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.
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.
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.
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.
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.
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.
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.
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.
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.
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.