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 Inc. (FDS) – Form 4 insider transaction (filed 07/09/2025)
Executive Vice President of Initiatives & Partnerships, Christopher R. Ellis, reported a same-day option exercise and share sale executed on 07/08/2025:
- Option exercise (Code M): 7,606 employee stock options exercised at $152.28 (grant dated 11/01/2016).
- Open-market sales (Code S): The 7,606 shares acquired were immediately sold in five tranches between $441.99 and $448.20, generating proceeds of roughly $3.4 million (weighted average ≈ $446).
- Post-transaction holdings: Direct ownership declined from 31,564.6867 to 23,952.2207 common shares. An additional 450 shares are held indirectly by the spouse.
- A Form 5 correction removed 6.466 shares previously overstated.
The filing reflects a net disposition by a senior officer equal to ~24% of his pre-transaction direct stake. No other derivative positions remain from this specific option grant.
While the transaction monetises vested options and realises a sizable gain (exercise price vs. sale price spread ≈ $294 per share), it does not, by itself, signal changes in company fundamentals. Investors often monitor aggregated insider selling trends for sentiment and potential alignment concerns.
FactSet Research Systems Inc. (FDS) – Form 144 filing discloses a planned insider sale of common stock under Rule 144.
- Securities to be sold: 2,500 common shares.
- Aggregate market value: US $1,111,425.
- Percentage of shares outstanding: ~0.007% of 37,806,774 shares.
- Broker: Citigroup Global Markets, 390 Greenwich St, New York, NY 10013.
- Approximate sale date: 07 July 2025 on the NYSE.
- Acquisition details: Shares were obtained on 07 July 2025 via “option exercise and sell”; consideration was cash.
- No prior sales in the last three months were reported.
The filing is a routine notice required when an affiliate or insider intends to sell restricted or control securities. The relatively small size of the transaction versus total shares outstanding suggests limited market impact. No adverse information about the company’s operations is disclosed; the filer affirms they are unaware of undisclosed material negative information.
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