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 October 06, 2017
Section 16 reporting ended · disclosed 2017-10-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $175.20 · Expires 2017-07-20 | Direct | 1,488 |
Reported balance
After 2017-07-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-07-20 · Other · Disposed 2,125 · Balance 1,488 F1: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F2: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $175.20 · Expires 2017-07-20 | Direct | 0 |
Reported balance
After 2017-07-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-07-20 · Other · Disposed 1,488 · Balance 0 F1: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F2: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. |
| FactSet Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2017-08-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture.
F2: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security.
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 |
|---|---|---|---|---|---|---|
| July 20, 2017 Filed Oct 6, 2017 20:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 1,488 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-17-016939 · rdgdoc.xml · derivative · entry 3 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: FactSet Common Stock · 1,488 shares Expires 2017-07-20 F1 · date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F1 · shares: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F2 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F1 · derivative.exercise_date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F1 · derivative.expiration_date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. Read SEC document |
| July 20, 2017 Filed Oct 6, 2017 20:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 2,125 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-17-016939 · rdgdoc.xml · derivative · entry 2 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,488 Underlying: FactSet Common Stock · 2,125 shares Expires 2017-07-20 F1 · date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F1 · shares: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F2 · price: Column 8 has been intentionally left blank because the transaction was a forfeiture of a derivative security. F1 · derivative.exercise_date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. F1 · derivative.expiration_date: On April 7, 2017, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. This represents options held by Mr. Miller at the time of termination, which expired 90 days after his departure from the Company and subsequently resulted in a forfeiture. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,029 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-17-011712 · rdgdoc.xml · derivative · entry 6 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,613 Underlying: FactSet Common Stock · 2,029 shares Expires 2017-07-20 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. F2 · derivative.exercise_date: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,045 | Not disclosed Strike: $139.02 | Not disclosed |
DisclosureSEC source: 0001437749-17-011712 · rdgdoc.xml · derivative · entry 5 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,642 Underlying: FactSet Common Stock · 15,045 shares Expires 2017-07-20 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. F2 · derivative.exercise_date: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 2,029 | $165.78 | $336,367.62 |
DisclosureSEC source: 0001437749-17-011712 · rdgdoc.xml · nonDerivative · entry 4 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 15,045 | $165.78 | $2,494,160.10 |
DisclosureSEC source: 0001437749-17-011712 · rdgdoc.xml · nonDerivative · entry 3 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 2,029 | $152.28 | $308,976.12 |
DisclosureSEC source: 0001437749-17-011712 · rdgdoc.xml · nonDerivative · entry 2 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,074 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 15,045 | $139.02 | $2,091,555.90 |
DisclosureSEC source: 0001437749-17-011712 · rdgdoc.xml · nonDerivative · entry 1 Miller Scott G. · CIK 0001630635 · Former EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 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 21, 2017 Filed Apr 25, 2017 20:45 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 8,113 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-17-007158 · rdgdoc.xml · derivative · entry 3 Miller Scott G. · CIK 0001630635 · EVP, Global Director of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,687 Underlying: FactSet Common Stock · 8,113 shares Expires 2017-04-21 F1 · price: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Miller during his time with the Company. F1 · derivative.exercise_date: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Miller during his time with the Company. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 20:45 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 14,449 | Not disclosed Strike: $175.20 | Not disclosed |
DisclosureSEC source: 0001437749-17-007158 · rdgdoc.xml · derivative · entry 2 Miller Scott G. · CIK 0001630635 · EVP, Global Director of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,800 Underlying: FactSet Common Stock · 14,449 shares Expires 2017-04-21 F1 · price: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Miller during his time with the Company. F1 · derivative.exercise_date: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Miller during his time with the Company. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 20:45 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 10,030 | Not disclosed Strike: $139.02 | Not disclosed |
DisclosureSEC source: 0001437749-17-007158 · rdgdoc.xml · derivative · entry 1 Miller Scott G. · CIK 0001630635 · EVP, Global Director of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,249 Underlying: FactSet Common Stock · 10,030 shares Expires 2017-04-21 F1 · price: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Miller during his time with the Company. F1 · derivative.exercise_date: On April 7, 2017, the Company announced that it had accepted the resignation of Scott G. Miller from his position as Executive Vice President, Global Director of Sales. Mr. Miller's departure from the Company was effective on April 21, 2017. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Miller during his time with the Company. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 21:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,142 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-16-041027 · rdgdoc.xml · derivative · entry 1 Miller Scott G. · CIK 0001630635 · EVP, Global Director of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,279 Underlying: FactSet Common Stock · 10,142 shares Expires 2026-11-01 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.