Insider and congress filings
FactSet Research Systems Inc. (FDS)
About FactSet Research Systems Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Chief executive
- Sanoke Viswanathan
- Employees
- 12,694
- Listed since
- Jun 28, 1996
- Market value
- $9.9B
- Price to earnings
- 18.3
- Earnings per share
- $15.37
- Dividend yield
- 1.62%
Earnings
6 reported quarters · next on Sep 30, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Jul 1, 2026 | $4.53 | $4.45 | $622.9M | $617.9M | EPS beatRevenue in line |
| Q2 FY2026reported Mar 31, 2026 | $4.46 | $4.38 | $611.0M | $604.8M | EPS beatRevenue in line |
| Dec 18, 2025 | $4.51 | $4.36 | $607.6M | $600.8M | EPS beatRevenue in line |
| Sep 18, 2025 | $4.05 | $4.13 | $596.9M | $592.8M | EPS missRevenue in line |
| Q3 FY2025reported Jun 23, 2025 | $4.27 | $4.30 | $585.5M | $580.8M | EPS in lineRevenue in line |
| Mar 20, 2025 | $4.28 | $4.17 | $570.7M | $570.4M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Oct 27, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| F. Philip SnowChief Executive Officer | $775K | $3.8M | $4.9M | $9.5M |
| Helen L. ShanExecutive Vice President, Chief Financial Officer | $571K | $2.4M | $1.5M | $4.5M |
| Christopher McLoughlinExecutive Vice President, Chief Legal Officer and Corp | $354K | $1.8M | $1.1M | $3.3M |
| Goran SkokoExecutive Vice President, Chief Revenue Officer, Manag | $587K | $650K | $1.5M | $2.7M |
| Katherine M. SteppExecutive Vice President, Chief Technology Officer | $439K | $475K | $1.3M | $2.2M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Bamco Inc | $966.5M | 4,200,856 | +11.8% | 11.41% |
| Blackrock, Inc. | $657.7M | 2,858,389 | +1.2% | 7.76% |
| Vanguard Capital Management LLC | $547.5M | 2,379,691 | -1.2% | 6.46% |
| State Street Corp | $431.1M | 1,873,867 | -1.3% | 5.09% |
| Vanguard Portfolio Management LLC | $409.8M | 1,781,324 | -1.4% | 4.84% |
| AQR Capital Management LLC | $385.5M | 1,675,700 | +444.9% | 4.55% |
| Loomis Sayles & Co L P | $331.1M | 1,439,274 | -2.6% | 3.91% |
| Geode Capital Management, LLC | $317.3M | 1,380,700 | +20.9% | 3.75% |
| Ninety One Uk Ltd | $273.6M | 1,189,240 | -0.5% | 3.23% |
| Morgan Stanley | $253.3M | 1,100,714 | +4.8% | 2.99% |
| Invesco Ltd. | $219.6M | 954,411 | -10.9% | 2.59% |
| Bank Of America Corp | $176.1M | 765,564 | -9.2% | 2.08% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
7 filings of 307 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Malcolm FrankDirector | Sold · 2 lines | 2,572 | $295.70 | $761K | Jan 12, 2026 | 2d |
| Laurie SiegelDirector | Sold · 2 lines | 2,572 | $296.25 | $762K | Jan 8, 2026 | 4d |
| Goran SkokoEVP, Chief Revenue Officer | Bought | 500 | $252.93 | $126K | Nov 6, 2025 | 4d |
| Helen L. ShanEVP, Chief Financial Officer | Bought | 370 | $275.48 | $102K | Oct 6, 2025 | 2d |
| Barak EilamDirector | Sold | 1 | $283.21 | $283 | Oct 3, 2025 | 4d |
| Christopher McLoughlinChief Legal Officer | Bought · 2 lines | 338 | $296.19 | $100K | Sep 23, 2025 | 2d |
| James J. McgonigleDirector | Sold · 2 lines | 1,725 | $451.62 | $779K | Jul 14, 2025 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in FDS
20 disclosures of 47 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -6.3%S&P -0.8% · vs S&P 500 -5.5% | Aug 19, 2026 | Sep 4, 2026 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +31.3%S&P +3.2% · vs S&P 500 +28.2% | May 15, 2026 | Jun 9, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +31.3%S&P +3.2% · vs S&P 500 +28.2% | May 15, 2026 | Jun 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +23.3%S&P +11.1% · vs S&P 500 +12.2% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +33.9%S&P +16.0% · vs S&P 500 +18.0% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +35.8%S&P +15.1% · vs S&P 500 +20.7% | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Shelley Moore CapitoSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | +44.0%S&P +15.7% · vs S&P 500 +28.3% | Mar 25, 2026 | Apr 4, 2026 | 10d |
| Shelley Moore CapitoSpouse | Stock | Sale (Full) | $1,001 - $15,000 | +28.7%S&P +17.3% · vs S&P 500 +11.4% | Mar 31, 2026 | Apr 4, 2026 | 4d |
| Shelley Moore CapitoSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | +42.2%S&P +17.8% · vs S&P 500 +24.4% | Mar 26, 2026 | Apr 4, 2026 | 9d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.4%S&P +10.5% · vs S&P 500 +14.9% | Feb 3, 2026 | Mar 9, 2026 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +33.5%S&P +12.5% · vs S&P 500 +21.0% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +46.9%S&P +11.6% · vs S&P 500 +35.3% | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.4%S&P +9.8% · vs S&P 500 +0.6% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +2.6%S&P +15.5% · vs S&P 500 -12.9% | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +10.1%S&P +13.7% · vs S&P 500 -3.7% | Nov 6, 2025 | Dec 8, 2025 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +5.5%S&P +11.6% · vs S&P 500 -6.0% | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.3%S&P +11.9% · vs S&P 500 -6.6% | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.1%S&P +13.6% · vs S&P 500 -18.7% | Oct 21, 2025 | Nov 6, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.6%S&P +14.0% · vs S&P 500 -16.7% | Oct 1, 2025 | Nov 6, 2025 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.1%S&P +13.9% · vs S&P 500 -15.0% | Oct 3, 2025 | Nov 6, 2025 | 34d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.1% |
A further 1 member reports a position estimated under $1,000; those are not listed.
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Joshua WarrenEVP, Chief Financial Officer | Stock award | 10,839 | May 1, 2026 |
| Gregory T. MoskoffMd,controller and CAO | Tax withholding | 3 | Feb 3, 2026 |
| Gregory T. MoskoffMd,controller and CAO | Tax withholding | 4 | Feb 1, 2026 |
| Gregory T. MoskoffMd,controller and CAO | Stock award | 11 | Feb 3, 2025 |
| Gregory T. MoskoffMd,controller and CAO | Tax withholding | 2 | Feb 1, 2025 |
| Gregory T. MoskoffMd,controller and CAO | Stock award | 11 | Feb 1, 2024 |
| Laurie SiegelDirector | Stock award | 2,157 | Jan 15, 2026 |
| Malcolm FrankDirector | Stock award | 2,456 | Jan 15, 2026 |
| Barak EilamDirector | Stock award | 1,513 | Jan 15, 2026 |
| Laurie G. HyltonDirector | Stock award | 1,513 | Jan 15, 2026 |
| Lee ShavelDirector | Stock award | 1,967 | Jan 15, 2026 |
| Shlomo Elisha WieselDirector | Stock award | 1,967 | Jan 15, 2026 |
| Siew Kai ChoyDirector | Stock award | 1,513 | Jan 15, 2026 |
| Maria Teresa TejadaDirector | Stock award | 1,513 | Jan 15, 2026 |
| Robin Ann AbramsDirector | Stock award | 2,081 | Jan 15, 2026 |
| Malcolm FrankDirector | Option exercise | 2,572 | Jan 12, 2026 |
| Laurie SiegelDirector | Option exercise | 2,572 | Jan 8, 2026 |
| Robin Ann AbramsDirector | Option exercise | 2,572 | Jan 7, 2026 |
| Christopher McLoughlinChief Legal Officer | Tax withholding | 731 | Dec 2, 2025 |
| Goran SkokoEVP, Chief Revenue Officer | Stock award | 13,870 | Nov 3, 2025 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling FDS?
Across the 7 most recent open-market filings shown here, 3 were purchases and 4 were sales.
Which members of Congress have traded FDS?
Ro Khanna, Gilbert Ray Cisneros, Jr., Shelley Moore Capito disclosed FDS transactions in the filings shown here.
Which members of Congress hold FDS?
1 member of Congress reports a position in FDS in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is FDS in the S&P 500 or the Nasdaq 100?
FactSet Research Systems Inc. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are FDS trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.