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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

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
May 06, 2024 Filed May 6, 2024 21:04 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,166 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,166 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.

F2 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
May 06, 2024 Filed May 6, 2024 21:04 UTC
Robie Robert J.EVP, Institutional Buyside
SaleCommon Stock 4,336 $431.48 $1,870,897.28
Disclosure

SEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,485

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $430.96 to $431.90. 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
May 06, 2024 Filed May 6, 2024 21:04 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 1,300 $255.87 $332,631.00
Disclosure

SEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,821

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
May 06, 2024 Filed May 6, 2024 21:04 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 2,166 $221.88 $480,592.08
Disclosure

SEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,521

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
May 03, 2024 Filed May 6, 2024 21:03 UTC
Skoko GoranEVP, Dealmakers & Wealth
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,106 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-24-000058 · wk-form4_1715029394.xml · derivative · entry 4

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,106 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.

F3 · derivative.exercise_date: Options granted on November 1, 2016 vest 20% annually on the anniversary date of grant and are fully vested after five years.

Read SEC document
May 03, 2024 Filed May 6, 2024 21:03 UTC
Skoko GoranEVP, Dealmakers & Wealth
SaleCommon Stock 500 $429.51 $214,755.00
Disclosure

SEC source: 0001013237-24-000058 · wk-form4_1715029394.xml · nonDerivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,262.1117

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $429.50 to $429.51. 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
May 03, 2024 Filed May 6, 2024 21:03 UTC
Skoko GoranEVP, Dealmakers & Wealth
SaleCommon Stock 3,606 $428.44 $1,544,954.64
Disclosure

SEC source: 0001013237-24-000058 · wk-form4_1715029394.xml · nonDerivative · entry 2

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,762.1117

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $428.21 to $429.01. 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
May 03, 2024 Filed May 6, 2024 21:03 UTC
Skoko GoranEVP, Dealmakers & Wealth
Exercise / conversionCommon Stock 4,106 $152.28 $625,261.68
Disclosure

SEC source: 0001013237-24-000058 · wk-form4_1715029394.xml · nonDerivative · entry 1

Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,368.1117

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
May 03, 2024 Filed May 6, 2024 20:13 UTC
Shan Helen L.EVP, Chief Revenue Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,807 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000056 · wk-form4_1715026409.xml · derivative · entry 3

Shan Helen L. · CIK 0001748873 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,807 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.

F1 · derivative.exercise_price: A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date.

F1 · derivative.exercise_date: A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date.

F1 · derivative.expiration_date: A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date.

Read SEC document
May 03, 2024 Filed May 6, 2024 20:13 UTC
Shan Helen L.EVP, Chief Revenue Officer
Tax withholdingCommon Stock 728 $428.25 $311,766.00
Disclosure

SEC source: 0001013237-24-000056 · wk-form4_1715026409.xml · nonDerivative · entry 2

Shan Helen L. · CIK 0001748873 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,356

F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of RSUs granted on May 3, 2021.

Read SEC document
May 03, 2024 Filed May 6, 2024 20:13 UTC
Shan Helen L.EVP, Chief Revenue Officer
Exercise / conversionCommon Stock 1,807 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000056 · wk-form4_1715026409.xml · nonDerivative · entry 1

Shan Helen L. · CIK 0001748873 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,084

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: A restricted stock unit ("RSU") represents a contingent right to receive one share of FactSet Common Stock upon settlement for no consideration. These RSUs vested 100% on May 3, 2024, the third anniversary of the May 3, 2021 grant date.

Read SEC document
May 01, 2024 Filed May 1, 2024 20:07 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: 0001013237-24-000054 · wk-form4_1714594044.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,000

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
May 01, 2024 Filed May 1, 2024 20:07 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $415.26 $1,245,780.00
Disclosure

SEC source: 0001013237-24-000054 · wk-form4_1714594044.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,914.9306

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
May 01, 2024 Filed May 1, 2024 20:07 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-24-000054 · wk-form4_1714594044.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,914.9306

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 30, 2024 Filed Apr 30, 2024 20:50 UTC
Moskoff Gregory TMD,Controller and CAO
SaleCommon Stock 330 $419.50 $138,435.00
Disclosure

SEC source: 0001013237-24-000052 · wk-form4_1714510218.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72.1379

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $419.26 to $419.80. 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
April 01, 2024 Filed Apr 1, 2024 21:10 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: 0001013237-24-000041 · wk-form4_1712005791.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,000

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
April 01, 2024 Filed Apr 1, 2024 21:10 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $452.10 $1,356,300.00
Disclosure

SEC source: 0001013237-24-000041 · wk-form4_1712005791.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,914.9306

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
April 01, 2024 Filed Apr 1, 2024 21:10 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-24-000041 · wk-form4_1712005791.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,914.9306

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
March 21, 2024 Filed Sep 16, 2024 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 4.2713 $450.66 $1,924.90
Disclosure

SEC source: 0001013237-24-000113 · wk-form5_1726518694.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,981.4731

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:30 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.2409 $450.66 $108.56
Disclosure

SEC source: 0001013237-24-000111 · wk-form5_1726518635.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80.0308

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:29 UTC
Karnovsky Kristina WEVP, Dealmakers & Wealth
OtherCommon Stock 0.1934 $450.66 $87.16
Disclosure

SEC source: 0001013237-24-000109 · wk-form5_1726518550.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,580.1237

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:28 UTC
Ellis Christopher REVP, Initiatives & P'ships
OtherCommon Stock 6.2068 $450.66 $2,797.16
Disclosure

SEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,477.8939

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:26 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.6334 $450.66 $285.45
Disclosure

SEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 4

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 861.9276

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:25 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.1632 $450.66 $73.55
Disclosure

SEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 687.2301

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:24 UTC
Huber LindaFormer EVP, CFO
OtherCommon Stock 0.3359 $450.66 $151.38
Disclosure

SEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 4

Huber Linda · CIK 0001327278 · Former EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,435.7891

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

Read SEC document
March 21, 2024 Filed Sep 16, 2024 20:22 UTC
Skoko GoranEVP, Chief Revenue Officer
OtherCommon Stock 3.7526 $450.66 $1,691.15
Disclosure

SEC source: 0001013237-24-000099 · wk-form5_1726518141.xml · nonDerivative · entry 6

Skoko Goran · CIK 0001793724 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,828.0565

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

Read SEC document
March 20, 2024 Filed Oct 7, 2025 21:40 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.18 $430.93 $77.57
Disclosure

SEC source: 0001628280-25-044537 · wk-form5_1759873208.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 612.1824

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

Read SEC document
March 01, 2024 Filed Mar 1, 2024 21:02 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: 0001013237-24-000031 · wk-form4_1709326953.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,000

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
March 01, 2024 Filed Mar 1, 2024 21:02 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $461.55 $1,384,650.00
Disclosure

SEC source: 0001013237-24-000031 · wk-form4_1709326953.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,914.9306

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
March 01, 2024 Filed Mar 1, 2024 21:02 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-24-000031 · wk-form4_1709326953.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,914.9306

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
March 01, 2024 Filed Sep 16, 2024 20:22 UTC
Skoko GoranEVP, Chief Revenue Officer
OtherCommon Stock 0.0759 $450.66 $34.21
Disclosure

SEC source: 0001013237-24-000099 · wk-form5_1726518141.xml · nonDerivative · entry 5

Skoko Goran · CIK 0001793724 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,824.3039

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

Read SEC document
March 01, 2024 Filed Sep 16, 2024 20:22 UTC
Skoko GoranEVP, Chief Revenue Officer
OtherCommon Stock 19.6845 $343.62 $6,763.99
Disclosure

SEC source: 0001013237-24-000099 · wk-form5_1726518141.xml · nonDerivative · entry 4

Skoko Goran · CIK 0001793724 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,824.228

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

Read SEC document
February 29, 2024 Filed Sep 16, 2024 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 53.9304 $386.89 $20,865.13
Disclosure

SEC source: 0001013237-24-000113 · wk-form5_1726518694.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,977.2018

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

Read SEC document
February 29, 2024 Filed Sep 16, 2024 20:30 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 8.0804 $386.89 $3,126.23
Disclosure

SEC source: 0001013237-24-000111 · wk-form5_1726518635.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79.7899

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

Read SEC document
February 29, 2024 Filed Sep 16, 2024 20:29 UTC
Karnovsky Kristina WEVP, Dealmakers & Wealth
OtherCommon Stock 15.6571 $386.89 $6,057.58
Disclosure

SEC source: 0001013237-24-000109 · wk-form5_1726518550.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,579.9303

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

Read SEC document
February 29, 2024 Filed Sep 16, 2024 20:28 UTC
Ellis Christopher REVP, Initiatives & P'ships
OtherCommon Stock 13.9175 $386.89 $5,384.54
Disclosure

SEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,471.6871

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

Read SEC document
February 29, 2024 Filed Sep 16, 2024 20:26 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 15.6323 $386.89 $6,047.98
Disclosure

SEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 3

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 861.2942

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

Read SEC document
February 29, 2024 Filed Sep 16, 2024 20:24 UTC
Huber LindaFormer EVP, CFO
OtherCommon Stock 41.7525 $386.89 $16,153.62
Disclosure

SEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 3

Huber Linda · CIK 0001327278 · Former EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,435.4532

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

Read SEC document
February 02, 2024 Filed Feb 5, 2024 20:30 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 9,247 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-24-000029 · wk-form4_1707164992.xml · derivative · entry 3

Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,247 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.

F1 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

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February 02, 2024 Filed Feb 5, 2024 20:30 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
SaleCommon Stock 9,247 $480.19 $4,440,316.93
Disclosure

SEC source: 0001013237-24-000029 · wk-form4_1707164992.xml · nonDerivative · entry 2

Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,050

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February 02, 2024 Filed Feb 5, 2024 20:30 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionCommon Stock 9,247 $221.88 $2,051,724.36
Disclosure

SEC source: 0001013237-24-000029 · wk-form4_1707164992.xml · nonDerivative · entry 1

Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,297

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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February 01, 2024 Filed Feb 1, 2024 21:04 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: 0001013237-24-000027 · wk-form4_1706821466.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,000

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.

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February 01, 2024 Filed Feb 1, 2024 21:04 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $476.02 $1,428,060.00
Disclosure

SEC source: 0001013237-24-000027 · wk-form4_1706821466.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 12,914.9306

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.

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February 01, 2024 Filed Feb 1, 2024 21:04 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-24-000027 · wk-form4_1706821466.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,914.9306

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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February 01, 2024 Filed Feb 17, 2026 21:07 UTC
Moskoff Gregory TMD,Controller and CAO
GrantCommon Stock 11 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-008561 · wk-form4_1771362461.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180.7766

F1 · shares: Restricted stock units that vested 50% annually on the anniversary date of the grant and were fully vested after two years.

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January 16, 2024 Filed Jan 18, 2024 16:39 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 791 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000023 · wk-form4_1705613982.xml · derivative · entry 2

Choy Siew Kai · CIK 0001814018 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 791

Underlying: Common Stock · 791 shares

Expires 2031-01-16

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

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January 16, 2024 Filed Jan 18, 2024 16:39 UTC GrantCommon Stock 230 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000023 · wk-form4_1705613982.xml · nonDerivative · entry 1

Choy Siew Kai · CIK 0001814018 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 725

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

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January 16, 2024 Filed Jan 18, 2024 21:40 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 791 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000025 · wk-form4_1705614032.xml · derivative · entry 2

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 791

Underlying: Common Stock · 791 shares

Expires 2031-01-16

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

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January 16, 2024 Filed Jan 18, 2024 21:40 UTC GrantCommon Stock 230 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000025 · wk-form4_1705614032.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,568

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

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January 16, 2024 Filed Jan 18, 2024 21:38 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 565 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000021 · wk-form4_1705613924.xml · derivative · entry 2

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 565

Underlying: Common Stock · 565 shares

Expires 2031-01-16

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

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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.