Insider trade

FactSet (FDS)CFO bought ~$102K

Helen L. Shan, CFO at FactSet, bought ~$102K of FactSet shares.

~$102K
Approx. value · 370 sh @ $275.48
9,284
Holds after · shares reported
Traded
Oct 6, 2025
Filed
Oct 8, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Sep 16, 2025Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 1 more item)“On September 16, 2025, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) received the resignation of James J. McGonigle as director of the Company, effective upon close of business on December 1, 2025.”
  2. Sep 23, 2025Insider · 1 personInsiders: 2 purchases (~$100K)
  3. Oct 3, 2025InsiderDirector sold ~$283 of FDS shares in the open market
  4. Oct 6, 2025 · this disclosureInsider · Their first buy on recordCFO purchased ~$102K of FDS shares in the open market

What came next

  1. Oct 30, 20255% stakeThe Vanguard Group reported a passive stake (13G) of 13.0%
  2. Nov 6, 2025Insider · Their first buy on recordOfficer purchased ~$126K of FDS shares in the open market
  3. Nov 14, 20255% stakeBaron Capital Group, Inc. reported a passive stake (13G) of 4.8%
  4. Nov 18, 2025CongressDisclosed purchase of FDS — reported range $1,001 - $15,000
  5. Dec 18, 2025Company filing · Form 8-K · ResultsReported its results
  6. Dec 18, 2025Company filing · Form 8-K · Executive change, Bylaws or charterChanged a top executive or board member, and changed its bylaws, charter or fiscal year (and 1 more item)“of Certain Officers At the 2025 Annual Meeting of Stockholders (the "Annual Meeting") of FactSet Research Systems Inc. (the "Company" or "FactSet") held on December 18, 2025, the stockholders of the Company approved the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan (the "2025 Omnibus Incentive Plan").”
  7. Jan 8, 2026Insider · 1 personInsiders: 2 sales (~$762K)
  8. Jan 12, 2026Insider · 1 personInsiders: 2 sales (~$761K)
  9. Jan 21, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 7.2%
  10. Jan 30, 20265% stakeThe Vanguard Group reported a passive stake (13G) of 11.9%
View the official recordSEC Form 4

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for FactSet

For FactSet, OQRO holds 10 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its FDS page.

How this filing works

Other disclosures at FactSet

Everything OQRO holds on this company is on its FDS page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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