FactSet Research Systems Inc. (the Company or FactSet) is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The company's revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT. |  |
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| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Frank Malcolm | Director | Jan 12 '26 | Option Exercise | 207.88 | 2,572 | 534,667 | 3,451 | Jan 14 04:04 PM | | Frank Malcolm | Director | Jan 12 '26 | Sale | 295.70 | 2,572 | 760,547 | 879 | Jan 14 04:04 PM | | SIEGEL LAURIE | Director | Jan 08 '26 | Option Exercise | 207.88 | 2,572 | 534,667 | 3,609 | Jan 12 04:21 PM | | SIEGEL LAURIE | Director | Jan 08 '26 | Sale | 296.25 | 2,572 | 761,944 | 1,037 | Jan 12 04:21 PM | | Frank Malcolm | Director | Jan 12 '26 | Proposed Sale | 294.45 | 2,572 | 757,325 | | Jan 12 10:43 AM | | ABRAMS ROBIN ANN | Director | Jan 07 '26 | Option Exercise | 207.88 | 2,572 | 534,667 | 14,886 | Jan 08 05:44 PM | | SIEGEL LAURIE | Director | Jan 08 '26 | Proposed Sale | 286.36 | 2,572 | 736,517 | | Jan 08 11:19 AM | | Skoko Goran | EVP, Chief Revenue Officer | Nov 06 '25 | Buy | 252.93 | 500 | 126,465 | 9,192 | Nov 10 04:15 PM | | Ellis Christopher R | EVP, Initiatives & P'ships | Nov 01 '25 | Option Exercise | 0.00 | 352 | 0 | 24,370 | Nov 03 06:39 PM | | Shan Helen L. | EVP, Chief Financial Officer | Nov 01 '25 | Option Exercise | 0.00 | 1,009 | 0 | 10,293 | Nov 03 06:38 PM | | Moskoff Gregory T | MD,Controller and CAO | Nov 01 '25 | Option Exercise | 0.00 | 190 | 0 | 259 | Nov 03 06:38 PM | | Stepp Katherine M | Chief Technology Officer (CTO) | Nov 01 '25 | Option Exercise | 0.00 | 367 | 0 | 979 | Nov 03 06:38 PM | | Costigan John | Chief Data Officer | Nov 01 '25 | Option Exercise | 0.00 | 367 | 0 | 686 | Nov 03 06:37 PM | | Robie Robert J. | EVP, Institutional Buyside | Nov 01 '25 | Option Exercise | 0.00 | 505 | 0 | 2,555 | Nov 03 06:37 PM | | Skoko Goran | EVP, Chief Revenue Officer | Nov 01 '25 | Option Exercise | 0.00 | 612 | 0 | 5,066 | Nov 03 06:37 PM | | Karnovsky Kristina W | EVP, Dealmakers & Wealth | Nov 01 '25 | Option Exercise | 0.00 | 505 | 0 | 2,787 | Nov 03 06:36 PM | | Shan Helen L. | EVP, Chief Financial Officer | Oct 06 '25 | Buy | 275.48 | 370 | 101,928 | 9,284 | Oct 08 04:28 PM | | Eilam Barak | Director | Oct 03 '25 | Sale | 283.21 | 1 | 283 | 285 | Oct 07 05:27 PM | | McLoughlin Christopher | Chief Legal Officer | Sep 23 '25 | Buy | 296.19 | 338 | 100,001 | 3,446 | Sep 25 04:20 PM | | MCGONIGLE JAMES J | Director | Jul 14 '25 | Option Exercise | 286.12 | 2,925 | 836,888 | 7,386 | Jul 15 04:52 PM | | MCGONIGLE JAMES J | Director | Jul 14 '25 | Sale | 451.39 | 2,925 | 1,320,310 | 4,461 | Jul 15 04:52 PM | | MCGONIGLE JAMES J | Director | Jul 14 '25 | Proposed Sale | 451.28 | 2,925 | 1,319,994 | | Jul 14 11:28 AM | | Moskoff Gregory T | MD,Controller and CAO | Jul 09 '25 | Option Exercise | 275.62 | 2,500 | 689,045 | 2,544 | Jul 10 05:32 PM | | Moskoff Gregory T | MD,Controller and CAO | Jul 09 '25 | Sale | 442.60 | 2,500 | 1,106,509 | 44 | Jul 10 05:32 PM | | Ellis Christopher R | EVP, Initiatives & P'ships | Jul 08 '25 | Option Exercise | 152.28 | 7,606 | 1,158,242 | 31,565 | Jul 09 07:54 PM | | Ellis Christopher R | EVP, Initiatives & P'ships | Jul 08 '25 | Sale | 446.84 | 7,606 | 3,398,638 | 23,952 | Jul 09 07:54 PM | | Moskoff Gregory T | Officer | Jul 09 '25 | Proposed Sale | 444.57 | 2,500 | 1,111,425 | | Jul 09 10:32 AM | | Ellis Christopher R | Officer | Jul 08 '25 | Proposed Sale | 446.53 | 7,606 | 3,396,307 | | Jul 08 11:01 AM | | Snow Frederick Philip | Chief Executive Officer | Jul 01 '25 | Option Exercise | 152.28 | 3,000 | 456,840 | 19,616 | Jul 02 04:17 PM | | Snow Frederick Philip | Chief Executive Officer | Jul 01 '25 | Sale | 445.12 | 3,000 | 1,335,360 | 16,616 | Jul 02 04:17 PM | | Snow Frederick Philip | Officer | Jul 01 '25 | Proposed Sale | 445.12 | 3,000 | 1,335,360 | | Jul 01 10:10 AM | | Snow Frederick Philip | Chief Executive Officer | Jun 02 '25 | Option Exercise | 152.28 | 3,000 | 456,840 | 19,616 | Jun 02 05:29 PM | | Snow Frederick Philip | Chief Executive Officer | Jun 02 '25 | Sale | 454.58 | 3,000 | 1,363,740 | 16,616 | Jun 02 05:29 PM | | Snow Frederick Philip | Officer | Jun 02 '25 | Proposed Sale | 431.09 | 3,000 | 1,293,270 | | Jun 02 09:49 AM | | Snow Frederick Philip | Chief Executive Officer | May 01 '25 | Option Exercise | 152.28 | 3,000 | 456,840 | 19,616 | May 01 04:17 PM | | Snow Frederick Philip | Chief Executive Officer | May 01 '25 | Sale | 431.09 | 3,000 | 1,293,270 | 16,616 | May 01 04:17 PM | | Snow Frederick Philip | Officer | May 01 '25 | Proposed Sale | 431.09 | 3,000 | 1,293,270 | | May 01 09:46 AM | | Snow Frederick Philip | Chief Executive Officer | Apr 01 '25 | Option Exercise | 152.28 | 3,000 | 456,840 | 19,616 | Apr 02 04:53 PM | | Snow Frederick Philip | Chief Executive Officer | Apr 01 '25 | Sale | 454.86 | 3,000 | 1,364,580 | 16,616 | Apr 02 04:53 PM | | Snow Frederick Philip | Officer | Apr 01 '25 | Proposed Sale | 454.86 | 3,000 | 1,364,580 | | Apr 01 09:45 AM | | Moskoff Gregory T | MD,Controller and CAO | Mar 24 '25 | Sale | 433.73 | 363 | 157,604 | 44 | Mar 25 04:34 PM | | Stepp Katherine M | Chief Technology Officer (CTO) | Mar 21 '25 | Option Exercise | 221.88 | 1,480 | 328,382 | 2,337 | Mar 25 04:33 PM | | Stepp Katherine M | Chief Technology Officer (CTO) | Mar 21 '25 | Sale | 425.07 | 1,726 | 733,561 | 612 | Mar 25 04:33 PM | | Moskoff Gregory T | Officer | Mar 24 '25 | Proposed Sale | 436.10 | 363 | 158,304 | | Mar 24 02:46 PM | | Stepp Katherine M | Officer | Mar 21 '25 | Proposed Sale | 434.20 | 1,725 | 749,000 | | Mar 21 09:26 AM | | Snow Frederick Philip | Chief Executive Officer | Mar 03 '25 | Option Exercise | 152.28 | 3,000 | 456,840 | 19,616 | Mar 03 04:29 PM | | Snow Frederick Philip | Chief Executive Officer | Mar 03 '25 | Sale | 464.79 | 3,000 | 1,394,370 | 16,616 | Mar 03 04:29 PM |
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