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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
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Insider transactions

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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
March 18, 2021 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 4.1369 $310.10 $1,282.85
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 4

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,134.1746

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

Read SEC document
March 18, 2021 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 3.7877 $310.10 $1,174.57
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 4

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,426.1887

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

Read SEC document
March 01, 2021 Filed Mar 2, 2021 22:16 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: 0001013237-21-000036 · wf-form4_161472333564059.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 112,500

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
March 01, 2021 Filed Mar 2, 2021 22:16 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $305.90 $764,750.00
Disclosure

SEC source: 0001013237-21-000036 · wf-form4_161472333564059.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
March 01, 2021 Filed Mar 2, 2021 22:16 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000036 · wf-form4_161472333564059.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
February 26, 2021 Filed Sep 10, 2021 21:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 58.0667 $258.32 $14,999.79
Disclosure

SEC source: 0001013237-21-000117 · wf-form5_163130799054261.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,962.3413

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

Read SEC document
February 26, 2021 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 6.1809 $258.32 $1,596.65
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113.704

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

Read SEC document
February 26, 2021 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 31.2666 $258.32 $8,076.79
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 3

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,130.0377

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

Read SEC document
February 26, 2021 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 33.5001 $258.32 $8,653.75
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,422.401

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

Read SEC document
February 12, 2021 Filed Feb 16, 2021 22:10 UTC SaleCommon Stock 1,133 $316.65 $358,764.45
Disclosure

SEC source: 0001013237-21-000034 · wf-form4_161351337023231.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Zimmel Family Foundation

Disclosed balance after: 0

Read SEC document
February 01, 2021 Filed Feb 2, 2021 22:12 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: 0001013237-21-000032 · wf-form4_161230394399662.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,000

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
February 01, 2021 Filed Feb 2, 2021 22:12 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $305.44 $763,600.00
Disclosure

SEC source: 0001013237-21-000032 · wf-form4_161230394399662.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
February 01, 2021 Filed Feb 2, 2021 22:12 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000032 · wf-form4_161230394399662.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
January 15, 2021 Filed Jan 20, 2021 17:19 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,256 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000021 · wf-form4_161118117364267.xml · derivative · entry 1

Choy Siew Kai · CIK 0001814018 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,256

Underlying: Common Stock · 2,256 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:29 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 1,342 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000030 · wf-form4_161118174977262.xml · derivative · entry 1

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,342

Underlying: Common Stock · 1,342 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:24 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 1,342 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000028 · wf-form4_161118147297999.xml · derivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,342

Underlying: Common Stock · 1,342 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:22 UTC
Shavel LeeDirector
GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,256 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000025 · wf-form4_161118134269480.xml · derivative · entry 1

Shavel Lee · CIK 0001521495 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,256

Underlying: Common Stock · 2,256 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:20 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 1,342 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000023 · wf-form4_161118124368282.xml · derivative · entry 1

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,342

Underlying: Common Stock · 1,342 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:18 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 1,342 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000019 · wf-form4_161118109282955.xml · derivative · entry 1

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,342

Underlying: Common Stock · 1,342 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:17 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 915 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000017 · wf-form4_161118099981053.xml · derivative · entry 1

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 915

Underlying: Common Stock · 915 shares

Expires 2028-01-15

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

Read SEC document
January 15, 2021 Filed Jan 20, 2021 22:15 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 1,342 $0.00 Strike: $318.20 $0.00
Disclosure

SEC source: 0001013237-21-000015 · wf-form4_161118089104352.xml · derivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,342

Underlying: Common Stock · 1,342 shares

Expires 2028-01-15

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

Read SEC document
January 14, 2021 Filed Jan 15, 2021 22:08 UTC SaleCommon Stock 100 $327.49 $32,749.00
Disclosure

SEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 5

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Zimmel Family Foundation

Disclosed balance after: 1,133

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

Read SEC document
January 14, 2021 Filed Jan 15, 2021 22:08 UTC SaleCommon Stock 600 $326.63 $195,978.00
Disclosure

SEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 4

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Zimmel Family Foundation

Disclosed balance after: 1,233

F4 · price: This transaction was executed in multiple trades with sales prices ranging from $326.03 to $326.86. 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.

Read SEC document
January 14, 2021 Filed Jan 15, 2021 22:08 UTC SaleCommon Stock 850 $325.16 $276,386.00
Disclosure

SEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 3

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Zimmel Family Foundation

Disclosed balance after: 1,833

F3 · price: This transaction was executed in multiple trades with sales prices ranging from $325.00 to $325.46. 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.

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

Read SEC document
January 13, 2021 Filed Jan 15, 2021 22:08 UTC GiftCommon Stock 2,683 $0.00 $0.00
Disclosure

SEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,404

F1 · kind: Reflects the transfer of 2,683 shares to The Zimmel Family Foundation as a bona fide gift. No compensation was given for the gifting of these shares.

Read SEC document
January 05, 2021 Filed Jan 7, 2021 22:03 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,404 $0.00 Strike: $107.65 $0.00
Disclosure

SEC source: 0001013237-21-000011 · wf-form4_161005702672892.xml · derivative · entry 3

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,404 shares

Expires 2021-01-15

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, 2014 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
January 05, 2021 Filed Jan 7, 2021 22:03 UTC SaleCommon Stock 783 $330.72 $258,953.76
Disclosure

SEC source: 0001013237-21-000011 · wf-form4_161005702672892.xml · nonDerivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,743

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $330.72 to $330.77. 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
January 05, 2021 Filed Jan 7, 2021 22:03 UTC Exercise / conversionCommon Stock 2,404 $107.65 $258,790.60
Disclosure

SEC source: 0001013237-21-000011 · wf-form4_161005702672892.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,526

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 05, 2021 Filed Jan 7, 2021 22:02 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,404 $0.00 Strike: $107.65 $0.00
Disclosure

SEC source: 0001013237-21-000009 · wf-form4_161005693918097.xml · derivative · entry 2

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,404 shares

Expires 2021-01-15

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

F1 · derivative.exercise_date: Options were granted on January 15, 2014 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
January 05, 2021 Filed Jan 7, 2021 22:02 UTC Exercise / conversionCommon Stock 2,404 $107.65 $258,790.60
Disclosure

SEC source: 0001013237-21-000009 · wf-form4_161005693918097.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,087

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 04, 2021 Filed Jan 5, 2021 21:32 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: 0001013237-21-000002 · wf-form4_160988222769833.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,500

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
January 04, 2021 Filed Jan 5, 2021 21:32 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 2,500 $332.87 $832,175.00
Disclosure

SEC source: 0001013237-21-000002 · wf-form4_160988222769833.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
January 04, 2021 Filed Jan 5, 2021 21:32 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 2,500 $164.90 $412,250.00
Disclosure

SEC source: 0001013237-21-000002 · wf-form4_160988222769833.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
December 17, 2020 Filed Sep 10, 2021 21:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.7371 $345.23 $1,290.16
Disclosure

SEC source: 0001013237-21-000117 · wf-form5_163130799054261.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,904.2746

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

Read SEC document
December 17, 2020 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 0.0279 $345.23 $9.63
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107.5231

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

Read SEC document
December 17, 2020 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 3.6381 $345.23 $1,255.98
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 2

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,098.7711

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

Read SEC document
December 17, 2020 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 3.3201 $345.23 $1,146.20
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 2

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,388.9009

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

Read SEC document
December 01, 2020 Filed Dec 2, 2020 22:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,769 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-20-000182 · wf-form4_160694686646506.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,769 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 were granted on November 3, 2014 and vest over a five year period, with 60% exercisable on the third anniversary date of the grant and 40% exercisable on the fifth anniversary date of the grant.

Read SEC document
December 01, 2020 Filed Dec 2, 2020 22:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $336.64 $595,516.16
Disclosure

SEC source: 0001013237-20-000182 · wf-form4_160694686646506.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 October 1, 2019, with an effective date of January 1, 2020, 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
December 01, 2020 Filed Dec 2, 2020 22:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000182 · wf-form4_160694686646506.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,665.6725

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
November 30, 2020 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 6.502 $283.70 $1,844.62
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107.4952

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

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November 09, 2020 Filed Nov 12, 2020 22:32 UTC
Viens DanielSVP, CHRO
GrantEmployee Stock Option (right to buy) · Derivative 3,676 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000178 · wf-form4_160522036572029.xml · derivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,676

Underlying: Common Stock · 3,676 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:35 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
GrantEmployee Stock Option (right to buy) · Derivative 22,370 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000180 · wf-form4_160522048607760.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,370

Underlying: Common Stock · 22,370 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
GrantEmployee Stock Option (right to buy) · Derivative 4,474 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000174 · wf-form4_160522008445506.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,474

Underlying: Common Stock · 4,474 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:30 UTC
Skoko GoranEVP, Wealth Solutions
GrantEmployee Stock Option (right to buy) · Derivative 4,474 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000176 · wf-form4_160522019144563.xml · derivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,474

Underlying: Common Stock · 4,474 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:25 UTC
Moskoff Gregory TSVP, Controller and CAO
GrantEmployee Stock Option (right to buy) · Derivative 1,023 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000172 · wf-form4_160521992541763.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,023

Underlying: Common Stock · 1,023 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:23 UTC GrantEmployee Stock Option (right to buy) · Derivative 4,474 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000170 · wf-form4_160521979856957.xml · derivative · entry 1

Fernandez Gene D. · CIK 0001723733 · EVP, CTPO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,474

Underlying: Common Stock · 4,474 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:15 UTC
Shan Helen L.EVP & Chief Financial Officer
GrantEmployee Stock Option (right to buy) · Derivative 8,629 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000165 · wf-form4_160521931241732.xml · derivative · entry 1

Shan Helen L. · CIK 0001748873 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,629

Underlying: Common Stock · 8,629 shares

Expires 2030-11-09

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

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November 09, 2020 Filed Nov 12, 2020 22:21 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
GrantEmployee Stock Option (right to buy) · Derivative 4,474 $0.00 Strike: $316.71 $0.00
Disclosure

SEC source: 0001013237-20-000168 · wf-form4_160521968108334.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,474

Underlying: Common Stock · 4,474 shares

Expires 2030-11-09

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

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November 02, 2020 Filed Nov 4, 2020 22:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,769 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-20-000163 · wf-form4_160452770913843.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,769

Underlying: Common Stock · 1,769 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 were granted on November 3, 2014 and vest over a five year period, with 60% exercisable on the third anniversary date of the grant and 40% exercisable on the fifth anniversary date of the grant.

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