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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 16, 2024 Filed Jan 18, 2024 21:38 UTC GrantCommon Stock 164 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000021 · wk-form4_1705613924.xml · nonDerivative · entry 1

Frank Malcolm · CIK 0001541806 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 517

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 16, 2024 Filed Jan 18, 2024 21:37 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 565 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000019 · wk-form4_1705613852.xml · derivative · entry 2

MCGONIGLE JAMES J · CIK 0001174501 · 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.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 21:37 UTC GrantCommon Stock 164 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000019 · wk-form4_1705613852.xml · nonDerivative · entry 1

MCGONIGLE JAMES J · CIK 0001174501 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,283

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 16, 2024 Filed Jan 18, 2024 21:36 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 565 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000017 · wk-form4_1705613777.xml · derivative · entry 2

SIEGEL LAURIE · CIK 0001223626 · 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.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 21:36 UTC GrantCommon Stock 164 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000017 · wk-form4_1705613777.xml · nonDerivative · entry 1

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 759

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 16, 2024 Filed Jan 18, 2024 21:34 UTC
Shavel LeeDirector
GrantNon-Employee Director Stock Option (right to buy) · Derivative 791 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000015 · wk-form4_1705613682.xml · derivative · entry 2

Shavel Lee · CIK 0001521495 · 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.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 21:34 UTC
Shavel LeeDirector
GrantCommon Stock 230 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000015 · wk-form4_1705613682.xml · nonDerivative · entry 1

Shavel Lee · CIK 0001521495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 654

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 16, 2024 Filed Jan 18, 2024 21:31 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 791 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000013 · wk-form4_1705613451.xml · derivative · entry 2

Tejada Maria Teresa · CIK 0001917720 · 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.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 21:31 UTC GrantCommon Stock 230 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000013 · wk-form4_1705613451.xml · nonDerivative · entry 1

Tejada Maria Teresa · CIK 0001917720 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 614

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 16, 2024 Filed Jan 18, 2024 21:29 UTC GrantNon-Employee Director Stock Option (right to buy) · Derivative 1,008 $0.00 Strike: $462.23 $0.00
Disclosure

SEC source: 0001013237-24-000011 · wk-form4_1705613351.xml · derivative · entry 2

Wiesel Shlomo Elisha · CIK 0001969875 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,008

Underlying: Common Stock · 1,008 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.

Read SEC document
January 16, 2024 Filed Jan 18, 2024 21:29 UTC GrantCommon Stock 292 $0.00 $0.00
Disclosure

SEC source: 0001013237-24-000011 · wk-form4_1705613351.xml · nonDerivative · entry 1

Wiesel Shlomo Elisha · CIK 0001969875 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292

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, 2024 Filed Jan 3, 2024 21:06 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 3,086 $0.00 Strike: $170.24 $0.00
Disclosure

SEC source: 0001013237-24-000004 · wk-form4_1704315997.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 · 3,086 shares

Expires 2024-01-13

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, 2017 and vested 100% upon the third anniversary of the date of grant.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 21:06 UTC Exercise / conversionCommon Stock 3,086 $170.24 $525,360.64
Disclosure

SEC source: 0001013237-24-000004 · wk-form4_1704315997.xml · nonDerivative · entry 1

ABRAMS ROBIN ANN · CIK 0001282677 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,338

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, 2024 Filed Jan 3, 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: 0001013237-24-000002 · wk-form4_1704315875.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,000

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
January 02, 2024 Filed Jan 3, 2024 21:04 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $450.50 $1,351,500.00
Disclosure

SEC source: 0001013237-24-000002 · wk-form4_1704315875.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
January 02, 2024 Filed Jan 3, 2024 21:04 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
Exercise / conversionCommon Stock 3,000 $164.90 $494,700.00
Disclosure

SEC source: 0001013237-24-000002 · wk-form4_1704315875.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
December 28, 2023 Filed Dec 29, 2023 21:09 UTC Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative 1,500 $0.00 Strike: $197.75 $0.00
Disclosure

SEC source: 0001013237-23-000203 · wk-form4_1703884181.xml · derivative · entry 3

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,338

Underlying: Common Stock · 1,500 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.

F2 · derivative.exercise_date: Options were granted on January 12, 2018 and vested 100% upon the third anniversary of the date of grant.

Read SEC document
December 28, 2023 Filed Dec 29, 2023 21:09 UTC SaleCommon Stock 1,500 $475.84 $713,760.00
Disclosure

SEC source: 0001013237-23-000203 · wk-form4_1703884181.xml · nonDerivative · entry 2

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 595

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $475.25 to $476.13. 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
December 28, 2023 Filed Dec 29, 2023 21:09 UTC Exercise / conversionCommon Stock 1,500 $197.75 $296,625.00
Disclosure

SEC source: 0001013237-23-000203 · wk-form4_1703884181.xml · nonDerivative · entry 1

SIEGEL LAURIE · CIK 0001223626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,095

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, 2023 Filed Dec 27, 2023 21:38 UTC
Stepp Katherine MChief Technology Officer (CTO)
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,014 $0.00 Strike: $152.28 $0.00
Disclosure

SEC source: 0001013237-23-000201 · wk-form4_1703713085.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,014 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 granted on November 1, 2016 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
December 26, 2023 Filed Dec 27, 2023 21:38 UTC
Stepp Katherine MChief Technology Officer (CTO)
SaleCommon Stock 1,014 $469.25 $475,819.50
Disclosure

SEC source: 0001013237-23-000201 · wk-form4_1703713085.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 686.7392

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $468.74 to $469.36. 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
December 26, 2023 Filed Dec 27, 2023 21:38 UTC
Stepp Katherine MChief Technology Officer (CTO)
Exercise / conversionCommon Stock 1,014 $152.28 $154,411.92
Disclosure

SEC source: 0001013237-23-000201 · wk-form4_1703713085.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,700.7392

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 21, 2023 Filed Dec 26, 2023 21:08 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6,215 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,215 shares

Expires 2027-11-02

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 2, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
December 21, 2023 Filed Dec 26, 2023 21:08 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
SaleCommon Stock 1,493 $462.90 $691,109.70
Disclosure

SEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,050

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $462.49 to $463.06. 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
December 21, 2023 Filed Dec 26, 2023 21:08 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
SaleCommon Stock 4,722 $461.86 $2,180,902.92
Disclosure

SEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,543

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $461.44 to $462.42. 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
December 21, 2023 Filed Dec 26, 2023 21:08 UTC
Stern Rachel RebeccaEVP, Chief Legal Officer
Exercise / conversionCommon Stock 6,215 $189.98 $1,180,725.70
Disclosure

SEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,265

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 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 700 $0.00 Strike: $255.87 $0.00
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,955

Underlying: Common Stock · 700 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.

F6 · derivative.exercise_date: Options granted on November 1, 2019 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
December 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,851 $0.00 Strike: $189.98 $0.00
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,851 shares

Expires 2027-11-02

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.

F5 · derivative.exercise_date: Options granted on November 2, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
December 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,000 $0.00 Strike: $221.88 $0.00
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,166

Underlying: Common Stock · 1,000 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.

F4 · 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
December 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 968 $0.00 Strike: $166.18 $0.00
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 968 shares

Expires 2027-06-30

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 June 30, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years.

Read SEC document
December 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
SaleCommon Stock 673 $462.07 $310,973.11
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,355

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $461.86 to $462.24. 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
December 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
SaleCommon Stock 3,846 $461.17 $1,773,659.82
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,028

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $460.83 to $461.76. 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
December 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 700 $255.87 $179,109.00
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,874

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 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 1,851 $189.98 $351,652.98
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,174

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 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 1,000 $221.88 $221,880.00
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,323

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 21, 2023 Filed Dec 26, 2023 21:06 UTC
Robie Robert J.EVP, Institutional Buyside
Exercise / conversionCommon Stock 968 $166.18 $160,862.24
Disclosure

SEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,323

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 21, 2023 Filed Sep 16, 2024 20:31 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
OtherCommon Stock 3.9733 $470.18 $1,868.17
Disclosure

SEC source: 0001013237-24-000113 · wk-form5_1726518694.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,923.2714

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

Read SEC document
December 21, 2023 Filed Sep 16, 2024 20:30 UTC
Moskoff Gregory TMD,Controller and CAO
OtherCommon Stock 0.2136 $470.18 $100.43
Disclosure

SEC source: 0001013237-24-000111 · wk-form5_1726518635.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71.7095

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

Read SEC document
December 21, 2023 Filed Sep 16, 2024 20:29 UTC
Karnovsky Kristina WEVP, Dealmakers & Wealth
OtherCommon Stock 0.1524 $470.18 $71.66
Disclosure

SEC source: 0001013237-24-000109 · wk-form5_1726518550.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,564.2732

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

Read SEC document
December 21, 2023 Filed Sep 16, 2024 20:28 UTC
Ellis Christopher REVP, Initiatives & P'ships
OtherCommon Stock 5.9078 $470.18 $2,777.73
Disclosure

SEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,457.7696

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

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December 21, 2023 Filed Sep 16, 2024 20:26 UTC
Costigan JohnChief Data Officer
OtherCommon Stock 0.5734 $470.18 $269.60
Disclosure

SEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 2

Costigan John · CIK 0001927003 · Chief Data Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 845.6619

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

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December 21, 2023 Filed Sep 16, 2024 20:25 UTC
Stepp Katherine MChief Technology Officer (CTO)
OtherCommon Stock 0.1561 $470.18 $73.40
Disclosure

SEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 687.0669

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

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December 21, 2023 Filed Sep 16, 2024 20:24 UTC
Huber LindaFormer EVP, CFO
OtherCommon Stock 0.2344 $470.18 $110.21
Disclosure

SEC source: 0001013237-24-000101 · wk-form5_1726518242.xml · nonDerivative · entry 2

Huber Linda · CIK 0001327278 · Former EVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,393.7007

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

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December 21, 2023 Filed Sep 16, 2024 20:22 UTC
Skoko GoranEVP, Chief Revenue Officer
OtherCommon Stock 3.5893 $470.18 $1,687.62
Disclosure

SEC source: 0001013237-24-000099 · wk-form5_1726518141.xml · nonDerivative · entry 3

Skoko Goran · CIK 0001793724 · EVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,804.5435

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

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December 20, 2023 Filed Dec 21, 2023 23:02 UTC
Ellis Christopher REVP, Initiatives & P'ships
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 9,291 $0.00 Strike: $131.31 $0.00
Disclosure

SEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,291 shares

Expires 2024-11-03

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 3, 2014 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant.

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December 20, 2023 Filed Dec 21, 2023 23:02 UTC
Ellis Christopher REVP, Initiatives & P'ships
SaleCommon Stock 1,759 $451.32 $793,871.88
Disclosure

SEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,433.1869

F2 · price: This transaction was executed in multiple trades with sales prices ranging from $451.25 to $451.46. 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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December 20, 2023 Filed Dec 21, 2023 23:02 UTC
Ellis Christopher REVP, Initiatives & P'ships
SaleCommon Stock 7,532 $450.63 $3,394,145.16
Disclosure

SEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,192.1869

F1 · price: This transaction was executed in multiple trades with sales prices ranging from $450.21 to $451.19. 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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December 20, 2023 Filed Dec 21, 2023 23:02 UTC
Ellis Christopher REVP, Initiatives & P'ships
Exercise / conversionCommon Stock 9,291 $131.31 $1,220,001.21
Disclosure

SEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,724.1869

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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December 04, 2023 Filed Dec 4, 2023 21:32 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: 0001013237-23-000189 · wk-form4_1701725537.xml · derivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,000

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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December 04, 2023 Filed Dec 4, 2023 21:32 UTC
Snow Frederick PhilipDirector · Chief Executive Officer
SaleCommon Stock 3,000 $452.79 $1,358,370.00
Disclosure

SEC source: 0001013237-23-000189 · wk-form4_1701725537.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 April 27, 2023, with an effective date of August 1, 2023, 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.