FACTSET RESEARCH SYSTEMS INC (FDS) Insider Trading & SEC Filings

Updated Jul 16, 2026 · Last SEC filing 2026-05-05

FACTSET RESEARCH SYSTEMS INC (FDS) has filed 1 SEC Form 4 insider transactions in the last 90 days, with the most recent on 2026-05-05. 1 Form 8-K material event filings were reported by FDS in the last 90 days. InsiderAlpha tracks every FDS SEC filing — Form 4, Form 144, and 8-K — in real time, including Rule 10b5-1 plan detection.

About FACTSET RESEARCH SYSTEMS INC (FDS)

SIC classification	Services-Computer Programming, Data Processing, Etc. (SIC 7370)
SEC CIK	0001013237

90-Day SEC Filing Activity

Form 4 filings (90d)	1
Form 8-K filings (90d)	1
Latest Form 4 filing	2026-05-05

Recent FDS Insider Transactions (Form 4)

Date	Insider	Role	Transaction	Shares	Price	Value	Filing
2026-05-01	Warren Joshua	EVP, Chief Financial Officer	A — Grant or award	2.3K	$0.00	—	SEC
2026-02-03	Moskoff Gregory T	MD,Controller and CAO	F — Tax withholding / forfeiture	3	$222.62	$668	SEC
2026-02-01	Moskoff Gregory T	MD,Controller and CAO	F — Tax withholding / forfeiture	4	$254.36	$1K	SEC
2026-01-15	Eilam Barak	Director	A — Grant or award	439	$0.00	—	SEC
2026-01-15	SIEGEL LAURIE	Director	A — Grant or award	626	$0.00	—	SEC
2026-01-15	ABRAMS ROBIN ANN	Director	A — Grant or award	604	$0.00	—	SEC
2026-01-15	Tejada Maria Teresa	Director	A — Grant or award	439	$0.00	—	SEC
2026-01-15	HYLTON LAURIE G	Director	A — Grant or award	439	$0.00	—	SEC
2026-01-15	Frank Malcolm	Director	A — Grant or award	713	$0.00	—	SEC
2026-01-15	Choy Siew Kai	Director	A — Grant or award	439	$0.00	—	SEC
2026-01-15	Shavel Lee	Director	A — Grant or award	571	$0.00	—	SEC
2026-01-15	Wiesel Shlomo Elisha	Director	A — Grant or award	571	$0.00	—	SEC
2025-10-06	Shan Helen L.	EVP, Chief Financial Officer	P — Open-market purchase	370	$275.48	$102K	SEC
2025-10-03	Eilam Barak	Director	S — Open-market sale	1	$283.21	$283	SEC
2025-09-23	McLoughlin Christopher	Chief Legal Officer	P — Open-market purchase	3	$297.66	$893	SEC

All transactions sourced from SEC EDGAR Form 4 filings for FACTSET RESEARCH SYSTEMS INC (FDS). Updated in real time as new filings are submitted to the SEC.

Most-Active FDS Insiders — Last 90 Days

Insider	Form 4 filings	Total transaction value
Warren Joshua	2	—

Recent FDS Form 8-K Material Events

2026-07-01 — Item 2.02, 9.01 [SEC]
2026-04-08 — Item 5.02, 9.01 · Leadership · neutral [SEC]
FactSet Research Systems announced the departure of CFO Helen Shan effective April 13, 2026, and the appointment of Joshua Warren as the new CFO, also effective April 13, 2026. Warren brings significant financial leadership experience from roles at Envestnet and BlackRock.
2026-03-31 — Item 2.02, 9.01 · Earnings · neutral [SEC]
FactSet Research Systems Inc. announced its financial results for the three months ended February 28, 2026 on March 31, 2026. The filing provides quarterly operational and financial performance data without explicit beat/miss or guidance language.
2026-03-04 — Item 5.02, 9.01 · Leadership · neutral [SEC]
FactSet announced internal leadership changes on March 2, 2026: Kate Stepp, previously Chief Technology Officer, was promoted to Chief AI Officer, while Bob Stolte assumed the CTO role. These are routine internal promotions within the company's technology leadership.

Recent Insider Filings

2026-05-05 — Warren Joshua (EVP, Chief Financial Officer)
2026-02-17 — Moskoff Gregory T (MD,Controller and CAO)
2026-01-20 — HYLTON LAURIE G (Director)
2026-01-20 — Shavel Lee (Director)
2026-01-20 — Wiesel Shlomo Elisha (Director)

Form 4 Transaction Code Reference

SEC Form 4 transactions are reported with a one-letter code indicating the type of transaction. Common codes you'll see in FDS insider filings:

P	Open-market purchase by the insider
S	Open-market sale by the insider
A	Grant, award, or other acquisition from the issuer
M	Exercise or conversion of derivative security (e.g. options)
F	Payment of exercise price or tax liability via share withholding
G	Bona-fide gift of securities
D	Disposition to the issuer (e.g. share buyback participation)
J	Other acquisition or disposition
X	Exercise of in-the-money or at-the-money derivative security
C	Conversion of derivative security
V	Transaction voluntarily reported earlier than required

FDS Insider Trading — FAQ

What is the latest insider trade for FDS?: FACTSET RESEARCH SYSTEMS INC (FDS) had 1 insider filings in the last 90 days, with the most recent on 2026-05-05. InsiderAlpha tracks every Form 4, 10-K, 10-Q, and 8-K filing in real time.
How many insiders are buying FDS stock?: 0 insider purchases of FDS were filed in the last 90 days.
How many insiders are selling FDS stock?: 0 insider sales of FDS were filed in the last 90 days.
Where can I see FDS SEC filings (Form 4, 10-K, 10-Q, 8-K)?: InsiderAlpha aggregates every FDS SEC filing — Form 4 insider transactions, 10-K and 10-Q quarterly reports, and 8-K material event disclosures — in one timeline.

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