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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

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
November 02, 2020 Filed Nov 4, 2020 22:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $310.69 $549,610.61
Disclosure

SEC source: 0001013237-20-000163 · wf-form4_160452770913843.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
November 02, 2020 Filed Nov 4, 2020 22:08 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000163 · wf-form4_160452770913843.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 02, 2020 Filed Nov 4, 2020 22:03 UTC
Viens DanielSVP, CHRO
Tax withholdingCommon Stock 18 $306.50 $5,517.00
Disclosure

SEC source: 0001013237-20-000161 · wf-form4_160452741906636.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,091.3704

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018, which was previously reported. This restricted stock grant vests 20% annually on the anniversary date of the grant and is fully vested after five years.

Read SEC document
October 06, 2020 Filed Oct 7, 2020 21:59 UTC SaleCommon Stock 100 $326.44 $32,644.00
Disclosure

SEC source: 0001013237-20-000146 · wf-form4_160210795723361.xml · nonDerivative · entry 3

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,122

Read SEC document
October 06, 2020 Filed Oct 7, 2020 21:59 UTC SaleCommon Stock 1,100 $325.27 $357,797.00
Disclosure

SEC source: 0001013237-20-000146 · wf-form4_160210795723361.xml · nonDerivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,222

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $324.84 to $325.78. 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 06, 2020 Filed Oct 7, 2020 21:59 UTC SaleCommon Stock 200 $323.78 $64,756.00
Disclosure

SEC source: 0001013237-20-000146 · wf-form4_160210795723361.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,322

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $323.33 to $324.23. 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, 2020 Filed Oct 2, 2020 21:12 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: 0001013237-20-000139 · wf-form4_160167311843173.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,538

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
October 01, 2020 Filed Oct 2, 2020 21:12 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $335.18 $592,933.42
Disclosure

SEC source: 0001013237-20-000139 · wf-form4_160167311843173.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
October 01, 2020 Filed Oct 2, 2020 21:12 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000139 · wf-form4_160167311843173.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
October 01, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 909 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,636

Underlying: Common Stock · 909 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 400 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,241

Underlying: Common Stock · 400 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 88 $0.00 Strike: $175.20 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 489

Underlying: Common Stock · 88 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,193

Underlying: Common Stock · 3,000 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 400 $0.00 Strike: $159.14 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223

Underlying: Common Stock · 400 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 463 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,927

Underlying: Common Stock · 463 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 500 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252

Underlying: Common Stock · 500 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 705 $331.00 $233,355.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 9

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 $330.94 to $331.23. 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 5,055 $330.44 $1,670,374.20
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,303

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $329.90 to $330.87. 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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 909 $221.88 $201,688.92
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,358

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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 400 $189.98 $75,992.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,449

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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 88 $175.20 $15,417.60
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,049

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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 3,000 $166.18 $498,540.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,961

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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 400 $159.14 $63,656.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,961

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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 463 $152.28 $70,505.64
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,561

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, 2020 Filed Oct 5, 2020 21:28 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 500 $131.31 $65,655.00
Disclosure

SEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,098

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 25, 2020 Filed Sep 29, 2020 21:05 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,307 $0.00 Strike: $138.48 $0.00
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · derivative · entry 14

MCGONIGLE JAMES J · CIK 0001174501 · 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.

F11 · 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,404 $0.00 Strike: $107.65 $0.00
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · derivative · entry 13

MCGONIGLE JAMES J · CIK 0001174501 · 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.

F10 · 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 3,000 $323.49 $970,470.00
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 11

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,766

F8 · price: This transaction was executed in multiple trades with sales prices ranging from $323.22 to $323.55. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 411 $332.65 $136,719.15
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 10

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,766

Read SEC document
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 403 $331.67 $133,663.01
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 9

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,177

F7 · price: This transaction was executed in multiple trades with sales prices ranging from $331.28 to $331.96. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 263 $330.45 $86,908.35
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 8

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,580

F6 · price: This transaction was executed in multiple trades with sales prices ranging from $330.24 to $331.09. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 650 $329.68 $214,292.00
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 7

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,843

F5 · price: This transaction was executed in multiple trades with sales prices ranging from $329.22 to $330.17. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 700 $328.60 $230,020.00
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 6

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,493

F4 · price: This transaction was executed in multiple trades with sales prices ranging from $328.02 to $328.91. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 1,330 $327.43 $435,481.90
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 5

MCGONIGLE JAMES J · CIK 0001174501 · 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 $326.93 to $327.91. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 412 $325.69 $134,184.28
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 4

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,523

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $325.03 to $325.99. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC SaleCommon Stock 542 $323.61 $175,396.62
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 3

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,935

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $323.00 to $323.97. 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
September 25, 2020 Filed Sep 29, 2020 21:05 UTC Exercise / conversionCommon Stock 2,307 $138.48 $319,473.36
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 2

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,477

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 25, 2020 Filed Sep 29, 2020 21:05 UTC Exercise / conversionCommon Stock 2,404 $107.65 $258,790.60
Disclosure

SEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 1

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,170

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.

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September 17, 2020 Filed Sep 10, 2021 21:06 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.865 $333.04 $1,287.20
Disclosure

SEC source: 0001013237-21-000117 · wf-form5_163130799054261.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,900.5375

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

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September 17, 2020 Filed Sep 10, 2021 21:05 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 0.0138 $333.04 $4.60
Disclosure

SEC source: 0001013237-21-000116 · wf-form5_163130790947588.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100.9932

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

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September 17, 2020 Filed Sep 10, 2021 21:04 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 3.7626 $333.04 $1,253.10
Disclosure

SEC source: 0001013237-21-000115 · wf-form5_163130784863927.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,095.133

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

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September 17, 2020 Filed Sep 10, 2021 21:03 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 3.4337 $333.04 $1,143.56
Disclosure

SEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,385.5808

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

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September 01, 2020 Filed Sep 2, 2020 21:34 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: 0001013237-20-000119 · wf-form4_159908244552660.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,307

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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September 01, 2020 Filed Sep 2, 2020 21:34 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $350.68 $620,352.92
Disclosure

SEC source: 0001013237-20-000119 · wf-form4_159908244552660.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,887.4217

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on October 1, 2018, with an effective date of January 1, 2019, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Read SEC document
September 01, 2020 Filed Sep 2, 2020 21:34 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000119 · wf-form4_159908244552660.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,656.4217

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

Read SEC document
August 31, 2020 Filed Sep 2, 2020 21:26 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 10.5641 $260.52 $2,752.16
Disclosure

SEC source: 0001013237-20-000116 · wf-form4_159908197616036.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,374.0184

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

Read SEC document
August 31, 2020 Filed Sep 2, 2020 21:23 UTC
Moskoff Gregory TSVP, Controller and CAO
OtherCommon Stock 5.9794 $260.52 $1,557.75
Disclosure

SEC source: 0001013237-20-000114 · wf-form4_159908178399676.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108.9794

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

Read SEC document
August 31, 2020 Filed Sep 2, 2020 21:20 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 14.9696 $260.52 $3,899.88
Disclosure

SEC source: 0001013237-20-000112 · wf-form4_159908163713361.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,100.4621

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

Read SEC document
August 03, 2020 Filed Aug 3, 2020 21:46 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: 0001013237-20-000109 · wf-form4_159649111040504.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,076

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
August 03, 2020 Filed Aug 3, 2020 21:46 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $349.91 $618,990.79
Disclosure

SEC source: 0001013237-20-000109 · wf-form4_159649111040504.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,887.4217

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on October 1, 2018, with an effective date of January 1, 2019, 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

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