
Insider and congress filings
FactSet Research Systems Inc. (FDS)
NYSE · Financial Services · 336 insider transactions · 47 congress trades · last filed 7 days agoS&P 500
About FactSet Research Systems Inc.
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Chief executive
- Sanoke Viswanathan
- Employees
- 12,444
- Listed since
- Jun 28, 1996
- Market value
- $11.8B
- Price to earnings (12 mo)
- 22.7
- Net income per share, as reported (12 mo)
- $15.07
- Dividend yield
- 1.36%
Earnings
6 reported quarters · next on Dec 17, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Sep 30, 2026 | $4.52 | $4.35 | $634.7M | $629.8M | EPS beatRevenue in line |
| 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 |
| Q1 FY2026reported Dec 18, 2025 | $4.51 | $4.36 | $607.6M | $600.8M | EPS beatRevenue in line |
| Q4 FY2025reported 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 |
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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 Corporate Secretary | $354K | $1.8M | $1.1M | $3.3M |
| Goran SkokoExecutive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific | $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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 LLCCliff Asness | $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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
3 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Malcolm FrankDirector | Sold · 2 lines | 2,572 | $295.70 | $761K | Jan 12, 2026filed Jan 14, 2026 | 2d |
| Laurie SiegelDirector | Sold · 2 lines | 2,572 | $296.25 | $762K | Jan 8, 2026filed Jan 12, 2026 | 2d |
| Goran SkokoEVP, Chief Revenue Officer | Bought | 500 | $252.93 | $126K | Nov 6, 2025filed Nov 10, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Robin Ann AbramsDirector | Gift | 125 | Oct 15, 2026 |
| Christopher R. EllisEVP, Initiatives & P'ships | Other (see filing) | 16 | Mar 19, 2026 |
| Christopher R. EllisEVP, Initiatives & P'ships | Other (see filing) | 12 | Dec 18, 2025 |
| Christopher R. EllisEVP, Initiatives & P'ships | Other (see filing) | 11 | Sep 18, 2025 |
| Joshua WarrenEVP, Chief Financial Officer | Other (see filing) | 0.835 | Aug 31, 2026 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 18 | Aug 31, 2026 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 0.419 | Jun 18, 2026 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 19 | May 29, 2026 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 0.318 | Mar 19, 2026 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 3.242 | Feb 27, 2026 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 0.229 | Dec 18, 2025 |
| Gregory T. MoskoffMD, Controller and CAO | Other (see filing) | 0.207 | Sep 18, 2025 |
| Christopher McLoughlinChief Legal Officer | Other (see filing) | 26 | Aug 31, 2026 |
| Christopher McLoughlinChief Legal Officer | Other (see filing) | 0.144 | Jun 18, 2026 |
| Christopher McLoughlinChief Legal Officer | Other (see filing) | 32 | May 29, 2026 |
| Kristina W. KarnovskyEVP, Co-Head of Product | Other (see filing) | 0.862 | Mar 19, 2026 |
| Kristina W. KarnovskyEVP, Co-Head of Product | Other (see filing) | 0.656 | Dec 18, 2025 |
| Kristina W. KarnovskyEVP, Co-Head of Product | Other (see filing) | 0.593 | Sep 18, 2025 |
| John CostiganEVP, Co-Head of Product | Other (see filing) | 1.729 | Mar 19, 2026 |
| John CostiganEVP, Co-Head of Product | Other (see filing) | 7.305 | Feb 27, 2026 |
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.
Congress trades in FDS
20 disclosures of 47 on record · median 25d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +11.1%After the saleS&P 500 -1.2% · +12.3 pts vs S&P 500 | Aug 19, 2026 | Sep 4, 2026 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +55.9%After the saleS&P 500 +2.8% · +53.0 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +55.9%After the saleS&P 500 +2.8% · +53.0 pts vs S&P 500 | May 15, 2026 | Jun 8, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +46.3%S&P 500 +10.8% · +35.6 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +58.9%S&P 500 +15.6% · +43.4 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +61.1%S&P 500 +14.7% · +46.4 pts vs S&P 500 | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Shelley Moore CapitoSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | +70.9%After the saleS&P 500 +15.3% · +55.6 pts vs S&P 500 | Mar 25, 2026 | Apr 4, 2026 | 10d |
| Shelley Moore CapitoSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | +68.8%After the saleS&P 500 +17.4% · +51.4 pts vs S&P 500 | Mar 26, 2026 | Apr 4, 2026 | 9d |
| Shelley Moore CapitoSpouse | Stock | Sale (Full) | $1,001 - $15,000 | +52.7%After the saleS&P 500 +16.9% · +35.8 pts vs S&P 500 | Mar 31, 2026 | Apr 4, 2026 | 4d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +48.8%S&P 500 +10.2% · +38.7 pts vs S&P 500 | Feb 3, 2026 | Mar 9, 2026 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +58.4%After the saleS&P 500 +12.1% · +46.3 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +74.3%After the saleS&P 500 +11.2% · +63.1 pts vs S&P 500 | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +31.1%S&P 500 +9.5% · +21.6 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +21.8%S&P 500 +15.1% · +6.7 pts vs S&P 500 | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +25.2%After the saleS&P 500 +11.2% · +14.0 pts vs S&P 500 | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +30.6%S&P 500 +13.4% · +17.3 pts vs S&P 500 | Nov 6, 2025 | Dec 8, 2025 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.0%S&P 500 +11.5% · +13.5 pts vs S&P 500 | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +12.7%S&P 500 +13.2% · -0.5 pts vs S&P 500 | Oct 21, 2025 | Nov 6, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.6%S&P 500 +13.7% · +1.9 pts vs S&P 500 | Oct 1, 2025 | Nov 6, 2025 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +17.4%S&P 500 +13.5% · +3.8 pts vs S&P 500 | Oct 3, 2025 | Nov 6, 2025 | 34d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in FDS, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 25, 20261 member reports a position of $1,000 or more (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 member reports a position estimated under $1,000; that member is not listed.
Estimate, as of Oct 25, 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.
Questions
Are insiders buying or selling FDS?
Across the 3 most recent open-market filings shown here, 1 was a purchase and 2 were sales.
Which members of Congress have traded FDS?
Ro Khanna, Gilbert Ray Cisneros, Jr. and Shelley Moore Capito disclosed FDS transactions in the filings shown here.
Which members of Congress hold FDS?
1 member of Congress reports a position of $1,000 or more in FDS in the estimate we hold as of Oct 25, 2026. The estimated position of $1,000 or more 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 Oct 26, 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 business days after the transaction (weekends and federal holidays skipped), 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 Oct 26, 2026.
