Welcome to our dedicated page for FACTSET RESEARCH SYSTEMS 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.
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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.
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.