Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | January 15, 2026 | January 20, 2026 |
| Verisk Analytics, Inc.VRSK · Entity 1061 | Director · Chief Executive Officer | October 01, 2026 | October 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FACTSET RESEARCH SYSTEMS INC
Report date January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,587 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 571 · Balance 1,587 F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $289.68 · Expires 2033-01-15 | Direct | 1,396 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Grant · Acquired 1,396 · Balance 1,396 F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
Verisk Analytics, Inc.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,490 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 3,535 · Balance 102,025 Row 2 · 2026-10-01 · Sale · Disposed 3,535 · Balance 98,490 F1: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 11, 2025. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.00 · Expires 2028-04-01 | Direct | 7,069 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Exercise / conversion · Disposed 3,535 · Balance 7,069 F2: Stock Options outstanding under the Issuer's 2013 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 11, 2025.
F2: Stock Options outstanding under the Issuer's 2013 Equity Incentive Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INVESTMENT TECHNOLOGY GROUP, INC.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 14,082 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of November 6, 2018, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Impala Merger Sub, Inc., a Delaware corporation ("Merger Sub") and an indirect wholly owned subsidiary of Virtu, and Investment Technology Group, Inc., a Delaware corporation (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and an indirect wholly owned subsidiary of Virtu, 10,520 shares of the Company's common stock, par value $0.01 per share (the "Common Stock"), owned by the reporting person were converted into the right to receive $30.30 per share in cash without interest (the "Merger Consideration"). F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company fully vested and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $30.30 per share. Accordingly, 3,562 RSUs granted to the reporting person on June 7, 2018 under the Company's stock plan, which would have vested into Common Stock on the day immediately preceding the Company's next annual meeting of stockholders at which directors would be elected or reelected by the Company's stockholders, fully vested in connection with the Merger in exchange for cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of November 6, 2018, by and among Virtu Financial, Inc., a Delaware corporation ("Virtu"), Impala Merger Sub, Inc., a Delaware corporation ("Merger Sub") and an indirect wholly owned subsidiary of Virtu, and Investment Technology Group, Inc., a Delaware corporation (the "Company"), at the effective time of the merger (the "Effective Time") of Merger Sub with and into the Company, with the Company as the surviving entity and an indirect wholly owned subsidiary of Virtu, 10,520 shares of the Company's common stock, par value $0.01 per share (the "Common Stock"), owned by the reporting person were converted into the right to receive $30.30 per share in cash without interest (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit ("RSU") granted by the Company fully vested and converted automatically into the right to receive an amount in cash equal to the product of (i) the number of shares of Common Stock subject to such RSU immediately prior to the Effective Time and (ii) the Merger Consideration of $30.30 per share. Accordingly, 3,562 RSUs granted to the reporting person on June 7, 2018 under the Company's stock plan, which would have vested into Common Stock on the day immediately preceding the Company's next annual meeting of stockholders at which directors would be elected or reelected by the Company's stockholders, fully vested in connection with the Merger in exchange for cash.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:07 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionStock Option · Derivative | 3,535 | $0.00 Strike: $104.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412251 · ownership.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,069 Underlying: Common Stock · 3,535 shares Expires 2028-04-01 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 · security: Stock Options outstanding under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| October 01, 2026 Filed Oct 3, 2026 00:07 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 3,535 | $170.70 | $603,424.50 |
DisclosureSEC source: 0001193125-26-412251 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,490 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 11, 2025. Read SEC document |
| October 01, 2026 Filed Oct 3, 2026 00:07 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionCommon Stock | 3,535 | $104.00 | $367,640.00 |
DisclosureSEC source: 0001193125-26-412251 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 102,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 22:32 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionStock Option · Derivative | 3,535 | $0.00 Strike: $104.00 | $0.00 |
DisclosureSEC source: 0001193125-26-380586 · ownership.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,604 Underlying: Common Stock · 3,535 shares Expires 2028-04-01 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 · security: Stock Options outstanding under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 22:32 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 3,535 | $193.43 | $683,775.05 |
DisclosureSEC source: 0001193125-26-380586 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,490 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 11, 2025. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 22:32 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionCommon Stock | 3,535 | $104.00 | $367,640.00 |
DisclosureSEC source: 0001193125-26-380586 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 102,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 03, 2026 Filed Aug 3, 2026 20:23 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionStock Option · Derivative | 3,535 | $0.00 Strike: $104.00 | $0.00 |
DisclosureSEC source: 0001193125-26-330642 · ownership.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,139 Underlying: Common Stock · 3,535 shares Expires 2028-04-01 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 · security: Stock Options outstanding under the Issuer's 2013 Equity Incentive Plan. Read SEC document |
| August 03, 2026 Filed Aug 3, 2026 20:23 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 3,535 | $196.94 | $696,182.90 |
DisclosureSEC source: 0001193125-26-330642 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,490 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 11, 2025. Read SEC document |
| August 03, 2026 Filed Aug 3, 2026 20:23 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Exercise / conversionCommon Stock | 3,535 | $104.00 | $367,640.00 |
DisclosureSEC source: 0001193125-26-330642 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 102,025 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 |
| July 29, 2026 Filed Jul 31, 2026 20:05 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 2,500 | $220.00 | $550,000.00 |
DisclosureSEC source: 0001193125-26-328459 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,490 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 11, 2025. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 1,396 | $0.00 Strike: $289.68 | $0.00 |
DisclosureSEC source: 0001628280-26-002731 · wk-form4_1768948767.xml · derivative · entry 2 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,396 Underlying: Common Stock · 1,396 shares Expires 2033-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 22:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 571 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002731 · wk-form4_1768948767.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,587 F1 · shares: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2026 Filed Jan 24, 2026 00:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 51,629 | $0.00 Strike: $222.05 | $0.00 |
DisclosureSEC source: 0001193125-26-021409 · ownership.xml · derivative · entry 5 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,629 Underlying: Common Stock · 51,629 shares Expires 2036-01-15 F5 · security: This stock option was granted under the Issuer's 2021 Equity Incentive Plan. F6 · derivative.exercise_date: Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, this stock option vests and becomes exercisable in four equal installments on the first, second, third and fourth anniversaries of the stock option grant date. Read SEC document |
| January 15, 2026 Filed Jan 24, 2026 00:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 2,476 | $222.05 | $549,795.80 |
DisclosureSEC source: 0001193125-26-021409 · ownership.xml · nonDerivative · entry 4 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,990 F4 · shares: Payment of tax liability by withholding shares in connection with the January 15, 2026 vesting of previously reported restricted stock grants. Read SEC document |
| January 15, 2026 Filed Jan 24, 2026 00:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 11,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021409 · ownership.xml · nonDerivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,466 F3 · shares: These restricted stock units of Common Stock were granted under the Issuer's 2021 Equity Incentive Plan. Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, these restricted stock units vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| January 14, 2026 Filed Jan 24, 2026 00:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 13,393 | $223.69 | $2,995,880.17 |
DisclosureSEC source: 0001193125-26-021409 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,207 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units granted on January 15, 2023. Read SEC document |
| January 14, 2026 Filed Jan 24, 2026 00:36 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 28,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021409 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,600 F1 · shares: Represents shares of common stock issued upon settlement of performance stock units granted on January 15, 2023 under the Issuer's 2021 Equity Incentive Plan and the underlying performance stock unit award agreement that vested based on the level of achievement of the applicable relative TSR-based and ROIC-based performance conditions and satisfaction of the service condition. Read SEC document |
| November 18, 2025 Filed Nov 18, 2025 21:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $220.07 | $242,077.00 |
DisclosureSEC source: 0001193125-25-286383 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,707 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $216.99 | $238,689.00 |
DisclosureSEC source: 0001193125-25-286383 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,807 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| August 18, 2025 Filed Aug 18, 2025 20:30 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $268.01 | $294,811.00 |
DisclosureSEC source: 0000950170-25-109760 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,907 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 20:30 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $268.00 | $294,800.00 |
DisclosureSEC source: 0000950170-25-109760 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,007 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:48 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-103166 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,107 F1 · kind: This transfer was a charitable gift by Mr. Shavel. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:17 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 13,784 | $313.77 | $4,325,005.68 |
DisclosureSEC source: 0000950170-25-083098 · ownership.xml · nonDerivative · entry 4 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,907 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units granted on May 25, 2022. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:17 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 27,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083098 · ownership.xml · nonDerivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,691 F3 · shares: Represents shares of common stock issued upon settlement of performance stock units granted on May 25, 2022 under the Issuer's 2021 Equity Incentive Plan and the underlying performance stock unit award agreement that vested based on the level of achievement of the applicable relative TSR based performance condition and satisfaction of the service condition. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:17 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 8,238 | $313.77 | $2,584,837.26 |
DisclosureSEC source: 0000950170-25-083098 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,704 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units granted on May 25, 2022. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:17 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 16,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083098 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,942 F1 · shares: Represents shares of common stock issued upon settlement of performance stock units granted on May 25, 2022 under the Issuer's 2021 Equity Incentive Plan and the underlying performance stock unit award agreement that vested based on the level of achievement of the applicable TSR and ROIC based performance conditions and satisfaction of the service condition. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:19 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $307.88 | $338,668.00 |
DisclosureSEC source: 0000950170-25-074369 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,218 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $302.17 | $332,387.00 |
DisclosureSEC source: 0000950170-25-074369 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,318 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| March 18, 2025 Filed Mar 18, 2025 20:49 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $289.16 | $318,076.00 |
DisclosureSEC source: 0000950170-25-041321 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,418 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:49 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,100 | $287.83 | $316,613.00 |
DisclosureSEC source: 0000950170-25-041321 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,518 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on November 25, 2024. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 673 | $0.00 Strike: $453.98 | $0.00 |
DisclosureSEC source: 0001013237-25-000024 · wk-form4_1737149483.xml · derivative · entry 2 Shavel Lee · CIK 0001521495 · 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 21:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC 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 24, 2025 22:38 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 36,979 | $0.00 Strike: $273.81 | $0.00 |
DisclosureSEC source: 0000950170-25-008916 · ownership.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,979 Underlying: Common Stock · 36,979 shares Expires 2035-01-15 F3 · security: This stock option was granted under the Issuer's 2021 Equity Incentive Plan. F4 · derivative.exercise_date: Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, this stock option vests and becomes exercisable in four equal installments on the first, second, third and fourth anniversaries of the stock option grant date. Read SEC document |
| January 15, 2025 Filed Jan 24, 2025 22:38 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 2,730 | $2,730.00 | $7,452,900.00 |
DisclosureSEC source: 0000950170-25-008916 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,618 F2 · shares: Payment of tax liability by withholding shares in connection with the January 15, 2025 vesting of previously reported restricted stock grants. Read SEC document |
| January 15, 2025 Filed Jan 24, 2025 22:38 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 8,035 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-008916 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,348 F1 · shares: These restricted stock units of Common Stock were granted under the Issuer's 2021 Equity Incentive Plan. Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, these restricted stock units vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| January 13, 2025 Filed Jan 17, 2025 00:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 6,034 | $275.43 | $1,661,944.62 |
DisclosureSEC source: 0000950170-25-006361 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,313 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units granted on January 15, 2022. Read SEC document |
| January 13, 2025 Filed Jan 17, 2025 00:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 12,184 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-006361 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,347 F1 · shares: Represents shares of common stock issued upon settlement of performance stock units granted on January 15, 2022 under the Issuer's 2021 Equity Incentive Plan and the underlying performance stock unit award agreement that vested based on the level of achievement of the applicable performance condition and satisfaction of the service condition. Read SEC document |
| November 18, 2024 Filed Nov 18, 2024 22:45 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $280.71 | $280,710.00 |
DisclosureSEC source: 0000950170-24-128114 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,163 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 22:45 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $286.49 | $286,490.00 |
DisclosureSEC source: 0000950170-24-128114 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,163 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:09 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $266.18 | $266,180.00 |
DisclosureSEC source: 0000950170-24-098516 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,163 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:09 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $268.59 | $268,590.00 |
DisclosureSEC source: 0000950170-24-098516 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,163 F1 · shares: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| May 16, 2024 Filed May 17, 2024 20:08 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $248.19 | $248,190.00 |
DisclosureSEC source: 0000950170-24-061635 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,163 F1 · price: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:08 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $248.29 | $248,290.00 |
DisclosureSEC source: 0000950170-24-061635 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,163 F1 · price: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 20:25 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $235.61 | $235,610.00 |
DisclosureSEC source: 0000950170-24-033526 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,163 F1 · price: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:25 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,000 | $231.98 | $231,980.00 |
DisclosureSEC source: 0000950170-24-033526 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,163 F1 · price: These shares were sold pursuant to a 10b5-1 plan entered into by Mr. Shavel on December 4, 2023. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:34 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 791 | $0.00 Strike: $462.23 | $0.00 |
DisclosureSEC 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 | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC 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 15, 2024 Filed Jan 22, 2024 21:59 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 35,585 | $0.00 Strike: $236.77 | $0.00 |
DisclosureSEC source: 0000950170-24-006118 · ownership.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,585 Underlying: Common Stock · 35,585 shares Expires 2034-01-15 F3 · security: This stock option was granted under the Issuer's 2021 Equity Incentive Plan. F4 · derivative.exercise_date: Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, this stock option vests and becomes exercisable in four equal installments on the first, second, third and fourth anniversaries of the stock option grant date. Read SEC document |
| January 15, 2024 Filed Jan 22, 2024 21:59 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 2,115 | $236.77 | $500,768.55 |
DisclosureSEC source: 0000950170-24-006118 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,163 F2 · shares: Payment of tax liability by withholding shares in connection with the January 15, 2024 vesting of previously reported restricted stock grants. Read SEC document |
| January 15, 2024 Filed Jan 22, 2024 21:59 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 8,025 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-006118 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,278 F1 · shares: These restricted stock units of Common Stock were granted under the Issuer's 2021 Equity Incentive Plan. Subject to the terms of the Issuer's 2021 Equity Incentive Plan and the applicable award agreement thereunder, these restricted stock units vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.