Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | June 28, 2022 | June 29, 2022 |
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 June 28, 2022 · Filed June 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 177 |
Ending reported balance
After 2022-06-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-06-28 · Exercise / conversion · Acquired 2,572 · Balance 2,749 Row 2 · 2022-06-28 · Sale · Disposed 2,572 · Balance 177 |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $207.88 · Expires 2026-01-15 | Direct | 0 |
Reported balance
After 2022-06-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-28 · Exercise / conversion · Disposed 2,572 · Balance 0 F1: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Slack Technologies, Inc.
Report date July 21, 2021 · Filed July 22, 2021
Section 16 reporting ended · disclosed 2021-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-21 transaction · row 1
1 source rowRow 1 · 2021-07-21 · Other · Disposed 15,671 · Balance 0 F1: Includes 6,544 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, the Reporting Person's RSUs were accelerated and became fully vested upon the effective time of the merger. F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 6,544 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, the Reporting Person's RSUs were accelerated and became fully vested upon the effective time of the merger.
F2: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock.
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 |
|---|---|---|---|---|---|---|
| June 28, 2022 Filed Jun 29, 2022 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,572 | $0.00 Strike: $207.88 | $0.00 |
DisclosureSEC source: 0001013237-22-000092 · wf-form4_165653831326676.xml · derivative · entry 3 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,572 shares Expires 2026-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| June 28, 2022 Filed Jun 29, 2022 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,572 | $391.15 | $1,006,037.80 |
DisclosureSEC source: 0001013237-22-000092 · wf-form4_165653831326676.xml · nonDerivative · entry 2 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177 Read SEC document |
| June 28, 2022 Filed Jun 29, 2022 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,572 | $207.88 | $534,667.36 |
DisclosureSEC source: 0001013237-22-000092 · wf-form4_165653831326676.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,749 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:22 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: 0001013237-22-000032 · wf-form4_164271733833058.xml · derivative · entry 2 Jordan Sheila B · CIK 0001676720 · 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 22:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000032 · wf-form4_164271733833058.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · 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 |
| August 05, 2021 Filed Aug 6, 2021 21:17 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 1,935 | $0.00 Strike: $197.75 | $0.00 |
DisclosureSEC source: 0001013237-21-000089 · wf-form4_162828460434711.xml · derivative · entry 3 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,935 shares Expires 2025-01-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options were granted January 12, 2018 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 21:17 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,935 | $357.13 | $691,046.55 |
DisclosureSEC source: 0001013237-21-000089 · wf-form4_162828460434711.xml · nonDerivative · entry 2 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $356.65 to $357.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 21:17 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,935 | $197.75 | $382,646.25 |
DisclosureSEC source: 0001013237-21-000089 · wf-form4_162828460434711.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,935 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 21, 2021 Filed Jul 22, 2021 11:18 UTC | Slack Technologies, Inc. WORK · Entity 137108 | OtherClass A Common Stock | 15,671 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001764925-21-000146 · wf-form4_162696710915901.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 6,544 shares of Class A common stock subject to restricted stock units ("RSUs") of the Issuer. In connection with the transactions contemplated by the Agreement and Plan of Merger, dated as of December 1, 2020 (the "Merger Agreement"), by and among salesforce.com, inc. ("Salesforce"), Skyline Strategies I Inc., Skyline Strategies II LLC, and the Issuer, the Reporting Person's RSUs were accelerated and became fully vested upon the effective time of the merger. F2 · price: Pursuant to the Merger Agreement, each share of the Issuer's common stock was tendered in exchange for (i) 0.0776 shares of Salesforce common stock and (ii) $26.79 in cash, together with cash in lieu of any fractional shares of Salesforce common stock. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 1,342 | $0.00 Strike: $318.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000030 · wf-form4_161118174977262.xml · derivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,342 Underlying: Common Stock · 1,342 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 |
| June 19, 2020 Filed Jun 23, 2020 20:00 UTC | Slack Technologies, Inc. WORK · Entity 137108 | GrantClass A Common Stock | 5,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001764925-20-000450 · wf-form4_159295680091969.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,671 F1 · shares: These shares represent restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A common stock. The RSUs vest in full on the earlier of (i) June 19, 2021 or (ii) the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service to the Issuer on such date. Read SEC document |
| April 07, 2020 Filed Apr 7, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 4,208 | $0.00 Strike: $170.24 | $0.00 |
DisclosureSEC source: 0001013237-20-000058 · wf-form4_158629415461151.xml · derivative · entry 3 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,208 shares Expires 2024-01-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options were granted on January 13, 2017 and vest 100% on the third anniversary date of the grant. Read SEC document |
| April 07, 2020 Filed Apr 7, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4,208 | $269.09 | $1,132,330.72 |
DisclosureSEC source: 0001013237-20-000058 · wf-form4_158629415461151.xml · nonDerivative · entry 2 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 07, 2020 Filed Apr 7, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 4,208 | $170.24 | $716,369.92 |
DisclosureSEC source: 0001013237-20-000058 · wf-form4_158629415461151.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 02:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,010 | $0.00 Strike: $271.51 | $0.00 |
DisclosureSEC source: 0001013237-20-000029 · wf-form4_157922666615965.xml · derivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,010 Underlying: Common Stock · 2,010 shares Expires 2027-01-15 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 |
| September 25, 2019 Filed Sep 27, 2019 16:40 UTC | Slack Technologies, Inc. WORK · Entity 137108 | GrantClass A Common Stock | 9,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001764925-19-000255 · wf-form4_156961679057122.xml · nonDerivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,817 F1 · shares: These shares represent restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A common stock. The RSUs vest in three equal annual installments on each date of the anniversary of the date of grant, subject to the Reporting Person's continued service to the Issuer on each such date. F1 · balance_after: These shares represent restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A common stock. The RSUs vest in three equal annual installments on each date of the anniversary of the date of grant, subject to the Reporting Person's continued service to the Issuer on each such date. Read SEC document |
| January 15, 2019 Filed Jan 18, 2019 02:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,572 | $0.00 Strike: $207.88 | $0.00 |
DisclosureSEC source: 0001437749-19-001012 · rdgdoc.xml · derivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 Underlying: Common Stock · 2,572 shares Expires 2026-01-15 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 12, 2018 Filed Jan 17, 2018 22:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,935 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000744 · rdgdoc.xml · derivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,143 Underlying: FactSet Common Stock · 1,935 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 13, 2017 Filed Jan 18, 2017 21:12 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,208 | Not disclosed Strike: $170.24 | Not disclosed |
DisclosureSEC source: 0001437749-17-000774 · rdgdoc.xml · derivative · entry 1 Jordan Sheila B · CIK 0001676720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,208 Underlying: FactSet Common Stock · 4,208 shares Expires 2024-01-13 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. 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.