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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
November 01, 2021 Filed Nov 3, 2021 22:38 UTC
Huber LindaEVP, Chief Financial Officer
GrantCommon Stock 1,754 $0.00 $0.00
Disclosure

SEC source: 0001013237-21-000165 · wf-form4_163597906874771.xml · nonDerivative · entry 1

Huber Linda · CIK 0001327278 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,754

F1 · shares: Restricted stock units vest 1/3 annually on the anniversary date of the grant and are fully vested after three years.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 22:38 UTC
Moskoff Gregory TMD,Controller and CAO
GrantEmployee Stock Option (right to buy) · Derivative 1,465 $0.00 Strike: $434.82 $0.00
Disclosure

SEC source: 0001013237-21-000166 · wf-form4_163597908751077.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,465

Underlying: Common Stock · 1,465 shares

Expires 2031-11-01

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, 2021 Filed Nov 3, 2021 22:37 UTC
Karnovsky Kristina WEVP, Chief Product Officer
GrantEmployee Stock Option (right to buy) · Derivative 3,418 $0.00 Strike: $434.82 $0.00
Disclosure

SEC source: 0001013237-21-000164 · wf-form4_163597904618749.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,418

Underlying: Common Stock · 3,418 shares

Expires 2031-11-01

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, 2021 Filed Nov 3, 2021 22:37 UTC
Reeve JonathanEVP, Senior Head of CTS
GrantEmployee Stock Option (right to buy) · Derivative 3,418 $0.00 Strike: $434.82 $0.00
Disclosure

SEC source: 0001013237-21-000163 · wf-form4_163597902843322.xml · derivative · entry 1

Reeve Jonathan · CIK 0001886006 · EVP, Senior Head of CTS

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,418

Underlying: Common Stock · 3,418 shares

Expires 2031-11-01

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, 2021 Filed Nov 3, 2021 22:37 UTC
Fernandez Gene D.Chief Tech & Content Officer
GrantEmployee Stock Option (right to buy) · Derivative 3,663 $0.00 Strike: $434.82 $0.00
Disclosure

SEC source: 0001013237-21-000162 · wf-form4_163597901064707.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,663

Underlying: Common Stock · 3,663 shares

Expires 2031-11-01

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

Read SEC document
October 15, 2021 Filed Oct 19, 2021 21:05 UTC
Skoko GoranEVP, Research & Advisory
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 982 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001793724-21-000002 · wf-form4_163467752569915.xml · derivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 982 shares

Expires 2024-11-03

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 3, 2014 vested 60% on the third anniversary of grant and 40% on the fifth anniversary of grant.

Read SEC document
October 15, 2021 Filed Oct 19, 2021 21:05 UTC
Skoko GoranEVP, Research & Advisory
SaleCommon Stock 982 $415.46 $407,981.72
Disclosure

SEC source: 0001793724-21-000002 · wf-form4_163467752569915.xml · nonDerivative · entry 2

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,473.3843

F1 · kind: This Transaction was executed in multiple trades with sales prices ranging from $415.12 to $415.94. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 15, 2021 Filed Oct 19, 2021 21:05 UTC
Skoko GoranEVP, Research & Advisory
Exercise / conversionCommon Stock 982 $131.31 $128,946.42
Disclosure

SEC source: 0001793724-21-000002 · wf-form4_163467752569915.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,455.3843

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

Read SEC document
October 01, 2021 Filed Oct 1, 2021 21:01 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: 0001013237-21-000127 · wf-form4_163312209617716.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,000

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 the grant.

Read SEC document
October 01, 2021 Filed Oct 1, 2021 21:01 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $397.59 $993,975.00
Disclosure

SEC source: 0001013237-21-000127 · wf-form4_163312209617716.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, 2020, with an effective date of January 1, 2021, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Read SEC document
October 01, 2021 Filed Oct 1, 2021 21:01 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000127 · wf-form4_163312209617716.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
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 330 $0.00 Strike: $255.87 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 18

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,655

Underlying: Common Stock · 330 shares

Expires 2029-11-01

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.

F10 · derivative.exercise_date: Options granted on November 1, 2019 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 470 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 17

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,166

Underlying: Common Stock · 470 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.

F9 · 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
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 390 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,851

Underlying: Common Stock · 390 shares

Expires 2027-11-02

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

F8 · derivative.exercise_date: Options granted on November 2, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 489 $0.00 Strike: $175.20 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 489 shares

Expires 2025-11-02

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

F7 · derivative.exercise_date: Options granted on November 2, 2015 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 575 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,618

Underlying: Common Stock · 575 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.

F6 · derivative.exercise_date: Options granted on June 30, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 223 $0.00 Strike: $159.14 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 223 shares

Expires 2025-05-01

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

F5 · derivative.exercise_date: Options granted on May 1, 2015 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 320 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,607

Underlying: Common Stock · 320 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.

F4 · derivative.exercise_date: Options granted on November 1, 2016 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 252 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 252 shares

Expires 2024-11-03

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

F3 · derivative.exercise_date: Options granted on November 3, 2014 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 211 $393.14 $82,952.54
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 598

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $393.04 to $393.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 2,838 $392.40 $1,113,631.20
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 809

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $392.02 to $392.92. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 330 $255.87 $84,437.10
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,647

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 470 $221.88 $104,283.60
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,317

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 390 $189.98 $74,092.20
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,847

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 489 $175.20 $85,672.80
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,457

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 575 $166.18 $95,553.50
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,968

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 223 $159.14 $35,488.22
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,393

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 320 $152.28 $48,729.60
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,170

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

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:04 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 252 $131.31 $33,090.12
Disclosure

SEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 850

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

Read SEC document
September 30, 2021 Filed Oct 1, 2021 21:00 UTC SaleCommon Stock 2,024 $398.78 $807,130.72
Disclosure

SEC source: 0001013237-21-000126 · wf-form4_163312203758434.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,976

Read SEC document
September 16, 2021 Filed Sep 16, 2022 20:16 UTC
Viens DanielEVP, Chief HR Officer
OtherCommon Stock 3.6904 $382.18 $1,410.40
Disclosure

SEC source: 0001013237-22-000136 · wf-form5_166335936083546.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · EVP, Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,169.6629

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

Read SEC document
September 16, 2021 Filed Sep 16, 2022 20:15 UTC
Skoko GoranEVP, Research & Advisory
OtherCommon Stock 3.3823 $382.18 $1,292.65
Disclosure

SEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Research & Advisory

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,476.7666

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

Read SEC document
September 16, 2021 Filed Sep 16, 2022 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.7816 $382.18 $1,445.25
Disclosure

SEC source: 0001013237-22-000135 · wf-form5_166335934351218.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,991.3031

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

Read SEC document
September 16, 2021 Filed Sep 16, 2022 20:14 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.0679 $382.18 $25.95
Disclosure

SEC source: 0001013237-22-000132 · wf-form5_166335926963235.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 119.7208

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

Read SEC document
September 16, 2021 Filed Sep 16, 2022 20:13 UTC
Karnovsky Kristina WEVP, Chief Product Officer
OtherCommon Stock 0.0295 $382.18 $11.27
Disclosure

SEC source: 0001013237-22-000129 · wf-form5_166335920624399.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13.772

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

Read SEC document
September 16, 2021 Filed Oct 4, 2022 20:25 UTC Amendment
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.7816 $382.18 $1,445.25
Disclosure

SEC source: 0001013237-22-000147 · wf-form5a_166491510622966.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,991.3031

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

Read SEC document
September 01, 2021 Filed Sep 1, 2021 21:09 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: 0001611324-21-000002 · wf-form4_163053057928995.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,500

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 the grant.

Read SEC document
September 01, 2021 Filed Sep 1, 2021 21:09 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $380.41 $951,025.00
Disclosure

SEC source: 0001611324-21-000002 · wf-form4_163053057928995.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,896.6725

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 29, 2020, with an effective date of January 1, 2021, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

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September 01, 2021 Filed Sep 1, 2021 21:09 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001611324-21-000002 · wf-form4_163053057928995.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,396.6725

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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August 31, 2021 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 5.7956 $275.49 $1,596.63
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126.6529

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

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August 31, 2021 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 9.9154 $275.49 $2,731.59
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 7

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,183.9725

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

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August 31, 2021 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 5.1138 $275.49 $1,408.80
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 7

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,473.3843

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

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August 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,233 $0.00 Strike: $92.22 $0.00
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,233 shares

Expires 2022-11-01

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.

F3 · derivative.exercise_date: Options were granted on November 1, 2012 and are performance-based awards which vest based on the achievement by the issuer of certain financial performance criteria. These options vest over a five year period, with 40% exercisable on the second anniversary of the date of grant, with the remainder vesting at a rate of 1.67% per month thereafter.

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August 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,656 $0.00 Strike: $175.20 $0.00
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,656 shares

Expires 2025-11-02

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

F2 · derivative.exercise_date: Options were granted on November 2, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

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August 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,920 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,920 shares

Expires 2024-11-03

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 November 3, 2014 and vest over a five year period with 60% exercisable on the third anniversary of the date of grant and 40% exercisable on the fifth anniversary of the date of grant.

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August 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
SaleCommon Stock 6,809 $363.00 $2,471,667.00
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
August 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionCommon Stock 1,233 $92.22 $113,707.26
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,809

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 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionCommon Stock 2,656 $175.20 $465,331.20
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,576

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 12, 2021 Filed Aug 13, 2021 21:15 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionCommon Stock 2,920 $131.31 $383,425.20
Disclosure

SEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,920

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 10, 2021 Filed Aug 10, 2021 21:13 UTC SaleCommon Stock 4,554 $364.13 $1,658,248.02
Disclosure

SEC source: 0001013237-21-000091 · wf-form4_162862999611740.xml · nonDerivative · entry 3

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Zimmel Family Foundation

Disclosed balance after: 0

F3 · price: This transaction was executed in multiple trades with sales prices ranging from $363.53 to $364.15. 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.

F2 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation.

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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.