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FACTSET RESEARCH SYSTEMS INC

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3493
SEC CIK
0001013237
Parsed reports
565

Last 12 months

Inside the activity.

1 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202604
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 01, 2023 Filed Nov 4, 2023 00:08 UTC
Huber LindaEVP, Chief Financial Officer
GrantEmployee Stock Option (right to buy) · Derivative 6,411 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000154 · wk-form4_1699056519.xml · derivative · entry 2

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,411

Underlying: Common Stock · 6,411 shares

Expires 2033-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 4, 2023 00:08 UTC
Huber LindaEVP, Chief Financial Officer
Tax withholdingCommon Stock 236 $436.57 $103,030.52
Disclosure

SEC source: 0001013237-23-000154 · wk-form4_1699056519.xml · nonDerivative · entry 1

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,393.2086

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2021, which was previously reported. The restricted stock vests 1/3 annually on the anniversary date of the grant and is fully vested after three years.

Read SEC document
November 01, 2023 Filed Nov 4, 2023 00:06 UTC
Stepp Katherine MChief Technology Officer (CTO)
GrantEmployee Stock Option (right to buy) · Derivative 3,017 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000152 · wk-form4_1699056388.xml · derivative · entry 2

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,017

Underlying: Common Stock · 3,017 shares

Expires 2033-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 4, 2023 00:06 UTC
Stepp Katherine MChief Technology Officer (CTO)
Tax withholdingCommon Stock 27 $436.57 $11,787.39
Disclosure

SEC source: 0001013237-23-000152 · wk-form4_1699056388.xml · nonDerivative · entry 1

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 424.7392

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018, which was previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 4, 2023 00:04 UTC
Ellis Christopher REVP, Initiatives & P'ships
GrantEmployee Stock Option (right to buy) · Derivative 2,263 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000150 · wk-form4_1699056244.xml · derivative · entry 3

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,263

Underlying: Common Stock · 2,263 shares

Expires 2033-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 4, 2023 00:04 UTC
Ellis Christopher REVP, Initiatives & P'ships
Tax withholdingCommon Stock 32 $436.57 $13,970.24
Disclosure

SEC source: 0001013237-23-000150 · wk-form4_1699056244.xml · nonDerivative · entry 1

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,592.1869

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018, which was previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 21:56 UTC
Skoko GoranEVP, Dealmakers & Wealth
GrantEmployee Stock Option (right to buy) · Derivative 4,337 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000148 · wk-form4_1699048555.xml · derivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,337

Underlying: Common Stock · 4,337 shares

Expires 2033-11-01

F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 21:43 UTC
Shan Helen L.EVP, Chief Revenue Officer
GrantEmployee Stock Option (right to buy) · Derivative 6,599 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000146 · wk-form4_1699047827.xml · derivative · entry 1

Shan Helen L. · CIK 0001748873 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,599

Underlying: Common Stock · 6,599 shares

Expires 2033-11-01

F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 21:28 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
GrantEmployee Stock Option (right to buy) · Derivative 3,168 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000142 · wk-form4_1699046882.xml · derivative · entry 1

Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,168

Underlying: Common Stock · 3,168 shares

Expires 2033-11-01

F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 21:31 UTC
Robie Robert J.EVP, Institutional Buyside
GrantEmployee Stock Option (right to buy) · Derivative 3,771 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000144 · wk-form4_1699047091.xml · derivative · entry 1

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,771

Underlying: Common Stock · 3,771 shares

Expires 2033-11-01

F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 21:07 UTC
Moskoff Gregory TMD,Controller and CAO
GrantEmployee Stock Option (right to buy) · Derivative 1,169 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000140 · wk-form4_1699045611.xml · derivative · entry 1

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,169

Underlying: Common Stock · 1,169 shares

Expires 2033-11-01

F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2023 Filed Nov 3, 2023 20:53 UTC
Harding CatrinaChief People Officer
GrantEmployee Stock Option (right to buy) · Derivative 2,829 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-23-000138 · wk-form4_1699044773.xml · derivative · entry 1

Harding Catrina · CIK 0001984144 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,829

Underlying: Common Stock · 2,829 shares

Expires 2033-11-01

F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
October 16, 2023 Filed Oct 18, 2023 20:55 UTC
Costigan JohnChief Data Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 705 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · derivative · entry 5

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 705 shares

Expires 2027-11-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Options were granted on November 2, 2017 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
October 16, 2023 Filed Oct 18, 2023 20:55 UTC
Costigan JohnChief Data Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 457 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · derivative · entry 4

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 457 shares

Expires 2026-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
October 16, 2023 Filed Oct 18, 2023 20:55 UTC
Costigan JohnChief Data Officer
SaleCommon Stock 1,162 $450.97 $524,027.14
Disclosure

SEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · nonDerivative · entry 3

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 445.4582

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $450.68 to $451.50. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 16, 2023 Filed Oct 18, 2023 20:55 UTC
Costigan JohnChief Data Officer
Exercise / conversionCommon Stock 705 $189.98 $133,935.90
Disclosure

SEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,607.4582

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 16, 2023 Filed Oct 18, 2023 20:55 UTC
Costigan JohnChief Data Officer
Exercise / conversionCommon Stock 457 $152.28 $69,591.96
Disclosure

SEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · nonDerivative · entry 1

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 902.4582

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 02, 2023 Filed Oct 2, 2023 20:36 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $164.90 $0.00
Disclosure

SEC source: 0001013237-23-000100 · wk-form4_1696278963.xml · derivative · entry 3

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,000

Underlying: Common Stock · 3,000 shares

Expires 2025-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Options were granted on July 1, 2015, and vest over a nine year period with 11.11% exercisable on each of the first nine anniversaries of the date of grant.

Read SEC document
October 02, 2023 Filed Oct 2, 2023 20:36 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $435.85 $1,307,550.00
Disclosure

SEC source: 0001013237-23-000100 · wk-form4_1696278963.xml · nonDerivative · entry 2

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,247.437

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on April 27, 2023, with an effective date of August 1, 2023, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Read SEC document
October 02, 2023 Filed Oct 2, 2023 20:36 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-23-000100 · wk-form4_1696278963.xml · nonDerivative · entry 1

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,247.437

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 29, 2023 Filed Oct 2, 2023 20:34 UTC
Stepp Katherine MChief Technology Officer (CTO)
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,805 $0.00 Strike: $152.10 $0.00
Disclosure

SEC source: 0001013237-23-000098 · wk-form4_1696278874.xml · derivative · entry 3

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,805 shares

Expires 2026-05-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Options granted on May 16, 2016 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
September 29, 2023 Filed Oct 2, 2023 20:34 UTC
Stepp Katherine MChief Technology Officer (CTO)
SaleCommon Stock 1,805 $444.85 $802,954.25
Disclosure

SEC source: 0001013237-23-000098 · wk-form4_1696278874.xml · nonDerivative · entry 2

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451.1019

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $444.28 to $445.25. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 29, 2023 Filed Oct 2, 2023 20:34 UTC
Stepp Katherine MChief Technology Officer (CTO)
Exercise / conversionCommon Stock 1,805 $152.10 $274,540.50
Disclosure

SEC source: 0001013237-23-000098 · wk-form4_1696278874.xml · nonDerivative · entry 1

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,256.1019

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · derivative · entry 7

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 968

Underlying: Common Stock · 1,000 shares

Expires 2027-06-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Options granted on June 30, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · derivative · entry 6

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,851

Underlying: Common Stock · 1,000 shares

Expires 2027-11-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Options granted on November 2, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · derivative · entry 5

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,166

Underlying: Common Stock · 1,000 shares

Expires 2028-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
SaleCommon Stock 3,000 $431.34 $1,294,020.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 4

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,436

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $430.95 to $431.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 1,000 $166.18 $166,180.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 3

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,436

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 1,000 $189.98 $189,980.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 2

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,436

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 27, 2023 Filed Sep 28, 2023 20:16 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 1,000 $221.88 $221,880.00
Disclosure

SEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 1

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,436

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.3675 $426.76 $1,863.87
Disclosure

SEC source: 0001013237-24-000113 · wk-form5_1726518694.xml · nonDerivative · entry 1

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,919.2981

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:30 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.2185 $426.76 $93.25
Disclosure

SEC source: 0001013237-24-000111 · wk-form5_1726518635.xml · nonDerivative · entry 1

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64.3564

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:29 UTC
Karnovsky Kristina WEVP, Dealmakers & Wealth
OtherCommon Stock 0.1414 $426.76 $60.34
Disclosure

SEC source: 0001013237-24-000109 · wk-form5_1726518550.xml · nonDerivative · entry 1

Karnovsky Kristina W · CIK 0001874542 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,552.7248

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:28 UTC
Ellis Christopher REVP, Initiatives & P'ships
OtherCommon Stock 6.466 $426.76 $2,759.43
Disclosure

SEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 1

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,439.6529

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:26 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.6303 $426.76 $268.99
Disclosure

SEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 1

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 845.0885

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:25 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.1716 $426.76 $73.23
Disclosure

SEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 1

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 686.9108

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:24 UTC
Huber LindaFormer EVP, CFO
OtherCommon Stock 0.2577 $426.76 $109.98
Disclosure

SEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 1

Huber Linda · CIK 0001327278 · Former EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,393.4663

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 21, 2023 Filed Sep 16, 2024 20:22 UTC
Skoko GoranEVP, Chief Revenue Officer
OtherCommon Stock 3.9454 $426.76 $1,683.74
Disclosure

SEC source: 0001013237-24-000099 · wk-form5_1726518141.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,766.0571

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
September 01, 2023 Filed Sep 1, 2023 20:23 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $164.90 $0.00
Disclosure

SEC source: 0001013237-23-000086 · wk-form4_1693599815.xml · derivative · entry 3

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Stock · 3,000 shares

Expires 2025-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Options were granted on July 1, 2015, and vest over a nine year period with 11.11% exercisable on each of the first nine anniversaries of the date of grant.

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September 01, 2023 Filed Sep 1, 2023 20:23 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $438.78 $1,316,340.00
Disclosure

SEC source: 0001013237-23-000086 · wk-form4_1693599815.xml · nonDerivative · entry 2

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,247.437

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on April 27, 2023, with an effective date of August 1, 2023, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

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September 01, 2023 Filed Sep 1, 2023 20:23 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-23-000086 · wk-form4_1693599815.xml · nonDerivative · entry 1

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,247.437

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 31, 2023 Filed Oct 5, 2023 20:46 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 19.9515 $331.75 $6,618.91
Disclosure

SEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 8

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 445.4582

F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

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August 31, 2023 Filed Oct 5, 2023 20:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 9.0342 $331.75 $2,997.10
Disclosure

SEC source: 0001013237-23-000114 · wk-form5_1696538691.xml · nonDerivative · entry 8

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133.1379

F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
August 31, 2023 Filed Oct 5, 2023 20:39 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 16.8398 $331.75 $5,586.60
Disclosure

SEC source: 0001013237-23-000108 · wk-form5_1696538335.xml · nonDerivative · entry 7

Karnovsky Kristina W · CIK 0001874542 · EVP, Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 838.5834

F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
August 01, 2023 Filed Aug 1, 2023 20:51 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $164.90 $0.00
Disclosure

SEC source: 0001013237-23-000079 · wk-form4_1690923059.xml · derivative · entry 3

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 48,000

Underlying: Common Stock · 3,000 shares

Expires 2025-07-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Options were granted on July 1, 2015, and vest over a nine year period with 11.11% exercisable on each of the first nine anniversaries of the date of grant.

Read SEC document
August 01, 2023 Filed Aug 1, 2023 20:51 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $433.22 $1,299,660.00
Disclosure

SEC source: 0001013237-23-000079 · wk-form4_1690923059.xml · nonDerivative · entry 2

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,247.437

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on April 27, 2023, with an effective date of August 1, 2023, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Read SEC document
August 01, 2023 Filed Aug 1, 2023 20:51 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-23-000079 · wk-form4_1690923059.xml · nonDerivative · entry 1

Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,247.437

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 01, 2023 Filed Aug 2, 2023 21:30 UTC
Harding CatrinaChief People Officer
GrantCommon Stock 1,520 $0.00 $0.00
Disclosure

SEC source: 0001013237-23-000084 · wk-form4_1691011841.xml · nonDerivative · entry 1

Harding Catrina · CIK 0001984144 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,520

F1 · shares: Restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two years.

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August 01, 2023 Filed Aug 2, 2023 20:32 UTC
Moskoff Gregory TMD,Controller and CAO
Tax withholdingCommon Stock 7 $433.59 $3,035.13
Disclosure

SEC source: 0001013237-23-000083 · wk-form4_1691008362.xml · nonDerivative · entry 1

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99.202

F1 · shares: Represents shares withheld to satisfy taxes due upon vesting of restricted stock granted on August 1, 2019, which was previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years.

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June 15, 2023 Filed Oct 5, 2023 20:46 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.5892 $422.32 $248.83
Disclosure

SEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 7

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 425.5067

F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.