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FACTSET RESEARCH SYSTEMS INC

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Tapewire entity
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

Latest available

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
June 15, 2023 Filed Oct 5, 2023 20:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.1994 $422.32 $84.21
Disclosure

SEC source: 0001013237-23-000114 · wk-form5_1696538691.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124.1037

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

Read SEC document
June 15, 2023 Filed Oct 5, 2023 20:43 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.173 $422.32 $73.06
Disclosure

SEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451.7392

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

Read SEC document
June 15, 2023 Filed Oct 5, 2023 20:40 UTC
Skoko GoranEVP, Dealmakers & Wealth
OtherCommon Stock 3.9777 $422.32 $1,679.86
Disclosure

SEC source: 0001013237-23-000110 · wk-form5_1696538444.xml · nonDerivative · entry 6

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,423.1117

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

Read SEC document
June 15, 2023 Filed Oct 5, 2023 20:39 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 0.1036 $422.32 $43.75
Disclosure

SEC source: 0001013237-23-000108 · wk-form5_1696538335.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 821.7436

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

Read SEC document
June 15, 2023 Filed Oct 5, 2023 20:36 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 0.2598 $422.32 $109.72
Disclosure

SEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 6

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,629.2086

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

Read SEC document
June 15, 2023 Filed Oct 5, 2023 20:34 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.4032 $422.32 $1,859.56
Disclosure

SEC source: 0001013237-23-000104 · wk-form5_1696538086.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,316.9306

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

Read SEC document
June 15, 2023 Filed Oct 5, 2023 20:32 UTC
Viens DanielFormer EVP Chief HR Officer
OtherCommon Stock 4.3171 $422.32 $1,823.20
Disclosure

SEC source: 0001013237-23-000102 · wk-form5_1696537951.xml · nonDerivative · entry 6

Viens Daniel · CIK 0001759414 · Former EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,184.7259

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:46 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 22.1504 $327.16 $7,246.72
Disclosure

SEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 6

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 424.9175

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 9.1609 $327.16 $2,997.08
Disclosure

SEC source: 0001013237-23-000114 · wk-form5_1696538691.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123.9043

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:40 UTC
Skoko GoranEVP, Dealmakers & Wealth
OtherCommon Stock 28.7278 $327.16 $9,398.59
Disclosure

SEC source: 0001013237-23-000110 · wk-form5_1696538444.xml · nonDerivative · entry 5

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,419.134

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:39 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 17.0761 $327.16 $5,586.62
Disclosure

SEC source: 0001013237-23-000108 · wk-form5_1696538335.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 821.64

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:36 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 17.4908 $327.16 $5,722.29
Disclosure

SEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 5

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,628.9488

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:34 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.3808 $327.16 $1,433.22
Disclosure

SEC source: 0001013237-23-000104 · wk-form5_1696538086.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,312.5274

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

Read SEC document
May 31, 2023 Filed Oct 5, 2023 20:32 UTC
Viens DanielFormer EVP Chief HR Officer
OtherCommon Stock 30.6008 $327.16 $10,011.36
Disclosure

SEC source: 0001013237-23-000102 · wk-form5_1696537951.xml · nonDerivative · entry 5

Viens Daniel · CIK 0001759414 · Former EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,180.4088

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

Read SEC document
May 05, 2023 Filed May 8, 2023 22:35 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 670 $0.00 Strike: $269.43 $0.00
Disclosure

SEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · derivative · entry 8

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,340

Underlying: Common Stock · 670 shares

Expires 2030-05-01

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.

F5 · derivative.exercise_date: Options were granted on May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
May 05, 2023 Filed May 8, 2023 22:35 UTC
Reeve JonathanEVP, Head of CTS
SaleCommon Stock 112.9371 $405.24 $45,766.63
Disclosure

SEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 7

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92.2597

F4 · price: This transaction was executed in multiple trades with sales prices ranging from $405.10 to $405.26. 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. This transaction reflects shares sold from the FactSet Research Systems Inc. Employee Stock Purchase Plan. Fractional shares were paid in cash upon settlement.

Read SEC document
May 05, 2023 Filed May 8, 2023 22:35 UTC
Reeve JonathanEVP, Head of CTS
SaleCommon Stock 670 $404.75 $271,182.50
Disclosure

SEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 6

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205.1968

F3 · price: This transaction was executed in multiple trades with sales prices ranging from $404.61 to $404.91. 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
May 05, 2023 Filed May 8, 2023 22:35 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionCommon Stock 670 $269.43 $180,518.10
Disclosure

SEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 5

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 875.1968

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
April 17, 2023 Filed Apr 17, 2023 21:14 UTC
Skoko GoranEVP, Research & Advisory
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 7,969 $0.00 Strike: $175.20 $0.00
Disclosure

SEC source: 0001013237-23-000054 · wf-form4_168176607147515.xml · derivative · entry 4

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,969 shares

Expires 2025-11-02

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, 2015 vest 20% annually on the anniversary date of grant and are fully vested after five years.

Read SEC document
April 17, 2023 Filed Apr 17, 2023 21:14 UTC
Skoko GoranEVP, Research & Advisory
SaleCommon Stock 2,400 $413.64 $992,736.00
Disclosure

SEC source: 0001013237-23-000054 · wf-form4_168176607147515.xml · nonDerivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,352.1888

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $413.59 to $413.77. 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
April 17, 2023 Filed Apr 17, 2023 21:14 UTC
Skoko GoranEVP, Research & Advisory
SaleCommon Stock 5,569 $412.66 $2,298,103.54
Disclosure

SEC source: 0001013237-23-000054 · wf-form4_168176607147515.xml · nonDerivative · entry 2

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,752.1888

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $412.50 to $413.22. 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
April 17, 2023 Filed Apr 17, 2023 21:14 UTC
Skoko GoranEVP, Research & Advisory
Exercise / conversionCommon Stock 7,969 $175.20 $1,396,168.80
Disclosure

SEC source: 0001013237-23-000054 · wf-form4_168176607147515.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,321.1888

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
April 11, 2023 Filed Apr 12, 2023 20:39 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 385 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · derivative · entry 5

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,206

Underlying: Common Stock · 385 shares

Expires 2030-11-09

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 9, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
April 11, 2023 Filed Apr 12, 2023 20:39 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 335 $0.00 Strike: $269.43 $0.00
Disclosure

SEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · derivative · entry 4

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 335 shares

Expires 2030-05-01

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 May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
April 11, 2023 Filed Apr 12, 2023 20:39 UTC
Reeve JonathanEVP, Head of CTS
SaleCommon Stock 720 $407.87 $293,666.40
Disclosure

SEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · nonDerivative · entry 3

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177.8285

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $407.76 to $408.07. 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
April 11, 2023 Filed Apr 12, 2023 20:39 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionCommon Stock 385 $316.71 $121,933.35
Disclosure

SEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · nonDerivative · entry 2

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 897.8285

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
April 11, 2023 Filed Apr 12, 2023 20:39 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionCommon Stock 335 $269.43 $90,259.05
Disclosure

SEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · nonDerivative · entry 1

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 512.8285

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
April 03, 2023 Filed Apr 4, 2023 20:10 UTC
Stepp Katherine MChief Technology Officer (CTO)
SaleCommon Stock 297 $417.58 $124,021.26
Disclosure

SEC source: 0001013237-23-000048 · wf-form4_168063900417350.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451.1019

Read SEC document
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · derivative · entry 9

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,166

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.

F4 · 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
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 850 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · derivative · entry 8

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,968

Underlying: Common Stock · 850 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.

F3 · 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
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 607 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · derivative · entry 7

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 607 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 granted on November 1, 2016 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 100 $412.06 $41,206.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 6

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,436

Read SEC document
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 1,457 $413.23 $602,076.11
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 5

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,536

Read SEC document
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 900 $410.86 $369,774.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 4

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,993

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $410.70 to $411.27. 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
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 1,000 $221.88 $221,880.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 3

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,893

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
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 850 $166.18 $141,253.00
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 2

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,893

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
March 31, 2023 Filed Apr 3, 2023 20:40 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 607 $152.28 $92,433.96
Disclosure

SEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 1

Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,043

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
March 16, 2023 Filed May 8, 2023 22:35 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 0.4497 $405.20 $182.22
Disclosure

SEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 4

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 205.1968

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

Read SEC document
March 16, 2023 Filed Oct 5, 2023 20:46 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.5079 $405.20 $205.80
Disclosure

SEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 5

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 402.7671

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

Read SEC document
March 16, 2023 Filed Oct 5, 2023 20:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.1682 $405.20 $68.15
Disclosure

SEC source: 0001013237-23-000114 · wk-form5_1696538691.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114.7434

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

Read SEC document
March 16, 2023 Filed Oct 5, 2023 20:43 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.1634 $405.20 $66.21
Disclosure

SEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451.5662

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

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March 16, 2023 Filed Oct 5, 2023 20:40 UTC
Skoko GoranEVP, Dealmakers & Wealth
OtherCommon Stock 3.6938 $405.20 $1,496.73
Disclosure

SEC source: 0001013237-23-000110 · wk-form5_1696538444.xml · nonDerivative · entry 4

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,390.4062

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

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March 16, 2023 Filed Oct 5, 2023 20:39 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 0.0604 $405.20 $24.47
Disclosure

SEC source: 0001013237-23-000108 · wk-form5_1696538335.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 804.5639

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

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March 16, 2023 Filed Oct 5, 2023 20:36 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 0.207 $405.20 $83.88
Disclosure

SEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 4

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,611.458

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

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March 16, 2023 Filed Oct 5, 2023 20:34 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.1491 $405.20 $1,681.22
Disclosure

SEC source: 0001013237-23-000104 · wk-form5_1696538086.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,308.1466

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

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March 16, 2023 Filed Oct 5, 2023 20:32 UTC
Viens DanielFormer EVP Chief HR Officer
OtherCommon Stock 4.0103 $405.20 $1,624.97
Disclosure

SEC source: 0001013237-23-000102 · wk-form5_1696537951.xml · nonDerivative · entry 4

Viens Daniel · CIK 0001759414 · Former EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,149.808

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

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March 01, 2023 Filed Mar 1, 2023 22:20 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: 0001013237-23-000029 · wf-form4_167770921297332.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,000

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.

F4 · 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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March 01, 2023 Filed Mar 1, 2023 22:20 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,000 $413.38 $413,380.00
Disclosure

SEC source: 0001013237-23-000029 · wf-form4_167770921297332.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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 September 23, 2022, with an effective date of January 3, 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.

F3 · price: This transaction was executed in multiple trades with sales prices ranging from $413.25 to $413.50. 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.

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March 01, 2023 Filed Mar 1, 2023 22:20 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,000 $412.68 $825,360.00
Disclosure

SEC source: 0001013237-23-000029 · wf-form4_167770921297332.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,247.437

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 23, 2022, with an effective date of January 3, 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.

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $412.09 to $413.00. 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.

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March 01, 2023 Filed Mar 1, 2023 22:20 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-23-000029 · wf-form4_167770921297332.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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.

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