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FACTSET RESEARCH SYSTEMS INC

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Tapewire entity
3493
SEC CIK
0001013237
Parsed reports
565

Last 12 months

Inside the activity.

1 purchase rows · 4 sale rows

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

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 15, 2025 Filed Jan 17, 2025 21:31 UTC
Shavel LeeDirector
GrantCommon Stock 362 $0.00 $0.00
Disclosure

SEC source: 0001013237-25-000024 · wk-form4_1737149483.xml · nonDerivative · entry 1

Shavel Lee · CIK 0001521495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,016

F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:28 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 924 $0.00 Strike: $453.98 $0.00
Disclosure

SEC source: 0001013237-25-000020 · wk-form4_1737149321.xml · derivative · entry 2

HYLTON LAURIE G · CIK 0001245652 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 924

Underlying: Common Stock · 924 shares

Expires 2032-01-15

F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:28 UTC GrantCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001013237-25-000020 · wk-form4_1737149321.xml · nonDerivative · entry 1

HYLTON LAURIE G · CIK 0001245652 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 409

F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:27 UTC
Eilam BarakDirector
GrantNon-Employee Director Stock Option (right to buy) · Derivative 538 $0.00 Strike: $453.98 $0.00
Disclosure

SEC source: 0001013237-25-000018 · wk-form4_1737149253.xml · derivative · entry 2

Eilam Barak · CIK 0001966628 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 538

Underlying: Common Stock · 538 shares

Expires 2032-01-15

F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:27 UTC
Eilam BarakDirector
GrantCommon Stock 285 $0.00 $0.00
Disclosure

SEC source: 0001013237-25-000018 · wk-form4_1737149253.xml · nonDerivative · entry 1

Eilam Barak · CIK 0001966628 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285

F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:26 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 673 $0.00 Strike: $453.98 $0.00
Disclosure

SEC source: 0001013237-25-000016 · wk-form4_1737149188.xml · derivative · entry 2

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 673

Underlying: Common Stock · 673 shares

Expires 2032-01-15

F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:26 UTC GrantCommon Stock 362 $0.00 $0.00
Disclosure

SEC source: 0001013237-25-000016 · wk-form4_1737149188.xml · nonDerivative · entry 1

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 879

F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:24 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 803 $0.00 Strike: $453.98 $0.00
Disclosure

SEC source: 0001013237-25-000012 · wk-form4_1737149045.xml · derivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 803

Underlying: Common Stock · 803 shares

Expires 2032-01-15

F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 15, 2025 Filed Jan 17, 2025 21:24 UTC GrantCommon Stock 431 $0.00 $0.00
Disclosure

SEC source: 0001013237-25-000012 · wk-form4_1737149045.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,314

F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant.

Read SEC document
January 02, 2025 Filed Jan 2, 2025 21:55 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 2,838 $0.00 Strike: $197.75 $0.00
Disclosure

SEC source: 0001013237-25-000002 · wk-form4_1735854928.xml · derivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,838 shares

Expires 2025-01-12

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: 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 02, 2025 Filed Jan 2, 2025 21:55 UTC Exercise / conversionCommon Stock 2,838 $197.75 $561,214.50
Disclosure

SEC source: 0001013237-25-000002 · wk-form4_1735854928.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,883

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, 2025 Filed Jan 3, 2025 21:42 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-25-000004 · wk-form4_1735940558.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 29,961

Underlying: Common Stock · 3,000 shares

Expires 2026-11-01

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

F2 · derivative.exercise_date: Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:42 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $484.33 $1,452,990.00
Disclosure

SEC source: 0001013237-25-000004 · wk-form4_1735940558.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,616.4699

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 26, 2024, with an effective date of January 2, 2025, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:42 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $152.28 $456,840.00
Disclosure

SEC source: 0001013237-25-000004 · wk-form4_1735940558.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,616.4699

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 20, 2024 Filed Dec 20, 2024 22:57 UTC GiftCommon Stock 74 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000195 · wk-form4_1734735463.xml · nonDerivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,045

F1 · kind: Reflects a gift of common stock to an individual.

Read SEC document
December 20, 2024 Filed Dec 20, 2024 22:57 UTC GiftCommon Stock 74 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000195 · wk-form4_1734735463.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,119

F1 · kind: Reflects a gift of common stock to an individual.

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.19 $489.73 $93.05
Disclosure

SEC source: 0001628280-25-044539 · wk-form5_1759873506.xml · nonDerivative · entry 3

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51.8066

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

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:40 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.16 $489.73 $78.36
Disclosure

SEC source: 0001628280-25-044537 · wk-form5_1759873208.xml · nonDerivative · entry 2

Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO)

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 612.0024

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

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:38 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.64 $489.73 $313.43
Disclosure

SEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 3

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 302.9715

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

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:37 UTC
Karnovsky Kristina WEVP, Dealmakers & Wealth
OtherCommon Stock 0.28 $489.73 $137.12
Disclosure

SEC source: 0001628280-25-044533 · wk-form5_1759873047.xml · nonDerivative · entry 3

Karnovsky Kristina W · CIK 0001874542 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,251.9469

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

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:36 UTC
Snow Frederick PhilipDirector · Former CEO and Director
OtherCommon Stock 4.2 $489.73 $2,056.87
Disclosure

SEC source: 0001628280-25-044531 · wk-form5_1759872972.xml · nonDerivative · entry 2

Snow Frederick Philip · CIK 0001611324 · Director · Former CEO and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,625.0399

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

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:32 UTC
Skoko GoranEVP, Chief Revenue Officer
OtherCommon Stock 3.81 $489.73 $1,865.87
Disclosure

SEC source: 0001628280-25-044529 · wk-form5_1759872728.xml · nonDerivative · entry 2

Skoko Goran · CIK 0001793724 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,392.111

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

Read SEC document
December 19, 2024 Filed Oct 7, 2025 21:30 UTC
Ellis Christopher REVP, Initiatives & P'ships
OtherCommon Stock 6.19 $489.73 $3,031.43
Disclosure

SEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 3

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,977.5607

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

Read SEC document
December 02, 2024 Filed Dec 2, 2024 21:54 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,000 $0.00 Strike: $164.90 $0.00
Disclosure

SEC source: 0001013237-24-000180 · wk-form4_1733176449.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2025-07-01

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

F2 · derivative.exercise_date: Options were granted on July 1, 2015, and vest over a nine year period with 11.11% exercisable on each of the first nine anniversaries of the date of grant.

Read SEC document
December 02, 2024 Filed Dec 2, 2024 21:54 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $489.18 $1,467,540.00
Disclosure

SEC source: 0001013237-24-000180 · wk-form4_1733176449.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,616.4699

F1 · kind: This Transaction was effected pursuant to a Rule 10b5-1 Plan adopted by Mr. Snow on September 27, 2023, with an effective date of January 2, 2024, in order to facilitate his exercise of non-qualified stock options. Accordingly, Mr. Snow had no discretion with regard to the timing of the transaction.

Read SEC document
December 02, 2024 Filed Dec 2, 2024 21:54 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-24-000180 · wk-form4_1733176449.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,616.4699

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 02, 2024 Filed Dec 3, 2024 22:20 UTC
McLoughlin ChristopherChief Legal Officer
GrantEmployee Stock Option (right to buy) · Derivative 2,421 $0.00 Strike: $489.47 $0.00
Disclosure

SEC source: 0001013237-24-000184 · wk-form4_1733264428.xml · derivative · entry 2

McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,421

Underlying: Common Stock · 2,421 shares

Expires 2034-12-02

F2 · derivative.exercise_date: Options vest 20% on the first anniversary date of the grant and then 20% annually on November 1 and are fully vested after November 1, 2029.

Read SEC document
December 02, 2024 Filed Dec 3, 2024 22:20 UTC
McLoughlin ChristopherChief Legal Officer
GrantCommon Stock 3,108 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000184 · wk-form4_1733264428.xml · nonDerivative · entry 1

McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,108

F1 · balance_after: Restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two years.

Read SEC document
November 29, 2024 Filed Oct 7, 2025 21:45 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 7.48 $362.65 $2,712.62
Disclosure

SEC source: 0001628280-25-044539 · wk-form5_1759873506.xml · nonDerivative · entry 2

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51.6166

F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
November 29, 2024 Filed Oct 7, 2025 21:38 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 2.73 $362.65 $990.03
Disclosure

SEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 302.3315

F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
November 29, 2024 Filed Oct 7, 2025 21:37 UTC
Karnovsky Kristina WEVP, Dealmakers & Wealth
OtherCommon Stock 8.85 $362.65 $3,209.45
Disclosure

SEC source: 0001628280-25-044533 · wk-form5_1759873047.xml · nonDerivative · entry 2

Karnovsky Kristina W · CIK 0001874542 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,251.6669

F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
November 29, 2024 Filed Oct 7, 2025 21:30 UTC
Ellis Christopher REVP, Initiatives & P'ships
OtherCommon Stock 12.73 $362.65 $4,616.53
Disclosure

SEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 2

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,971.3707

F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 600 $0.00 Strike: $426.25 $0.00
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · derivative · entry 7

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,684

Underlying: Common Stock · 600 shares

Expires 2032-11-01

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

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

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 754 $0.00 Strike: $436.57 $0.00
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · derivative · entry 6

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,017

Underlying: Common Stock · 754 shares

Expires 2033-11-01

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

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

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,655 $0.00 Strike: $255.87 $0.00
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · derivative · entry 5

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,655 shares

Expires 2029-11-01

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

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

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
SaleCommon Stock 4,009 $484.96 $1,944,204.64
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 4

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,050

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $484.73 to $485.27. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 600 $426.25 $255,750.00
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 3

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,059

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
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 754 $436.57 $329,173.78
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 2

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,459

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
November 12, 2024 Filed Nov 13, 2024 21:07 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 2,655 $255.87 $679,334.85
Disclosure

SEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 1

Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,705

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
November 11, 2024 Filed Nov 12, 2024 21:32 UTC
Costigan JohnChief Data Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 779 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · derivative · entry 4

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 779 shares

Expires 2028-11-01

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

F3 · derivative.exercise_date: Options were granted on November 1, 2018 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 21:32 UTC
Costigan JohnChief Data Officer
SaleCommon Stock 843 $481.49 $405,896.07
Disclosure

SEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · nonDerivative · entry 3

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298.9415

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $481.13 to $481.86. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
November 11, 2024 Filed Nov 12, 2024 21:32 UTC
Costigan JohnChief Data Officer
SaleCommon Stock 779 $480.46 $374,278.34
Disclosure

SEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,141.9415

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $480.16 to $480.95. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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November 11, 2024 Filed Nov 12, 2024 21:32 UTC
Costigan JohnChief Data Officer
Exercise / conversionCommon Stock 779 $221.88 $172,844.52
Disclosure

SEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · nonDerivative · entry 1

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,920.9415

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

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November 01, 2024 Filed Nov 4, 2024 23:53 UTC
Harding CatrinaChief People Officer
GrantEmployee Stock Option (right to buy) · Derivative 3,194 $0.00 Strike: $458.80 $0.00
Disclosure

SEC source: 0001013237-24-000169 · wk-form4_1730764424.xml · derivative · entry 1

Harding Catrina · CIK 0001984144 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,194

Underlying: Common Stock · 3,194 shares

Expires 2034-11-01

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

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November 01, 2024 Filed Nov 4, 2024 23:52 UTC
Ellis Christopher REVP, Initiatives & P'ships
GrantEmployee Stock Option (right to buy) · Derivative 2,254 $0.00 Strike: $458.80 $0.00
Disclosure

SEC source: 0001013237-24-000167 · wk-form4_1730764336.xml · derivative · entry 4

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,254

Underlying: Common Stock · 2,254 shares

Expires 2034-11-01

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

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November 01, 2024 Filed Nov 4, 2024 23:52 UTC
Ellis Christopher REVP, Initiatives & P'ships
Tax withholdingCommon Stock 384 $458.80 $176,179.20
Disclosure

SEC source: 0001013237-24-000167 · wk-form4_1730764336.xml · nonDerivative · entry 2

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,958.6867

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2024, of PSUs granted on November 1, 2021.

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November 01, 2024 Filed Nov 4, 2024 23:52 UTC
Ellis Christopher REVP, Initiatives & P'ships
GrantCommon Stock 828 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000167 · wk-form4_1730764336.xml · nonDerivative · entry 1

Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,342.6867

F1 · shares: Represents common stock received upon the vesting on November 1, 2024, of performance share units ("PSUs") granted on November 1, 2021. Each PSU converted into 1.275 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2021 and ending August 31, 2024 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

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November 01, 2024 Filed Nov 4, 2024 23:51 UTC
Moskoff Gregory TMD,Controller and CAO
GrantEmployee Stock Option (right to buy) · Derivative 1,218 $0.00 Strike: $458.80 $0.00
Disclosure

SEC source: 0001013237-24-000165 · wk-form4_1730764260.xml · derivative · entry 3

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,218

Underlying: Common Stock · 1,218 shares

Expires 2034-11-01

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

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November 01, 2024 Filed Nov 4, 2024 23:51 UTC
Moskoff Gregory TMD,Controller and CAO
Tax withholdingCommon Stock 142 $458.80 $65,149.60
Disclosure

SEC source: 0001013237-24-000165 · wk-form4_1730764260.xml · nonDerivative · entry 2

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 407.3285

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2024, of PSUs granted on November 1, 2021.

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November 01, 2024 Filed Nov 4, 2024 23:51 UTC
Moskoff Gregory TMD,Controller and CAO
GrantCommon Stock 452 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000165 · wk-form4_1730764260.xml · nonDerivative · entry 1

Moskoff Gregory T · CIK 0001782865 · MD,Controller and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 549.3285

F1 · shares: Represents common stock received upon the vesting on November 1, 2024, of performance share units ("PSUs") granted on November 1, 2021. Each PSU converted into 1.275 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2021 and ending August 31, 2024 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.