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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
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 500 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,545

Underlying: Common Stock · 500 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.

F7 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 500 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,641

Underlying: Common Stock · 500 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.

F6 · 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
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,100 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,193

Underlying: Common Stock · 1,100 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.

F5 · 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
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 500 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,390

Underlying: Common Stock · 500 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
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 400 $0.00 Strike: $175.20 $0.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 577

Underlying: Common Stock · 400 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.

F3 · 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
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 752

Underlying: Common Stock · 1,000 shares

Expires 2024-11-03

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

F2 · derivative.exercise_date: Options granted on November 3, 2014 vest over a 5 year period with 60% exercisable three years after the grant date and 40% exercisable 5 years after the grant date.

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 1,900 $276.85 $526,015.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.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

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 1,000 $276.03 $276,030.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,498

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 1,100 $276.12 $303,732.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,498

F1 · price: This transaction was executed in multiple trades with sale prices ranging from $275.63 to $276.52. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 500 $221.88 $110,940.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,598

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

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 500 $189.98 $94,990.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,098

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
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 1,100 $166.18 $182,798.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,598

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

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 500 $152.28 $76,140.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,498

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

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 400 $175.20 $70,080.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,998

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

Read SEC document
April 09, 2020 Filed Apr 13, 2020 21:16 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 1,000 $131.31 $131,310.00
Disclosure

SEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,598

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

Read SEC document
April 07, 2020 Filed Apr 7, 2020 21:16 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 4,208 $0.00 Strike: $170.24 $0.00
Disclosure

SEC source: 0001013237-20-000058 · wf-form4_158629415461151.xml · derivative · entry 3

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,208 shares

Expires 2024-01-13

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

F1 · derivative.exercise_date: Options were granted on January 13, 2017 and vest 100% on the third anniversary date of the grant.

Read SEC document
April 07, 2020 Filed Apr 7, 2020 21:16 UTC SaleCommon Stock 4,208 $269.09 $1,132,330.72
Disclosure

SEC source: 0001013237-20-000058 · wf-form4_158629415461151.xml · nonDerivative · entry 2

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
April 07, 2020 Filed Apr 7, 2020 21:16 UTC Exercise / conversionCommon Stock 4,208 $170.24 $716,369.92
Disclosure

SEC source: 0001013237-20-000058 · wf-form4_158629415461151.xml · nonDerivative · entry 1

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,208

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

Read SEC document
April 02, 2020 Filed Apr 3, 2020 21:02 UTC SaleCommon Stock 2,500 $252.30 $630,750.00
Disclosure

SEC source: 0001013237-20-000056 · wf-form4_158594773149654.xml · nonDerivative · entry 1

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,533

F1 · price: Price reported is a weighted average sales price for transactions during April 2, 2020. The per share sales price ranged from $252.05 to $252.79.

Read SEC document
April 01, 2020 Filed Apr 2, 2020 21:17 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: 0001013237-20-000054 · wf-form4_158586224445077.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,152

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
April 01, 2020 Filed Apr 2, 2020 21:17 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $248.86 $440,233.34
Disclosure

SEC source: 0001013237-20-000054 · wf-form4_158586224445077.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,854.4219

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
April 01, 2020 Filed Apr 2, 2020 21:17 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000054 · wf-form4_158586224445077.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,623.4219

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

Read SEC document
April 01, 2020 Filed Apr 2, 2020 21:15 UTC SaleCommon Stock 29,743 $253.80 $7,548,773.40
Disclosure

SEC source: 0001013237-20-000052 · wf-form4_158586213965413.xml · nonDerivative · entry 3

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 400,000

F3 · price: Price reported is a weighted average sales price for transactions during April 1, 2020. The per share sales price ranged from $251.05 to $256.44.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 21:15 UTC SaleCommon Stock 22,821 $260.76 $5,950,803.96
Disclosure

SEC source: 0001013237-20-000052 · wf-form4_158586213965413.xml · nonDerivative · entry 2

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 429,743

F2 · price: Price reported is a weighted average sales price for transactions during March 31, 2020. The per share sales price ranged from $257.63 to $263.34.

Read SEC document
March 31, 2020 Filed Apr 2, 2020 21:15 UTC GiftCommon Stock 14,804 $0.00 $0.00
Disclosure

SEC source: 0001013237-20-000052 · wf-form4_158586213965413.xml · nonDerivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 452,564

F1 · price: This transaction was a Bona Fide Gift. No compensation was given to the donor for the gifting of these shares.

Read SEC document
March 19, 2020 Filed Sep 10, 2020 21:08 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 4.3715 $235.04 $1,027.48
Disclosure

SEC source: 0001013237-20-000125 · wf-form5_159977209096526.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,378.3899

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

Read SEC document
March 19, 2020 Filed Sep 10, 2020 21:06 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 4.7999 $235.04 $1,128.17
Disclosure

SEC source: 0001013237-20-000123 · wf-form5_159977199801706.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,105.262

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

Read SEC document
March 19, 2020 Filed Sep 10, 2020 21:05 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.9914 $235.04 $1,173.18
Disclosure

SEC source: 0001013237-20-000121 · wf-form5_159977191095956.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,892.4131

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

Read SEC document
March 02, 2020 Filed Mar 3, 2020 22:21 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: 0001013237-20-000043 · wf-form4_158327409716182.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,921

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.

F3 · 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
March 02, 2020 Filed Mar 3, 2020 22:21 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $267.17 $472,623.73
Disclosure

SEC source: 0001013237-20-000043 · wf-form4_158327409716182.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,854.4219

F2 · 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
March 02, 2020 Filed Mar 3, 2020 22:21 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000043 · wf-form4_158327409716182.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,623.4219

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

Read SEC document
February 28, 2020 Filed Mar 3, 2020 22:21 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 60.4219 $221.12 $13,360.49
Disclosure

SEC source: 0001013237-20-000043 · wf-form4_158327409716182.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,854.4219

F1 · shares: Effective December 2, 2019, fractional shares may now be acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan ("ESPP"). The amount reflects the acquisition of shares pursuant to the ESPP.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 22:20 UTC
Viens DanielSVP, CHRO
OtherCommon Stock 38.8938 $221.12 $8,600.20
Disclosure

SEC source: 0001013237-20-000041 · wf-form4_158327401534337.xml · nonDerivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,048.8938

F1 · shares: Effective December 2, 2019, fractional shares may now be acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan ("ESPP"). The amount reflects the acquisition of shares pursuant to the ESPP.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 22:19 UTC
Skoko GoranEVP, Wealth Solutions
OtherCommon Stock 41.0404 $221.12 $9,074.85
Disclosure

SEC source: 0001013237-20-000039 · wf-form4_158327394349585.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,324.0404

F1 · shares: Effective December 2, 2019, fractional shares may now be acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan ("ESPP"). The amount reflects the acquisition of shares pursuant to the ESPP.

Read SEC document
February 28, 2020 Filed Mar 3, 2020 22:16 UTC
Gossieaux Franck A.R.EVP, Chief Revenue Officer
OtherCommon Stock 37.26 $221.12 $8,238.93
Disclosure

SEC source: 0001013237-20-000037 · wf-form4_158327374985387.xml · nonDerivative · entry 1

Gossieaux Franck A.R. · CIK 0001778278 · EVP, Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 494.26

F1 · shares: Effective December 2, 2019, fractional shares may now be acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan ("ESPP"). The amount reflects the acquisition of shares pursuant to the ESPP.

Read SEC document
February 03, 2020 Filed Feb 3, 2020 22:03 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: 0001013237-20-000035 · wf-form4_158076741385646.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,690

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
February 03, 2020 Filed Feb 3, 2020 22:03 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,769 $286.84 $507,419.96
Disclosure

SEC source: 0001013237-20-000035 · wf-form4_158076741385646.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,794

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
February 03, 2020 Filed Feb 3, 2020 22:03 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,769 $131.31 $232,287.39
Disclosure

SEC source: 0001013237-20-000035 · wf-form4_158076741385646.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,563

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, 2020 Filed Jan 17, 2020 02:08 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000032 · wf-form4_157922690288066.xml · derivative · entry 1

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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, 2020 Filed Jan 17, 2020 02:09 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000033 · wf-form4_157922692743974.xml · derivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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

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January 15, 2020 Filed Jan 17, 2020 02:04 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000029 · wf-form4_157922666615965.xml · derivative · entry 1

Jordan Sheila B · CIK 0001676720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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, 2020 Filed Jan 17, 2020 02:04 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000028 · wf-form4_157922664264882.xml · derivative · entry 1

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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

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January 15, 2020 Filed Jan 17, 2020 01:59 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000025 · wf-form4_157922636557084.xml · derivative · entry 1

BILLEADEAU SCOTT A · CIK 0001164867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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, 2020 Filed Jan 17, 2020 01:59 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000024 · wf-form4_157922634292568.xml · derivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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

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January 15, 2020 Filed Jan 17, 2020 01:54 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000019 · wf-form4_157922605690070.xml · derivative · entry 1

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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, 2020 Filed Jan 17, 2020 01:56 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 2,010 $0.00 Strike: $271.51 $0.00
Disclosure

SEC source: 0001013237-20-000021 · wf-form4_157922618654460.xml · derivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,010

Underlying: Common Stock · 2,010 shares

Expires 2027-01-15

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

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January 09, 2020 Filed Jan 13, 2020 20:52 UTC SaleCommon Stock 2,622 $268.83 $704,872.26
Disclosure

SEC source: 0001013237-20-000017 · wf-form4_157894871571592.xml · nonDerivative · entry 2

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Zimmel Family Foundation

Disclosed balance after: 2,683

F2 · price: Price reported in Column 4 is a weighted average sales price based on various sales prices within a range. The per share sales prices ranged from $268.77 to $269.00. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4.

F1 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation.

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January 06, 2020 Filed Jan 8, 2020 23:56 UTC
Gossieaux Franck A.R.EVP, Global Head of Sales
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,522 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · derivative · entry 5

Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,522 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.

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January 06, 2020 Filed Jan 8, 2020 23:56 UTC
Gossieaux Franck A.R.EVP, Global Head of Sales
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 375 $0.00 Strike: $108.64 $0.00
Disclosure

SEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · derivative · entry 4

Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 375 shares

Expires 2023-11-01

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.

F2 · derivative.exercise_date: Options granted on November 1, 2013 vest 20% on the first-anniversary date of the grant and 1.67% per month thereafter, for the remainder of the grant term.

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January 06, 2020 Filed Jan 8, 2020 23:56 UTC
Gossieaux Franck A.R.EVP, Global Head of Sales
SaleCommon Stock 2,897 $265.49 $769,124.53
Disclosure

SEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · nonDerivative · entry 3

Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 457

F1 · price: Price reported in Column 4 is a weighted average sales price based on various sales prices within a range. The per share sales prices ranged from $265.28 to $265.67. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4.

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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.