Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | EVP, Head of CTS | September 15, 2022 | May 08, 2023 |
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 September 15, 2022 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92.2597 |
Ending reported balance
After 2023-05-05 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2022-09-15 · Other · Acquired 0.3543 · Balance 178.1828 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2022-12-15 · Other · Acquired 0.3679 · Balance 178.5507 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 3 · 2023-02-28 · Other · Acquired 26.1964 · Balance 204.7471 F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 4 · 2023-03-16 · Other · Acquired 0.4497 · Balance 205.1968 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 5 · 2023-05-05 · Exercise / conversion · Acquired 670 · Balance 875.1968 Row 6 · 2023-05-05 · Sale · Disposed 670 · Balance 205.1968 F3: This transaction was executed in multiple trades with sales prices ranging from $404.61 to $404.91. 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. Row 7 · 2023-05-05 · Sale · Disposed 112.9371 · Balance 92.2597 F4: This transaction was executed in multiple trades with sales prices ranging from $405.10 to $405.26. 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. This transaction reflects shares sold from the FactSet Research Systems Inc. Employee Stock Purchase Plan. Fractional shares were paid in cash upon settlement. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $269.43 · Expires 2030-05-01 | Direct | 1,340 |
Reported balance
After 2023-05-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-05-05 · Exercise / conversion · Disposed 670 · Balance 1,340 F5: Options were granted on May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
F3: This transaction was executed in multiple trades with sales prices ranging from $404.61 to $404.91. 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.
F4: This transaction was executed in multiple trades with sales prices ranging from $405.10 to $405.26. 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. This transaction reflects shares sold from the FactSet Research Systems Inc. Employee Stock Purchase Plan. Fractional shares were paid in cash upon settlement.
F5: Options were granted on May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| May 05, 2023 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 670 | $0.00 Strike: $269.43 | $0.00 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · derivative · entry 8 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,340 Underlying: Common Stock · 670 shares Expires 2030-05-01 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. F5 · derivative.exercise_date: Options were granted on May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| May 05, 2023 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 112.9371 | $405.24 | $45,766.63 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 7 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92.2597 F4 · price: This transaction was executed in multiple trades with sales prices ranging from $405.10 to $405.26. 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. This transaction reflects shares sold from the FactSet Research Systems Inc. Employee Stock Purchase Plan. Fractional shares were paid in cash upon settlement. Read SEC document |
| May 05, 2023 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 670 | $404.75 | $271,182.50 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 6 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205.1968 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $404.61 to $404.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 05, 2023 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 670 | $269.43 | $180,518.10 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 5 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 875.1968 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 20:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 385 | $0.00 Strike: $316.71 | $0.00 |
DisclosureSEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · derivative · entry 5 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,206 Underlying: Common Stock · 385 shares Expires 2030-11-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options were granted on November 9, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 20:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 335 | $0.00 Strike: $269.43 | $0.00 |
DisclosureSEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · derivative · entry 4 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,010 Underlying: Common Stock · 335 shares Expires 2030-05-01 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 May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 20:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 720 | $407.87 | $293,666.40 |
DisclosureSEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · nonDerivative · entry 3 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177.8285 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $407.76 to $408.07. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 20:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 385 | $316.71 | $121,933.35 |
DisclosureSEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · nonDerivative · entry 2 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 897.8285 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 11, 2023 Filed Apr 12, 2023 20:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 335 | $269.43 | $90,259.05 |
DisclosureSEC source: 0001013237-23-000050 · wf-form4_168133195246934.xml · nonDerivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512.8285 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2023 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.4497 | $405.20 | $182.22 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 4 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205.1968 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2023 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 26.1964 | $352.37 | $9,230.83 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 3 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204.7471 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 21, 2022 Filed Dec 22, 2022 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 350 | $0.00 Strike: $316.71 | $0.00 |
DisclosureSEC source: 0001013237-22-000201 · wf-form4_167174474576455.xml · derivative · entry 3 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,591 Underlying: Common Stock · 350 shares Expires 2030-11-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options were granted on November 9, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| December 21, 2022 Filed Dec 22, 2022 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 350 | $403.81 | $141,333.50 |
DisclosureSEC source: 0001013237-22-000201 · wf-form4_167174474576455.xml · nonDerivative · entry 2 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177.8285 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $403.77 to $403.97. 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, 2022 Filed Dec 22, 2022 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 350 | $316.71 | $110,848.50 |
DisclosureSEC source: 0001013237-22-000201 · wf-form4_167174474576455.xml · nonDerivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527.8285 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 15, 2022 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.3679 | $431.06 | $158.59 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 2 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178.5507 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,986 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000180 · wf-form4_166751522810591.xml · derivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,986 Underlying: Common Stock · 2,986 shares Expires 2032-11-01 F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 15, 2022 Filed May 8, 2023 22:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.3543 | $446.67 | $158.26 |
DisclosureSEC source: 0001013237-23-000056 · wf-form4_168358533102059.xml · nonDerivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178.1828 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 31, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.1052 | $318.40 | $988.70 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 7 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177.8285 F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| July 08, 2022 Filed Jul 11, 2022 20:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 335 | $0.00 Strike: $269.43 | $0.00 |
DisclosureSEC source: 0001013237-22-000100 · wf-form4_165757026951434.xml · derivative · entry 3 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,345 Underlying: Common Stock · 335 shares Expires 2030-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options were granted on May 1, 2020 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| July 08, 2022 Filed Jul 11, 2022 20:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 335 | $401.55 | $134,519.25 |
DisclosureSEC source: 0001013237-22-000100 · wf-form4_165757026951434.xml · nonDerivative · entry 2 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110.8393 Read SEC document |
| July 08, 2022 Filed Jul 11, 2022 20:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 335 | $269.43 | $90,259.05 |
DisclosureSEC source: 0001013237-22-000100 · wf-form4_165757026951434.xml · nonDerivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445.8393 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 |
| June 16, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.4448 | $348.71 | $155.11 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 6 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174.7233 F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 31.1118 | $324.51 | $10,096.09 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 5 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174.2785 F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 17, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.2743 | $427.14 | $117.16 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 4 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143.1667 F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 23.8173 | $345.18 | $8,221.26 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 3 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142.8924 F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 16, 2021 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.2068 | $471.40 | $97.49 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 2 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119.0751 F2 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 30, 2021 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 8.029 | $327.96 | $2,633.19 |
DisclosureSEC source: 0001013237-22-000133 · wf-form5_166335928725675.xml · nonDerivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118.8683 F1 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 12:58 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 735 | $0.00 Strike: $316.71 | $0.00 |
DisclosureSEC source: 0001013237-21-000174 · wf-form4_163672189249708.xml · derivative · entry 3 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,941 Underlying: Common Stock · 735 shares Expires 2030-11-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options were granted on November 9, 2020 and vest 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 12:58 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 735 | $451.24 | $331,661.40 |
DisclosureSEC source: 0001013237-21-000174 · wf-form4_163672189249708.xml · nonDerivative · entry 2 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110.8393 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $450.98 to $451.48. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 12:58 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 735 | $316.71 | $232,781.85 |
DisclosureSEC source: 0001013237-21-000174 · wf-form4_163672189249708.xml · nonDerivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845.8393 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,418 | $0.00 Strike: $434.82 | $0.00 |
DisclosureSEC source: 0001013237-21-000163 · wf-form4_163597902843322.xml · derivative · entry 1 Reeve Jonathan · CIK 0001886006 · EVP, Senior Head of CTS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,418 Underlying: Common Stock · 3,418 shares Expires 2031-11-01 F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. 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.