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FactSet Research Systems (FDS) 10K Form and Latest SEC Filings 2026

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$258.35 +0.26 (+0.10%)
Closing price 07/17/2026 03:59 PM Eastern
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$258.45 +0.10 (+0.04%)
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Latest FactSet Research Systems SEC Filings & Recent Activity

FactSet Research Systems (NYSE:FDS) has submitted 567+ documents to the U.S. Securities and Exchange Commission (SEC) since 2017. For investors, these filings are the primary source of verified financial data — covering everything from annual revenue and debt levels in the 10-K, to material business events in 8-K current reports, to insider buying and selling activity in Form 4 disclosures. Key figures from these filings, including revenue, earnings, and cash flow, are summarized in FactSet Research Systems's financial statements. The most recent filing was a Form 10-Q submitted on July 1, 2026.

Form 4
FACTSET RESEARCH SYSTEMS INC Reports Ownership Change on May. 5, 2026

Form 4 filings disclose changes in stock ownership by company insiders, including purchases, sales, grants, and option exercises.

View insider ownership

8-K
FactSet Research Systems Files Current Report on Jul. 1, 2026

An 8-K is filed when a material corporate event occurs, such as an acquisition, leadership change, or financial update.

View filing

10-Q
FactSet Research Systems Files Quarterly Report on Jul. 1, 2026

The 10-Q contains FactSet Research Systems's unaudited quarterly financial statements, revenue, earnings updates, and cash flow changes between annual reports.

View earnings history

FactSet Research Systems SEC Filing History

Browse FactSet Research Systems' complete SEC filing history using the filters below. Filter by form type - 10-K, 10-Q, 8-K, Form 4, and more - or set a custom date range to find a filing.

DateFilerForm TypeView
07/01/2026 3:19 PM
FactSet Research Systems (1013237) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
07/01/2026 6:02 AM
FactSet Research Systems (1013237) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
05/05/2026 3:48 PM
FactSet Research Systems (1013237) Issuer
Warren Joshua (2000217) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
04/29/2026 5:47 PM
FactSet Research Systems (1013237) Subject
VANGUARD CAPITAL MANAGEMENT LLC (2100119) Filed by
Form SCHEDULE 13G
04/08/2026 6:06 AM
FactSet Research Systems (1013237) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
03/31/2026 5:54 AM
FactSet Research Systems (1013237) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
03/26/2026 5:20 PM
FactSet Research Systems (1013237) Subject
VANGUARD GROUP INC (102909) Filed by
Form SCHEDULE 13G/A
03/06/2026 9:50 AM
BAMCO INC /NY/ (1017918) Filed by
FactSet Research Systems (1013237) Subject
Form SCHEDULE 13G/A
03/04/2026 5:57 AM
FactSet Research Systems (1013237) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
02/17/2026 8:43 AM
BAMCO INC /NY/ (1017918) Filed by
FactSet Research Systems (1013237) Subject
Form SCHEDULE 13G/A
02/11/2026 11:25 AM
FactSet Research Systems (1013237) Subject
MORGAN STANLEY (895421) Filed by
Form SCHEDULE 13G/A
01/21/2026 11:30 AM
BlackRock, Inc. (2012383) Filed by
FactSet Research Systems (1013237) Subject
Form SCHEDULE 13G/A
01/20/2026 4:37 PM
Choy Siew Kai (1814018) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:38 PM
FactSet Research Systems (1013237) Issuer
Wiesel Shlomo Elisha (1969875) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:39 PM
FactSet Research Systems (1013237) Issuer
Shavel Lee (1521495) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:40 PM
FactSet Research Systems (1013237) Issuer
HYLTON LAURIE G (1245652) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:34 PM
FactSet Research Systems (1013237) Issuer
Frank Malcolm (1541806) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:35 PM
FactSet Research Systems (1013237) Issuer
SIEGEL LAURIE (1223626) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:36 PM
ABRAMS ROBIN ANN (1282677) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:36 PM
Eilam Barak (1966628) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/20/2026 4:37 PM
FactSet Research Systems (1013237) Issuer
Tejada Maria Teresa (1917720) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/14/2026 3:04 PM
FactSet Research Systems (1013237) Issuer
Frank Malcolm (1541806) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/12/2026 3:21 PM
FactSet Research Systems (1013237) Issuer
SIEGEL LAURIE (1223626) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
01/12/2026 9:43 AM
FactSet Research Systems (1013237) Subject
Frank Malcolm (1541806) Reporting
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
01/09/2026 4:06 PM
FactSet Research Systems (1013237) Filer
Form S-8
Registration statement under Securities Act of 1933 to be offered to employees pursuant to certain plans  
01/08/2026 4:44 PM
ABRAMS ROBIN ANN (1282677) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
01/08/2026 10:19 AM
FactSet Research Systems (1013237) Subject
SIEGEL LAURIE (1223626) Reporting
Form 144
Notice of proposed sale of securities pursuant to Rule 144  
01/05/2026 6:30 AM
FactSet Research Systems (1013237) Filer
Form 10-Q
General form for quarterly reports under Section 13 or 15(d)  
12/22/2025 4:09 PM
FactSet Research Systems (1013237) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
12/18/2025 5:57 AM
FactSet Research Systems (1013237) Filer
Form 8-K
Current report pursuant to Section 13 or 15(d)  
12/03/2025 3:26 PM
FactSet Research Systems (1013237) Issuer
McLoughlin Christopher (2046816) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/14/2025 10:22 AM
BAMCO INC /NY/ (1017918) Filed by
FactSet Research Systems (1013237) Subject
Form SCHEDULE 13G/A
11/10/2025 3:15 PM
FactSet Research Systems (1013237) Issuer
Skoko Goran (1793724) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:25 PM
FactSet Research Systems (1013237) Issuer
Karnovsky Kristina W (1874542) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:27 PM
Costigan John (1927003) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:28 PM
FactSet Research Systems (1013237) Issuer
Skoko Goran (1793724) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:29 PM
FactSet Research Systems (1013237) Issuer
Shan Helen L. (1748873) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:32 PM
FactSet Research Systems (1013237) Issuer
Harding Catrina (1984144) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:20 PM
FactSet Research Systems (1013237) Issuer
Stepp Katherine M (1944065) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:21 PM
Ellis Christopher R (1998939) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:23 PM
FactSet Research Systems (1013237) Issuer
McLoughlin Christopher (2046816) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
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11/05/2025 6:24 PM
FactSet Research Systems (1013237) Issuer
Robie Robert J. (1752592) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/05/2025 6:24 PM
FactSet Research Systems (1013237) Issuer
Moskoff Gregory T (1782865) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:36 PM
FactSet Research Systems (1013237) Issuer
Karnovsky Kristina W (1874542) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:37 PM
FactSet Research Systems (1013237) Issuer
Skoko Goran (1793724) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:37 PM
FactSet Research Systems (1013237) Issuer
Robie Robert J. (1752592) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:37 PM
Costigan John (1927003) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:38 PM
FactSet Research Systems (1013237) Issuer
Stepp Katherine M (1944065) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:38 PM
FactSet Research Systems (1013237) Issuer
Moskoff Gregory T (1782865) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:38 PM
FactSet Research Systems (1013237) Issuer
Shan Helen L. (1748873) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
11/03/2025 5:39 PM
Ellis Christopher R (1998939) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/27/2025 3:26 PM
FactSet Research Systems (1013237) Filer
Form DEF 14A
10/27/2025 3:28 PM
FactSet Research Systems (1013237) Filer
Form DEFA14A
10/27/2025 3:32 PM
FactSet Research Systems (1013237) Filer
Form ARS
10/22/2025 5:04 AM
FactSet Research Systems (1013237) Filer
Form 10-K
Annual report pursuant to Section 13 or 15(d)  
10/17/2025 3:24 PM
FactSet Research Systems (1013237) Filer
Form PRE 14A
10/07/2025 4:38 PM
Costigan John (1927003) Reporting
FactSet Research Systems (1013237) Issuer
Form 5
Annual statement of changes in beneficial ownership of securities  
10/07/2025 4:40 PM
FactSet Research Systems (1013237) Issuer
Stepp Katherine M (1944065) Reporting
Form 5
Annual statement of changes in beneficial ownership of securities  
10/07/2025 4:45 PM
FactSet Research Systems (1013237) Issuer
Moskoff Gregory T (1782865) Reporting
Form 5
Annual statement of changes in beneficial ownership of securities  
10/07/2025 4:27 PM
Eilam Barak (1966628) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
10/07/2025 4:30 PM
Ellis Christopher R (1998939) Reporting
FactSet Research Systems (1013237) Issuer
Form 5
Annual statement of changes in beneficial ownership of securities  
10/07/2025 4:32 PM
FactSet Research Systems (1013237) Issuer
Skoko Goran (1793724) Reporting
Form 5
Annual statement of changes in beneficial ownership of securities  
10/07/2025 4:36 PM
FactSet Research Systems (1013237) Issuer
Snow Frederick Philip (1611324) Reporting
Form 5
Annual statement of changes in beneficial ownership of securities  
10/07/2025 4:37 PM
FactSet Research Systems (1013237) Issuer
Karnovsky Kristina W (1874542) Reporting
Form 5
Annual statement of changes in beneficial ownership of securities  
09/25/2025 3:20 PM
FactSet Research Systems (1013237) Issuer
McLoughlin Christopher (2046816) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/24/2025 4:45 PM
FactSet Research Systems (1013237) Issuer
Viswanathan Sanoke (1670088) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:29 PM
FactSet Research Systems (1013237) Issuer
Moskoff Gregory T (1782865) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:31 PM
FactSet Research Systems (1013237) Issuer
Shan Helen L. (1748873) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:31 PM
FactSet Research Systems (1013237) Issuer
Skoko Goran (1793724) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:31 PM
FactSet Research Systems (1013237) Issuer
Robie Robert J. (1752592) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:31 PM
Ellis Christopher R (1998939) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:31 PM
FactSet Research Systems (1013237) Issuer
Karnovsky Kristina W (1874542) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:32 PM
FactSet Research Systems (1013237) Issuer
Stepp Katherine M (1944065) Reporting
Form 4
Statement of changes in beneficial ownership of securities  
09/17/2025 6:32 PM
Costigan John (1927003) Reporting
FactSet Research Systems (1013237) Issuer
Form 4
Statement of changes in beneficial ownership of securities  
09/12/2025 3:59 PM
FactSet Research Systems (1013237) Issuer
Viswanathan Sanoke (1670088) Reporting
Form 3
Initial statement of beneficial ownership of securities  
(Data available from 1/1/2016 forward)

FactSet Research Systems SEC Filings - Frequently Asked Questions

FactSet Research Systems (FDS) has submitted 567+ filings to the SEC since 2017. You can browse the complete history or filter by form type using the tools above.

FactSet Research Systems's fiscal year ends on August 31. The company typically files its 10-K annual report by the end of October, covering the prior fiscal year's financial results. Key financial data from these reports is available on FactSet Research Systems's financial statements page.

The most recent filing was a Form 10-Q submitted on July 1, 2026. This was a quarterly financial update for 2025.

SEC Filing Types: 10-K, 10-Q, 8-K and More

SEC filings are legally required disclosures that public companies submit to the U.S. Securities and Exchange Commission. Unlike press releases or earnings call transcripts, these documents are filed under legal obligation — meaning the financial data they contain is audited, standardized, and subject to penalties if materially false. For investors, that makes SEC filings the most reliable primary source available for evaluating a company's true financial position.

Yes. All SEC filings are publicly available through the SEC's EDGAR database and on financial research platforms like MarketBeat. Companies are required by law to make these disclosures accessible to all investors — meaning retail investors have access to the same source documents as institutional analysts.

A 10-K is an annual report containing audited financial statements and a full review of the company's business — it is the most comprehensive filing a company makes each year. A 10-Q is a shorter, unaudited quarterly update filed three times per year between annual reports. Investors typically use the 10-K for deep fundamental analysis and the 10-Q to track whether the company is on pace with its guidance mid-year.

The most important filing for fundamental investors. Filed once per year, the 10-K contains audited financial statements, revenue and earnings trends, debt obligations, risk factors, and management's own assessment of the business. Reading the risk factors section and comparing year-over-year financials can reveal issues that don't show up in analyst summaries.

An unaudited financial update filed three times per year (the 10-K covers Q4). Investors use 10-Qs to track whether guidance is on pace, monitor changes in cash flow or inventory, and catch any mid-year shifts in business conditions before they become headline news.

Filed within four business days of a material event — earnings releases, merger announcements, executive departures, or major asset sales. Because 8-Ks are filed before media coverage catches up, they are often the fastest way to get unfiltered information directly from the company on market-moving events.

Filed within two business days whenever an executive or director buys or sells company stock. Insider purchases — especially large or clustered buys — are often interpreted as a signal of management confidence. Insider selling is more ambiguous but worth monitoring for patterns, particularly around lock-up expirations or ahead of major announcements.


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This page (NYSE:FDS) was last updated on 7/20/2026 by MarketBeat.com Staff.
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