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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.
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MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202604
Feb 202600
Mar 202600
Apr 202600
May 202600
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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
August 10, 2021 Filed Aug 11, 2021 21:06 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 1,800 $0.00 Strike: $170.24 $0.00
Disclosure

SEC source: 0001013237-21-000093 · wf-form4_162871596562379.xml · derivative · entry 3

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,286

Underlying: Common Stock · 1,800 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.

F2 · 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
August 10, 2021 Filed Aug 11, 2021 21:06 UTC SaleCommon Stock 1,800 $362.10 $651,780.00
Disclosure

SEC source: 0001013237-21-000093 · wf-form4_162871596562379.xml · nonDerivative · entry 2

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $361.72 to $362.28. 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
August 10, 2021 Filed Aug 11, 2021 21:06 UTC Exercise / conversionCommon Stock 1,800 $170.24 $306,432.00
Disclosure

SEC source: 0001013237-21-000093 · wf-form4_162871596562379.xml · nonDerivative · entry 1

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,900

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 06, 2021 Filed Aug 10, 2021 21:13 UTC GiftCommon Stock 4,554 $0.00 $0.00
Disclosure

SEC source: 0001013237-21-000091 · wf-form4_162862999611740.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

F1 · kind: Reflects the transfer of 4,554 shares to The Zimmel Family Foundation as a bona fide gift. No compensation was given for the gifting of these shares.

Read SEC document
August 05, 2021 Filed Aug 6, 2021 21:17 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 1,935 $0.00 Strike: $197.75 $0.00
Disclosure

SEC source: 0001013237-21-000089 · wf-form4_162828460434711.xml · derivative · entry 3

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,935 shares

Expires 2025-01-12

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 January 12, 2018 and vest 100% on the third anniversary of the date of grant.

Read SEC document
August 05, 2021 Filed Aug 6, 2021 21:17 UTC SaleCommon Stock 1,935 $357.13 $691,046.55
Disclosure

SEC source: 0001013237-21-000089 · wf-form4_162828460434711.xml · nonDerivative · entry 2

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $356.65 to $357.36. 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
August 05, 2021 Filed Aug 6, 2021 21:17 UTC Exercise / conversionCommon Stock 1,935 $197.75 $382,646.25
Disclosure

SEC source: 0001013237-21-000089 · wf-form4_162828460434711.xml · nonDerivative · entry 1

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,935

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 02, 2021 Filed Aug 3, 2021 21:07 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: 0001013237-21-000084 · wf-form4_162802485148863.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

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
August 02, 2021 Filed Aug 3, 2021 21:07 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $356.72 $891,800.00
Disclosure

SEC source: 0001013237-21-000084 · wf-form4_162802485148863.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.

Read SEC document
August 02, 2021 Filed Aug 3, 2021 21:07 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000084 · wf-form4_162802485148863.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.

Read SEC document
August 02, 2021 Filed Aug 3, 2021 21:01 UTC
Moskoff Gregory TSVP, Controller and CAO
Tax withholdingCommon Stock 8 $357.28 $2,858.24
Disclosure

SEC source: 0001013237-21-000082 · wf-form4_162802445896761.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100.9794

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
July 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,838 $0.00 Strike: $197.75 $0.00
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 12

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,838 shares

Expires 2025-01-12

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 were granted on January 12, 2018 and vest 100% on the third anniversary of the date of grant.

Read SEC document
July 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 3,086 $0.00 Strike: $170.24 $0.00
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 11

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,086 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.

F7 · derivative.exercise_date: Options were granted on January 13, 2017 and vest 100% on the third anniversary of the date of grant.

Read SEC document
July 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 3,545 $0.00 Strike: $146.82 $0.00
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 10

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,545 shares

Expires 2023-01-15

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.

F6 · derivative.exercise_date: Options were granted on January 15, 2016 and vest 100% on the third anniversary of the date of grant.

Read SEC document
July 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,307 $0.00 Strike: $138.48 $0.00
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 9

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,307 shares

Expires 2022-01-15

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.

F5 · derivative.exercise_date: Options were granted on January 15, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
July 16, 2021 Filed Jul 20, 2021 21:07 UTC SaleCommon Stock 1,639 $342.57 $561,472.23
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 8

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,554

F4 · price: This transaction was executed in multiple trades with sales prices ranging from $342.37 to $342.75. 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
July 16, 2021 Filed Jul 20, 2021 21:07 UTC SaleCommon Stock 1,532 $342.99 $525,460.68
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 7

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,193

F3 · price: This transaction was executed in multiple trades with sales prices ranging from $342.40 to $343.18. 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
July 16, 2021 Filed Jul 20, 2021 21:07 UTC SaleCommon Stock 1,521 $342.22 $520,516.62
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 6

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,725

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $341.78 to $342.57. 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
July 16, 2021 Filed Jul 20, 2021 21:07 UTC SaleCommon Stock 934 $342.42 $319,820.28
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 5

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,246

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $342.40 to $342.46. 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
July 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionCommon Stock 2,838 $197.75 $561,214.50
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 4

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,180

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 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionCommon Stock 3,086 $170.24 $525,360.64
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 3

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,342

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 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionCommon Stock 3,545 $146.82 $520,476.90
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 2

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,256

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 16, 2021 Filed Jul 20, 2021 21:07 UTC Exercise / conversionCommon Stock 2,307 $138.48 $319,473.36
Disclosure

SEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,711

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 13, 2021 Filed Jul 15, 2021 21:12 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $170.24 $0.00
Disclosure

SEC source: 0001013237-21-000071 · wf-form4_162638349390787.xml · derivative · entry 3

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,208

Underlying: Common Stock · 3,000 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.

F2 · derivative.exercise_date: Options were granted January 13, 2017 and vest 100% on the third anniversary of the date of grant.

Read SEC document
July 13, 2021 Filed Jul 15, 2021 21:12 UTC SaleCommon Stock 3,000 $335.17 $1,005,510.00
Disclosure

SEC source: 0001013237-21-000071 · wf-form4_162638349390787.xml · nonDerivative · entry 2

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $335.00 to $335.70. 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
July 13, 2021 Filed Jul 15, 2021 21:12 UTC Exercise / conversionCommon Stock 3,000 $170.24 $510,720.00
Disclosure

SEC source: 0001013237-21-000071 · wf-form4_162638349390787.xml · nonDerivative · entry 1

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

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, 2021 Filed Jul 1, 2021 21:15 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: 0001013237-21-000066 · wf-form4_162517405230179.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,500

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
July 01, 2021 Filed Jul 1, 2021 21:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $335.28 $838,200.00
Disclosure

SEC source: 0001013237-21-000066 · wf-form4_162517405230179.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.

Read SEC document
July 01, 2021 Filed Jul 1, 2021 21:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000066 · wf-form4_162517405230179.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.

Read SEC document
June 17, 2021 Filed Sep 10, 2021 21:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.3876 $328.58 $1,441.68
Disclosure

SEC source: 0001013237-21-000117 · wf-form5_163130799054261.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,987.5215

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

Read SEC document
June 17, 2021 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 0.0644 $328.58 $21.16
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120.8573

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

Read SEC document
June 17, 2021 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 4.257 $328.58 $1,398.77
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 6

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,174.0571

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

Read SEC document
June 17, 2021 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 3.9115 $328.58 $1,285.24
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 6

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,468.2705

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

Read SEC document
June 01, 2021 Filed Jun 1, 2021 21:10 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: 0001013237-21-000060 · wf-form4_162258183714821.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,000

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
June 01, 2021 Filed Jun 1, 2021 21:10 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $334.90 $837,250.00
Disclosure

SEC source: 0001013237-21-000060 · wf-form4_162258183714821.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.

Read SEC document
June 01, 2021 Filed Jun 1, 2021 21:10 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000060 · wf-form4_162258183714821.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.

Read SEC document
May 28, 2021 Filed Sep 10, 2021 21:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 16.4787 $264.50 $4,358.62
Disclosure

SEC source: 0001013237-21-000117 · wf-form5_163130799054261.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,983.1339

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

Read SEC document
May 28, 2021 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 7.0425 $264.50 $1,862.74
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120.7929

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

Read SEC document
May 28, 2021 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 35.6255 $264.50 $9,422.94
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 5

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,169.8001

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

Read SEC document
May 28, 2021 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 38.1703 $264.50 $10,096.04
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 5

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,464.359

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

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May 03, 2021 Filed May 4, 2021 21:11 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: 0001013237-21-000056 · wf-form4_162016263543707.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,500

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.

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May 03, 2021 Filed May 4, 2021 21:11 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $336.97 $842,425.00
Disclosure

SEC source: 0001013237-21-000056 · wf-form4_162016263543707.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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May 03, 2021 Filed May 4, 2021 21:11 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000056 · wf-form4_162016263543707.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.

Read SEC document
May 03, 2021 Filed May 6, 2021 00:34 UTC
Shan Helen L.EVP, CRO and CFO
GrantRestricted Stock Unit · Derivative 1,807 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013237-21-000058 · wf-form4_162026126980983.xml · derivative · entry 2

Shan Helen L. · CIK 0001748873 · EVP, CRO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,807

Underlying: Common Stock · 1,807 shares

Expires not disclosed

F2 · derivative.exercise_price: A restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock for each RSU. RSUs vest 100% on the third anniversary of the date of grant.

F2 · derivative.exercise_date: A restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock for each RSU. RSUs vest 100% on the third anniversary of the date of grant.

F2 · derivative.expiration_date: A restricted stock unit ("RSU") represents a contingent right to receive one share of Common Stock for each RSU. RSUs vest 100% on the third anniversary of the date of grant.

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May 03, 2021 Filed May 6, 2021 00:34 UTC
Shan Helen L.EVP, CRO and CFO
GrantEmployee Stock Option (right to buy) · Derivative 7,060 $0.00 Strike: $342.06 $0.00
Disclosure

SEC source: 0001013237-21-000058 · wf-form4_162026126980983.xml · derivative · entry 1

Shan Helen L. · CIK 0001748873 · EVP, CRO and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,060

Underlying: Common Stock · 7,060 shares

Expires 2031-05-03

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

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April 01, 2021 Filed Apr 5, 2021 21:23 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: 0001013237-21-000050 · wf-form4_161765777111042.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,000

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
April 01, 2021 Filed Apr 5, 2021 21:23 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $311.06 $777,650.00
Disclosure

SEC source: 0001013237-21-000050 · wf-form4_161765777111042.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.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 21:23 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000050 · wf-form4_161765777111042.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.

Read SEC document
March 18, 2021 Filed Sep 10, 2021 21:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.3139 $310.10 $1,337.74
Disclosure

SEC source: 0001013237-21-000117 · wf-form5_163130799054261.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,966.6552

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

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March 18, 2021 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 0.0464 $310.10 $14.39
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113.7504

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

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