Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | January 15, 2026 | January 20, 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 January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,442 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 439 · Balance 1,442 F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $289.68 · Expires 2033-01-15 | Direct | 1,074 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Grant · Acquired 1,074 · Balance 1,074 F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
F2: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant.
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 15, 2026 Filed Jan 20, 2026 17:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 1,074 | $0.00 Strike: $289.68 | $0.00 |
DisclosureSEC source: 0001628280-26-002726 · wk-form4_1768948665.xml · derivative · entry 2 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,074 Underlying: Common Stock · 1,074 shares Expires 2033-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 17:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-002726 · wk-form4_1768948665.xml · nonDerivative · entry 1 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,442 F1 · shares: Restricted stock units granted to non-employee Directors cliff vest 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 16:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 518 | $0.00 Strike: $453.98 | $0.00 |
DisclosureSEC source: 0001013237-25-000014 · wk-form4_1737149122.xml · derivative · entry 2 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518 Underlying: Common Stock · 518 shares Expires 2032-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 16:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-25-000014 · wk-form4_1737149122.xml · nonDerivative · entry 1 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,003 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 16:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 791 | $0.00 Strike: $462.23 | $0.00 |
DisclosureSEC source: 0001013237-24-000023 · wk-form4_1705613982.xml · derivative · entry 2 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791 Underlying: Common Stock · 791 shares Expires 2031-01-16 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 16:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000023 · wk-form4_1705613982.xml · nonDerivative · entry 1 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 725 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 17:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 815 | $0.00 Strike: $428.70 | $0.00 |
DisclosureSEC source: 0001013237-23-000020 · wf-form4_167416784967713.xml · derivative · entry 2 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 Underlying: Common Stock · 815 shares Expires 2030-01-17 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 17:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 247 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000020 · wf-form4_167416784967713.xml · nonDerivative · entry 1 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 17:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 963 | $0.00 Strike: $428.71 | $0.00 |
DisclosureSEC source: 0001013237-22-000038 · wf-form4_164271758824202.xml · derivative · entry 2 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 Underlying: Common Stock · 963 shares Expires 2029-01-18 F2 · derivative.exercise_date: Options granted to non-employee Directors vesting 100% on the third anniversary of the date of grant. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 17:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000038 · wf-form4_164271758824202.xml · nonDerivative · entry 1 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248 F1 · shares: Restricted stock units granted to non-employee Directors vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 17:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,256 | $0.00 Strike: $318.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000021 · wf-form4_161118117364267.xml · derivative · entry 1 Choy Siew Kai · CIK 0001814018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,256 Underlying: Common Stock · 2,256 shares Expires 2028-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. 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.