FDSFactSet
FactSet Research Systems Inc. and its wholly-owned subsidiaries ("we," "our," "us," the "Company" or "FactSet") was founded in 1978 and has been publicly traded since June 1996. 10-K, Item 1
- Employees
- 8,652
- Headquarters
- Norwalk, CT
- CEO
- Sanoke Viswanathan
- Next results
- around Dec 17, 2026
What FDS's directors and officers said they would sell, before they sold: trading plans the company reports each quarter, and the Form 144 notices sellers file on the day of a planned sale. Facts only; most of these sales are routine, such as selling shares from vesting stock awards.
Trading plans adopted or ended
| Insider | What | Date | Shares | Runs to | Reported in |
|---|---|---|---|---|---|
| F. Philip Snow Chief Executive Officer |
Adopted 10b5-1 plan | Sep 26, 2024 | up to 36,000 | Dec 5, 2025 | 10-Q Jan 8, 2025 |
The company's descriptionOn September 26, 2024, F. Philip Snow, our Chief Executive Officer, adopted a trading plan for the monthly exercise of non-qualified stock options and the sale of shares of FactSet common stock issued upon exercise of those options, with an effective date of January 2, 2025 and an expiration date of December 5, 2025. This plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act. Pursuant to the plan, the aggregate number of options to be exercised, and the aggregate number of shares of common stock to be sold upon exercise of those options, is not to exceed 36,000. | |||||
| F. Philip Snow Chief Executive Officer |
Adopted 10b5-1 plan | Sep 27, 2023 | up to 36,000 | 339 days | 10-Q Jan 5, 2024 |
The company's descriptionOn September 27, 2023, F. Philip Snow, our Chief Executive Officer, adopted a trading plan for the monthly exercise of non-qualified stock options and the sale of shares of FactSet common stock issued upon exercise of those options, with an effective date of January 2, 2024 and an expiration date of December 6, 2024. This plan is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act. Pursuant to the plan, the aggregate number of options to be exercised, and the aggregate number of shares of common stock to be sold upon exercise of those options, is not to exceed 36,000. | |||||
From the XBRL of the company's 10-Qs and 10-Ks (Regulation S-K Item 408, reported since 2023): 15 filings checked since Apr 3, 2023.
Form 144 notices of planned sales
| Filed | Seller | Shares | Value | Shares came from | 10b5-1 plan | Form 4 sales after |
|---|---|---|---|---|---|---|
| Jan 12, 2026 | Frank Malcolm Director |
2,572 | $757,325 | STOCK OPTION EXERCISE AND SALE | none given | none found |
| Jan 8, 2026 | SIEGEL LAURIE Director |
2,572 | $736,517 | Option exercise and sell | none given | none found |
From the Form 144 XML filed with the SEC, since Jan 8, 2026. The value is the seller's estimate on the notice. "Form 4 sales after" matches the seller's Form 4 sales in the 30 days after the notice, by name; Form 4s go back 180 days.
Work on FDS in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/FDS/export.csv") into a cell.