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, 2016 · Filed June 20, 2017
Section 16 reporting ended · disclosed 2017-06-20. 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 | 9,000 |
Reported balance
Holding disclosure · report date 2016-08-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,000 F1: Represents 9,000 privately-held shares of FactSet Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 9,000 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 |
|---|---|---|---|---|---|---|
| June 13, 2017 Filed Jun 13, 2017 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 1,000 | $166.00 | $166,000.00 |
DisclosureSEC source: 0001437749-17-011215 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| April 17, 2017 Filed Apr 17, 2017 22:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 1,000 | $160.00 | $160,000.00 |
DisclosureSEC source: 0001437749-17-006679 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,622 | Not disclosed Strike: $87.26 | Not disclosed |
DisclosureSEC source: 0001437749-17-002781 · rdgdoc.xml · derivative · entry 4 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: FactSet Common Stock · 2,622 shares Expires 2017-03-20 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 923 | Not disclosed Strike: $138.48 | Not disclosed |
DisclosureSEC source: 0001437749-17-002781 · rdgdoc.xml · derivative · entry 3 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,622 Underlying: FactSet Common Stock · 923 shares Expires 2017-03-20 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. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 2,622 | $87.26 | $228,795.72 |
DisclosureSEC source: 0001437749-17-002781 · rdgdoc.xml · nonDerivative · entry 2 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 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 15, 2017 Filed Feb 17, 2017 21:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 923 | $138.48 | $127,817.04 |
DisclosureSEC source: 0001437749-17-002781 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,378 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 10, 2017 Filed Feb 14, 2017 22:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 3,407 | $177.41 | $604,435.87 |
DisclosureSEC source: 0001437749-17-002449 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,455 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 21:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 3,407 | $177.41 | $604,435.87 |
DisclosureSEC source: 0001437749-17-002450 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,455 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,443 | Not disclosed Strike: $107.65 | Not disclosed |
DisclosureSEC source: 0001437749-17-001925 · rdgdoc.xml · derivative · entry 4 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,545 Underlying: FactSet Common Stock · 1,443 shares Expires 2017-03-20 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. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:24 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: 0001437749-17-001925 · rdgdoc.xml · derivative · entry 3 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,988 Underlying: FactSet Common Stock · 2,419 shares Expires 2017-03-20 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. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 1,443 | $107.65 | $155,338.95 |
DisclosureSEC source: 0001437749-17-001925 · rdgdoc.xml · nonDerivative · entry 2 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,862 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 06, 2017 Filed Feb 8, 2017 21:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 2,419 | $95.05 | $229,925.95 |
DisclosureSEC source: 0001437749-17-001925 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,419 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 31, 2017 Filed Feb 1, 2017 22:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 2,146 | $171.89 | $368,875.94 |
DisclosureSEC source: 0001437749-17-001465 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 21:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,146 | Not disclosed Strike: $91.06 | Not disclosed |
DisclosureSEC source: 0001437749-17-001332 · rdgdoc.xml · derivative · entry 2 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,407 Underlying: FactSet Common Stock · 2,146 shares Expires 2017-03-20 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. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 21:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 2,146 | $91.06 | $195,414.76 |
DisclosureSEC source: 0001437749-17-001332 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,146 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 17, 2017 Filed Jan 17, 2017 21:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 3,545 | Not disclosed Strike: $146.82 | Not disclosed |
DisclosureSEC source: 0001437749-17-000724 · rdgdoc.xml · derivative · entry 4 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,553 Underlying: FactSet Common Stock · 3,545 shares Expires 2023-01-15 F1 · shares: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. F1 · price: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 21:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 1,384 | Not disclosed Strike: $138.48 | Not disclosed |
DisclosureSEC source: 0001437749-17-000724 · rdgdoc.xml · derivative · entry 3 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,098 Underlying: FactSet Common Stock · 1,384 shares Expires 2022-01-15 F1 · shares: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. F1 · price: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 21:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 961 | Not disclosed Strike: $107.65 | Not disclosed |
DisclosureSEC source: 0001437749-17-000724 · rdgdoc.xml · derivative · entry 2 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,482 Underlying: FactSet Common Stock · 961 shares Expires 2021-01-15 F1 · shares: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. F1 · price: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 21:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 537 | Not disclosed Strike: $91.06 | Not disclosed |
DisclosureSEC source: 0001437749-17-000724 · rdgdoc.xml · derivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,443 Underlying: FactSet Common Stock · 537 shares Expires 2020-01-15 F1 · shares: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. F1 · price: Mr. Laird resigned from the Board effective December 20, 2016, concurrent with the date of FactSet's 2016 Annual Meeting of Stockholders. These amounts represent a pre-vesting forfeiture of non-qualified stock options granted to Mr. Laird during his term as a Director. Read SEC document |
| January 10, 2017 Filed Jan 10, 2017 21:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,500 | Not disclosed Strike: $58.78 | Not disclosed |
DisclosureSEC source: 0001437749-17-000447 · rdgdoc.xml · derivative · entry 3 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,980 Underlying: FactSet Common Stock · 4,500 shares Expires 2017-01-16 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 10, 2017 Filed Jan 10, 2017 21:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 4,500 | $58.78 | $264,510.00 |
DisclosureSEC source: 0001437749-17-000447 · rdgdoc.xml · nonDerivative · entry 2 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 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, 2017 Filed Jan 10, 2017 21:35 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 3,085 | $170.00 | $524,450.00 |
DisclosureSEC source: 0001437749-17-000447 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,085 | Not disclosed Strike: $66.81 | Not disclosed |
DisclosureSEC source: 0001437749-17-000255 · rdgdoc.xml · derivative · entry 2 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,480 Underlying: FactSet Common Stock · 3,085 shares Expires 2017-01-15 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 3,085 | $66.81 | $206,108.85 |
DisclosureSEC source: 0001437749-17-000255 · rdgdoc.xml · nonDerivative · entry 1 LAIRD JOSEPH E JR · CIK 0001164870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,585 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.