FACTSET RESEARCH SYSTEMS INC·4

May 5, 4:48 PM ET

Warren Joshua 4

4 · FACTSET RESEARCH SYSTEMS INC · Filed May 5, 2026

Research Summary

AI-generated summary of this filing

Updated

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

Form 4
Period: 2026-05-01
Warren Joshua
EVP, Chief Financial Officer
Transactions
  • Award

    Common Stock

    [F1]
    2026-05-01+2,2722,272 total
  • Award

    Employee Stock Option (right to buy)

    [F2]
    2026-05-01+8,5678,567 total
    Exercise: $227.58Exp: 2036-05-01Common 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.
Signature
WINNIFRED LEWIS, Attorney in Fact for Joshua Warren|2026-05-05

Documents

1 file
  • 4
    wk-form4_1778014114.xmlPrimary

    FORM 4