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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

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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
January 10, 2019 Filed Jan 10, 2019 22:28 UTC SaleCommon Stock 200 $205.10 $41,020.00
Disclosure

SEC source: 0001437749-19-000652 · rdgdoc.xml · nonDerivative · entry 3

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,005

F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 2,039, the per share sales prices ranged from $203.92 to $204.89 and for the shares aggregating 200, the per share sales prices ranged from $204.97 to $205.22. 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.

Read SEC document
January 10, 2019 Filed Jan 10, 2019 22:28 UTC SaleCommon Stock 2,039 $204.39 $416,751.21
Disclosure

SEC source: 0001437749-19-000652 · rdgdoc.xml · nonDerivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,205

F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 2,039, the per share sales prices ranged from $203.92 to $204.89 and for the shares aggregating 200, the per share sales prices ranged from $204.97 to $205.22. 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.

Read SEC document
January 10, 2019 Filed Jan 10, 2019 22:28 UTC Exercise / conversionCommon Stock 5,244 $87.26 $457,591.44
Disclosure

SEC source: 0001437749-19-000652 · rdgdoc.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,244

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 08, 2019 Filed Jan 8, 2019 22:59 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,622 $0.00 Strike: $87.26 $0.00
Disclosure

SEC source: 0001437749-19-000556 · rdgdoc.xml · derivative · entry 3

BILLEADEAU SCOTT A · CIK 0001164867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,622 shares

Expires 2019-01-13

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

F2 · derivative.exercise_date: Options were granted on January 13, 2012 and vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
January 08, 2019 Filed Jan 8, 2019 22:59 UTC SaleCommon Stock 1,856 $200.89 $372,851.84
Disclosure

SEC source: 0001437749-19-000556 · rdgdoc.xml · nonDerivative · entry 2

BILLEADEAU SCOTT A · CIK 0001164867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,001

F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 1,856, the per share sales prices ranged from $200.49 to $201.17. 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.

Read SEC document
January 08, 2019 Filed Jan 8, 2019 22:59 UTC Exercise / conversionCommon Stock 2,622 $87.26 $228,795.72
Disclosure

SEC source: 0001437749-19-000556 · rdgdoc.xml · nonDerivative · entry 1

BILLEADEAU SCOTT A · CIK 0001164867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,857

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 03, 2019 Filed Jan 4, 2019 23:24 UTC SaleCommon Stock 2,622 $195.74 $513,230.28
Disclosure

SEC source: 0001437749-19-000361 · rdgdoc.xml · nonDerivative · entry 2

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,419

Read SEC document
January 03, 2019 Filed Jan 4, 2019 23:24 UTC Exercise / conversionCommon Stock 2,622 $87.26 $228,795.72
Disclosure

SEC source: 0001437749-19-000361 · rdgdoc.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,041

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 03, 2019 Filed Jan 7, 2019 22:16 UTC Amendment Exercise / conversionCommon Stock 2,622 $87.26 $228,795.72
Disclosure

SEC source: 0001437749-19-000486 · rdgdoc.xml · nonDerivative · entry 1

ZIMMEL JOSEPH · CIK 0001171720 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,041

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 · balance_after: This Form 4/A amends the original Form 4 filed on January 4, 2019. The purpose of this amendment is to correct the previously filed Form 4, which had indicated Mr. Zimmel sold his previously exercised non-qualified stock option grant of 2,622 on January 3, 2019 when he had actually held the shares (in a cash and hold transaction). The number of FactSet common shares owned as of January 3, 2019 should be 5,041. Table II in the original filing, submitted on January 4, 2019, is accurate and remains unchanged.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 23:41 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,622 $0.00 Strike: $87.26 $0.00
Disclosure

SEC source: 0001437749-19-000366 · rdgdoc.xml · derivative · entry 4

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,622 shares

Expires 2019-01-13

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.

F3 · derivative.exercise_date: Options were granted on January 13, 2012 and vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 23:41 UTC SaleCommon Stock 261 $198.87 $51,905.07
Disclosure

SEC source: 0001437749-19-000366 · rdgdoc.xml · nonDerivative · entry 3

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,533

F2 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 896, the per share sales prices ranged from $197.64 to $198.53 and for the shares aggregating 261, the per share sales prices ranged from $198.81 to $199.03. 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.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 23:41 UTC SaleCommon Stock 896 $198.16 $177,551.36
Disclosure

SEC source: 0001437749-19-000366 · rdgdoc.xml · nonDerivative · entry 2

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,794

F2 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 896, the per share sales prices ranged from $197.64 to $198.53 and for the shares aggregating 261, the per share sales prices ranged from $198.81 to $199.03. 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.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 23:41 UTC Exercise / conversionCommon Stock 2,622 $87.26 $228,795.72
Disclosure

SEC source: 0001437749-19-000366 · rdgdoc.xml · nonDerivative · entry 1

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,690

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 · balance_after: It was recently discovered that in a Form 4 filed on December 21, 2012, Mr. McGonigle's total ownership was inadvertently overstated by 1,500 shares due to a miscalculation in applying a stock split change. This overstatement was carried forward in the subsequent Form 4s filed starting on January 10, 2014 and ending on January 9, 2018. All transactions were otherwise properly reported. The total ownership column in this Form 4 has been corrected for this error.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 23:32 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,182 $0.00 Strike: $94.84 $0.00
Disclosure

SEC source: 0001437749-19-000364 · rdgdoc.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,547

Underlying: FactSet Common Stock · 1,182 shares

Expires 2021-11-01

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 were granted on November 1, 2011 and vest over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 23:32 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 1,182 $200.00 $236,400.00
Disclosure

SEC source: 0001437749-19-000364 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,688

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
January 02, 2019 Filed Jan 4, 2019 23:32 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 1,182 $94.84 $112,100.88
Disclosure

SEC source: 0001437749-19-000364 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,870

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 27, 2018 Filed Dec 28, 2018 22:01 UTC Exercise / conversionEmployee Stock Option (right to buy) · Derivative 15,900 $0.00 Strike: $94.84 $0.00
Disclosure

SEC source: 0001437749-18-022746 · rdgdoc.xml · derivative · entry 3

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,016

Underlying: Common Stock · 15,900 shares

Expires 2019-01-31

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 1, 2011 and vest 20% annually on the anniversary date of the grant and are fully vested after five years.

F3 · derivative.expiration_date: Mr. Hadley ceased to be an employee of the Company on November 1 2018, but will remain as the Chairman of the Board thereafter. As Mr. Hadley is no longer an employee of the Company, his options expire 90 days from separation, consistent with the FactSet Research Systems Inc. Stock Option and Award Plan, as Amended and Restated.

Read SEC document
December 27, 2018 Filed Dec 28, 2018 22:01 UTC GiftCommon Stock 9,500 $197.33 $1,874,635.00
Disclosure

SEC source: 0001437749-18-022746 · rdgdoc.xml · nonDerivative · entry 2

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 609,388

F1 · price: Based on the average of the high and low price of FactSet common stock on December 27, 2018.

Read SEC document
December 27, 2018 Filed Dec 28, 2018 22:01 UTC Exercise / conversionCommon Stock 15,900 $94.84 $1,507,956.00
Disclosure

SEC source: 0001437749-18-022746 · rdgdoc.xml · nonDerivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 618,888

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 26, 2018 Filed Dec 28, 2018 21:59 UTC GiftCommon Stock 265 $191.00 $50,615.00
Disclosure

SEC source: 0001437749-18-022743 · rdgdoc.xml · nonDerivative · entry 1

BILLEADEAU SCOTT A · CIK 0001164867 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235

Read SEC document
December 19, 2018 Filed Dec 20, 2018 22:00 UTC
Viens DanielSVP, CHRO
GrantEmployee Stock Option (right to buy) · Derivative 3,889 $0.00 Strike: $200.99 $0.00
Disclosure

SEC source: 0001437749-18-022393 · rdgdoc.xml · derivative · entry 1

Viens Daniel · CIK 0001759414 · SVP, CHRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,889

Underlying: Common Stock · 3,889 shares

Expires 2028-12-19

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

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:27 UTC
Robie Robert J.EVP, Head of Trading&Analytics
GrantEmployee Stock Option (right to buy) · Derivative 7,045 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001437749-18-019561 · rdgdoc.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,045

Underlying: Common Stock · 7,045 shares

Expires 2028-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:27 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Tax withholdingCommon Stock 287 $221.88 $63,679.56
Disclosure

SEC source: 0001437749-18-019561 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,611

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:18 UTC Tax withholdingCommon Stock 1,277 $221.88 $283,340.76
Disclosure

SEC source: 0001437749-18-019556 · rdgdoc.xml · nonDerivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 602,988

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:31 UTC
Stern Rachel RebeccaEVP, General Counsel
GrantEmployee Stock Option (right to buy) · Derivative 9,247 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001437749-18-019564 · rdgdoc.xml · derivative · entry 2

Stern Rachel Rebecca · CIK 0001588985 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,247

Underlying: Common Stock · 9,247 shares

Expires 2028-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:31 UTC
Stern Rachel RebeccaEVP, General Counsel
Tax withholdingCommon Stock 134 $221.88 $29,731.92
Disclosure

SEC source: 0001437749-18-019564 · rdgdoc.xml · nonDerivative · entry 1

Stern Rachel Rebecca · CIK 0001588985 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:30 UTC
Wiseman John W.EVP, Global Head of Sales
GrantEmployee Stock Option (right to buy) · Derivative 7,045 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001437749-18-019563 · rdgdoc.xml · derivative · entry 2

Wiseman John W. · CIK 0001706225 · EVP, Global Head of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,045

Underlying: Common Stock · 7,045 shares

Expires 2028-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:30 UTC
Wiseman John W.EVP, Global Head of Sales
Tax withholdingCommon Stock 152 $221.88 $33,725.76
Disclosure

SEC source: 0001437749-18-019563 · rdgdoc.xml · nonDerivative · entry 1

Wiseman John W. · CIK 0001706225 · EVP, Global Head of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,840

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:28 UTC GrantEmployee Stock Option (right to buy) · Derivative 7,045 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001437749-18-019562 · rdgdoc.xml · derivative · entry 1

Fernandez Gene D. · CIK 0001723733 · EVP, CTPO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,045

Underlying: Common Stock · 7,045 shares

Expires 2028-11-01

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

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:25 UTC
Nicolelli MaurizioFormer Chief Financial Officer
Tax withholdingCommon Stock 444 $221.88 $98,514.72
Disclosure

SEC source: 0001437749-18-019560 · rdgdoc.xml · nonDerivative · entry 1

Nicolelli Maurizio · CIK 0001472650 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,133

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:20 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
GrantEmployee Stock Option (right to buy) · Derivative 26,422 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001437749-18-019558 · rdgdoc.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,422

Underlying: Common Stock · 26,422 shares

Expires 2028-11-01

F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:20 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Tax withholdingCommon Stock 363 $221.88 $80,542.44
Disclosure

SEC source: 0001437749-18-019558 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,688

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:09 UTC
McNulty Matthew JSVP, Controller
GrantEmployee Stock Option (right to buy) · Derivative 1,850 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001437749-18-019552 · rdgdoc.xml · derivative · entry 3

McNulty Matthew J · CIK 0001645969 · SVP, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,850

Underlying: Common Stock · 1,850 shares

Expires 2028-11-01

F3 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:09 UTC
McNulty Matthew JSVP, Controller
GrantCommon Stock 212 $221.88 $47,038.56
Disclosure

SEC source: 0001437749-18-019552 · rdgdoc.xml · nonDerivative · entry 2

McNulty Matthew J · CIK 0001645969 · SVP, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,145

F2 · shares: Restricted stock units vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
November 01, 2018 Filed Nov 5, 2018 22:09 UTC
McNulty Matthew JSVP, Controller
Tax withholdingCommon Stock 110 $221.88 $24,406.80
Disclosure

SEC source: 0001437749-18-019552 · rdgdoc.xml · nonDerivative · entry 1

McNulty Matthew J · CIK 0001645969 · SVP, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,933

F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported.

Read SEC document
October 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 191 $0.00 Strike: $92.22 $0.00
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 191 shares

Expires 2022-11-01

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

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

Read SEC document
October 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 19 $0.00 Strike: $94.84 $0.00
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19 shares

Expires 2021-11-01

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.

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

Read SEC document
October 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 964 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,853

Underlying: Common Stock · 964 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.

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

Read SEC document
October 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
SaleCommon Stock 1,174 $224.78 $263,891.72
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,898

Read SEC document
October 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 191 $92.22 $17,614.02
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,072

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 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 19 $94.84 $1,801.96
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,881

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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October 02, 2018 Filed Oct 4, 2018 22:31 UTC
Robie Robert J.EVP, Head of Trading&Analytics
Exercise / conversionCommon Stock 964 $152.28 $146,797.92
Disclosure

SEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,862

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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October 01, 2018 Filed Oct 1, 2018 22:18 UTC
McNulty Matthew JSVP, Controller
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,684 $0.00 Strike: $92.22 $0.00
Disclosure

SEC source: 0001437749-18-017684 · rdgdoc.xml · derivative · entry 3

McNulty Matthew J · CIK 0001645969 · SVP, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,684 shares

Expires 2022-11-01

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

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

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October 01, 2018 Filed Oct 1, 2018 22:18 UTC
McNulty Matthew JSVP, Controller
SaleCommon Stock 1,684 $225.00 $378,900.00
Disclosure

SEC source: 0001437749-18-017684 · rdgdoc.xml · nonDerivative · entry 2

McNulty Matthew J · CIK 0001645969 · SVP, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,043

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October 01, 2018 Filed Oct 1, 2018 22:18 UTC
McNulty Matthew JSVP, Controller
Exercise / conversionCommon Stock 1,684 $92.22 $155,298.48
Disclosure

SEC source: 0001437749-18-017684 · rdgdoc.xml · nonDerivative · entry 1

McNulty Matthew J · CIK 0001645969 · SVP, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,727

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 28, 2018 Filed Oct 1, 2018 20:44 UTC
Shan Helen L.EVP & Chief Financial Officer
GrantEmployee Stock Option (right to buy) · Derivative 13,195 $0.00 Strike: $223.71 $0.00
Disclosure

SEC source: 0001437749-18-017672 · rdgdoc.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,195

Underlying: Common Stock · 13,195 shares

Expires 2028-09-28

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

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August 31, 2018 Filed Oct 15, 2018 22:58 UTC
Wiseman John W.EVP, Global Head of Sales
OtherCommon Stock 32 $173.34 $5,546.88
Disclosure

SEC source: 0001437749-18-018314 · rdgdoc.xml · nonDerivative · entry 3

Wiseman John W. · CIK 0001706225 · EVP, Global Head of Sales

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,992

F1 · kind: The shares shown as being acquired were acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan, an Internal Revenue Code Section 423 stock purchase plan, in transactions exempt under Rule 16b-3(c).

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August 31, 2018 Filed Oct 15, 2018 22:54 UTC
Nicolelli MaurizioFormer Chief Financial Officer
OtherCommon Stock 32 $173.34 $5,546.88
Disclosure

SEC source: 0001437749-18-018312 · rdgdoc.xml · nonDerivative · entry 3

Nicolelli Maurizio · CIK 0001472650 · Former Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,577

F1 · kind: The shares shown as being acquired were acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan, an Internal Revenue Code Section 423 stock purchase plan, in transactions exempt under Rule 16b-3(c).

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August 31, 2018 Filed Oct 15, 2018 22:49 UTC OtherCommon Stock 33 $173.34 $5,720.22
Disclosure

SEC source: 0001437749-18-018311 · rdgdoc.xml · nonDerivative · entry 3

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 604,265

F1 · kind: The shares shown as being acquired were acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan, an Internal Revenue Code Section 423 stock purchase plan, in transactions exempt under Rule 16b-3(c).

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July 13, 2018 Filed Jul 18, 2018 13:44 UTC SaleFactSet Common Stock 11,669 $203.64 $2,376,275.16
Disclosure

SEC source: 0001437749-18-013396 · rdgdoc.xml · nonDerivative · entry 5

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 604,147

F2 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 19,789, the per share sales prices ranged from $201.35 to $202.35; for the shares aggregating 13,086, the per share sales prices ranged from $202.37 to $203.37; and for the shares aggregating 11,669, the per share sales price ranged from $203.38 to $204.23. 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.