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 |
|---|---|---|---|---|---|---|
| January 08, 2018 Filed Jan 9, 2018 21:16 UTC |
MCGONIGLE JAMES JDirector
BILLEADEAU SCOTT ADirector
|
SaleFactSet Common Stock | 1,186 | $193.92 | $229,989.12 |
DisclosureSEC source: 0001437749-18-000464 · rdgdoc.xml · nonDerivative · entry 2 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: 21,568 Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 21:16 UTC |
MCGONIGLE JAMES JDirector
BILLEADEAU SCOTT ADirector
|
Exercise / conversionFactSet Common Stock | 2,419 | $95.05 | $229,925.95 |
DisclosureSEC source: 0001437749-18-000464 · rdgdoc.xml · nonDerivative · entry 1 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: 22,754 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, 2018 Filed Jan 4, 2018 21:36 UTC |
BILLEADEAU SCOTT ADirector
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,419 | Not disclosed Strike: $95.05 | Not disclosed |
DisclosureSEC source: 0001437749-18-000268 · rdgdoc.xml · derivative · entry 3 BILLEADEAU SCOTT A · CIK 0001164867 · Director 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 as the transaction was an exercise of a derivative security. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 21:36 UTC |
BILLEADEAU SCOTT ADirector
|
SaleFactSet Common Stock | 2,419 | $192.30 | $465,173.70 |
DisclosureSEC source: 0001437749-18-000268 · rdgdoc.xml · nonDerivative · entry 2 BILLEADEAU SCOTT A · CIK 0001164867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 21:36 UTC |
BILLEADEAU SCOTT ADirector
|
Exercise / conversionFactSet Common Stock | 2,419 | $95.05 | $229,925.95 |
DisclosureSEC source: 0001437749-18-000268 · rdgdoc.xml · nonDerivative · entry 1 BILLEADEAU SCOTT A · CIK 0001164867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,419 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, 2018 Filed Jan 4, 2019 23:24 UTC |
ZIMMEL JOSEPHDirector
|
Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,622 | $0.00 Strike: $87.26 | $0.00 |
DisclosureSEC source: 0001437749-19-000361 · rdgdoc.xml · derivative · entry 3 ZIMMEL JOSEPH · CIK 0001171720 · 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. F1 · 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, 2018 Filed Jan 2, 2018 21:32 UTC |
ZIMMEL JOSEPHDirector
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,419 | Not disclosed Strike: $95.05 | Not disclosed |
DisclosureSEC source: 0001437749-18-000035 · rdgdoc.xml · derivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 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 as the transaction was an exercise of a derivative security. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 21:32 UTC |
ZIMMEL JOSEPHDirector
|
Exercise / conversionFactSet Common Stock | 2,419 | $95.05 | $229,925.95 |
DisclosureSEC source: 0001437749-18-000035 · rdgdoc.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419 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 02, 2018 Filed Jan 3, 2018 23:19 UTC |
Hale Mark J.Chief Operating Officer
|
Tax withholdingFactSet Common Stock | 499 | $191.63 | $95,623.37 |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock previously granted on November 1, 2013. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC |
Hale Mark J.Chief Operating Officer
|
OtherNon-Qualified Stock Option (right to buy) · Derivative | 7,251 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 6 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,001 Underlying: FactSet Common Stock · 7,251 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC |
Hale Mark J.Chief Operating Officer
|
OtherNon-Qualified Stock Option (right to buy) · Derivative | 5,323 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 5 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,252 Underlying: FactSet Common Stock · 5,323 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC |
Hale Mark J.Chief Operating Officer
|
OtherNon-Qualified Stock Option (right to buy) · Derivative | 3,400 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 4 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,575 Underlying: FactSet Common Stock · 3,400 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC |
Hale Mark J.Chief Operating Officer
|
OtherNon-Qualified Stock Option (right to buy) · Derivative | 10,199 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,975 Underlying: FactSet Common Stock · 10,199 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC |
Hale Mark J.Chief Operating Officer
|
OtherNon-Qualified Stock Option (right to buy) · Derivative | 2,018 | Not disclosed Strike: $131.31 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,174 Underlying: FactSet Common Stock · 2,018 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 21:48 UTC |
McNulty Matthew JVice President, Controller
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,400 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-18-000038 · rdgdoc.xml · derivative · entry 3 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,010 Underlying: FactSet Common Stock · 1,400 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 21:48 UTC |
McNulty Matthew JVice President, Controller
|
SaleFactSet Common Stock | 1,400 | $192.70 | $269,780.00 |
DisclosureSEC source: 0001437749-18-000038 · 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 |
| December 29, 2017 Filed Jan 2, 2018 21:48 UTC |
McNulty Matthew JVice President, Controller
|
Exercise / conversionFactSet Common Stock | 1,400 | $92.22 | $129,108.00 |
DisclosureSEC source: 0001437749-18-000038 · rdgdoc.xml · nonDerivative · entry 1 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,248 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 |
| December 28, 2017 Filed Jan 2, 2018 21:51 UTC |
Hale Mark J.Chief Operating Officer
|
GiftFactSet Common Stock | 1,349 | $192.81 | $260,100.69 |
DisclosureSEC source: 0001437749-18-000039 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,216 F1 · price: Based on the average of the high and low price of FactSet common stock on December 28, 2017. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 21:45 UTC |
BILLEADEAU SCOTT ADirector
|
GiftFactSet Common Stock | 100 | $192.81 | $19,281.00 |
DisclosureSEC source: 0001437749-18-000037 · rdgdoc.xml · nonDerivative · entry 1 BILLEADEAU SCOTT A · CIK 0001164867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: Based on the average of the high and low price of FactSet common stock on December 28, 2017. Read SEC document |
| December 27, 2017 Filed Dec 28, 2017 21:22 UTC |
HADLEY PHILIP ADirector
|
GiftFactSet Common Stock | 4,500 | $192.87 | $867,915.00 |
DisclosureSEC source: 0001437749-17-021250 · rdgdoc.xml · nonDerivative · entry 3 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674,147 F2 · price: Based on the average of the high and low price of FactSet common stock on December 27, 2017. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 21:22 UTC |
HADLEY PHILIP ADirector
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,600 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-17-021250 · rdgdoc.xml · derivative · entry 5 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,480 Underlying: FactSet Common Stock · 1,600 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 · price: Column 8 has been intentionally left blank because the transaction was an exercise of a derivative security. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 21:22 UTC |
HADLEY PHILIP ADirector
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,804 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-17-021250 · rdgdoc.xml · derivative · entry 4 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,080 Underlying: FactSet Common Stock · 18,804 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 · price: Column 8 has been intentionally left blank because the transaction was an exercise of a derivative security. Read SEC document |
| December 26, 2017 Filed Dec 28, 2017 21:22 UTC |
HADLEY PHILIP ADirector
|
Exercise / conversionFactSet Common Stock | 1,600 | $92.22 | $147,552.00 |
DisclosureSEC source: 0001437749-17-021250 · rdgdoc.xml · nonDerivative · entry 2 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,647 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, 2017 Filed Dec 28, 2017 21:22 UTC |
HADLEY PHILIP ADirector
|
Exercise / conversionFactSet Common Stock | 18,804 | $92.22 | $1,734,104.88 |
DisclosureSEC source: 0001437749-17-021250 · rdgdoc.xml · nonDerivative · entry 1 HADLEY PHILIP A · CIK 0001166908 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,047 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 22, 2017 Filed Dec 27, 2017 16:38 UTC | GrantNon-Qualified Stock Option (right to buy) · Derivative | 15,363 | Not disclosed Strike: $192.11 | Not disclosed |
DisclosureSEC source: 0001437749-17-021163 · rdgdoc.xml · derivative · entry 1 Fernandez Gene D. · CIK 0001723733 · CTPO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,363 Underlying: FactSet Common Stock · 15,363 shares Expires 2027-12-22 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Mr. Fernandez was granted 15,363 stock options with an aggregate grant date fair value of $750,000 on December 22, 2017 pursuant to the FactSet Research Systems Inc. Employee Stock Option and Award Plan, as Amended and Restated. The option grant vests 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
|
| November 02, 2017 Filed Nov 6, 2017 22:31 UTC |
Baker-Greene EdwardChief Human Resources Officer
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,215 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018427 · rdgdoc.xml · derivative · entry 1 Baker-Greene Edward · CIK 0001645452 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,309 Underlying: FactSet Common Stock · 6,215 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 |
| November 02, 2017 Filed Nov 6, 2017 22:29 UTC |
Nicolelli MaurizioChief Financial Officer
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,769 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018426 · rdgdoc.xml · derivative · entry 1 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,691 Underlying: FactSet Common Stock · 7,769 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 |
| November 02, 2017 Filed Nov 6, 2017 22:27 UTC |
Snow Frederick PhilipDirector · Chief Executive Officer
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 31,075 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018425 · rdgdoc.xml · derivative · entry 1 Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,490 Underlying: FactSet Common Stock · 31,075 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 |
| November 02, 2017 Filed Nov 6, 2017 22:26 UTC |
Wiseman John W.EVP, Global Head of Sales
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,769 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018424 · rdgdoc.xml · derivative · entry 1 Wiseman John W. · CIK 0001706225 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,143 Underlying: FactSet Common Stock · 7,769 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 |
| November 02, 2017 Filed Nov 6, 2017 22:24 UTC |
Hale Mark J.Chief Operating Officer
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,251 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018422 · rdgdoc.xml · derivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,192 Underlying: FactSet Common Stock · 7,251 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 |
| November 02, 2017 Filed Nov 6, 2017 22:22 UTC |
Stern Rachel RebeccaSenior Vice President
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,215 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018421 · rdgdoc.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,804 Underlying: FactSet Common Stock · 6,215 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 |
| November 02, 2017 Filed Nov 6, 2017 22:19 UTC |
McNulty Matthew JVice President, Controller
|
GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,900 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018420 · rdgdoc.xml · derivative · entry 1 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,410 Underlying: FactSet Common Stock · 2,900 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. 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 11, 2017 Filed Oct 13, 2017 20:49 UTC |
BILLEADEAU SCOTT ADirector
|
GiftFactSet Common Stock | 100 | $176.92 | $17,692.00 |
DisclosureSEC source: 0001437749-17-017125 · rdgdoc.xml · nonDerivative · entry 1 BILLEADEAU SCOTT A · CIK 0001164867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 F1 · price: Based on the average of the high and low price of FactSet common stock on October 11, 2017. Read SEC document |
| October 02, 2017 Filed Oct 2, 2017 22:42 UTC |
McNulty Matthew JVice President, Controller
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,049 | Not disclosed Strike: $94.84 | Not disclosed |
DisclosureSEC source: 0001437749-17-016636 · rdgdoc.xml · derivative · entry 3 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,510 Underlying: FactSet Common Stock · 1,049 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 |
| October 02, 2017 Filed Oct 2, 2017 22:42 UTC |
McNulty Matthew JVice President, Controller
|
SaleFactSet Common Stock | 1,049 | $181.00 | $189,869.00 |
DisclosureSEC source: 0001437749-17-016636 · rdgdoc.xml · nonDerivative · entry 2 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 Read SEC document |
| October 02, 2017 Filed Oct 2, 2017 22:42 UTC |
McNulty Matthew JVice President, Controller
|
Exercise / conversionFactSet Common Stock | 1,049 | $94.84 | $99,487.16 |
DisclosureSEC source: 0001437749-17-016636 · rdgdoc.xml · nonDerivative · entry 1 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499 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, 2017 Filed Oct 3, 2017 22:06 UTC Amendment |
McNulty Matthew JVice President, Controller
|
SaleFactSet Common Stock | 1,049 | $181.00 | $189,869.00 |
DisclosureSEC source: 0001437749-17-016723 · 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 F1 · balance_after: On the Reporting Person's original Form 4, filed October 2, 2017, the number of shares beneficially owned by the Reporting Person as of October 2, 2017 was incorrectly reported due to a clerical error. This Form 4/A corrects the amount of shares beneficially owned. No other changes have been made to the original Form 4. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 22:06 UTC Amendment |
McNulty Matthew JVice President, Controller
|
Exercise / conversionFactSet Common Stock | 1,049 | $94.84 | $99,487.16 |
DisclosureSEC source: 0001437749-17-016723 · rdgdoc.xml · nonDerivative · entry 1 McNulty Matthew J · CIK 0001645969 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,897 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: On the Reporting Person's original Form 4, filed October 2, 2017, the number of shares beneficially owned by the Reporting Person as of October 2, 2017 was incorrectly reported due to a clerical error. This Form 4/A corrects the amount of shares beneficially owned. No other changes have been made to the original Form 4. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:11 UTC |
Snow Frederick PhilipDirector · Chief Executive Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,334 | Not disclosed Strike: $88.40 | Not disclosed |
DisclosureSEC source: 0001437749-17-016701 · rdgdoc.xml · derivative · entry 3 Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,415 Underlying: FactSet Common Stock · 7,334 shares Expires 2017-11-08 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 |
| October 02, 2017 Filed Oct 3, 2017 20:11 UTC |
Snow Frederick PhilipDirector · Chief Executive Officer
|
SaleFactSet Common Stock | 7,334 | $181.24 | $1,329,214.16 |
DisclosureSEC source: 0001437749-17-016701 · rdgdoc.xml · nonDerivative · entry 2 Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,928 Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:11 UTC |
Snow Frederick PhilipDirector · Chief Executive Officer
|
Exercise / conversionFactSet Common Stock | 7,334 | $88.40 | $648,325.60 |
DisclosureSEC source: 0001437749-17-016701 · rdgdoc.xml · nonDerivative · entry 1 Snow Frederick Philip · CIK 0001611324 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,262 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 22:44 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,458 | Not disclosed Strike: $94.84 | Not disclosed |
DisclosureSEC source: 0001437749-17-016637 · rdgdoc.xml · derivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,941 Underlying: FactSet Common Stock · 9,458 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 |
| September 29, 2017 Filed Oct 2, 2017 22:44 UTC |
Hale Mark J.Chief Operating Officer
|
SaleFactSet Common Stock | 9,458 | $180.34 | $1,705,655.72 |
DisclosureSEC source: 0001437749-17-016637 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,856 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 22:44 UTC |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 9,458 | $94.84 | $896,996.72 |
DisclosureSEC source: 0001437749-17-016637 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,314 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 22:04 UTC Amendment |
Hale Mark J.Chief Operating Officer
|
SaleFactSet Common Stock | 9,458 | $180.34 | $1,705,655.72 |
DisclosureSEC source: 0001437749-17-016722 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 F1 · balance_after: On the Reporting Person's original Form 4, filed October 2, 2017, the number of shares beneficially owned by the Reporting Person as of October 2, 2017 was incorrectly reported due to a clerical error. This Form 4/A corrects the amount of shares beneficially owned. No other changes have been made to the original Form 4. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 22:04 UTC Amendment |
Hale Mark J.Chief Operating Officer
|
Exercise / conversionFactSet Common Stock | 9,458 | $94.84 | $896,996.72 |
DisclosureSEC source: 0001437749-17-016722 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,023 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: On the Reporting Person's original Form 4, filed October 2, 2017, the number of shares beneficially owned by the Reporting Person as of October 2, 2017 was incorrectly reported due to a clerical error. This Form 4/A corrects the amount of shares beneficially owned. No other changes have been made to the original Form 4. Read SEC document |
| August 31, 2017 Filed Sep 22, 2017 21:01 UTC |
Wiseman John W.EVP, Global Head of Sales
|
OtherFactSet Common Stock | 60 | $133.60 | $8,016.00 |
DisclosureSEC source: 0001437749-17-016278 · 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: 1,869 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 31, 2017 Filed Sep 22, 2017 20:59 UTC |
Hale Mark J.Chief Operating Officer
|
OtherFactSet Common Stock | 31 | $133.60 | $4,141.60 |
DisclosureSEC source: 0001437749-17-016275 · rdgdoc.xml · nonDerivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 31, 2017 Filed Sep 22, 2017 20:55 UTC |
Nicolelli MaurizioChief Financial Officer
|
OtherFactSet Common Stock | 36 | $133.60 | $4,809.60 |
DisclosureSEC source: 0001437749-17-016272 · rdgdoc.xml · nonDerivative · entry 3 Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| July 20, 2017 Filed Oct 6, 2017 20:08 UTC |
Miller Scott G.Former EVP
|
OtherNon-Qualified Stock Option (right to buy) · Derivative | 1,488 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-17-016939 · rdgdoc.xml · derivative · entry 3 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: FactSet Common Stock · 1,488 shares Expires 2017-07-20 F1 · date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F1 · shares: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F2 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F1 · derivative.exercise_date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F1 · derivative.expiration_date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. 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.