Insider trade

CFO purchased ~$102K of FDS shares in the open market

Traded Oct 6, 2025 · Filed Oct 8, 2025

FactSetFDS

~$102K
Reported value · 370 sh @ $275.48: 9,284
Holds after · shares reported: +0.9%
stock since the trade · S&P 500 +13.8%, $275.01 → $277.61 on Oct 1

Why it stands out

The money chief of FactSet spent $102K of their very own money to buy FactSet shares.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 4 — Statement of Changes in Beneficial Ownership

All the details

Dates, kept separate

Transaction date: Oct 6, 2025
Reporting period: Not applicable
Filed with the SEC: Oct 8, 2025

CFO$100K–$500KHoldings +4%

Context

Classification

open market purchase

Code P — open-market or private purchase

Absolute commitment

~$101,928

Shares × reported transaction price

Size band

$100K–$500K

Ownership change

+4.2%

Purchase shares ÷ estimated pre-transaction holdings, from the filing

Rarity

Not enough history to judge

Confirmed open-market purchases by the same insider in the available history

Cluster activity

No other insider purchases within 30 days

Distinct insiders at the same issuer with confirmed open-market purchases

Size vs officer pay

This purchase equals about 3.2% of the average reported total pay of the company's named executive officers other than the CEO, fiscal 2025 ($3.18M)

An average across the officers named in the pay versus performance table of the company's proxy statement (DEF 14A), filed 2025-10-27. This person may not be one of them, so it is not their own pay. A size comparison, not a judgement

Timing vs results

18 days after results of Sep 18, 2025, 73 days before results of Dec 18, 2025

Results dates are the company's own 8-K (Item 2.02). Many companies only let insiders trade in a window after results

Price at the time

Closed at $275.01 on Oct 6, 2025, at its 52-week low, after a 28% drop over the previous 30 trading days

52-week range $275.01 (Oct 6, 2025) to $495.72 (Nov 14, 2024), 0% of the way up, from 250 adjusted closes. 30 trading days earlier: $381.62 on Aug 22, 2025. Describes the past only, not a forecast

Planned / mechanical clue

None found in footnotes

Only flagged when a footnote says so; never inferred

After it was reported

After	Stock	S&P 500	Difference
7 days	-1.8%	-1.6%	-0.2%
30 days	-6.4%	+1.5%	-7.9%
90 days	+3.5%	+2.7%	+0.8%
180 days	-19.6%	-1.8%	-17.8%

Past results only. Not a forecast.

Source receipt

Record ID: 0001628280-25-044609
Filed / recorded: Oct 8, 2025, 8:28 PM UTC
Added to OQRO: Oct 2, 2026, 12:27 PM UTC
Parser: form4-xml-v1
Data quality: Verified: identifiers matched exactly
Issuer: FACTSET RESEARCH SYSTEMS INC
Issuer CIK: 1013237
Ticker: FDS
Reporting person: Helen L. Shan
Relationship: Officer
Officer title: EVP, Chief Financial Officer
Security: Common Stock
Table: Non-derivative (Table I)
Transaction date: Oct 6, 2025
Transaction code: P
Shares / units: 370
Price per share: $275.48
Acquired / disposed: Acquired (A)
Shares owned after: 9,284
Ownership form: Direct
Amendment: No

Footnotes from the filing

This transaction was executed in multiple trades with purchase prices ranging from $275.32 to $275.52. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Around the same time

11mo ago

5,973Derivative units

Compensation award — excluded from discretionary-purchase analysis.

Why it stands out Official record

11mo ago

15KDerivative units

Compensation award — excluded from discretionary-purchase analysis.

Why it stands out Official record

11mo ago

3,915Shares

Compensation award — excluded from discretionary-purchase analysis.

Why it stands out Official record