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 |
|---|---|---|---|---|---|---|
| January 08, 2024 Filed Jan 16, 2024 21:08 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 2,370 | $238.86 | $566,098.20 |
DisclosureSEC source: 0000950170-24-004611 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,857 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units granted on January 15, 2021. Read SEC document |
| January 08, 2024 Filed Jan 16, 2024 21:08 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 5,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-004611 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,227 F1 · shares: Represents shares of common stock issued upon settlement of performance stock units granted on January 15, 2021 under the Issuer's 2013 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 |
| January 08, 2024 Filed Jan 22, 2024 21:43 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 2,974 | $238.86 | $710,369.64 |
DisclosureSEC source: 0000950170-24-006097 · ownership.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,253 F2 · security: This Form 4/A is being filed because the original Form 4 filed on Janaury 16, 2024 inadvertantly reported the withholding of 2,370 shares instead of the correct amount of 2,974 shares for the payment of the tax liability in connection with the vesting and settlement of performance stock units granted on January 15, 2021. F3 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units granted on January 15, 2021. Read SEC document |
| January 08, 2024 Filed Jan 22, 2024 21:43 UTC Amendment | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 5,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-006097 · ownership.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,227 F1 · shares: Represents shares of common stock issued upon settlement of performance stock units granted on January 15, 2021 under the Issuer's 2013 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 |
| April 01, 2023 Filed Apr 5, 2023 20:01 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 402 | $191.86 | $77,127.72 |
DisclosureSEC source: 0001209191-23-023247 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,246 F1 · kind: Payment of tax liability by withholding shares in connection with the April 1, 2023 vesting of previously reported restricted stock grants which vest on the first, second, third and fourth anniversaries of their respective grant dates. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 815 | $0.00 Strike: $428.70 | $0.00 |
DisclosureSEC source: 0001013237-23-000023 · wf-form4_167416790533430.xml · derivative · entry 2 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 Underlying: Common Stock · 815 shares Expires 2030-01-17 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 17, 2023 Filed Jan 19, 2023 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000023 · wf-form4_167416790533430.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424 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, 2023 Filed Jan 20, 2023 22:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 31,034 | $0.00 Strike: $183.95 | $0.00 |
DisclosureSEC source: 0001209191-23-004317 · doc4.xml · derivative · entry 5 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,034 Underlying: Common Stock · 31,034 shares Expires 2033-01-15 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, 2023 Filed Jan 20, 2023 22:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 1,037 | $183.95 | $190,756.15 |
DisclosureSEC source: 0001209191-23-004317 · doc4.xml · nonDerivative · entry 4 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,648 F4 · shares: Payment of tax liability by withholding shares in connection with the January 15, 2023 vesting of previously reported restricted stock grants. Read SEC document |
| January 15, 2023 Filed Jan 20, 2023 22:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004317 · doc4.xml · nonDerivative · entry 3 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,685 F3 · shares: These restricted shares 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 shares vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| January 09, 2023 Filed Jan 20, 2023 22:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 1,700 | $176.42 | $299,914.00 |
DisclosureSEC source: 0001209191-23-004317 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,640 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on January 15, 2020. Read SEC document |
| January 09, 2023 Filed Jan 20, 2023 22:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 4,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004317 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,340 F1 · shares: Represents shares of common stock issued on settlement of performance stock units originally granted on January 15, 2020 under the Issuer's 2013 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 |
| June 01, 2022 Filed Jun 2, 2022 22:18 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 487 | $173.42 | $84,455.54 |
DisclosureSEC source: 0001209191-22-033682 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,479 F1 · kind: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| May 25, 2022 Filed May 31, 2022 20:52 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 13,834 | $0.00 Strike: $170.72 | $0.00 |
DisclosureSEC source: 0001209191-22-032855 · doc4.xml · derivative · entry 2 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,834 Underlying: Common Stock · 13,834 shares Expires 2032-05-25 F2 · security: This stock option was granted under the Issuer's 2021 Equity Incentive Plan. F3 · 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 |
| May 25, 2022 Filed May 31, 2022 20:52 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 3,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032855 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,966 F1 · security: These restricted shares 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 shares vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| May 02, 2022 Filed May 3, 2022 23:57 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $203.64 | $98,358.12 |
DisclosureSEC source: 0001209191-22-026914 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,644 F1 · kind: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 847 | $214.12 | $181,359.64 |
DisclosureSEC source: 0001209191-22-022342 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,127 F2 · kind: Payment of tax liability by withholding shares in connection with the April 1, 2022 vesting of previously reported restricted stock grants which vest on the first, second, third and fourth anniversaries of their respective grant dates. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:16 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $214.88 | $103,787.04 |
DisclosureSEC source: 0001209191-22-022342 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,974 F1 · kind: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 22:43 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $177.31 | $85,640.73 |
DisclosureSEC source: 0001209191-22-014195 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,457 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 21:14 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $196.30 | $94,812.90 |
DisclosureSEC source: 0001209191-22-005901 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,940 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 688 | $0.00 Strike: $428.71 | $0.00 |
DisclosureSEC source: 0001013237-22-000034 · wf-form4_164271739096633.xml · derivative · entry 2 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688 Underlying: Common Stock · 688 shares Expires 2029-01-18 F2 · derivative.exercise_date: Options granted to non-employee Directors vesting 100% on the third anniversary of the date of grant. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000034 · wf-form4_164271739096633.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177 F1 · shares: Restricted stock units granted to non-employee Directors vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2022 Filed Jan 20, 2022 02:04 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 12,757 | $0.00 Strike: $198.15 | $0.00 |
DisclosureSEC source: 0001209191-22-003908 · doc4.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,757 Underlying: Common Stock · 12,757 shares Expires 2032-01-15 F2 · security: This stock option was granted under the Issuer's 2021 Equity Incentive Plan. F3 · 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, 2022 Filed Jan 20, 2022 02:04 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 789 | $198.15 | $156,340.35 |
DisclosureSEC source: 0001209191-22-003908 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,423 Read SEC document |
| January 15, 2022 Filed Jan 20, 2022 02:04 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 2,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003908 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,212 F1 · security: These restricted shares 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 shares vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 22:21 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 3,065 | $228.73 | $701,057.45 |
DisclosureSEC source: 0001209191-22-003092 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,497 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on April 1, 2019. Read SEC document |
| January 10, 2022 Filed Jan 12, 2022 22:21 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 7,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003092 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,562 F1 · shares: Represents shares of common stock issued on settlement of performance stock units originally granted on April 1, 2019 under the Issuer's 2013 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 |
| January 03, 2022 Filed Jan 4, 2022 21:53 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $227.66 | $109,959.78 |
DisclosureSEC source: 0001209191-22-000928 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,074 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| December 01, 2021 Filed Dec 1, 2021 22:11 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $226.09 | $109,201.47 |
DisclosureSEC source: 0001209191-21-067305 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,557 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| November 01, 2021 Filed Nov 1, 2021 22:41 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $210.30 | $101,574.90 |
DisclosureSEC source: 0001209191-21-062245 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,040 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 20:45 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $201.58 | $97,363.14 |
DisclosureSEC source: 0001209191-21-058478 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,523 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| September 01, 2021 Filed Sep 1, 2021 20:30 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $201.91 | $97,522.53 |
DisclosureSEC source: 0001209191-21-054260 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,006 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:37 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $175.54 | $84,785.82 |
DisclosureSEC source: 0001209191-21-044981 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,972 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| July 01, 2021 Filed Aug 2, 2021 20:06 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 483 | $189.99 | $91,765.17 |
DisclosureSEC source: 0001209191-21-049054 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,489 F1 · price: These shares were sold pursuant to a 10b5-1 plan that Mr. Shavel entered into on June 4, 2021. Read SEC document |
| June 01, 2021 Filed Jun 1, 2021 21:05 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 4,141 | $173.36 | $717,883.76 |
DisclosureSEC source: 0001209191-21-036890 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,655 F2 · price: These shares were sold pursuant to a 10b5-1 plan. This sale price is a weighted average sale price that represents the sale of these shares of Common Stock at prices ranging from $173.10 to $173.74, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the Issuer or any security holder of the Issuer, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (2). Read SEC document |
| June 01, 2021 Filed Jun 1, 2021 21:05 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | SaleCommon Stock | 1,659 | $172.58 | $286,310.22 |
DisclosureSEC source: 0001209191-21-036890 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,796 F1 · price: These shares were sold pursuant to a 10b5-1 plan. This sale price is a weighted average sale price that represents the sale of these shares of Common Stock at prices ranging from $172.07 to $173.06, inclusive. The reporting person undertakes to provide upon request by the SEC staff, the Issuer or any security holder of the Issuer, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1). Read SEC document |
| May 27, 2021 Filed May 27, 2021 21:21 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036303 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,455 F1 · kind: This transfer was a charitable gift by Mr. Shavel. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:15 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 846 | $179.81 | $152,119.26 |
DisclosureSEC source: 0001209191-21-025251 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · Group President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,455 F1 · kind: Payment of tax liability by withholding shares in connection with the April 1, 2021 vesting of previously reported restricted stock grants which vest on the first, second, third and fourth anniversaries of their respective grant dates. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,256 | $0.00 Strike: $318.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000025 · wf-form4_161118134269480.xml · derivative · entry 1 Shavel Lee · CIK 0001521495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,256 Underlying: Common Stock · 2,256 shares Expires 2028-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:39 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 18,334 | $0.00 Strike: $190.02 | $0.00 |
DisclosureSEC source: 0001209191-21-004413 · doc4.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Underlying: Common Stock · 18,334 shares Expires 2031-01-15 F2 · security: This stock option was granted under the Issuer's 2013 Equity Incentive Plan. F3 · derivative.exercise_date: Subject to the terms of the Issuer's 2013 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, 2021 Filed Jan 20, 2021 22:39 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 374 | $190.02 | $71,067.48 |
DisclosureSEC source: 0001209191-21-004413 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,301 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:39 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 3,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-004413 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,675 F1 · security: These restricted shares of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these restricted shares vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 22:50 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 4,631 | $207.59 | $961,349.29 |
DisclosureSEC source: 0001209191-21-003281 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,306 F2 · shares: Payment of tax liability by withholding shares in connection with the vesting and settlement of performance stock units originally granted on April 1, 2018. Read SEC document |
| January 08, 2021 Filed Jan 12, 2021 22:50 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 10,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003281 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,937 F1 · shares: Represents shares of common stock issued on settlement of performance stock units originally granted on April 1, 2018 under the Issuer's 2013 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 |
| April 01, 2020 Filed Apr 3, 2020 20:29 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 803 | $140.78 | $113,046.34 |
DisclosureSEC source: 0001209191-20-023131 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,136 F1 · kind: Payment of tax liability by withholding shares in connection with the April 1, 2020 vesting of previously reported restricted stock grants which vest on the first, second, third and fourth anniversaries of their respective grant dates. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:20 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 18,881 | $0.00 Strike: $158.65 | $0.00 |
DisclosureSEC source: 0001209191-20-003969 · doc4.xml · derivative · entry 2 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,881 Underlying: Common Stock · 18,881 shares Expires 2030-01-15 F2 · security: This stock option was granted under the Issuer's 2013 Equity Incentive Plan. F3 · derivative.exercise_date: Subject to the terms of the Issuer's 2013 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, 2020 Filed Jan 17, 2020 21:20 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantCommon Stock | 3,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003969 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,939 F1 · security: These restricted shares of Common Stock were granted under the Issuer's 2013 Equity Incentive Plan. Subject to the terms of the Issuer's 2013 Equity Incentive Plan and the applicable award agreement thereunder, these restricted shares vest in four equal installments on the first, second, third and fourth anniversaries of their grant date. Read SEC document |
| August 19, 2019 Filed Aug 20, 2019 20:21 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GiftCommon Stock | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-046802 · doc4.xml · nonDerivative · entry 1 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,906 F1 · kind: This transfer was a charitable gift by Mr. Shavel. Read SEC document |
| April 01, 2019 Filed Apr 4, 2019 22:45 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | GrantStock Option · Derivative | 18,227 | $0.00 Strike: $134.24 | $0.00 |
DisclosureSEC source: 0001209191-19-023743 · doc4.xml · derivative · entry 3 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,227 Underlying: Common Stock · 18,227 shares Expires 2029-04-01 F2 · security: This stock option was granted under the Issuer's 2013 Equity Incentive Plan. F3 · derivative.exercise_date: Subject to the terms of the Issuer's 2013 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 |
| April 01, 2019 Filed Apr 4, 2019 22:45 UTC | Verisk Analytics, Inc. VRSK · Entity 1061 | Tax withholdingCommon Stock | 309 | $134.24 | $41,480.16 |
DisclosureSEC source: 0001209191-19-023743 · doc4.xml · nonDerivative · entry 2 Shavel Lee · CIK 0001521495 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,684 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.