Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | June 24, 2022 | June 27, 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 24, 2022 · Filed June 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,542 |
Reported balance
After 2022-06-24 transaction · row 1
1 source rowRow 1 · 2022-06-24 · Sale · Disposed 1,000 · Balance 1,542 |
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 24, 2022 Filed Jun 27, 2022 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,000 | $390.62 | $390,620.00 |
DisclosureSEC source: 0001013237-22-000090 · wf-form4_165636098251703.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,542 Read SEC document |
| April 08, 2022 Filed Apr 8, 2022 20:22 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: 0001013237-22-000068 · wf-form4_164944933854940.xml · derivative · entry 4 ZIMMEL JOSEPH · CIK 0001171720 · 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. F2 · derivative.exercise_date: Options were granted on January 15, 2019 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| April 08, 2022 Filed Apr 8, 2022 20:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,203 | $443.11 | $533,061.33 |
DisclosureSEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · nonDerivative · entry 3 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,542 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $443.02 to $443.44. 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 08, 2022 Filed Apr 8, 2022 20:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4 | $441.90 | $1,767.60 |
DisclosureSEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · nonDerivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,745 Read SEC document |
| April 08, 2022 Filed Apr 8, 2022 20:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,572 | $207.88 | $534,667.36 |
DisclosureSEC source: 0001013237-22-000068 · wf-form4_164944933854940.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,749 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 |
| April 06, 2022 Filed Apr 7, 2022 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 976 | $444.72 | $434,046.72 |
DisclosureSEC source: 0001013237-22-000066 · wf-form4_164936626762741.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177 Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:24 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: 0001013237-22-000036 · wf-form4_164271743411032.xml · derivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · 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 22:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000036 · wf-form4_164271743411032.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,153 F1 · shares: Restricted stock units granted to non-employee Directors vesting 100% on the first anniversary of the date of grant. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 21:00 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,024 | $398.78 | $807,130.72 |
DisclosureSEC source: 0001013237-21-000126 · wf-form4_163312203758434.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,976 Read SEC document |
| August 10, 2021 Filed Aug 10, 2021 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4,554 | $364.13 | $1,658,248.02 |
DisclosureSEC source: 0001013237-21-000091 · wf-form4_162862999611740.xml · nonDerivative · entry 3 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Zimmel Family Foundation Disclosed balance after: 0 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $363.53 to $364.15. 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. F2 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftCommon Stock | 4,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-21-000091 · wf-form4_162862999611740.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · kind: Reflects the transfer of 4,554 shares to The Zimmel Family Foundation as a bona fide gift. No compensation was given for the gifting of these shares. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,838 | $0.00 Strike: $197.75 | $0.00 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 12 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,838 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. F8 · derivative.exercise_date: Options were granted on January 12, 2018 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 3,086 | $0.00 Strike: $170.24 | $0.00 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 11 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,086 shares Expires 2024-01-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Options were granted on January 13, 2017 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 3,545 | $0.00 Strike: $146.82 | $0.00 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 10 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,545 shares Expires 2023-01-15 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. F6 · derivative.exercise_date: Options were granted on January 15, 2016 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,307 | $0.00 Strike: $138.48 | $0.00 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · derivative · entry 9 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,307 shares Expires 2022-01-15 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. F5 · derivative.exercise_date: Options were granted on January 15, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,639 | $342.57 | $561,472.23 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 8 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,554 F4 · price: This transaction was executed in multiple trades with sales prices ranging from $342.37 to $342.75. 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 |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,532 | $342.99 | $525,460.68 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 7 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,193 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $342.40 to $343.18. 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 |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,521 | $342.22 | $520,516.62 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 6 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,725 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $341.78 to $342.57. 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 |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 934 | $342.42 | $319,820.28 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 5 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,246 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $342.40 to $342.46. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,838 | $197.75 | $561,214.50 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 4 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,180 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 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,086 | $170.24 | $525,360.64 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 3 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,342 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 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,545 | $146.82 | $520,476.90 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256 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 16, 2021 Filed Jul 20, 2021 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,307 | $138.48 | $319,473.36 |
DisclosureSEC source: 0001013237-21-000077 · wf-form4_162681523479195.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,711 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 |
| February 12, 2021 Filed Feb 16, 2021 22:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,133 | $316.65 | $358,764.45 |
DisclosureSEC source: 0001013237-21-000034 · wf-form4_161351337023231.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Zimmel Family Foundation Disclosed balance after: 0 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 22:15 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: 0001013237-21-000015 · wf-form4_161118089104352.xml · derivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · 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 |
| January 14, 2021 Filed Jan 15, 2021 22:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 100 | $327.49 | $32,749.00 |
DisclosureSEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 5 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Zimmel Family Foundation Disclosed balance after: 1,133 F2 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 22:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 600 | $326.63 | $195,978.00 |
DisclosureSEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 4 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Zimmel Family Foundation Disclosed balance after: 1,233 F4 · price: This transaction was executed in multiple trades with sales prices ranging from $326.03 to $326.86. 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. F2 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 22:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 850 | $325.16 | $276,386.00 |
DisclosureSEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 3 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Zimmel Family Foundation Disclosed balance after: 1,833 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $325.00 to $325.46. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 22:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftCommon Stock | 2,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-21-000013 · wf-form4_161074852128933.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,404 F1 · kind: Reflects the transfer of 2,683 shares to The Zimmel Family Foundation as a bona fide gift. No compensation was given for the gifting of these shares. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 22:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,404 | $0.00 Strike: $107.65 | $0.00 |
DisclosureSEC source: 0001013237-21-000009 · wf-form4_161005693918097.xml · derivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,404 shares Expires 2021-01-15 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 were granted on January 15, 2014 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 22:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,404 | $107.65 | $258,790.60 |
DisclosureSEC source: 0001013237-21-000009 · wf-form4_161005693918097.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,087 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 01:59 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: 0001013237-20-000024 · wf-form4_157922634292568.xml · derivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · 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 |
| January 09, 2020 Filed Jan 13, 2020 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,622 | $268.83 | $704,872.26 |
DisclosureSEC source: 0001013237-20-000017 · wf-form4_157894871571592.xml · nonDerivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Zimmel Family Foundation Disclosed balance after: 2,683 F2 · price: Price reported in Column 4 is a weighted average sales price based on various sales prices within a range. The per share sales prices ranged from $268.77 to $269.00. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. F1 · ownership.nature: Mr. Zimmel is the beneficial owner of all shares held by The Zimmel Family Foundation. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,683 | $0.00 Strike: $91.06 | $0.00 |
DisclosureSEC source: 0001013237-20-000004 · wf-form4_157835371782761.xml · derivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,683 shares Expires 2020-01-15 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 were granted on January 15, 2013 and vest over a five year period with 20% exercisable per year starting on the first anniversary date of the grant. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,683 | $91.06 | $244,313.98 |
DisclosureSEC source: 0001013237-20-000004 · wf-form4_157835371782761.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,305 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 02, 2019 Filed Jul 3, 2019 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftCommon Stock | 2,419 | $289.71 | $700,808.49 |
DisclosureSEC source: 0001437749-19-013517 · rdgdoc.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,622 F1 · price: Based on the average of the high and low price of FactSet Research Systems Inc. common stock on July 2, 2019. Read SEC document |
| January 15, 2019 Filed Jan 18, 2019 02:35 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: 0001437749-19-001015 · rdgdoc.xml · derivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · 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 03, 2019 Filed Jan 4, 2019 23:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,622 | $195.74 | $513,230.28 |
DisclosureSEC source: 0001437749-19-000361 · rdgdoc.xml · nonDerivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419 Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 23:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,622 | $87.26 | $228,795.72 |
DisclosureSEC source: 0001437749-19-000361 · rdgdoc.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,041 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 03, 2019 Filed Jan 7, 2019 22:16 UTC Amendment | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,622 | $87.26 | $228,795.72 |
DisclosureSEC source: 0001437749-19-000486 · rdgdoc.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,041 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 · balance_after: This Form 4/A amends the original Form 4 filed on January 4, 2019. The purpose of this amendment is to correct the previously filed Form 4, which had indicated Mr. Zimmel sold his previously exercised non-qualified stock option grant of 2,622 on January 3, 2019 when he had actually held the shares (in a cash and hold transaction). The number of FactSet common shares owned as of January 3, 2019 should be 5,041. Table II in the original filing, submitted on January 4, 2019, is accurate and remains unchanged. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000748 · rdgdoc.xml · derivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,485 Underlying: FactSet Common Stock · 2,838 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 03, 2018 Filed Jan 4, 2019 23:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,622 | $0.00 Strike: $87.26 | $0.00 |
DisclosureSEC source: 0001437749-19-000361 · rdgdoc.xml · derivative · entry 3 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,622 shares Expires 2019-01-13 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, 2012 and vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,419 | Not disclosed Strike: $95.05 | Not disclosed |
DisclosureSEC source: 0001437749-18-000035 · rdgdoc.xml · derivative · entry 2 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,647 Underlying: FactSet Common Stock · 2,419 shares Expires 2018-01-14 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| January 02, 2018 Filed Jan 2, 2018 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 2,419 | $95.05 | $229,925.95 |
DisclosureSEC source: 0001437749-18-000035 · rdgdoc.xml · nonDerivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419 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 13, 2017 Filed Jan 18, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,086 | Not disclosed Strike: $170.24 | Not disclosed |
DisclosureSEC source: 0001437749-17-000777 · rdgdoc.xml · derivative · entry 1 ZIMMEL JOSEPH · CIK 0001171720 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,066 Underlying: FactSet Common Stock · 3,086 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.