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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

Latest available

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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
December 01, 2022 Filed Dec 1, 2022 21:51 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000193 · wf-form4_166993145507174.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,747.437

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
November 30, 2022 Filed Oct 5, 2023 20:46 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 5.0844 $374.05 $1,901.82
Disclosure

SEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 384.726

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

Read SEC document
November 30, 2022 Filed Oct 5, 2023 20:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 7.8181 $374.05 $2,924.36
Disclosure

SEC source: 0001013237-23-000114 · wk-form5_1696538691.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107.142

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

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Viens DanielEVP, Chief HR Officer
GrantEmployee Stock Option (right to buy) · Derivative 2,986 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000191 · wf-form4_166751625297050.xml · derivative · entry 4

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,986

Underlying: Common Stock · 2,986 shares

Expires 2032-11-01

F4 · 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, 2022 Filed Nov 3, 2022 22:57 UTC
Viens DanielEVP, Chief HR Officer
Tax withholdingCommon Stock 19 $426.25 $8,098.75
Disclosure

SEC source: 0001013237-22-000191 · wf-form4_166751625297050.xml · nonDerivative · entry 3

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,112.3221

F3 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2018, which was previously reported. The restricted stock units vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Viens DanielEVP, Chief HR Officer
Tax withholdingCommon Stock 409 $426.25 $174,336.25
Disclosure

SEC source: 0001013237-22-000191 · wf-form4_166751625297050.xml · nonDerivative · entry 2

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,131.3221

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Viens DanielEVP, Chief HR Officer
GrantCommon Stock 1,302 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000191 · wf-form4_166751625297050.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,540.3221

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $164.90 $0.00
Disclosure

SEC source: 0001013237-22-000190 · wf-form4_166751623398524.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,500

Underlying: Common Stock · 2,500 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.

F5 · 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
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
GrantEmployee Stock Option (right to buy) · Derivative 19,902 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000190 · wf-form4_166751623398524.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,902

Underlying: Common Stock · 19,902 shares

Expires 2032-11-01

F4 · 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, 2022 Filed Nov 3, 2022 22:57 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $427.94 $1,069,850.00
Disclosure

SEC source: 0001013237-22-000190 · wf-form4_166751623398524.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,247.437

F3 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 29, 2021, with an effective date of January 1, 2022, 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
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000190 · wf-form4_166751623398524.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,747.437

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
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Tax withholdingCommon Stock 3,620 $426.25 $1,543,025.00
Disclosure

SEC source: 0001013237-22-000190 · wf-form4_166751623398524.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,247.437

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
GrantCommon Stock 7,810 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000190 · wf-form4_166751623398524.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,867.437

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Karnovsky Kristina WEVP, Chief Product Officer
GrantEmployee Stock Option (right to buy) · Derivative 3,284 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000189 · wf-form4_166751620986547.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,284

Underlying: Common Stock · 3,284 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:57 UTC
Karnovsky Kristina WEVP, Chief Product Officer
Tax withholdingCommon Stock 525 $426.25 $223,781.25
Disclosure

SEC source: 0001013237-22-000189 · wf-form4_166751620986547.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 790.8578

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:57 UTC
Karnovsky Kristina WEVP, Chief Product Officer
GrantCommon Stock 1,302 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000189 · wf-form4_166751620986547.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,315.8578

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:56 UTC
Costigan JohnChief Content Officer
GrantEmployee Stock Option (right to buy) · Derivative 2,389 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000188 · wf-form4_166751618815721.xml · derivative · entry 3

Costigan John · CIK 0001927003 · Chief Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,389

Underlying: Common Stock · 2,389 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:56 UTC
Costigan JohnChief Content Officer
Tax withholdingCommon Stock 11 $426.25 $4,688.75
Disclosure

SEC source: 0001013237-22-000188 · wf-form4_166751618815721.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 379.2267

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2019, which was previously reported. The restricted stock units vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:56 UTC
Costigan JohnChief Content Officer
Tax withholdingCommon Stock 10 $426.25 $4,262.50
Disclosure

SEC source: 0001013237-22-000188 · wf-form4_166751618815721.xml · nonDerivative · entry 1

Costigan John · CIK 0001927003 · Chief Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 390.2267

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

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:42 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
GrantEmployee Stock Option (right to buy) · Derivative 3,185 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000183 · wf-form4_166751529957963.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,185

Underlying: Common Stock · 3,185 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:42 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Tax withholdingCommon Stock 566 $426.25 $241,257.50
Disclosure

SEC source: 0001013237-22-000183 · wf-form4_166751529957963.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 997

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:42 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
GrantCommon Stock 1,563 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000183 · wf-form4_166751529957963.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,563

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:41 UTC
Stepp Katherine MChief Technology Officer (CTO)
GrantEmployee Stock Option (right to buy) · Derivative 2,389 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,389

Underlying: Common Stock · 2,389 shares

Expires 2032-11-01

F4 · 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, 2022 Filed Nov 3, 2022 22:41 UTC
Stepp Katherine MChief Technology Officer (CTO)
Tax withholdingCommon Stock 27 $426.25 $11,508.75
Disclosure

SEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 748.1019

F3 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2018, which was previously reported. The restricted stock units vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:41 UTC
Stepp Katherine MChief Technology Officer (CTO)
Tax withholdingCommon Stock 235 $426.25 $100,168.75
Disclosure

SEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 775.1019

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:41 UTC
Stepp Katherine MChief Technology Officer (CTO)
GrantCommon Stock 495 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,010.1019

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:41 UTC
Robie Robert J.EVP, Head of Trading&Analytics
GrantEmployee Stock Option (right to buy) · Derivative 3,284 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000181 · wf-form4_166751524887967.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,284

Underlying: Common Stock · 3,284 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:41 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Tax withholdingCommon Stock 725 $426.25 $309,031.25
Disclosure

SEC source: 0001013237-22-000181 · wf-form4_166751524887967.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,436

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:41 UTC
Robie Robert J.EVP, Head of Trading&Analytics
GrantCommon Stock 1,563 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000181 · wf-form4_166751524887967.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,161

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:40 UTC
Reeve JonathanEVP, Head of CTS
GrantEmployee Stock Option (right to buy) · Derivative 2,986 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000180 · wf-form4_166751522810591.xml · derivative · entry 1

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,986

Underlying: Common Stock · 2,986 shares

Expires 2032-11-01

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, 2022 Filed Nov 3, 2022 22:36 UTC
Skoko GoranEVP, Research & Advisory
GrantEmployee Stock Option (right to buy) · Derivative 3,981 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000175 · wf-form4_166751495986519.xml · derivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,981

Underlying: Common Stock · 3,981 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:36 UTC
Skoko GoranEVP, Research & Advisory
Tax withholdingCommon Stock 755 $426.25 $321,818.75
Disclosure

SEC source: 0001013237-22-000175 · wf-form4_166751495986519.xml · nonDerivative · entry 2

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,352.1888

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:36 UTC
Skoko GoranEVP, Research & Advisory
GrantCommon Stock 1,563 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000175 · wf-form4_166751495986519.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,107.1888

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:35 UTC
Shan Helen L.EVP, Chief Revenue Officer
GrantEmployee Stock Option (right to buy) · Derivative 6,568 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000174 · wf-form4_166751493399372.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,568

Underlying: Common Stock · 6,568 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:35 UTC
Shan Helen L.EVP, Chief Revenue Officer
Tax withholdingCommon Stock 1,518 $426.25 $647,047.50
Disclosure

SEC source: 0001013237-22-000174 · wf-form4_166751493399372.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,607

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:35 UTC
Shan Helen L.EVP, Chief Revenue Officer
GrantCommon Stock 3,125 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000174 · wf-form4_166751493399372.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,125

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

Read SEC document
November 01, 2022 Filed Nov 3, 2022 22:35 UTC
Moskoff Gregory TMD,Controller and CAO
GrantEmployee Stock Option (right to buy) · Derivative 1,234 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000173 · wf-form4_166751491448856.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,234

Underlying: Common Stock · 1,234 shares

Expires 2032-11-01

F3 · 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, 2022 Filed Nov 3, 2022 22:35 UTC
Moskoff Gregory TMD,Controller and CAO
Tax withholdingCommon Stock 123 $426.25 $52,428.75
Disclosure

SEC source: 0001013237-22-000173 · wf-form4_166751491448856.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 417.202

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019.

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November 01, 2022 Filed Nov 3, 2022 22:35 UTC
Moskoff Gregory TMD,Controller and CAO
GrantCommon Stock 391 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000173 · wf-form4_166751491448856.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 540.202

F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

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November 01, 2022 Filed Nov 3, 2022 22:35 UTC
Huber LindaEVP, Chief Financial Officer
GrantEmployee Stock Option (right to buy) · Derivative 6,767 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-22-000172 · wf-form4_166751489397668.xml · derivative · entry 2

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,767

Underlying: Common Stock · 6,767 shares

Expires 2032-11-01

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

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November 01, 2022 Filed Nov 3, 2022 22:35 UTC
Huber LindaEVP, Chief Financial Officer
Tax withholdingCommon Stock 237 $426.25 $101,021.25
Disclosure

SEC source: 0001013237-22-000172 · wf-form4_166751489397668.xml · nonDerivative · entry 1

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,573.3647

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

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October 06, 2022 Filed Oct 7, 2022 21:07 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,800 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,818

Underlying: Common Stock · 1,800 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.

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October 06, 2022 Filed Oct 7, 2022 21:07 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 607

Underlying: Common Stock · 1,000 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.

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October 06, 2022 Filed Oct 7, 2022 21:07 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 2,800 $424.50 $1,188,600.00
Disclosure

SEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 598

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $424.03 to $424.84. 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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October 06, 2022 Filed Oct 7, 2022 21:07 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 1,800 $166.18 $299,124.00
Disclosure

SEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,398

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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October 06, 2022 Filed Oct 7, 2022 21:07 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 1,000 $152.28 $152,280.00
Disclosure

SEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,598

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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October 03, 2022 Filed Oct 4, 2022 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $164.90 $0.00
Disclosure

SEC source: 0001013237-22-000149 · wf-form4_166491548301700.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,000

Underlying: Common Stock · 2,500 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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October 03, 2022 Filed Oct 4, 2022 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $401.21 $1,003,025.00
Disclosure

SEC source: 0001013237-22-000149 · wf-form4_166491548301700.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,057.437

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 29, 2021, with an effective date of January 1, 2022, 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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October 03, 2022 Filed Oct 4, 2022 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000149 · wf-form4_166491548301700.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,557.437

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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September 15, 2022 Filed May 8, 2023 22:35 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 0.3543 $446.67 $158.26
Disclosure

SEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 1

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178.1828

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

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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.