Tapewire

NYSE · USD

FDS

FACTSET RESEARCH SYSTEMS INC

Export transactions ↓
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

JSON API
Reset

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
May 02, 2022 Filed May 2, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $404.37 $1,010,925.00
Disclosure

SEC source: 0001013237-22-000078 · wf-form4_165152249776639.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
May 02, 2022 Filed May 2, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000078 · wf-form4_165152249776639.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
April 26, 2022 Filed Apr 27, 2022 20:11 UTC SaleCommon Stock 1,767 $418.98 $740,337.66
Disclosure

SEC source: 0001013237-22-000074 · wf-form4_165109026341046.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,531

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $418.97 to $419.31. 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 12, 2022 Filed Apr 13, 2023 20:48 UTC
Moskoff Gregory TMD,Controller and CAO
SaleCommon Stock 311 $409.30 $127,292.30
Disclosure

SEC source: 0001013237-23-000052 · wf-form4_168141892229722.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106.202

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $409.26 to $409.33. 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 08, 2022 Filed Apr 8, 2022 20:22 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,572 $0.00 Strike: $207.88 $0.00
Disclosure

SEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · derivative · entry 4

ZIMMEL JOSEPH · CIK 0001171720 · 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.

F2 · derivative.exercise_date: Options were granted on January 15, 2019 and vest 100% on the third anniversary of the date of grant.

Read SEC document
April 08, 2022 Filed Apr 8, 2022 20:22 UTC SaleCommon Stock 1,203 $443.11 $533,061.33
Disclosure

SEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · nonDerivative · entry 3

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,542

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $443.02 to $443.44. 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 08, 2022 Filed Apr 8, 2022 20:22 UTC SaleCommon Stock 4 $441.90 $1,767.60
Disclosure

SEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · nonDerivative · entry 2

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,745

Read SEC document
April 08, 2022 Filed Apr 8, 2022 20:22 UTC Exercise / conversionCommon Stock 2,572 $207.88 $534,667.36
Disclosure

SEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,749

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
April 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 12,290 $0.00 Strike: $192.11 $0.00
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · derivative · entry 12

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,073

Underlying: Common Stock · 12,290 shares

Expires 2027-12-22

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.

F9 · derivative.exercise_date: Options granted on December 22, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
April 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,227 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · derivative · entry 11

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,818

Underlying: Common Stock · 4,227 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.

F8 · 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
April 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 301 $445.57 $134,116.57
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 10

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F7 · price: This transaction was executed in multiple trades with sales prices ranging from $445.54 to $445.69. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 700 $444.73 $311,311.00
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 9

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 301

F6 · price: This transaction was executed in multiple trades with sales prices ranging from $444.32 to $445.31. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 2,100 $443.85 $932,085.00
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 8

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,001

F5 · price: This transaction was executed in multiple trades with sales prices ranging from $443.32 to $444.30. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 3,021 $442.67 $1,337,306.07
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 7

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,101

F4 · price: This transaction was executed in multiple trades with sales prices ranging from $442.25 to $443.18. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 4,245 $441.64 $1,874,761.80
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 6

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,122

F3 · price: This transaction was executed in multiple trades with sales prices ranging from $441.22 to $442.07. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 1,923 $440.90 $847,850.70
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 5

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,367

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $440.17 to $441.11. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 7 $445.39 $3,117.73
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 4

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,290

Read SEC document
April 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
SaleCommon Stock 4,220 $444.62 $1,876,296.40
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 3

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,297

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $444.31 to $445.11. 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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
Exercise / conversionCommon Stock 12,290 $192.11 $2,361,031.90
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 2

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,517

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 07, 2022 Filed Apr 8, 2022 20:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
Exercise / conversionCommon Stock 4,227 $221.88 $937,886.76
Disclosure

SEC source: 0001013237-22-000070 · wf-form4_164945024417766.xml · nonDerivative · entry 1

Fernandez Gene D. · CIK 0001723733 · Chief Tech & Content Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,227

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 06, 2022 Filed Apr 6, 2022 20:18 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 1,286 $0.00 Strike: $170.24 $0.00
Disclosure

SEC source: 0001013237-22-000064 · wf-form4_164927630842019.xml · derivative · entry 3

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,286 shares

Expires 2024-01-13

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 January 13, 2017 and cliff vest 100% on the third anniversary from the date the options were granted.

Read SEC document
April 06, 2022 Filed Apr 6, 2022 20:18 UTC SaleCommon Stock 1,286 $440.00 $565,840.00
Disclosure

SEC source: 0001013237-22-000064 · wf-form4_164927630842019.xml · nonDerivative · entry 2

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 348

Read SEC document
April 06, 2022 Filed Apr 6, 2022 20:18 UTC Exercise / conversionCommon Stock 1,286 $170.24 $218,928.64
Disclosure

SEC source: 0001013237-22-000064 · wf-form4_164927630842019.xml · nonDerivative · entry 1

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,634

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 06, 2022 Filed Apr 7, 2022 21:18 UTC SaleCommon Stock 976 $444.72 $434,046.72
Disclosure

SEC source: 0001013237-22-000066 · wf-form4_164936626762741.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,177

Read SEC document
April 01, 2022 Filed Apr 1, 2022 20:09 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: 0001013237-22-000055 · wf-form4_164884376414640.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,000

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
April 01, 2022 Filed Apr 1, 2022 20:09 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $435.37 $1,088,425.00
Disclosure

SEC source: 0001013237-22-000055 · wf-form4_164884376414640.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
April 01, 2022 Filed Apr 1, 2022 20:09 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000055 · wf-form4_164884376414640.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
March 17, 2022 Filed Sep 16, 2022 20:16 UTC
Viens DanielEVP, Chief HR Officer
OtherCommon Stock 3.3629 $427.14 $1,436.43
Disclosure

SEC source: 0001013237-22-000136 · wf-form5_166335936083546.xml · nonDerivative · entry 4

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,201.0949

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

Read SEC document
March 17, 2022 Filed Sep 16, 2022 20:15 UTC
Skoko GoranEVP, Research & Advisory
OtherCommon Stock 3.0894 $427.14 $1,319.61
Disclosure

SEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 4

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,509.3461

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

Read SEC document
March 17, 2022 Filed Sep 16, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.4866 $427.14 $1,489.27
Disclosure

SEC source: 0001013237-22-000135 · wf-form5_166335934351218.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,044.661

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

Read SEC document
March 17, 2022 Filed Sep 16, 2022 20:15 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 0.2743 $427.14 $117.16
Disclosure

SEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 4

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143.1667

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

Read SEC document
March 17, 2022 Filed Sep 16, 2022 20:14 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.0857 $427.14 $36.61
Disclosure

SEC source: 0001013237-22-000132 · wf-form5_166335926963235.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132.7412

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

Read SEC document
March 17, 2022 Filed Sep 16, 2022 20:14 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 0.0706 $427.14 $30.16
Disclosure

SEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 2

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,790.8412

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

Read SEC document
March 17, 2022 Filed Sep 16, 2022 20:13 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 0.0265 $427.14 $11.32
Disclosure

SEC source: 0001013237-22-000129 · wf-form5_166335920624399.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13.8225

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

Read SEC document
March 17, 2022 Filed Oct 4, 2022 20:25 UTC Amendment
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.4866 $427.14 $1,489.27
Disclosure

SEC source: 0001013237-22-000147 · wf-form5a_166491510622966.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,044.661

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

Read SEC document
March 01, 2022 Filed Mar 1, 2022 21:08 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: 0001013237-22-000042 · wf-form4_164616888521893.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,500

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
March 01, 2022 Filed Mar 1, 2022 21:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $406.07 $1,015,175.00
Disclosure

SEC source: 0001013237-22-000042 · wf-form4_164616888521893.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
March 01, 2022 Filed Mar 1, 2022 21:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000042 · wf-form4_164616888521893.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
February 28, 2022 Filed Sep 16, 2022 20:16 UTC
Viens DanielEVP, Chief HR Officer
OtherCommon Stock 25.0708 $345.18 $8,653.94
Disclosure

SEC source: 0001013237-22-000136 · wf-form5_166335936083546.xml · nonDerivative · entry 3

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,197.732

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

Read SEC document
February 28, 2022 Filed Sep 16, 2022 20:15 UTC
Skoko GoranEVP, Research & Advisory
OtherCommon Stock 26.7421 $345.18 $9,230.84
Disclosure

SEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,506.2567

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

Read SEC document
February 28, 2022 Filed Sep 16, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 46.7988 $345.18 $16,154.01
Disclosure

SEC source: 0001013237-22-000135 · wf-form5_166335934351218.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,041.1744

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

Read SEC document
February 28, 2022 Filed Sep 16, 2022 20:15 UTC
Reeve JonathanEVP, Head of CTS
OtherCommon Stock 23.8173 $345.18 $8,221.26
Disclosure

SEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 3

Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142.8924

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

Read SEC document
February 28, 2022 Filed Sep 16, 2022 20:14 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 6.7286 $345.18 $2,322.58
Disclosure

SEC source: 0001013237-22-000132 · wf-form5_166335926963235.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132.6555

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

Read SEC document
February 28, 2022 Filed Sep 16, 2022 20:14 UTC
Huber LindaEVP, Chief Financial Officer
OtherCommon Stock 36.7706 $345.18 $12,692.48
Disclosure

SEC source: 0001013237-22-000131 · wf-form5_166335925261281.xml · nonDerivative · entry 1

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,790.7706

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

Read SEC document
February 28, 2022 Filed Oct 4, 2022 20:25 UTC Amendment
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 46.7988 $345.18 $16,154.01
Disclosure

SEC source: 0001013237-22-000147 · wf-form5a_166491510622966.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,041.1744

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

Read SEC document
February 01, 2022 Filed Feb 1, 2022 21:51 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: 0001013237-22-000040 · wf-form4_164375227663924.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,000

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
February 01, 2022 Filed Feb 1, 2022 21:51 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $422.02 $1,055,050.00
Disclosure

SEC source: 0001013237-22-000040 · wf-form4_164375227663924.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
February 01, 2022 Filed Feb 1, 2022 21:51 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-22-000040 · wf-form4_164375227663924.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
January 18, 2022 Filed Jan 20, 2022 17:26 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 963 $0.00 Strike: $428.71 $0.00
Disclosure

SEC source: 0001013237-22-000038 · wf-form4_164271758824202.xml · derivative · entry 2

Choy Siew Kai · CIK 0001814018 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 963

Underlying: Common Stock · 963 shares

Expires 2029-01-18

F2 · derivative.exercise_date: Options granted to non-employee Directors vesting 100% on the third anniversary of the date of grant.

Read SEC document
January 18, 2022 Filed Jan 20, 2022 17:26 UTC GrantCommon Stock 248 $0.00 $0.00
Disclosure

SEC source: 0001013237-22-000038 · wf-form4_164271758824202.xml · nonDerivative · entry 1

Choy Siew Kai · CIK 0001814018 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 248

F1 · shares: Restricted stock units granted to non-employee Directors vesting 100% on the first anniversary of the date of grant.

Read SEC document

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