🕵️ Factset Research Systems Inc ($FDS)
SEC insider & ownership activity, last 12 months · CIK 1013237 · every row links its SEC filing
Over the last 12 months insiders sold $1.5M against $328K of open-market buying. Siegel Laurie sold $762K in discretionary trades (Jan). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
3 buyers, $328K (4 lots) · 3 sellers, $1.5M (5 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Siegel Laurie | 0 | – | 2 | $762K | Jan 8, 2026 |
| Frank Malcolm | 0 | – | 2 | $761K | Jan 12, 2026 |
| Skoko Goran | 1 | $126K | 0 | – | Nov 6, 2025 |
| Helen L. Shan | 1 | $102K | 0 | – | Oct 6, 2025 |
| McLoughlin Christopher | 2 | $100K | 0 | – | Sep 23, 2025 |
| Eilam Barak | 0 | – | 1 | $283 | Oct 3, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Baron Capital Group, Inc. | 10.2% | 13G | Mar 6, 2026 | filing ↗ | |
| Ronald Baron | 10.2% | 13G | Mar 6, 2026 | filing ↗ | |
| Bamco Inc /NY/ | 9.3% | 13G | Mar 6, 2026 | filing ↗ | |
| Vanguard Capital Management | 7.4% | 13G | Apr 29, 2026 | filing ↗ | |
| Blackrock, Inc. | 7.2% | 13G | Jan 21, 2026 | filing ↗ | |
| Baron Partners Fund | 5.0% | 13G | Mar 6, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Frank Malcolm | $757K | Jan 12, 2026 | filing ↗ |
| Siegel Laurie | $737K | Jan 8, 2026 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 1, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 1, 2026 | filing ↗ |
| Officer/director changes (5.02) | Apr 2, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 2, 2026 | filing ↗ |
| Earnings (2.02) | Mar 31, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 31, 2026 | filing ↗ |
| Officer/director changes (5.02) | Mar 2, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 2, 2026 | filing ↗ |
| Officer/director changes (5.02) | Dec 18, 2025 | filing ↗ |
| Charter/bylaw changes (5.03) | Dec 18, 2025 | filing ↗ |
| Shareholder vote (5.07) | Dec 18, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 18, 2025 | filing ↗ |
| Earnings (2.02) | Dec 18, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 18, 2025 | filing ↗ |
| Earnings (2.02) | Sep 16, 2025 | filing ↗ |
| Officer/director changes (5.02) | Sep 16, 2025 | filing ↗ |
| Charter/bylaw changes (5.03) | Sep 16, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Sep 16, 2025 | filing ↗ |