| 1. | Consolidated Financial Statements |
|---|
The Index to Consolidated Financial Statements under Item 8 on page 40 is incorporated herein by reference as the list of financial statements required as part of this report.
| 2. | Financial Statement Schedule |
|---|
Schedule II – Valuation and Qualifying Accounts
Years Ended August 31, 2014, 2013, and 2012 (in thousands):
| Receivable reserve and billing adjustments* | | Balance at Beginning of Year | | | | Charged to Expense/ Against Revenue | | | | Write-offs, Net of Recoveries | | | | Balance at End of Year | | |
|---|
| | | | | | | | | | | | | | | | |
| 2014 | | $ | 1,644 | | | $ | 2,135 | | | $ | 2,117 | | | $ | 1,662 | |
| 2013 | | $ | 1,830 | | | $ | 1,580 | | | $ | 1,766 | | | $ | 1,644 | |
| 2012 | | $ | 1,955 | | | $ | 1,863 | | | $ | 1,988 | | | $ | 1,830 | |
- Additions to the receivable reserve for doubtful accounts are charged to bad debt expense. Additions to the receivable reserve for billing adjustments are charged against revenues.
Additional financial statement schedules have been omitted since they are either not required, not applicable, or the information is otherwise included.
| EXHIBIT NUMBER | | DESCRIPTION |
|---|
| 3.1 | | Restated Certificate of Incorporation (1) |
| 3.2 | | Amendment to the Restated Certificate of Incorporation (2) |
| 3.3 | | Second Amendment to the Restated Certificate of Incorporation (3) |
| 3.4 | | Amended and Restated By-laws of FactSet Research Systems Inc. (4) |
| 4 | | Form of Common Stock (1) |
| 10.1 | | Severance Agreement dated September 20, 1999 between FactSet Research Systems Inc. and Peter G. Walsh |
| 10.2 | | The FactSet Research Systems Inc. 1996 Stock Option Plan (5) |
| 10.3 | | The FactSet Research Systems Inc. 2000 Stock Option Plan (6) |
| 10.4 | | The FactSet Research Systems Inc. 2004 Stock Option and Award Plan, as Amended and Restated (7) |
| 10.5 | | The FactSet Research Systems Inc. 1998 Non-Employee Directors’ Stock Option Plan (8) |
| 10.6 | | The FactSet Research Systems Inc. 2008 Non-Employee Directors’ Stock Option Plan (9) |
| 10.7 | | The FactSet Research Systems Inc. 2008 Employee Stock Purchase Plan (9) |
| 21 | | Subsidiaries of FactSet Research Systems Inc. |
| 23.1 | | Consent of Ernst & Young LLP |
| 23.2 | | Consent of PricewaterhouseCoopers LLP |
| 31.1 | | Section 302 Certification of Principal Executive Officer |
| 31.2 | | Section 302 Certification of Principal Financial Officer |
| 32.1 | | Section 906 Certification of Principal Executive Officer |
| 32.2 | | Section 906 Certification of Principal Financial Officer |
| 101.INS* | | XBRL Instance Document |
| 101.SCH* | | XBRL Taxonomy Extension Schema |
| 101.CAL* | | XBRL Taxonomy Extension Calculation Linkbase |
| 101.DEF* | | XBRL Taxonomy Extension Definition Linkbase Document |
| 101.LAB* | | XBRL Taxonomy Extension Label Linkbase |
| 101.PRE* | | XBRL Taxonomy Extension Presentation Linkbase |
| | |
| (1) | _Incorporated by reference to the Company’s Registration Statement on Form S-1 (File No. 333-_0__4238). |
|---|
| (2) | Incorporated by reference to the Company’s annual report _on Form 10-_K for fiscal year 2001. |
| (3) | Incorporated by reference to the Company’s periodic report on Form 8-K, filed on December 16, 2011. |
|---|
| |
| (4_)_ | Incorporated by reference to the Company’s periodic report on Form 8-K, filed on December 17, 2013. |
| (5_)_ | Incorporated by reference to the Company’s Registration Statement on Form S-8 (File No. 333-22319). |
|---|
| |
| (6_)_ | Incorporated by reference to the Company’s Registration Statement on Form S-8 (File No. 333-56870). |
| |
| (7) | Incorporated by reference to the Company’s Registration Statement on Form S-8 (File No. 333-171667). |
| (8_)_ | Incorporated by reference to the Company’s Registration Statement on Form S-8 (File No. 333-59839). |
|---|
| |
| (9) | Incorporated by reference to the Company’s Registration Statement on Form S-8 (File No. 333-156649). |
SIGNATURES
Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the Registrant has duly caused this Report on Form 10-K to be signed on its behalf by the undersigned, thereunto duly authorized.
| FACTSET RESEARCH SYSTEMS INC. |
|---|
| (Registrant) |
| |
| Date: October 30, 2014 | /s/ PHILIP A. HADLEY |
| Philip A. Hadley |
| Chairman and Chief Executive Officer |
| |
Pursuant to the requirements of Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities on the dates indicated.
| Name | | Title | Date | |
|---|
| | | | |
| /S/ PHILIP A. HADLEY | | Chairman and Chief Executive Officer | October 30, 2014 | |
| Philip A. Hadley | | (Principal Executive Officer) | | |
| | | | |
| /s/ MAURIZIO NICOLELLI | | Senior Vice President and Chief Financial Officer | October 30, 2014 | |
| Maurizio Nicolelli | | (Principal Financial Officer) | | |
| | | | |
| /s/ MATTHEW J. MCNULTY | | Vice President and Controller | October 30, 2014 | |
| Matthew J. McNulty | | (Principal Accounting Officer) | | |
| | | | |
| /s/ JAMES J. MCGONIGLE | | Lead Independent Director | October 30, 2014 | |
| James J. McGonigle | | | | |
| | | | |
| /s/ ROBIN A. ABRAMS | | Director | October 30, 2014 | |
| Robin A. Abrams | | | | |
| | | | |
| /s/ SCOTT A. BILLEADEAU | | Director | October 30, 2014 | |
| Scott A. Billeadeau | | | | |
| | | | |
| /s/ MICHAEL F. DICHRISTINA | | Director | October 30, 2014 | |
| Michael F. DiChristina | | | | |
| | | | |
| /s/ JOSEPH E. LAIRD, JR. | | Director | October 30, 2014 | |
| Joseph E. Laird, Jr. | | | | |
| | | | |
| /s/ WALTER F. SIEBECKER | | Director | October 30, 2014 | |
| Walter F. Siebecker | | | | |
| | | | |
| /s/ JOSEPH R. ZIMMEL | | Director | October 30, 2014 | |
| Joseph R. Zimmel | | | | |
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