Form 4: FactSet Executive Joshua Warren Trades Shares
Statement of Changes in Beneficial Ownership
FactSet Research Systems Inc. executive Joshua Warren reported transactions involving common stock and employee stock options.
Summary
- Joshua Warren, EVP and Chief Financial Officer of FactSet Research Systems Inc., reported a transaction on May 1, 2026.
- He acquired 2,272 shares of common stock at a price of $0.
- Following this transaction, Warren beneficially owns 2,272 shares of common stock directly.
- Additionally, Warren acquired 8,567 employee stock options with an exercise price of $227.58.
- These options are exercisable and expire on May 1, 2036.
- Following the option acquisition, Warren beneficially owns 8,567 derivative securities directly.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it reports routine insider transactions (acquisition of stock and options) without indicating significant positive or negative shifts in insider confidence or company performance.
Positives
- Acquisition of 2,272 shares of common stock by a key executive.
- Acquisition of 8,567 employee stock options by a key executive, indicating potential future value and alignment with company performance.
Future Outlook
The filing does not contain forward-looking statements or guidance. The details pertain to past transactions.
Industry Context
StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions, providing transparency into the holdings and activities of company executives and directors. These filings are crucial for investors seeking to understand insider sentiment and potential shifts in beneficial ownership.
Stakeholder Impact
- Shareholders: Increased transparency into executive holdings and potential alignment of executive interests with company performance through stock option grants.
- Employees: The stock option grant to an executive may reflect a broader compensation strategy, though specific impact on other employees is not detailed.
- Creditors: No direct impact indicated.
Key Dates
| Date | Description |
|---|---|
| 05/01/2026 | Earliest transaction date reported for acquisition of common stock and employee stock options. |
| 05/01/2036 | Expiration date for employee stock options. |
| 05/05/2026 | Date the statement was signed by the attorney-in-fact. |
Keywords
Form 4, SEC Filing, FactSet Research Systems, FDS, Joshua Warren, Insider Trading, Stock Options, Common Stock, Beneficial Ownership, Executive Compensation
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