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| LEI | 549300ZSJE7NBK6K9P30 |
| CIK | 1013237 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to FactSet Research Systems Inc.
SEC Filings (Chronological Order)
Denne side giver en komplet, kronologisk liste over SEC-arkiveringer, eksklusive ejerskabsregistreringer, som vi leverer andre steder.
| April 8, 2026 |
FactSet Announces Chief Financial Officer Transition Exhibit 99.1 FactSet Announces Chief Financial Officer Transition NORWALK, Conn., April 8, 2026 - FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced that Joshua B. Warren has been appointed Chief Financial Officer, effective April 13, 2026. He will succeed Helen Shan, who is transitioning from her position. Josh Warren is a seaso |
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| April 8, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 2, 2026 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of incorporation) (Commissi |
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| April 2, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| April 2, 2026 |
Exhibit 10.5 January [●], 2026 [NAME] [ADDRESS] Dear [●]: Reference is made to your currently outstanding stock options, restricted stock units and performance units granted pursuant to the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan, as previously amended up to and including the date hereof (the “Equity Plan”), that are unvested as of the date hereof, and the applicable award agreem |
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| April 2, 2026 |
FACTSET RESEARCH SYSTEMS INC. NOTICE OF STOCK OPTION AWARD AND STOCK OPTION AWARD AGREEMENT Exhibit 10.3 FACTSET RESEARCH SYSTEMS INC. NOTICE OF STOCK OPTION AWARD AND STOCK OPTION AWARD AGREEMENT You have been granted an award of Non-Qualified Stock Options (the “Options”) for the number of Shares of FactSet Research Systems Inc. (the “Company”) listed below, pursuant to the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan, as may be amended from time to time (the “Plan”), subj |
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| April 2, 2026 |
Exhibit 10.4 FACTSET RESEARCH SYSTEMS INC. NOTICE OF PERFORMANCE SHARE UNIT AWARD AND PERFORMANCE SHARE UNIT AWARD AGREEMENT You (the “Grantee”) have been granted an award of performance share units (“PSUs”) of FactSet Research Systems Inc. (the “Company”), pursuant to the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan, and as may be amended from time to time (the “Plan”), on the follow |
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| April 2, 2026 |
Exhibit 10.2 FACTSET RESEARCH SYSTEMS INC. NOTICE OF RESTRICTED SHARE UNITS AWARD AND RESTRICTED SHARE UNITS AWARD AGREEMENT You have been granted an award of restricted share units (“RSUs”) of FactSet Research Systems Inc. (the “Company”), pursuant to the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan, as may be amended from time to time (the “Plan”), on the following terms and conditi |
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| March 31, 2026 |
Certain prior year figures have been conformed to the current year's presentation. News Release I For Immediate Release FactSet Reports Results for Second Quarter 2026 ◦Q2 GAAP revenues of $611. |
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| March 31, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2026 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 4, 2026 |
Exhibit 99.1 FactSet Announces Appointments of Chief AI Officer and Chief Technology Officer to Accelerate Enterprise AI and Platform Strategy NORWALK, Conn., Mar. 4, 2026 – FactSet (NYSE:FDS | NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the appointments of Kate Stepp as Chief AI Officer and Bob Stolte as Chief Technology Officer, effective M |
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| March 4, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 2, 2026 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| January 9, 2026 |
FACTSET RESEARCH SYSTEMS INC. 2025 OMNIBUS INCENTIVE PLAN Exhibit 99.1 FACTSET RESEARCH SYSTEMS INC. 2025 OMNIBUS INCENTIVE PLAN Section 1. Purpose. The purpose of the FactSet Research Systems Inc. 2025 Omnibus Incentive Plan (as amended from time to time, the “Plan”) is to motivate and reward employees and other individuals to perform at the highest level and contribute significantly to the success of FactSet Research Systems Inc. (the “Company”) and it |
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| January 9, 2026 |
CALCULATION OF FILING FEE TABLES FACTSET RESEARCH SYSTEMS INC Table 1: Newly Registered Securities Ex-Filing Fees CALCULATION OF FILING FEE TABLES S-8 FACTSET RESEARCH SYSTEMS INC Table 1: Newly Registered Securities Security Type Security Class Title Notes Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock,$0. |
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| January 9, 2026 |
As filed with the Securities and Exchange Commission on January 9, 2026. As filed with the Securities and Exchange Commission on January 9, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 13-3362547 (I |
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| January 5, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| December 22, 2025 |
THIRD AMENDED AND RESTATED CERTIFICATE OF INCORPORATION FACTSET RESEARCH SYSTEMS INC. Exhibit 3.1 THIRD AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF FACTSET RESEARCH SYSTEMS INC. FactSet Research Systems Inc. (the “Corporation”), a corporation organized and existing under the General Corporation Law of the State of Delaware (the “DGCL”), does hereby certify as follows: 1.The name of the Corporation is FactSet Research Systems Inc. The Corporation was originally incorporated |
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| December 22, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 18, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 18, 2025 |
Certain prior year figures have been conformed to the current year's presentation. News Release I For Immediate Release FactSet Reports Results for First Quarter Fiscal 2026 ◦Q1 GAAP revenues of $607. |
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| December 18, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 18, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| October 27, 2025 |
2025 ANNUAL REPORT Dear FactSet Shareholders, We are at the start of a new era for FactSet, one defined by innovation, growth, and opportunity. |
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| October 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State |
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| October 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State |
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| October 22, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2025 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR |
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| October 22, 2025 |
EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2025. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO |
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| October 22, 2025 |
RETIREMENT AGREEMENT AND GENERAL RELEASE OF CLAIMS Exhibit 10.13 RETIREMENT AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the “Company”) and F. Philip Snow (“Executive”), have entered into this Retirement Agreement and General Release of Claims (this “Agreement”) to set forth the full and final terms of Executive’s retirement from the Company as its chief executive officer and to provide for the terms pursuant to which Exe |
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| October 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ý Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State |
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| September 18, 2025 |
Certain prior year figures have been conformed to the current year's presentation. News Release I For Immediate Release FactSet Reports Results for Fourth Quarter and Fiscal 2025 ◦Q4 GAAP revenues of $596. |
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| September 18, 2025 |
Exhibit 3.2 FACTSET RESEARCH SYSTEMS INC. AMENDED AND RESTATED BY-LAWS As amended September 1, 2018, September 27, 2021, January 10, 2023, September 17, 2024, and September 16, 2025 ARTICLE I Offices Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II Meetings of Stockholders Section 1. Annual Meeting 1 Section 2. Special Meeting 1 Section 3. Stockholder Requested Meetings 1 Secti |
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| September 18, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 16, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| August 22, 2025 |
As filed with the Securities and Exchange Commission on August 22, 2025 As filed with the Securities and Exchange Commission on August 22, 2025 Registration Statement File No. |
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| July 31, 2025 |
As filed with the Securities and Exchange Commission on July 31, 2025. As filed with the Securities and Exchange Commission on July 31, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 13-3362547 (I.R |
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| July 31, 2025 |
FACTSET RESEARCH SYSTEMS INC. 2025 EMPLOYEE STOCK PURCHASE PLAN Exhibit 99.1 FACTSET RESEARCH SYSTEMS INC. 2025 EMPLOYEE STOCK PURCHASE PLAN 1. Purpose. The Plan consists of two components: a component that is intended to qualify as an “employee stock purchase plan” under Section 423 of the Code (the “423 Component”) and a component that is not intended to qualify as an “employee stock purchase plan” under Section 423 of the Code (the “Non-423 Component”). The |
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| July 31, 2025 |
Table 1: Newly Registered Securities Calculation of Filing Fee Tables S-8 FACTSET RESEARCH SYSTEMS INC Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee 1 Equity Common Stock, $0. |
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| July 3, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE |
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| July 3, 2025 |
mployment Agreement dated May 28, 2025 between FactSet Research Systems Inc. and Sanoke Viswanathan Exhibit 10.2 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this “Agreement”), dated as of May 28, 2025 (the “Effective Date”), is made by and between FactSet Research Systems Inc., a Delaware corporation (the “Company” and together with its subsidiaries, the “Company Group”) and Sanoke Viswanathan (“Executive”). WHEREAS, the parties hereto desire to enter into this Agreement, pursuant to which E |
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| June 23, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| June 23, 2025 |
Certain prior year figures have been conformed to the current year's presentation. News Release I For Immediate Release FactSet Reports Results for Third Quarter 2025 ◦Q3 GAAP revenues of $585. |
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| June 3, 2025 |
Exhibit 99.1 FactSet Announces CEO Succession Plan Sanoke Viswanathan Appointed Chief Executive Officer Effective Early September 2025 Phil Snow to Retire After Accomplished 30-Year Career with FactSet, Including 10 Years as CEO NORWALK, Conn., June 3, 2025 - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced that its Board of |
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| June 3, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 28, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo |
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| April 8, 2025 |
party thereto, and PNC Bank, National Associat Execution Version CREDIT AGREEMENT dated as of April 8, 2025, among FACTSET RESEARCH SYSTEMS INC. |
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| April 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 8, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| April 4, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| March 20, 2025 |
Certain prior year figures have been conformed to the current year's presentation. News Release I For Immediate Release FactSet Reports Results for Second Quarter 2025 ◦Q2 GAAP revenues of $570. |
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| March 20, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 20, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| February 10, 2025 |
FACTSET ACQUIRES LIQUIDITYBOOK Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn. |
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| February 10, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2025 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| February 6, 2025 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) ☐ U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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| February 6, 2025 |
Calculation of Filing Fee Tables S-3 FACTSET RESEARCH SYSTEMS INC Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to be Paid 1 Debt Debt Securities Other 0. |
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| February 6, 2025 |
As filed with the Securities and Exchange Commission on February 6, 2025 As filed with the Securities and Exchange Commission on February 6, 2025 Registration No. |
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| January 8, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| December 20, 2024 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 19, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 19, 2024 |
FactSet Appoints Barak Eilam to Board of Directors FactSet Appoints Barak Eilam to Board of Directors NORWALK, Conn., Dec. 18, 2024 - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Barak Eilam to its Board of Directors. He will also serve on FactSet’s Compensation and Talent Committee. Eilam brings nearly three decades of experience scaling enterprise sof |
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| December 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 17, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 19, 2024 |
Certain prior year figures have been conformed to the current year's presentation. News Release I For Immediate Release FactSet Reports Results for First Quarter 2025 ◦Q1 GAAP revenues of $568. |
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| November 14, 2024 |
Investor Day 2024 | November 14, 2024 Supercharging Financial Intelligence FactSet Investor Day 2024 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make at Investor Day 2024, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances. |
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| November 14, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 14, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| November 14, 2024 |
FactSet Hosts Investor Day 2024 FactSet is Harnessing the Power of AI to Supercharge Financial Intelligence and Enhance Client Workflows Company Reaffirms Full-Year Fiscal 2025 Guidance; Announces New Medium-Term Outlook NORWALK, Conn. |
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| October 31, 2024 |
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| October 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State |
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| October 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State |
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| October 29, 2024 |
actSet Research Systems Inc. Securities and Insider Trading Policy Exhibit 19 Effective Date: First published in 2008 Last Revision Effective Date: July 1, 2023 FACTSET RESEARCH SYSTEMS INC. |
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| October 29, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2024 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR |
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| October 29, 2024 |
Subsidiaries of FactSet Research Systems Inc. EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2024. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO |
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| October 16, 2024 |
FactSet Overview October 16, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and proje |
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| October 16, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 16, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. E |
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| October 16, 2024 |
FDS / FactSet Research Systems Inc. / STATE STREET CORP Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* FACTSET RESEARCH SYSTEMS INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 303075105 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Schedule |
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| September 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 17, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| September 19, 2024 |
News Release I For Immediate Release FactSet Reports Results for Fourth Quarter 2024 ◦Q4 GAAP revenues of $562. |
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| September 19, 2024 |
i FACTSET RESEARCH SYSTEMS INC. AMENDED AND RESTATED BY-LAWS As amended September 1, 2018, September 27, 2021, January 10, 2023, and September 17, 2024 ii ARTICLE I Offices Section 1. Registered Office.................................................................................... 1 Section 2. Other Offices........................................................................................ |
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| July 23, 2024 |
SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the “Company”) and I, Linda Huber, have entered into this Separation Agreement and General Release of Claims (this “Agreement”) to settle all known and unknown claims I might have against the Company and all related parties. Except to the extent governed by federal law or any applicable non-U.S. law, this Agreement s |
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| July 23, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| July 3, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE |
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| July 3, 2024 |
FactSet Overview JULY 3, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projectio |
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| July 3, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 3, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo |
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| July 3, 2024 |
FactSet Research Systems Inc. Executive Severance Plan FACTSET RESEARCH SYSTEMS INC. EXECUTIVE SEVERANCE PLAN As Amended June 17, 2024 Introduction As of the Effective Date, the Company adopted this plan known as the FactSet Research Systems Inc. Executive Severance Plan. The Plan was adopted to provide severance compensation to the Company’s eligible executives in the event of an Eligible Termination, including in the event of an Eligible Termination |
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| June 21, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| June 21, 2024 |
News Release I For Immediate Release FactSet Reports Results for Third Quarter 2024 ◦Q3 GAAP revenues of $552. |
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| April 3, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 29, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| April 3, 2024 |
FactSet Overview April 3, 2024 Copyright © 2024 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projecti |
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| April 3, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 3, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| March 21, 2024 |
News Release I For Immediate Release FactSet Reports Results for Second Quarter 2024 ◦Q2 GAAP revenues of $545. |
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| March 21, 2024 |
FactSet Appoints Laurie Hylton to Board of Directors FactSet Appoints Laurie Hylton to Board of Directors NORWALK, Conn., March 20, 2024 (GLOBE NEWSWIRE) - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Laurie Hylton to its Board of Directors. Hylton also will serve on FactSet’s Audit Committee. Hylton is a highly skilled and experienced senior finance exec |
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| March 21, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 19, 2024 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| February 14, 2024 |
FDS / FactSet Research Systems Inc. / BAMCO INC /NY/ - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 17)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p |
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| February 13, 2024 |
FDS / FactSet Research Systems Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv0905-factsetresearchsystem.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: FactSet Research Systems Inc Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate |
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| January 24, 2024 |
FDS / FactSet Research Systems Inc. / BlackRock Inc. Passive Investment SC 13G 1 us3030751057012424.txt us3030751057012424.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: ) FACTSET RESEARCH SYSTEMS INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 303075105 - (CUSIP Number) December 31, 2023 - (Date of Event Which Requires Filing of this Statement) Check the appropri |
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| January 5, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| December 19, 2023 |
News Release I For Immediate Release FactSet Reports Results for First Quarter 2024 ◦Q1 GAAP revenue of $542. |
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| December 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 14, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 19, 2023 |
FactSet Overview December 19, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and proj |
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| October 30, 2023 |
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| October 27, 2023 |
FactSet Research Systems Inc. Incentive Compensation Recoupment Policy Exhibit 97 FactSet Research Systems Inc. Incentive Compensation Recoupment Policy (Last approved September 15, 2023, effective October 2, 2023) I. Recoupment of Incentive Compensation Following a Mandatory Restatement If FactSet Research Systems Inc. (the “Company”) is required to file with the U.S. Securities and Exchange Commission (the “SEC”) a Mandatory Restatement, the Board of Directors of t |
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| October 27, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2023 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State |
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| October 27, 2023 |
Subsidiaries of FactSet Research Systems Inc. EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2023. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO |
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| September 21, 2023 |
FactSet Overview September 21, 2023 Copyright © 2023 FactSet Research Systems Inc. |
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| September 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 21, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| September 21, 2023 |
News Release I For Immediate Release FactSet Reports Results for Fourth Quarter 2023 ◦Q4 GAAP revenues of $535. |
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| July 3, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE |
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| June 22, 2023 |
News Release I For Immediate Release FactSet Reports Results for Third Quarter 2023 ◦Q3 GAAP revenues of $529. |
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| June 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 22, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| June 22, 2023 |
investordeckjunefy2023 FactSet Overview June 22, 2023 Copyright © 2023 FactSet Research Systems Inc. |
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| April 3, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| March 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 21, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 24, 2023 |
FactSet Appoints Elisha Wiesel to Board of Directors FactSet Appoints Elisha Wiesel to Board of Directors NORWALK, Conn., March 24, 2023 (GLOBE NEWSWIRE) - FactSet Research Systems Inc. (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, today announced the appointment of Elisha Wiesel to its Board of Directors. Wiesel is a founding partner and the Chief Risk Officer of ClearAlpha Technologies, an emergi |
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| March 23, 2023 |
News Release I For Immediate Release FactSet Reports Results for Second Quarter 2023 ◦Q2 GAAP revenues of $515. |
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| March 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 23, 2023 |
investordeckmarch2023fin FactSet Overview MARCH 23, 2023 Copyright © 2023 FactSet Research Systems Inc. |
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| February 14, 2023 |
FDS / FactSet Research Systems Inc. / BAMCO INC /NY/ - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 16)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designat |
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| February 13, 2023 |
SC 13G/A 1 FACTSETRESEARCHSYSTEMS.txt FACTSET RESEARCH SYSTEMS INC 13G/A SCHEDULE 13G/A FILINGS DATE OF EVENT: December 30, 2022 SECURITY NAME: FACTSET RESEARCH SYSTEMS INC CUSIP:303075105 CIK#: 0001013237 IRS#:133362547 Exchange:NYSE ADDRESS: 601 MERRITT 7 NORWALK CT 06851 SOLE VOTING SHARES: 1,424,558 SHARED DISPOSITIVE SHARES : -0- AGGREGATE AMOUNT: 1,761,218 SHARES OUTSTANDING: 38,098,000 % OW |
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| February 9, 2023 |
FDS / FactSet Research Systems Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 11)* Name of issuer: FactSet Research Systems Inc. Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule |
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| February 3, 2023 |
FDS / FactSet Research Systems Inc. / BlackRock Inc. Passive Investment SC 13G 1 us3030751057020323.txt us3030751057020323.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: ) FACTSET RESEARCH SYSTEMS INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 303075105 - (CUSIP Number) December 31, 2022 - (Date of Event Which Requires Filing of this Statement) Check the appropri |
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| February 3, 2023 |
FDS / FactSet Research Systems Inc. / STATE STREET CORP Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 EXIT FILING FACTSET RESEARCH SYSTEMS INC (NAME OF ISSUER) COMMON STOCK (TITLE OF CLASS OF SECURITIES) 303075105 (CUSIP NUMBER) 12/31/2022 (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) CHECK THE APPROPRIATE BOX TO DESIGNATE THE RULE PURSUANT TO WHICH THIS SCHEDULE |
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| January 10, 2023 |
FactSet Research Systems Inc. Amended and Restated By-Laws Exhibit 3.2 FACTSET RESEARCH SYSTEMS INC. AMENDED AND RESTATED BY-LAWS As amended September 1, 2018, September 27, 2021 and January 10, 2023 ARTICLE I Offices Section 1. Registered Office 1 Section 2. Other Offices 1 ARTICLE II Meetings of Stockholders Section 1. Annual Meeting 1 Section 2. Special Meeting 1 Section 3. Stockholder Requested Meetings 1 Section 4. Notice of Meetings 3 Section 5. Quo |
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| January 10, 2023 |
FactSet Research Systems Inc. Second Amended and Restated Articles of Incorporation Exhibit 3.1 SECOND AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF FACTSET RESEARCH SYSTEMS INC. FactSet Research Systems Inc. (the “Corporation”), a corporation organized and existing under the General Corporation Law of the State of Delaware (the “DGCL”), does hereby certify as follows: 1.The name of the Corporation is FactSet Research Systems Inc. The Corporation was originally incorporate |
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| January 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2023 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. E |
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| January 5, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| December 20, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 15, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 20, 2022 |
investordeckdecember2022 FactSet Overview December 20, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances. |
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| December 20, 2022 |
News Release I For Immediate Release FactSet Reports Results for First Quarter 2023 ◦Q1 GAAP revenues of $504. |
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| October 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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| October 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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| October 21, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ? Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2022 ? Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR |
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| October 21, 2022 |
Subsidiaries of FactSet Research Systems Inc. EXHIBIT 21 List of FactSet Research Systems, Inc.?s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2022. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware Bravo Consult EOO |
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| October 21, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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| September 23, 2022 |
News Release I For Immediate Release FactSet Reports Results for Fourth Quarter and Fiscal Year 2022 ?Q4 GAAP revenues of $499. |
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| September 23, 2022 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 22, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of |
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| September 22, 2022 |
FactSet Overview September 22, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances. |
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| September 22, 2022 |
News Release I For Immediate Release FactSet Reports Results for Fourth Quarter and Fiscal Year 2022 ?Q4 GAAP revenues of $499. |
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| September 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 22, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| July 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| July 19, 2022 |
FactSet Overview July 18, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances. |
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| July 19, 2022 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 18, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Com |
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| July 18, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 18, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| July 18, 2022 |
FactSet Overview July 18, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances. |
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| July 1, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE |
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| July 1, 2022 |
Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the ?Company?) and I, Gene Fernandez have entered into this Separation Agreement and General Release of Claims (this ?Agreement?) to settle all known and unknown claims I might have against the Company and all related parties. Except to the extent governed by federal law or any applicable non-U.S. law, t |
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| June 23, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 23, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| June 23, 2022 |
News Release I For Immediate Release FactSet Reports Results for Third Quarter 2022 ?Q3 GAAP revenues of $488. |
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| May 9, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 9, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Employ |
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| May 9, 2022 |
FactSet Overview MAY 9, 2022 Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections as of the date such statements are made about future events and circumstances. |
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| May 5, 2022 |
POWER OF ATTORNEY KNOW ALL PEOPLE BY THESE PRESENTS, that the undersigned, John Costigan (the "Filer"), an individual subject to the filing requirements of Section 16 of the Securities Act of 1934, as amended (the "Act"), does hereby constitute and appoint any of Linda Huber, Rachel Stern, Jeffrey Gershowitz, Jill Chavarria, and Debra Quas, as Filer's true and lawful attorney-in-fact and in Filer's name, place and stead, to execute and deliver, and to take such other action as the attorney considers necessary or appropriate to effect, any filing on Form 3, Form 4, or Form 5 to be filed under Section 16 of the Act. |
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| April 27, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 26, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| April 5, 2022 |
investorday2022 1 April 5, 2022 Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Business Use Only Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Confidential: Do not forward. 2 Welcome + Opening Remarks Kendra Brown, Global Head of Investor Relations Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Business Use Only Copyright © 2022 FactS |
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| April 5, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 5, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| April 4, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| March 24, 2022 |
News Release I For Immediate Release FactSet Reports Results for Second Quarter 2022 ?Q2 revenues of $431. |
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| March 24, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 24, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 23, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 22, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 23, 2022 |
FactSet Appoints Maria Teresa Tejada to Board of Directors FactSet Appoints Maria Teresa Tejada to Board of Directors NORWALK, Conn., March 23, 2022 (GLOBE NEWSWIRE) - FactSet Research Systems Inc. (NYSE: FDS | NASDAQ: FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced the appointment of Maria Teresa Tejada to its Board of Directors. Tejada will serve as a member of the Audi |
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| March 1, 2022 |
Exhibit 4.2 EXECUTION VERSION FACTSET RESEARCH SYSTEMS INC. as Issuer SUPPLEMENTAL INDENTURE Dated as of March 1, 2022 to INDENTURE Dated as of March 1, 2022 U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION as Trustee 2.900% Senior Notes due 2027 3.450% Senior Notes due 2032 TABLE OF CONTENTS Page ARTICLE I Definitions SECTION 1.1. Definition of Terms 2 SECTION 1.2. Other Definitions 5 SECTION 1.3. R |
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| March 1, 2022 |
Amendment No. 1 to Asset Purchase Agreement, dated as of February 11, 2022, by and between S&P Exhibit 2.2 EXECUTION VERSION AMENDMENT NO. 1 TO ASSET PURCHASE AGREEMENT This AMENDMENT NO. 1 TO ASSET PURCHASE AGREEMENT (this ?Amendment?), dated as of February 11, 2022, is by and between S&P Global Inc., a New York corporation (?Seller?) and FactSet Research Systems Inc., a Delaware corporation (?Purchaser?). W I T N E S S E T H: WHEREAS, Seller and Purchaser are parties to that certain Asset |
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| March 1, 2022 |
Exhibit 4.1 FACTSET RESEARCH SYSTEMS INC. as Issuer DEBT SECURITIES INDENTURE DATED AS OF MARCH 1, 2022 U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310 (a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.3; 7.10 (c) N.A. 311 (a) 7.11 (b) 7.11 (c) N.A. 312 (a) 2.6 (b) 10.3 (c) 10.3 313 (a) 7.6 (b)(1) 7.6 |
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| March 1, 2022 |
Exhibit 4.5 EXECUTION VERSION CREDIT AGREEMENT dated as of March 1, 2022, among FACTSET RESEARCH SYSTEMS INC., the BORROWING SUBSIDIARIES party hereto, the LENDERS party hereto and PNC BANK, NATIONAL ASSOCIATION, as the Administrative Agent PNC CAPITAL MARKETS LLC and BOFA SECURITIES, INC., as Joint Lead Arrangers and Joint Bookrunners BANK OF AMERICA, N.A., as Syndication Agent HSBC SECURITIES (U |
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| March 1, 2022 |
FactSet Completes Acquisition of CUSIP Global Services Exhibit 99.1 FactSet Completes Acquisition of CUSIP Global Services NORWALK, Conn., March 1, 2022 (GLOBE NEWSWIRE) - FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications and industry-leading services, today announced the successful completion of its acquisition of CUSIP Global Services (CGS) from S&P Global Inc. for approximately $1.925 bi |
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| March 1, 2022 |
Exhibit 2.1 PROJECT RIVER ASSET PURCHASE AGREEMENT BY AND BETWEEN S&P GLOBAL INC. AND FACTSET RESEARCH SYSTEMS INC. Dated as of December 24, 2021 TABLE OF CONTENTS ARTICLE I DEFINITIONS 2 Section 1.1 Definitions 2 Section 1.2 Other Defined Terms 12 ARTICLE II PURCHASE AND SALE; CLOSING 15 Section 2.1 Purchase and Sale 15 Section 2.2 Purchase Price 15 Section 2.3 Closing Date 15 Section 2.4 Purchas |
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| March 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation or organ |
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| February 17, 2022 |
Exhibit 107 Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial effective date Filing Fee Previously Paid In Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to Be Paid Debt 2. |
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| February 17, 2022 |
Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 11, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation) (C |
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| February 17, 2022 |
EX-1.1 2 ex1-1.htm UNDERWRITING AGREEMENT Exhibit 1.1 FactSet Research Systems Inc. UNDERWRITING AGREEMENT dated February 15, 2022 BofA Securities, Inc. PNC Capital Markets LLC Underwriting Agreement February 15, 2022 BOFA SECURITIES, INC. PNC CAPITAL MARKETS LLC As Representatives of the several Underwriters c/o BOFA SECURITIES, INC. One Bryant Park New York, NY 10036 Ladies and Gentlemen: Introd |
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| February 17, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 15, 2022 FACTSET RESEARCH SYSTEMS INC. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation or or |
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| February 17, 2022 |
Filed Pursuant to Rule 424(b)(5) Registration No. 333-261992 PROSPECTUS SUPPLEMENT (To prospectus dated January 4, 2022) $1,000,000,000 FACTSET RESEARCH SYSTEMS INC. $500,000,000 2.900% SENIOR NOTES DUE 2027 $500,000,000 3.450% SENIOR NOTES DUE 2032 FactSet Research Systems Inc. (?FactSet? or the ?Issuer?), a Delaware corporation, is offering $500,000,000 aggregate principal amount of 2.900% Senio |
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| February 15, 2022 |
Filed Pursuant to Rule 433 Registration Statement No. 333-261992 Final Term Sheet FactSet Research Systems Inc. Final Term Sheet $500,000,000 2.900% Senior Notes due 2027 (the ?2027 Notes?) $500,000,000 3.450% Senior Notes due 2032 (the ?2032 Notes?) February 15, 2022 Final Term Sheet dated February 15, 2022 (this ?Final Term Sheet?) to the Preliminary Prospectus Supplement dated February 15, 2022 |
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| February 15, 2022 |
Subject to Completion Preliminary Prospectus Supplement dated February 15, 2022 Filed Pursuant to Rule 424(b)(5) Registration No. 333-261992 The information contained in this preliminary prospectus supplement is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities and are not soliciting an offer to buy these securities in any jurisdiction where the offer or sale is not permitted. Subj |
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| February 14, 2022 |
FDS / FactSet Research Systems Inc. / BAMCO INC /NY/ - NONE Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 15)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| February 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): February 14, 2022 FACTSET RESEARCH SYSTEMS INC. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation or or |
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| February 14, 2022 |
SCHEDULE 13G/A FILINGS DATE OF EVENT: December 31, 2021 SECURITY NAME: FACTSET RESEARCH SYSTEMS INC CUSIP:303075105 CIK#: 0001013237 IRS#:133362547 Exchange:NYSE ADDRESS: 601 MERRITT 7 NORWALK CT 06851 SOLE VOTING SHARES: 1,743,184 SHARED DISPOSITIVE SHARES : -0- AGGREGATE AMOUNT: 2,200,809 SHARES OUTSTANDING: 37,642,000 % OWNED BY LOOMIS: 5. |
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| February 11, 2022 |
FDS / FactSet Research Systems Inc. / STATE STREET CORP Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 INITIAL FILING FACTSET RESEARCH SYSTEMS INC (NAME OF ISSUER) COMMON STOCK (TITLE OF CLASS OF SECURITIES) 303075105 (CUSIP NUMBER) 12/31/2021 (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) CHECK THE APPROPRIATE BOX TO DESIGNATE THE RULE PURSUANT TO WHICH THIS SCHED |
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| February 1, 2022 |
FDS / FactSet Research Systems Inc. / BlackRock Inc. Passive Investment us3030751057013122.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 12) FACTSET RESEARCH SYSTEMS INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 303075105 - (CUSIP Number) December 31, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule |
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| January 10, 2022 |
FDS / FactSet Research Systems Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: FactSet Research Systems Inc. Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule |
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| January 5, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 5, 2022 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em |
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| January 5, 2022 |
Copyright ? 2022 FactSet Research Systems Inc. All rights reserved. January 5, 2022 FactSet to Acquire CUSIP Global Services (?CGS?) Copyright ? 2022 FactSet Research Systems Inc. All rights reserved. Forward-Looking Statements and Non-GAAP Measures This presentation contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections, a |
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| January 4, 2022 |
As filed with the Securities and Exchange Commission on January 4, 2022 As filed with the Securities and Exchange Commission on January 4, 2022 Registration No. |
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| January 4, 2022 |
Exhibit 4.3 FACTSET RESEARCH SYSTEMS INC. as Issuer DEBT SECURITIES FORM OF INDENTURE DATED AS OF , as Trustee CROSS-REFERENCE TABLE* Trust Indenture Act Section Indenture Section 310 (a)(1) 7.10 (a)(2) 7.10 (a)(3) N.A. (a)(4) N.A. (a)(5) 7.10 (b) 7.3; 7.10 (c) N.A. 311 (a) 7.11 (b) 7.11 (c) N.A. 312 (a) 2.6 (b) 10.3 (c) 10.3 313 (a) 7.6 (b)(1) 7.6 (b)(2) 7.6; 7.7 (c) 7.6; 10.2 (d) 7.6 314 (a) 4.2 |
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| January 3, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| December 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 24, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 001-11869 13-3362547 (State or other jurisdiction of incorporation) (Co |
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| December 27, 2021 |
Exhibit 99.1 FACTSET TO ACQUIRE CUSIP GLOBAL SERVICES FOR $1.925 BILLION OPERATOR OF MARKET STANDARD SECURITY IDENTIFIERS FOR MORE THAN 50 YEARS CONSISTENT REVENUE GROWTH AND ROBUST MARGINS HIGHLY COMPLEMENTARY TO FACTSET EXPECTED TO BE ACCRETIVE TO FACTSET?S ADJUSTED DILUTED EPS AND ADJUSTED OPERATING MARGINS IN THE FIRST YEAR NORWALK, Conn., Dec. 27, 2021 - FactSet (NYSE:FDS) (NASDAQ:FDS), a glo |
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| December 21, 2021 |
News Release I For Immediate Release FactSet Reports Results for First Quarter 2022 ?Q1 revenues of $424. |
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| December 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 16, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| November 19, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): November 18, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| November 19, 2021 |
FactSet Overview FY 2021 Copyright ? 2021 FactSet Research Systems Inc. All rights reserved. Confidential: Do not forward. November 18, 2021 Forward-Looking Statements and Non-GAAP Measures This presentation contains forward looking statements reflecting management?s current expectations based on currently available information. Actual results may differ materially from what is expressed or foreca |
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| October 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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| October 29, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Definitive Proxy State |
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| October 22, 2021 |
Subsidiaries of FactSet Research Systems Inc. EXHIBIT 21 List of FactSet Research Systems, Inc.?s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2021. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware BI-SAM Limited En |
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| October 22, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ? Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2021 ? Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR |
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| October 4, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 4, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em |
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| October 1, 2021 |
AMENDMENT TO THE BY-LAWS OF FACTSET RESEARCH SYSTEMS INC. Effective September 27, 2021 Article II of the By-Laws of FactSet Research Systems Inc. is hereby amended to include the following text: ARTICLE II Meetings of Stockholders Section 11. (a)Proxy Access. Subject to the provisions of this Section 11, the Corporation shall include in its proxy statement and on its form of proxy for an annual me |
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| October 1, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 1, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em |
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| September 28, 2021 |
News Release I For Immediate Release FactSet Reports Strong Growth in Fourth Quarter and Full Year 2021 Continued investments in content and technology fuel revenue growth of 7% NORWALK, Conn. |
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| September 28, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 28, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| August 24, 2021 |
FactSet Appoints Linda S. Huber as Chief Financial Officer Exhibit 99.1 FactSet Appoints Linda S. Huber as Chief Financial Officer Huber Brings Extensive Finance and Operations Experience, Including 15 Years as a Public Company CFO NORWALK, Conn., August 24, 2021 ? FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, today announced the appointment of Linda S. Huber |
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| August 24, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 24, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Em |
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| July 19, 2021 |
Exhibit 99.1 FactSet Appoints Kristina Karnovsky as Executive Vice President, Chief Product Officer Karnovsky Brings Two Decades of Experience in Leadership Roles at FactSet; Most Recently, Served as Senior Vice President, Head of Research Solutions NORWALK, Conn., July 19, 2021 ? FactSet (NYSE: FDS) (NASDAQ: FDS), today announced that Kristina Karnovsky has been appointed to the role of Executive |
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| July 19, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 19, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| July 2, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSE |
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| June 29, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 29, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| June 29, 2021 |
News Release I For Immediate Release FactSet Reports Solid Results for Third Quarter 2021 Record Quarterly Revenue Hits $400 Million NORWALK, Conn. |
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| April 21, 2021 |
Exhibit 99.1 FactSet Appoints Helen Shan as Chief Revenue Officer Shan Has Served as FactSet?s Executive Vice President and Chief Financial Officer Since 2018; Will Remain CFO until Successor is Named NORWALK, Conn., April 20, 2021 ? FactSet ("FactSet" or the ?Company?) (NYSE: FDS) (NASDAQ: FDS), today announced that Executive Vice President and Chief Financial Officer (CFO) Helen Shan has been ap |
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| April 21, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 20, 2021 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| April 5, 2021 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 28, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 F |
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| March 30, 2021 |
News Release I For Immediate Release FactSet Reports Solid Results for Second Quarter 2021 Revenue increases 6% and EPS rises 9% NORWALK, Conn. |
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| March 30, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 30, 2021 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 16, 2021 |
United States securities and exchange commission logo March 16, 2021 F. Philip Snow Chief Executive Officer FactSet Research Systems Inc. 45 Glover Avenue Norwalk, Connecticut 06850 Re: FactSet Research Systems Inc. Form 10-K for the fiscal year ended August 31, 2020 File No. 001-11869 Dear Mr. Snow: We have completed our review of your filing. We remind you that the company and its management are |
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| March 16, 2021 |
United States securities and exchange commission logo March 16, 2021 F. Philip Snow Chief Executive Officer FactSet Research Systems Inc. 45 Glover Avenue Norwalk, Connecticut 06850 Re: FactSet Research Systems Inc. Form 10-K for the fiscal year ended August 31, 2020 File No. 001-11869 Dear Mr. Snow: We have completed our review of your filing. We remind you that the company and its management are |
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| March 12, 2021 |
Via EDGAR March 12, 2021 Mr. Craig Wilson U.S. Securities and Exchange Commission Division of Corporation Finance Office of Information Technologies and Services 100 F Street, NE Washington, D.C. 20549 Re: FactSet Research Systems Inc. Form 10-K for the fiscal year ended August 31, 2020 File No. 001-11869 Dear Mr. Wilson, On behalf of FactSet Research Systems Inc. (?FactSet? or the ?Company?), ple |
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| March 5, 2021 |
United States securities and exchange commission logo March 5, 2021 F. Philip Snow Chief Executive Officer FactSet Research Systems Inc. 45 Glover Avenue Norwalk, Connecticut 06850 Re: FactSet Research Systems Inc. Form 10-K for the fiscal year ended August 31, 2020 File No. 001-11869 Dear Mr. Snow: We have limited our review of your filing to the financial statements and related disclosures and h |
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| March 5, 2021 |
United States securities and exchange commission logo March 5, 2021 F. Philip Snow Chief Executive Officer FactSet Research Systems Inc. 45 Glover Avenue Norwalk, Connecticut 06850 Re: FactSet Research Systems Inc. Form 10-K for the fiscal year ended August 31, 2020 File No. 001-11869 Dear Mr. Snow: We have limited our review of your filing to the financial statements and related disclosures and h |
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| February 12, 2021 |
SCHEDULE 13G/A FILINGS DATE OF EVENT: December 31, 2020 SECURITY NAME: FACTSET RESEARCH SYSTEMS INC CUSIP:303075105 CIK#: 0001013237 IRS#:133362547 Exchange:NYSE ADDRESS: 601 MERRITT 7 NORWALK CT 06851 SOLE VOTING SHARES: 2,013,764 SHARED DISPOSITIVE SHARES : -0- AGGREGATE AMOUNT: 2,498,587 SHARES OUTSTANDING: 37,992,000 % OWNED BY LOOMIS: 6. |
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| February 12, 2021 |
Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 14)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p |
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| February 11, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6) FACTSET RESH SYS INC (Name of Issuer) COM (Title of Class of Securities) 303075105 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is |
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| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: FactSet Research Systems Inc. Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule i |
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| January 27, 2021 |
us3030751057012621.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 11) FACTSET RESEARCH SYSTEMS INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 303075105 - (CUSIP Number) December 31, 2020 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule |
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| January 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY |
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| December 21, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 21, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 21, 2020 |
Submission of Matters to a Vote of Security Holders - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 21, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 21, 2020 |
News Release I For Immediate Release FactSet Reports Solid Results for First Quarter 2021 Revenue increases 6% and EPS rises 8% NORWALK, Conn. |
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| November 4, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Definitive Proxy State |
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| October 29, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ý Definitive Proxy State |
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| October 29, 2020 |
Subsidiaries of FactSet Research Systems Inc. EXHIBIT 21 List of FactSet Research Systems, Inc.’s Subsidiaries The following is a list of subsidiaries of FactSet Research Systems Inc., a Delaware corporation, as of August 31, 2020. This list includes companies owned (directly or indirectly) or controlled by FactSet Research Systems Inc. Name of Subsidiary State or Country of Incorporation or Organization BI-SAM Inc. Delaware BI-SAM Limited En |
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| October 29, 2020 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2020 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEAR |
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| September 25, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 21, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| September 25, 2020 |
AMENDMENT TO CREDIT AGREEMENT THIS AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of September 21, 2020 (the “Effective Date”), is made by and among FACTSET RESEARCH SYSTEMS INC. |
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| September 24, 2020 |
News Release I For Immediate Release FactSet Reports Solid Growth in Fourth Quarter and Full Year 2020 Fiscal 2020 sees 40th consecutive year of revenue growth NORWALK, Conn. |
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| September 24, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 24, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| July 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS |
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| June 25, 2020 |
FactSet Appoints Robin Abrams Chair of the Board of Directors FactSet Appoints Robin Abrams Chair of the Board of Directors Siew Kai Choy and Lee Shavel appointed to the Board; Phil Hadley and Scott Billeadeau to retire NORWALK, Conn. |
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| June 25, 2020 |
News Release I For Immediate Release FactSet Reports Solid Results for Third Quarter 2020 Company increases annual outlook for operating margin and EPS NORWALK, Conn. |
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| June 25, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 23, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Empl |
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| June 9, 2020 |
Exhibit 10.1 SEPARATION AGREEMENT AND GENERAL RELEASE OF CLAIMS FactSet Research Systems Inc. (the “Company”) and I, Franck A.R. Gossieaux, have entered into this Separation Agreement and General Release of Claims (this “Agreement”) to settle all known and unknown claims I might have against the Company and all related parties, except as otherwise set forth in this Agreement, effective as of June |
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| June 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 7, 2020 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emplo |
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| April 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended February 29, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY |
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| March 26, 2020 |
News Release I For Immediate Release FactSet Increases Revenue and EPS in Second Quarter 2020 NORWALK, Conn. |
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| March 26, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 26, 2020 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. Emp |
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| March 5, 2020 |
FactSet Research Systems Inc. Executive Severance Plan Exhibit 10.1 FACTSET RESEARCH SYSTEMS INC. EXECUTIVE SEVERANCE PLAN Introduction As of the Effective Date, the Company adopted this plan known as the FactSet Research Systems Inc. Executive Severance Plan. The Plan was adopted to provide severance compensation to the Company’s eligible executives in the event of an Eligible Termination, including in the event of an Eligible Termination following a |
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| March 5, 2020 |
Form of FactSet Research Inc. Equity Award Agreement Exhibit 10.2 March [●], 2020 [NAME] [ADDRESS] Dear [●]: Reference is made to your currently outstanding stock options, restricted stock units and performance units granted pursuant to the FactSet Research Systems Inc. Stock Option and Award Plan, as previously amended up to and including the date hereof (the “Equity Plan”), that are unvested as of the date hereof, and the applicable award agreemen |
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| March 5, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 29, 2020 FactSet Research Systems Inc. (Exact name of Registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| February 14, 2020 |
SCHEDULE 13G/A FILINGS DATE OF EVENT: December 31, 2019 SECURITY NAME: FACTSET RESEARCH SYSTEMS INC CUSIP:303075105 CIK#: 0001013237 IRS#:133362547 Exchange:NYSE ADDRESS: 601 MERRITT 7 NORWALK CT 06851 SOLE VOTING SHARES: 2,284,787 SHARED DISPOSITIVE SHARES : -0- AGGREGATE AMOUNT: 2,827,513 SHARES OUTSTANDING: 37,945,000 % OWNED BY LOOMIS: 7. |
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| February 13, 2020 |
FDS / FactSet Research Systems, Inc. / BAMCO INC /NY/ - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 13)* FactSet Research Systems Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 303075105 (CUSIP Number) Calendar Year 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule p |
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| February 12, 2020 |
FDS / FactSet Research Systems, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: FactSet Research Systems Inc Title of Class of Securities: Common Stock CUSIP Number: 303075105 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is |
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| February 4, 2020 |
FDS / FactSet Research Systems, Inc. / BlackRock Inc. Passive Investment us3030751057020320.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 10) FACTSET RESEARCH SYSTEMS INC - (Name of Issuer) Common Stock - (Title of Class of Securities) 303075105 - (CUSIP Number) December 31, 2019 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule |
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| February 4, 2020 |
FDS / FactSet Research Systems, Inc. / WELLS FARGO & COMPANY/MN Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5) FACTSET RESH SYS INC (Name of Issuer) COM (Title of Class of Securities) 303075105 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is |
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| January 9, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SY |
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| January 9, 2020 |
EXHIBIT 10.2 AVENANT D'EXPATRIATION AU CONTRAT DE TRAVAIL DU 31 MARS 2009 EXPATRIATION ADDENDUM TO THE EMPLOYMENT CONTRACT DATED MARCH 31, 2009 English version for information purposes only ENTRE LES SOUSSIGNES FACTSET France, société à responsabilité limitée, immatriculée au Registre du Commerce et des Sociétés de Paris sous le numéro 345 370 019, dont le siège social est situé 12 rue du Havre à |
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| January 9, 2020 |
Exhibit 10.1 EXPATRIATION AGREEMENT THIS EXPATRIATION AGREEMENT (this “Agreement”) is effective as of June 1, 2019 (the “Effective Date”) by and among FACTSET FRANCE Sarl, a corporation organized under the laws of France (“FACTSET FRANCE”), and FACTSET RESEARCH SYSTEMS INC., a Delaware corporation (“FS USA”), in the presence of FRANCK GOSSIEAUX (the “Expatriate”). WHEREAS, the parties have determi |
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| December 20, 2019 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 19, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 19, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 19, 2019 FactSet Research Systems Inc. (Exact name of registrant as specified in its charter) Delaware 1-11869 13-3362547 (State or other jurisdiction of (Commission (I.R.S. |
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| December 19, 2019 |
Three Months Ended November 30, News Release I For Immediate Release FactSet Reports Solid Revenue and EPS Growth in First Quarter 2020 NORWALK, Conn. |
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| November 4, 2019 |
FDS / FactSet Research Systems, Inc. DEFA14A - - FORM DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| October 30, 2019 |
FDS / FactSet Research Systems, Inc. DEF 14A - - FORM DEF 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin |
