plan.
After the Board of Directors approved the new 2025 Employee Stock Purchase Plan on June 17, 2025, FactSet filed a new Form S-8 on July 31, 2025 to register 500,000 shares of common stock for that updated plan, effective September 1, 2025. Because no further shares will be issued under the older registration, this amendment deregisters any remaining shares that were previously registered but not issued.
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