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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
September 15, 2022 Filed Oct 5, 2023 20:46 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.4149 $446.67 $185.32
Disclosure

SEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 1

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379.6416

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.1219 $446.67 $54.45
Disclosure

SEC source: 0001013237-23-000114 · wk-form5_1696538691.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99.3239

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:43 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.1476 $446.67 $65.93
Disclosure

SEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451.2495

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:40 UTC
Skoko GoranEVP, Dealmakers & Wealth
OtherCommon Stock 3.2821 $446.67 $1,466.02
Disclosure

SEC source: 0001013237-23-000110 · wk-form5_1696538444.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,355.4709

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:39 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 0.0276 $446.67 $12.33
Disclosure

SEC source: 0001013237-23-000108 · wk-form5_1696538335.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 790.8854

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:36 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 0.1123 $446.67 $50.16
Disclosure

SEC source: 0001013237-23-000106 · wk-form5_1696538180.xml · nonDerivative · entry 1

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,573.477

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:34 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.6512 $446.67 $1,630.88
Disclosure

SEC source: 0001013237-23-000104 · wk-form5_1696538086.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,251.0882

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

Read SEC document
September 15, 2022 Filed Oct 5, 2023 20:32 UTC
Viens DanielFormer EVP Chief HR Officer
OtherCommon Stock 3.5712 $446.67 $1,595.15
Disclosure

SEC source: 0001013237-23-000102 · wk-form5_1696537951.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · Former EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,115.8933

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

Read SEC document
September 01, 2022 Filed Sep 1, 2022 20:06 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: 0001013237-22-000118 · wf-form4_166206274558771.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,500

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.

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
September 01, 2022 Filed Sep 1, 2022 20:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $431.88 $1,079,700.00
Disclosure

SEC source: 0001013237-22-000118 · wf-form4_166206274558771.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,987.5215

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.

Read SEC document
September 01, 2022 Filed Sep 1, 2022 20:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000118 · wf-form4_166206274558771.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,487.5215

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, 2022 Filed Sep 16, 2022 20:16 UTC
Viens DanielEVP, Chief HR Officer
OtherCommon Stock 1.5565 $318.40 $495.59
Disclosure

SEC source: 0001013237-22-000136 · wf-form5_166335936083546.xml · nonDerivative · entry 7

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,238.3221

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

Read SEC document
August 31, 2022 Filed Sep 16, 2022 20:15 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 3.1052 $318.40 $988.70
Disclosure

SEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 7

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177.8285

F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
August 31, 2022 Filed Sep 16, 2022 20:14 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 7.6115 $318.40 $2,423.50
Disclosure

SEC source: 0001013237-22-000132 · wf-form5_166335926963235.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149.202

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

Read SEC document
August 31, 2022 Filed Sep 16, 2022 20:14 UTC
Costigan JohnChief Content Officer
OtherCommon Stock 17.8816 $318.40 $5,693.50
Disclosure

SEC source: 0001013237-22-000130 · wf-form5_166335922355685.xml · nonDerivative · entry 3

Costigan John · CIK 0001927003 · Chief Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 400.2267

F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
August 01, 2022 Filed Aug 2, 2022 20:17 UTC
Moskoff Gregory TMD,Controller and CAO
Tax withholdingCommon Stock 7 $422.80 $2,959.60
Disclosure

SEC source: 0001013237-22-000116 · wf-form4_165947143556030.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 119.6529

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.

Read SEC document
August 01, 2022 Filed Aug 2, 2022 20:13 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: 0001013237-22-000114 · wf-form4_165947119418995.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

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.

Read SEC document
August 01, 2022 Filed Aug 2, 2022 20:13 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $424.92 $1,062,300.00
Disclosure

SEC source: 0001013237-22-000114 · wf-form4_165947119418995.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,987.5215

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.

Read SEC document
August 01, 2022 Filed Aug 2, 2022 20:13 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000114 · wf-form4_165947119418995.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,487.5215

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
July 08, 2022 Filed Jul 11, 2022 20:11 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: 0001013237-22-000100 · wf-form4_165757026951434.xml · derivative · entry 3

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,345

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.

F1 · 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
July 08, 2022 Filed Jul 11, 2022 20:11 UTC
Reeve JonathanEVP, Head of CTS
SaleCommon Stock 335 $401.55 $134,519.25
Disclosure

SEC source: 0001013237-22-000100 · wf-form4_165757026951434.xml · nonDerivative · entry 2

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110.8393

Read SEC document
July 08, 2022 Filed Jul 11, 2022 20:11 UTC
Reeve JonathanEVP, Head of CTS
Exercise / conversionCommon Stock 335 $269.43 $90,259.05
Disclosure

SEC source: 0001013237-22-000100 · wf-form4_165757026951434.xml · nonDerivative · entry 1

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 445.8393

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
July 01, 2022 Filed Jul 1, 2022 20:08 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: 0001013237-22-000098 · wf-form4_165670608386234.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,500

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.

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
July 01, 2022 Filed Jul 1, 2022 20:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $384.54 $961,350.00
Disclosure

SEC source: 0001013237-22-000098 · wf-form4_165670608386234.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,987.5215

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.

Read SEC document
July 01, 2022 Filed Jul 1, 2022 20:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000098 · wf-form4_165670608386234.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,487.5215

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
June 28, 2022 Filed Jun 29, 2022 21:32 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,572 $0.00 Strike: $207.88 $0.00
Disclosure

SEC source: 0001013237-22-000092 · wf-form4_165653831326676.xml · derivative · entry 3

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,572 shares

Expires 2026-01-15

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.

F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted.

Read SEC document
June 28, 2022 Filed Jun 29, 2022 21:32 UTC SaleCommon Stock 2,572 $391.15 $1,006,037.80
Disclosure

SEC source: 0001013237-22-000092 · wf-form4_165653831326676.xml · nonDerivative · entry 2

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177

Read SEC document
June 28, 2022 Filed Jun 29, 2022 21:32 UTC Exercise / conversionCommon Stock 2,572 $207.88 $534,667.36
Disclosure

SEC source: 0001013237-22-000092 · wf-form4_165653831326676.xml · nonDerivative · entry 1

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,749

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
June 24, 2022 Filed Jun 27, 2022 20:16 UTC SaleCommon Stock 1,000 $390.62 $390,620.00
Disclosure

SEC source: 0001013237-22-000090 · wf-form4_165636098251703.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,542

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:16 UTC
Viens DanielEVP, Chief HR Officer
OtherCommon Stock 4.5589 $348.71 $1,589.73
Disclosure

SEC source: 0001013237-22-000136 · wf-form5_166335936083546.xml · nonDerivative · entry 6

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,236.7656

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

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:15 UTC
Skoko GoranEVP, Research & Advisory
OtherCommon Stock 4.1934 $348.71 $1,462.28
Disclosure

SEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 6

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,544.1888

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

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.665 $348.71 $1,626.73
Disclosure

SEC source: 0001013237-22-000135 · wf-form5_166335934351218.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,077.9059

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

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:15 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 0.4448 $348.71 $155.11
Disclosure

SEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 6

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174.7233

F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:14 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.1364 $348.71 $47.56
Disclosure

SEC source: 0001013237-22-000132 · wf-form5_166335926963235.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141.5905

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

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:14 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 0.1435 $348.71 $50.04
Disclosure

SEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 4

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,810.3647

F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:14 UTC
Costigan JohnChief Content Officer
OtherCommon Stock 0.4846 $348.71 $168.98
Disclosure

SEC source: 0001013237-22-000130 · wf-form5_166335922355685.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 382.3451

F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
June 16, 2022 Filed Sep 16, 2022 20:13 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 0.0353 $348.71 $12.31
Disclosure

SEC source: 0001013237-22-000129 · wf-form5_166335920624399.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13.8578

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

Read SEC document
June 16, 2022 Filed Oct 4, 2022 20:25 UTC Amendment
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.665 $348.71 $1,626.73
Disclosure

SEC source: 0001013237-22-000147 · wf-form5a_166491510622966.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,057.437

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

F3 · balance_after: This Amendment to Form 5 is filed solely for the purpose of correcting a clerical error in the Form 5 filed September 16, 2022, to now accurately reflect the amount of securities beneficially owned at end of Issuer's Fiscal Year.

Read SEC document
June 01, 2022 Filed Jun 1, 2022 21:45 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: 0001013237-22-000085 · wf-form4_165411989786823.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

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.

Read SEC document
June 01, 2022 Filed Jun 1, 2022 21:45 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $370.95 $927,375.00
Disclosure

SEC source: 0001013237-22-000085 · wf-form4_165411989786823.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,987.5215

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.

Read SEC document
June 01, 2022 Filed Jun 1, 2022 21:45 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000085 · wf-form4_165411989786823.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,487.5215

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
May 31, 2022 Filed Sep 16, 2022 20:16 UTC
Viens DanielEVP, Chief HR Officer
OtherCommon Stock 31.1118 $324.51 $10,096.09
Disclosure

SEC source: 0001013237-22-000136 · wf-form5_166335936083546.xml · nonDerivative · entry 5

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,232.2067

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

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May 31, 2022 Filed Sep 16, 2022 20:15 UTC
Skoko GoranEVP, Research & Advisory
OtherCommon Stock 30.6493 $324.51 $9,946.00
Disclosure

SEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 5

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,539.9954

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

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May 31, 2022 Filed Sep 16, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 8.111 $324.51 $2,632.10
Disclosure

SEC source: 0001013237-22-000135 · wf-form5_166335934351218.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,052.772

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

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May 31, 2022 Filed Sep 16, 2022 20:15 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 31.1118 $324.51 $10,096.09
Disclosure

SEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 5

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174.2785

F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

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May 31, 2022 Filed Sep 16, 2022 20:14 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 8.7129 $324.51 $2,827.42
Disclosure

SEC source: 0001013237-22-000132 · wf-form5_166335926963235.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141.4541

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

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May 31, 2022 Filed Sep 16, 2022 20:14 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 19.38 $324.51 $6,289.00
Disclosure

SEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 3

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,810.2212

F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

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May 31, 2022 Filed Sep 16, 2022 20:14 UTC
Costigan JohnChief Content Officer
OtherCommon Stock 20.4689 $324.51 $6,642.36
Disclosure

SEC source: 0001013237-22-000130 · wf-form5_166335922355685.xml · nonDerivative · entry 1

Costigan John · CIK 0001927003 · Chief Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 381.8605

F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

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May 31, 2022 Filed Oct 4, 2022 20:25 UTC Amendment
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 8.111 $324.51 $2,632.10
Disclosure

SEC source: 0001013237-22-000147 · wf-form5a_166491510622966.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,052.772

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

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May 02, 2022 Filed May 2, 2022 20:15 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: 0001013237-22-000078 · wf-form4_165152249776639.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,500

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.

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