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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 4 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 13, 2018 Filed Jul 18, 2018 13:44 UTC |
HADLEY PHILIP ADirector
|
SaleFactSet Common Stock | 13,086 | $202.77 | $2,653,448.22 |
DisclosureSEC source: 0001437749-18-013396 · rdgdoc.xml · nonDerivative · entry 4 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,816 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. Read SEC document |
| July 13, 2018 Filed Jul 18, 2018 13:44 UTC |
HADLEY PHILIP ADirector
|
SaleFactSet Common Stock | 19,789 | $201.85 | $3,994,409.65 |
DisclosureSEC source: 0001437749-18-013396 · rdgdoc.xml · nonDerivative · entry 3 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,902 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. Read SEC document |
| July 12, 2018 Filed Jul 18, 2018 13:44 UTC |
HADLEY PHILIP ADirector
|
SaleFactSet Common Stock | 2,500 | $206.04 | $515,100.00 |
DisclosureSEC source: 0001437749-18-013396 · rdgdoc.xml · nonDerivative · entry 2 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 648,691 F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 22,956, the per share sales prices ranged from $204.83 to $205.76 and for the shares aggregating 2,500, the per share sales prices ranged from $205.83 to $206.33. 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 |
| July 12, 2018 Filed Jul 18, 2018 13:44 UTC |
HADLEY PHILIP ADirector
|
SaleFactSet Common Stock | 22,956 | $205.38 | $4,714,703.28 |
DisclosureSEC source: 0001437749-18-013396 · rdgdoc.xml · nonDerivative · entry 1 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651,191 F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 22,956, the per share sales prices ranged from $204.83 to $205.76 and for the shares aggregating 2,500, the per share sales prices ranged from $205.83 to $206.33. 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 |
| July 09, 2018 Filed Jul 10, 2018 22:56 UTC |
Nicolelli MaurizioChief Financial Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,589 | $0.00 Strike: $92.22 | $0.00 |
DisclosureSEC source: 0001437749-18-013188 · rdgdoc.xml · derivative · entry 6 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,529 Underlying: FactSet Common Stock · 2,589 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. Read SEC document |
| July 09, 2018 Filed Jul 10, 2018 22:56 UTC |
Nicolelli MaurizioChief Financial Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,898 | $0.00 Strike: $92.22 | $0.00 |
DisclosureSEC source: 0001437749-18-013188 · rdgdoc.xml · derivative · entry 5 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,118 Underlying: FactSet Common Stock · 7,898 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. Read SEC document |
| July 09, 2018 Filed Jul 10, 2018 22:56 UTC |
Nicolelli MaurizioChief Financial Officer
|
SaleFactSet Common Stock | 2,589 | $203.90 | $527,897.10 |
DisclosureSEC source: 0001437749-18-013188 · rdgdoc.xml · nonDerivative · entry 4 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 7,898, the per share sales prices ranged from $203.60 to $204.25 and for the shares aggregating 2,589, the per share sales prices ranged from $203.70 to $204.25. 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 |
| July 09, 2018 Filed Jul 10, 2018 22:56 UTC |
Nicolelli MaurizioChief Financial Officer
|
Exercise / conversionFactSet Common Stock | 2,589 | $92.22 | $238,757.58 |
DisclosureSEC source: 0001437749-18-013188 · rdgdoc.xml · nonDerivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 09, 2018 Filed Jul 10, 2018 22:56 UTC |
Nicolelli MaurizioChief Financial Officer
|
SaleFactSet Common Stock | 7,898 | $203.89 | $1,610,323.22 |
DisclosureSEC source: 0001437749-18-013188 · rdgdoc.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 7,898, the per share sales prices ranged from $203.60 to $204.25 and for the shares aggregating 2,589, the per share sales prices ranged from $203.70 to $204.25. 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 |
| July 09, 2018 Filed Jul 10, 2018 22:56 UTC |
Nicolelli MaurizioChief Financial Officer
|
Exercise / conversionFactSet Common Stock | 7,898 | $92.22 | $728,353.56 |
DisclosureSEC source: 0001437749-18-013188 · rdgdoc.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,352 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 22:08 UTC |
McNulty Matthew JSVP, Controller
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,720 | Not disclosed Strike: $200.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-012952 · rdgdoc.xml · derivative · entry 2 McNulty Matthew J · CIK 0001645969 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,730 Underlying: FactSet Common Stock · 1,720 shares Expires 2028-07-02 F3 · price: Column 8 has been intentionally left blank. F2 · 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 |
| July 02, 2018 Filed Jul 3, 2018 22:08 UTC |
McNulty Matthew JSVP, Controller
|
GrantFactSet Common Stock | 195 | $200.20 | $39,039.00 |
DisclosureSEC source: 0001437749-18-012952 · rdgdoc.xml · nonDerivative · entry 1 McNulty Matthew J · CIK 0001645969 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,043 F1 · shares: Represents a Restricted Stock Award which shall vest over 5 years at a rate of 20% annually, subject to continued employment. Read SEC document |
| May 31, 2018 Filed Oct 15, 2018 22:59 UTC |
Snow Frederick PhilipDirector · Chief Executive Officer
|
OtherCommon Stock | 54 | $170.86 | $9,226.44 |
DisclosureSEC source: 0001437749-18-018315 · rdgdoc.xml · nonDerivative · entry 2 Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,051 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). Read SEC document |
| May 31, 2018 Filed Oct 15, 2018 22:58 UTC |
Wiseman John W.EVP, Global Head of Sales
|
OtherCommon Stock | 49 | $170.86 | $8,372.14 |
DisclosureSEC source: 0001437749-18-018314 · rdgdoc.xml · nonDerivative · entry 2 Wiseman John W. · CIK 0001706225 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 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). Read SEC document |
| May 31, 2018 Filed Oct 15, 2018 22:54 UTC |
Nicolelli MaurizioFormer Chief Financial Officer
|
OtherCommon Stock | 48 | $170.86 | $8,201.28 |
DisclosureSEC source: 0001437749-18-018312 · rdgdoc.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,545 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). Read SEC document |
| May 31, 2018 Filed Oct 15, 2018 22:49 UTC |
HADLEY PHILIP ADirector
|
OtherCommon Stock | 28 | $170.86 | $4,784.08 |
DisclosureSEC source: 0001437749-18-018311 · rdgdoc.xml · nonDerivative · entry 2 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,232 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). Read SEC document |
| April 13, 2018 Filed Apr 13, 2018 20:39 UTC |
Nicolelli MaurizioChief Financial Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,675 | Not disclosed Strike: $94.84 | Not disclosed |
DisclosureSEC source: 0001437749-18-006866 · rdgdoc.xml · derivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,016 Underlying: FactSet Common Stock · 5,675 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| April 13, 2018 Filed Apr 13, 2018 20:39 UTC |
Nicolelli MaurizioChief Financial Officer
|
SaleFactSet Common Stock | 5,675 | $198.00 | $1,123,650.00 |
DisclosureSEC source: 0001437749-18-006866 · rdgdoc.xml · nonDerivative · entry 2 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 Read SEC document |
| April 13, 2018 Filed Apr 13, 2018 20:39 UTC |
Nicolelli MaurizioChief Financial Officer
|
Exercise / conversionFactSet Common Stock | 5,675 | $94.84 | $538,217.00 |
DisclosureSEC source: 0001437749-18-006866 · rdgdoc.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,129 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 13, 2018 Filed Apr 17, 2018 20:18 UTC |
BILLEADEAU SCOTT ADirector
|
SaleFactSet Common Stock | 1,500 | $197.55 | $296,325.00 |
DisclosureSEC source: 0001437749-18-007010 · rdgdoc.xml · nonDerivative · entry 1 BILLEADEAU SCOTT A · CIK 0001164867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| February 28, 2018 Filed Oct 15, 2018 22:59 UTC |
Snow Frederick PhilipDirector · Chief Executive Officer
|
OtherCommon Stock | 69 | $171.23 | $11,814.87 |
DisclosureSEC source: 0001437749-18-018315 · rdgdoc.xml · nonDerivative · entry 1 Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,997 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). Read SEC document |
| February 28, 2018 Filed Oct 15, 2018 22:58 UTC |
Wiseman John W.EVP, Global Head of Sales
|
OtherCommon Stock | 42 | $171.23 | $7,191.66 |
DisclosureSEC source: 0001437749-18-018314 · 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: 1,911 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). Read SEC document |
| February 28, 2018 Filed Oct 15, 2018 22:55 UTC |
Baker-Greene EdwardChief Human Resources Officer
|
OtherCommon Stock | 1 | $171.23 | $171.23 |
DisclosureSEC source: 0001437749-18-018313 · rdgdoc.xml · nonDerivative · entry 1 Baker-Greene Edward · CIK 0001645452 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103 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). Read SEC document |
| February 28, 2018 Filed Oct 15, 2018 22:54 UTC |
Nicolelli MaurizioFormer Chief Financial Officer
|
OtherCommon Stock | 43 | $171.23 | $7,362.89 |
DisclosureSEC source: 0001437749-18-018312 · rdgdoc.xml · nonDerivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Former Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,497 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). Read SEC document |
| February 28, 2018 Filed Oct 15, 2018 22:49 UTC |
HADLEY PHILIP ADirector
|
OtherCommon Stock | 57 | $171.23 | $9,760.11 |
DisclosureSEC source: 0001437749-18-018311 · rdgdoc.xml · nonDerivative · entry 1 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,204 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). Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
SaleFactSet Common Stock | 35,696 | $198.02 | $7,068,521.92 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 8 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,300 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 14 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: FactSet Common Stock · 15,300 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,100 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 13 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 Underlying: FactSet Common Stock · 5,100 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,070 | Not disclosed Strike: $131.31 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 12 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,400 Underlying: FactSet Common Stock · 8,070 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,945 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 11 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,470 Underlying: FactSet Common Stock · 3,945 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,035 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 10 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,415 Underlying: FactSet Common Stock · 12,035 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,551 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 9 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,450 Underlying: FactSet Common Stock · 3,551 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
SaleFactSet Common Stock | 12,305 | $199.60 | $2,456,078.00 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 7 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,413 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 15,300 | $175.20 | $2,680,560.00 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 6 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,718 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 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 5,100 | $175.20 | $893,520.00 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 5 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,418 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 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 8,070 | $131.31 | $1,059,671.70 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 4 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,318 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 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 3,945 | $92.22 | $363,807.90 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,248 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 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 12,035 | $92.22 | $1,109,867.70 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,303 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 22, 2018 Filed Jan 24, 2018 21:22 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 3,551 | $152.28 | $540,746.28 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,268 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 12, 2018 Filed Jan 16, 2018 21:51 UTC |
McNulty Matthew JVice President, Controller
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | Not disclosed Strike: $94.84 | Not disclosed |
DisclosureSEC source: 0001437749-18-000681 · rdgdoc.xml · derivative · entry 3 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,010 Underlying: FactSet Common Stock · 1,000 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| January 12, 2018 Filed Jan 16, 2018 21:51 UTC |
McNulty Matthew JVice President, Controller
|
SaleFactSet Common Stock | 1,000 | $198.00 | $198,000.00 |
DisclosureSEC source: 0001437749-18-000681 · rdgdoc.xml · nonDerivative · entry 2 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Read SEC document |
| January 12, 2018 Filed Jan 16, 2018 21:51 UTC |
McNulty Matthew JVice President, Controller
|
Exercise / conversionFactSet Common Stock | 1,000 | $94.84 | $94,840.00 |
DisclosureSEC source: 0001437749-18-000681 · rdgdoc.xml · nonDerivative · entry 1 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,848 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 12, 2018 Filed Jan 17, 2018 22:39 UTC |
ZIMMEL JOSEPHDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000748 · rdgdoc.xml · derivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,485 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:37 UTC |
SIEGEL LAURIEDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000747 · rdgdoc.xml · derivative · entry 1 SIEGEL LAURIE · CIK 0001223626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,758 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:36 UTC |
MCGONIGLE JAMES JDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000746 · rdgdoc.xml · derivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,485 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:30 UTC |
Jordan Sheila BDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,935 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000744 · rdgdoc.xml · derivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,143 Underlying: FactSet Common Stock · 1,935 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:28 UTC |
Frank MalcolmDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000742 · rdgdoc.xml · derivative · entry 1 Frank Malcolm · CIK 0001541806 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,046 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:26 UTC |
BILLEADEAU SCOTT ADirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000741 · rdgdoc.xml · derivative · entry 1 BILLEADEAU SCOTT A · CIK 0001164867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,485 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:24 UTC |
ABRAMS ROBIN ANNDirector
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000740 · rdgdoc.xml · derivative · entry 1 ABRAMS ROBIN ANN · CIK 0001282677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,107 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 21:16 UTC |
MCGONIGLE JAMES JDirector
BILLEADEAU SCOTT ADirector
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,419 | Not disclosed Strike: $95.05 | Not disclosed |
DisclosureSEC source: 0001437749-18-000464 · rdgdoc.xml · derivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director BILLEADEAU SCOTT A · CIK 0001164867 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,647 Underlying: FactSet Common Stock · 2,419 shares Expires 2018-01-14 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 · price: Column 8 has been intentionally left blank because the transaction was an exercise of a derivative security. 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.