Warren Joshua 4
4 · FACTSET RESEARCH SYSTEMS INC · Filed May 5, 2026
Research Summary
AI-generated summary of this filing
FactSet (FDS) CFO Joshua Receives Equity Awards
What Happened
Warren Joshua, Chief Financial Officer of FactSet Research Systems (FDS), was granted a total of 10,839 equity awards on 2026-05-01: 2,272 shares reported as an award (RSUs) and 8,567 shares reported as a derivative award (per filing), each with an acquisition price of $0. These are grants from the company, not open-market purchases or sales, and therefore do not represent an immediate cash investment or sale.
Key Details
- Transaction date: 2026-05-01; Form 4 filed 2026-05-05 (check timeliness—this appears more than two business days after the transaction).
- Awards: 2,272 shares (award/RSU) and 8,567 shares (derivative award, per filing). Total 10,839 shares. Acquisition price: $0.00 for both.
- Vesting notes from filing: F1 — the restricted stock units vest 50% on the third anniversary and 50% on the fourth anniversary of the grant; F2 — the derivative award is described with an options vesting schedule of 50% on the third anniversary and 50% on the fourth anniversary.
- Shares owned after the transaction: not specified in the summary provided here — see the full Form 4 for post-transaction holdings.
- No indication in this summary of a 10b5‑1 plan, tax withholding, or immediate sale; these awards are typical compensation grants.
Context
Equity awards to executives are a routine part of compensation and are often structured to vest over multiple years to align incentives. Because these are grants (not purchases), they are not a direct bullish signal from the insider buying stock; they reflect company compensation decisions and future potential ownership if/when vesting conditions are met. For details on exact holdings, vesting conditions, and whether the filing was timely or amended, consult the full SEC Form 4 (accession 0001628280-26-030690).
Insider Transaction Report
- Award
Common Stock
[F1]2026-05-01+2,272→ 2,272 total - Award
Employee Stock Option (right to buy)
[F2]2026-05-01+8,567→ 8,567 totalExercise: $227.58Exp: 2036-05-01→ Common Stock (8,567 underlying)
Footnotes (2)
- [F1]Restricted stock units vest 50% on the third anniversary date of the grant and 50% on the fourth anniversary date of the grant.
- [F2]Options vest 50% on the third anniversary date of the grant and 50% on the fourth anniversary date of the grant.