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FACTSET RESEARCH SYSTEMS INC

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3493
SEC CIK
0001013237
Parsed reports
565

Last 12 months

Inside the activity.

1 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202604
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

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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
October 10, 2016 Filed Oct 12, 2016 20:32 UTC
Stern Rachel RebeccaSenior Vice President
SaleFactSet Common Stock 1,065 $158.79 $169,111.35
Disclosure

SEC source: 0001437749-16-039758 · rdgdoc.xml · nonDerivative · entry 1

Stern Rachel Rebecca · CIK 0001588985 · Senior Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 978

Read SEC document
October 05, 2016 Filed Oct 7, 2016 21:50 UTC Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 33,333 Not disclosed Strike: $66.46 Not disclosed
Disclosure

SEC source: 0001437749-16-039603 · rdgdoc.xml · derivative · entry 2

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,884

Underlying: FactSet Common Stock · 33,333 shares

Expires 2016-10-23

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
October 05, 2016 Filed Oct 7, 2016 21:50 UTC Exercise / conversionFactSet Common Stock 33,333 $66.46 $2,215,311.18
Disclosure

SEC source: 0001437749-16-039603 · rdgdoc.xml · nonDerivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 819,931

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 05, 2016 Filed Oct 7, 2016 21:49 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 6,250 Not disclosed Strike: $66.46 Not disclosed
Disclosure

SEC source: 0001437749-16-039602 · rdgdoc.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 162,788

Underlying: FactSet Common Stock · 6,250 shares

Expires 2016-10-23

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
October 05, 2016 Filed Oct 7, 2016 21:49 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleFactSet Common Stock 6,250 $158.22 $988,875.00
Disclosure

SEC source: 0001437749-16-039602 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,301

Read SEC document
October 05, 2016 Filed Oct 7, 2016 21:49 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionFactSet Common Stock 6,250 $66.46 $415,375.00
Disclosure

SEC source: 0001437749-16-039602 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,551

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

Read SEC document
August 31, 2016 Filed Sep 29, 2016 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherFactSet Common Stock 11 $134.75 $1,482.25
Disclosure

SEC source: 0001437749-16-039274 · rdgdoc.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,301

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

Read SEC document
August 31, 2016 Filed Sep 29, 2016 20:14 UTC
Hale Mark J.Chief Operating Officer
OtherFactSet Common Stock 30 $134.75 $4,042.50
Disclosure

SEC source: 0001437749-16-039271 · rdgdoc.xml · nonDerivative · entry 3

Hale Mark J. · CIK 0001635677 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,122

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

Read SEC document
August 31, 2016 Filed Sep 29, 2016 20:14 UTC
Nicolelli MaurizioChief Financial Officer
OtherFactSet Common Stock 45 $134.75 $6,063.75
Disclosure

SEC source: 0001437749-16-039269 · rdgdoc.xml · nonDerivative · entry 4

Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,849

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

Read SEC document
May 31, 2016 Filed Sep 29, 2016 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherFactSet Common Stock 65 $131.57 $8,552.05
Disclosure

SEC source: 0001437749-16-039274 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,290

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

Read SEC document
May 31, 2016 Filed Sep 29, 2016 20:14 UTC
Hale Mark J.Chief Operating Officer
OtherFactSet Common Stock 57 $131.57 $7,499.49
Disclosure

SEC source: 0001437749-16-039271 · rdgdoc.xml · nonDerivative · entry 2

Hale Mark J. · CIK 0001635677 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,092

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

Read SEC document
May 31, 2016 Filed Sep 29, 2016 20:14 UTC OtherFactSet Common Stock 59 $131.57 $7,762.63
Disclosure

SEC source: 0001437749-16-039270 · rdgdoc.xml · nonDerivative · entry 2

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 786,598

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

Read SEC document
May 31, 2016 Filed Sep 29, 2016 20:14 UTC
Nicolelli MaurizioChief Financial Officer
OtherFactSet Common Stock 50 $131.57 $6,578.50
Disclosure

SEC source: 0001437749-16-039269 · rdgdoc.xml · nonDerivative · entry 3

Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,804

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

Read SEC document
February 29, 2016 Filed Sep 29, 2016 20:15 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherFactSet Common Stock 77 $127.92 $9,849.84
Disclosure

SEC source: 0001437749-16-039274 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,225

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

Read SEC document
February 29, 2016 Filed Sep 29, 2016 20:14 UTC
Hale Mark J.Chief Operating Officer
OtherFactSet Common Stock 66 $127.92 $8,442.72
Disclosure

SEC source: 0001437749-16-039271 · rdgdoc.xml · nonDerivative · entry 1

Hale Mark J. · CIK 0001635677 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,035

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

Read SEC document
February 29, 2016 Filed Sep 29, 2016 20:14 UTC OtherFactSet Common Stock 92 $127.92 $11,768.64
Disclosure

SEC source: 0001437749-16-039270 · rdgdoc.xml · nonDerivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 786,539

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

Read SEC document
February 29, 2016 Filed Sep 29, 2016 20:14 UTC
Nicolelli MaurizioChief Financial Officer
OtherFactSet Common Stock 59 $127.92 $7,547.28
Disclosure

SEC source: 0001437749-16-039269 · rdgdoc.xml · nonDerivative · entry 2

Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,754

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

Read SEC document
December 30, 2015 Filed Oct 26, 2017 22:07 UTC GiftFactSet Common Stock 3,500 $163.24 $571,340.00
Disclosure

SEC source: 0001437749-17-017690 · rdgdoc.xml · nonDerivative · entry 1

HADLEY PHILIP A · CIK 0001166908 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 658,243

F1 · shares: This Form 5 reflects a charitable gift from December 30, 2015, which was inadvertently omitted due to clerical error. This Form 5 corrects the amount of shares beneficially owned.

F2 · price: Based on the average of the high and low price of FactSet common stock on December 30, 2015, the date the charitable gift was made.

Read SEC document
November 30, 2015 Filed Sep 29, 2016 20:13 UTC
Baker-Greene EdwardChief Human Resources Officer
OtherFactSet Common Stock 49 $130.36 $6,387.64
Disclosure

SEC source: 0001437749-16-039268 · rdgdoc.xml · nonDerivative · entry 1

Baker-Greene Edward · CIK 0001645452 · Chief Human Resources Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

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

Read SEC document
November 30, 2015 Filed Sep 29, 2016 20:14 UTC
Nicolelli MaurizioChief Financial Officer
OtherFactSet Common Stock 16 $130.36 $2,085.76
Disclosure

SEC source: 0001437749-16-039269 · rdgdoc.xml · nonDerivative · entry 1

Nicolelli Maurizio · CIK 0001472650 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,695

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

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.