Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | EVP, Chief Revenue Officer | May 29, 2020 | June 02, 2020 |
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 May 29, 2020 · Filed June 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 533.6739 |
Reported balance
After 2020-05-29 transaction · row 1
1 source rowRow 1 · 2020-05-29 · Other · Acquired 39.4139 · Balance 533.6739 F1: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
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 29, 2020 Filed Jun 2, 2020 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 39.4139 | $239.08 | $9,423.08 |
DisclosureSEC source: 0001013237-20-000075 · wf-form4_159113248462421.xml · nonDerivative · entry 1 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533.6739 F1 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 37.26 | $221.12 | $8,238.93 |
DisclosureSEC source: 0001013237-20-000037 · wf-form4_158327374985387.xml · nonDerivative · entry 1 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 494.26 F1 · shares: Effective December 2, 2019, fractional shares may now be acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan ("ESPP"). The amount reflects the acquisition of shares pursuant to the ESPP. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 23:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,522 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · derivative · entry 5 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,522 shares Expires 2024-11-03 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 granted on November 3, 2014 vest 60% on the third-anniversary date of the grant and 40% on the fifth-anniversary date of the grant. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 23:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 375 | $0.00 Strike: $108.64 | $0.00 |
DisclosureSEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · derivative · entry 4 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 375 shares Expires 2023-11-01 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 granted on November 1, 2013 vest 20% on the first-anniversary date of the grant and 1.67% per month thereafter, for the remainder of the grant term. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 23:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,897 | $265.49 | $769,124.53 |
DisclosureSEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · nonDerivative · entry 3 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457 F1 · 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 $265.28 to $265.67. 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. Read SEC document |
| January 06, 2020 Filed Jan 8, 2020 23:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,522 | $131.31 | $331,163.82 |
DisclosureSEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · nonDerivative · entry 2 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,354 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 06, 2020 Filed Jan 8, 2020 23:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 375 | $108.64 | $40,740.00 |
DisclosureSEC source: 0001013237-20-000013 · wf-form4_157852778700549.xml · nonDerivative · entry 1 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 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, 2019 Filed Nov 5, 2019 22:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 4,985 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001437749-19-021608 · rdgdoc.xml · derivative · entry 2 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 Underlying: Common Stock · 4,985 shares Expires 2029-11-01 F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 22:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 22 | $255.87 | $5,629.14 |
DisclosureSEC source: 0001437749-19-021608 · rdgdoc.xml · nonDerivative · entry 1 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018, which was previously reported. This restricted stock grant vests 20% annually on the anniversary date of the grant and is fully vested after five years. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 22:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 6 | $231.28 | $1,387.68 |
DisclosureSEC source: 0001437749-19-017897 · rdgdoc.xml · nonDerivative · entry 1 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479 F1 · shares: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 11,481 | $0.00 Strike: $286.74 | $0.00 |
DisclosureSEC source: 0001437749-19-013518 · rdgdoc.xml · derivative · entry 1 Gossieaux Franck A.R. · CIK 0001778278 · EVP, Global Head of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,481 Underlying: Common Stock · 11,481 shares Expires 2029-07-01 F1 · derivative.exercise_date: Options granted 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.