FactSet (FDS) Protective Put Calculator
Calculator · free · no signup · FDSPrice a protective put, zero-cost collar, or put spread on FactSet. Annual cost, max loss, upside cap, tax treatment, auto-filled from current FDS option chain.
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About FactSet
FactSet (FDS) is a public Data company, incorporated in Delaware and headquartered in Norwalk, CT.
Last close: $266 per share (as of 2026-10-03).
Equity grants at FactSet typically include restricted stock units (RSUs).
FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion.
Source: Wikipedia (CC BY-SA 4.0)
Howard Wille and Charles Snyder started the company in 1978 to deliver financial data to analysts, and it sells a workstation and data feeds to investment banks, asset managers, and corporate finance teams. Subscriptions are annual and priced per user, so client headcount in the financial industry is close to a direct input into revenue. Competition with Bloomberg and larger data vendors is fought on content breadth and workflow integration rather than price. Retention rates in the high nineties reflect how deeply the data sits in client models. Headquarters are in Norwalk, Connecticut.
Sources: sec.gov · en.wikipedia.org
Equity comp at FactSet
- FactSet's broad-based annual RSU grants typically vest over five years (20% per year) rather than the four-year schedule common at most tech and finance companies, so time-to-full-vest calculators should not assume a 4-year default for FactSet grants. Separately, per FactSet's proxy statement disclosures, named executive officers' equity award agreements use double-trigger change-in-control protection: unvested options and RSUs accelerate to full vesting only if the executive is terminated without cause or resigns for good reason within two years following a change in control. Outside of a change in control, a qualifying termination without cause instead accelerates only the next vesting tranche for awards held at least one year.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
- Vesting schedule: FactSet's standard annual RSU grants historically vest 20% per year on each anniversary of the grant date, fully vesting after five years, rather than the more common four-year ratable schedule..
Sources: sec.gov · sec.gov · sec.gov
Researched 2026-08-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by FactSet.
A protective put caps your downside on the FDS position at a chosen floor; a zero-cost collar pays for that floor by capping the upside. This calculator prices both structures off the current FDS option chain, with annual cost, max loss, and tax-treatment notes.
Example: a 5,000-share FDS position at $266 is worth $1,330,000. A 1-year 30%-OTM put on that position typically runs 2-4% of position value per year (about $26,600 to $53,200) before any premium offset from a short call. The calculator prices both structures off FDS's current option chain so you see the actual cost for your chosen floor, tenor, and cap.
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FactSet equity questions
- How much does it cost to hedge FDS stock?
- The cost of a protective put depends on how far below the current price you set the floor, how long the protection lasts, and FDS's option-implied volatility. A zero-cost collar lowers that cost by selling away some upside. The calculator above prices both structures off the current FDS option chain and shows the annual cost, maximum loss, and tax treatment.
- Does FactSet grant ISOs, NSOs, or RSUs?
- Equity compensation at FactSet typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do FactSet RSUs use double-trigger vesting?
- Yes. FactSet restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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