person · Reporting owner

Warren Joshua

Disclosed activity across 2 companies

Tapewire entity: 49753
SEC CIK: 0002000217

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493	EVP, Chief Financial Officer	August 31, 2026	October 13, 2026

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 August 31, 2026 · Filed October 13, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	2,272.8353	Reported balance After 2026-08-31 transaction · row 1 1 source row Row 1 · 2026-08-31 · Other · Acquired 0.8353 · Balance 2,272.8353 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.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

ENVESTNET, INC.

Report date November 25, 2024 · Filed November 25, 2024

Section 16 reporting ended · disclosed 2024-11-25. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2024-11-25 transaction · row 1 1 source row Row 1 · 2024-11-25 · Disposition to issuer · Disposed 49,039 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. F3: Includes restricted share units subject to performance-based vesting requirements ("PSUs"). Pursuant to the Merger Agreement, each PSU was, at the Effective Time, canceled and converted into the right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such PSU immediately prior to the Effective Time and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such PSU immediately prior to the Effective Time based on actual performance.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price").

F2: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time.

F3: Includes restricted share units subject to performance-based vesting requirements ("PSUs"). Pursuant to the Merger Agreement, each PSU was, at the Effective Time, canceled and converted into the right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such PSU immediately prior to the Effective Time and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such PSU immediately prior to the Effective Time based on actual performance.

Transaction history

JSON API

Purchases/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
August 31, 2026 Filed Oct 13, 2026 20:29 UTC	FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493	OtherCommon Stock	0.8353	$230.22	$192.30	Disclosure SEC source: 0001628280-26-065724 · wk-form5_1791923377.xml · nonDerivative · entry 1 Warren Joshua · CIK 0002000217 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,272.8353 F1 · acquired: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document
May 01, 2026 Filed May 5, 2026 20:48 UTC	FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493	GrantEmployee Stock Option (right to buy) · Derivative	8,567	$0.00 Strike: $227.58	$0.00	Disclosure SEC source: 0001628280-26-030690 · wk-form4_1778014114.xml · derivative · entry 2 Warren Joshua · CIK 0002000217 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,567 Underlying: Common Stock · 8,567 shares Expires 2036-05-01 F2 · derivative.exercise_date: Options vest 50% on the third anniversary date of the grant and 50% on the fourth anniversary date of the grant. Read SEC document
May 01, 2026 Filed May 5, 2026 20:48 UTC	FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493	GrantCommon Stock	2,272	$0.00	$0.00	Disclosure SEC source: 0001628280-26-030690 · wk-form4_1778014114.xml · nonDerivative · entry 1 Warren Joshua · CIK 0002000217 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,272 F1 · shares: Restricted stock units vest 50% on the third anniversary date of the grant and 50% on the fourth anniversary date of the grant. Read SEC document
November 25, 2024 Filed Nov 25, 2024 16:05 UTC	ENVESTNET, INC. ENV · Entity 85670	Disposition to issuerCommon Stock	49,039	$63.15	$3,096,812.85	Disclosure SEC source: 0001213900-24-102146 · ownership.xml · nonDerivative · entry 1 Warren Joshua · CIK 0002000217 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). F2 · shares: Includes restricted share units not subject to performance-based requirements ("RSUs"). Pursuant to the Merger Agreement, each RSU was, at the Effective Time, cancelled and converted into a right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time, and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to the (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such RSU as of immediately prior to the Effective Time. F3 · shares: Includes restricted share units subject to performance-based vesting requirements ("PSUs"). Pursuant to the Merger Agreement, each PSU was, at the Effective Time, canceled and converted into the right to receive (i) to the extent vested as of immediately prior to the Effective Time, a cash payment equal to (a) the Per Share Price multiplied by (b) the total number of shares of Common Stock subject to such PSU immediately prior to the Effective Time and (ii) to the extent unvested as of immediately prior to the Effective Time, an amount in cash equal to (x) the Per Share Price, multiplied by (y) the total number of shares of Common Stock subject to such PSU immediately prior to the Effective Time based on actual performance. F1 · acquired: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated July 11, 2024, by and among the Issuer, BCPE Pequod Merger Sub, Inc. ("Merger Sub") and BCPE Pequod Buyer, Inc. ("Parent"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger (the "Effective Time") each issued and outstanding share of the Issuer's Common Stock, par value $0.005 per share (the "Common Stock") owned by the reporting person was cancelled and converted into the right to receive $63.15 per share in cash without interest (the "Per Share Price"). Read SEC document
February 29, 2024 Filed Mar 1, 2024 18:19 UTC	ENVESTNET, INC. ENV · Entity 85670	GrantCommon Stock	13,731	$0.00	$0.00	Disclosure SEC source: 0001628280-24-008296 · wk-form4_1709335173.xml · nonDerivative · entry 1 Warren Joshua · CIK 0002000217 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,731 F1 · kind: Represents restricted stock units that vest over a 3-year period; one-third of the total amount vests on the first anniversary of the date of the grant of restricted stock units and then one-twelfth of the total amount vests on each three-month anniversary of the date of grant thereafter. These restricted stock units convert into common stock on a one-for-one basis. 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.