Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FACTSET RESEARCH SYSTEMS INC
Report date August 31, 2017 · Filed June 29, 2018
Section 16 reporting ended · disclosed 2018-06-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| FactSet Common StockSEC Table I · non-derivative | Direct | 2,717 |
Reported balance
Holding disclosure · report date 2017-08-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,717 F1: Represents privately-held shares of FactSet common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents privately-held shares of FactSet 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 |
|---|---|---|---|---|---|---|
| January 23, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 35,696 | $198.02 | $7,068,521.92 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 8 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,300 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 14 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: FactSet Common Stock · 15,300 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,100 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 13 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 Underlying: FactSet Common Stock · 5,100 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,070 | Not disclosed Strike: $131.31 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 12 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,400 Underlying: FactSet Common Stock · 8,070 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,945 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 11 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,470 Underlying: FactSet Common Stock · 3,945 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,035 | Not disclosed Strike: $92.22 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 10 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,415 Underlying: FactSet Common Stock · 12,035 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,551 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · derivative · entry 9 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,450 Underlying: FactSet Common Stock · 3,551 shares Expires not disclosed 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. F1 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. F1 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale would separate from his position as Executive Vice President, Chief Operating Officer. The separation was effective on December 31, 2017. Under the terms of the separation of employment and general release agreement with Mark J. Hale (the "Agreement"), Mr. Hale received the acceleration of the vesting of certain outstanding stock options, with the expiration date subject to the standard terms of the Company's option agreement. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 12,305 | $199.60 | $2,456,078.00 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 7 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,413 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 15,300 | $175.20 | $2,680,560.00 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 6 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,718 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 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 5,100 | $175.20 | $893,520.00 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 5 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,418 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 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 8,070 | $131.31 | $1,059,671.70 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 4 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,318 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 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 3,945 | $92.22 | $363,807.90 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,248 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 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 12,035 | $92.22 | $1,109,867.70 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,303 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 22, 2018 Filed Jan 24, 2018 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 3,551 | $152.28 | $540,746.28 |
DisclosureSEC source: 0001437749-18-001073 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,268 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 02, 2018 Filed Jan 3, 2018 23:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingFactSet Common Stock | 499 | $191.63 | $95,623.37 |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock previously granted on November 1, 2013. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 7,251 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 6 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,001 Underlying: FactSet Common Stock · 7,251 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 5,323 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 5 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,252 Underlying: FactSet Common Stock · 5,323 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 3,400 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 4 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,575 Underlying: FactSet Common Stock · 3,400 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 10,199 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,975 Underlying: FactSet Common Stock · 10,199 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 2,018 | Not disclosed Strike: $131.31 | Not disclosed |
DisclosureSEC source: 0001437749-18-000182 · rdgdoc.xml · derivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,174 Underlying: FactSet Common Stock · 2,018 shares Expires 2017-12-31 F2 · date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · shares: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F3 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F2 · derivative.exercise_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. F2 · derivative.expiration_date: On November 14, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Mark J. Hale will separate from his position as Executive Vice President, Chief Operating Officer, effective on December 31, 2017. This represents options held by Mr. Hale at the time of termination, which expired upon his departure on December 31, 2017 and subsequently resulted in a pre-vesting forfeiture. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 21:51 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftFactSet Common Stock | 1,349 | $192.81 | $260,100.69 |
DisclosureSEC source: 0001437749-18-000039 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,216 F1 · price: Based on the average of the high and low price of FactSet common stock on December 28, 2017. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 22:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,251 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018422 · rdgdoc.xml · derivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,192 Underlying: FactSet Common Stock · 7,251 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 22:44 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,458 | Not disclosed Strike: $94.84 | Not disclosed |
DisclosureSEC source: 0001437749-17-016637 · rdgdoc.xml · derivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,941 Underlying: FactSet Common Stock · 9,458 shares Expires 2021-11-01 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. F1 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 22:44 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 9,458 | $180.34 | $1,705,655.72 |
DisclosureSEC source: 0001437749-17-016637 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,856 Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 22:44 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 9,458 | $94.84 | $896,996.72 |
DisclosureSEC source: 0001437749-17-016637 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,314 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 |
| September 29, 2017 Filed Oct 3, 2017 22:04 UTC Amendment | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 9,458 | $180.34 | $1,705,655.72 |
DisclosureSEC source: 0001437749-17-016722 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 F1 · balance_after: On the Reporting Person's original Form 4, filed October 2, 2017, the number of shares beneficially owned by the Reporting Person as of October 2, 2017 was incorrectly reported due to a clerical error. This Form 4/A corrects the amount of shares beneficially owned. No other changes have been made to the original Form 4. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 22:04 UTC Amendment | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 9,458 | $94.84 | $896,996.72 |
DisclosureSEC source: 0001437749-17-016722 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,023 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: On the Reporting Person's original Form 4, filed October 2, 2017, the number of shares beneficially owned by the Reporting Person as of October 2, 2017 was incorrectly reported due to a clerical error. This Form 4/A corrects the amount of shares beneficially owned. No other changes have been made to the original Form 4. Read SEC document |
| August 31, 2017 Filed Sep 22, 2017 20:59 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 31 | $133.60 | $4,141.60 |
DisclosureSEC source: 0001437749-17-016275 · rdgdoc.xml · nonDerivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2017 Filed Sep 22, 2017 20:59 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 53 | $140.84 | $7,464.52 |
DisclosureSEC source: 0001437749-17-016275 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,534 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2017 Filed Sep 22, 2017 20:59 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 64 | $135.48 | $8,670.72 |
DisclosureSEC source: 0001437749-17-016275 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,481 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 21:45 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,874 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-16-041026 · rdgdoc.xml · derivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,399 Underlying: FactSet Common Stock · 8,874 shares Expires 2026-11-01 F3 · price: Column 8 has been intentionally left blank. F2 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 21:45 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingFactSet Common Stock | 705 | $152.28 | $107,357.40 |
DisclosureSEC source: 0001437749-16-041026 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,417 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock previously granted on November 1, 2013. Read SEC document |
| August 31, 2016 Filed Sep 29, 2016 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 30 | $134.75 | $4,042.50 |
DisclosureSEC source: 0001437749-16-039271 · rdgdoc.xml · nonDerivative · entry 3 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,122 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2016 Filed Sep 29, 2016 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 57 | $131.57 | $7,499.49 |
DisclosureSEC source: 0001437749-16-039271 · rdgdoc.xml · nonDerivative · entry 2 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,092 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 29, 2016 Filed Sep 29, 2016 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 66 | $127.92 | $8,442.72 |
DisclosureSEC source: 0001437749-16-039271 · rdgdoc.xml · nonDerivative · entry 1 Hale Mark J. · CIK 0001635677 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,035 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. 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.