Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Chief Legal 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 | 2,773.4186 |
Ending reported balance
After 2026-08-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-29 · Other · Acquired 32.3578 · Balance 2,746.9778 F1: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2026-06-18 · Other · Acquired 0.1442 · Balance 2,747.122 F2: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Row 3 · 2026-08-31 · Other · Acquired 26.2966 · Balance 2,773.4186 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.
F2: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan.
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Oct 13, 2026 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 26.2966 | $230.22 | $6,054.07 |
DisclosureSEC source: 0001628280-26-065719 · wk-form5_1791923115.xml · nonDerivative · entry 3 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,773.4186 F1 · acquired: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 18, 2026 Filed Oct 13, 2026 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1442 | $221.29 | $31.91 |
DisclosureSEC source: 0001628280-26-065719 · wk-form5_1791923115.xml · nonDerivative · entry 2 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,747.122 F2 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Read SEC document |
| May 29, 2026 Filed Oct 13, 2026 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 32.3578 | $186.95 | $6,049.26 |
DisclosureSEC source: 0001628280-26-065719 · wk-form5_1791923115.xml · nonDerivative · entry 1 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,746.9778 F1 · acquired: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 731 | $278.28 | $203,422.68 |
DisclosureSEC source: 0001628280-25-055051 · wk-form4_1764797205.xml · nonDerivative · entry 1 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,714.62 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on December 2, 2024, which was previously reported. The restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two years. Read SEC document |
| November 03, 2025 Filed Nov 6, 2025 00:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 5,310 | $0.00 Strike: $264.57 | $0.00 |
DisclosureSEC source: 0001628280-25-049769 · wk-form4_1762388595.xml · derivative · entry 1 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,310 Underlying: Common Stock · 5,310 shares Expires 2035-11-03 F1 · derivative.exercise_date: Options vest 25% annually on the anniversary date of the grant and are fully vested after four years. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | PurchaseCommon Stock | 3 | $297.66 | $892.98 |
DisclosureSEC source: 0001628280-25-042790 · wk-form4_1758831633.xml · nonDerivative · entry 2 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,445.62 Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | PurchaseCommon Stock | 334.62 | $296.18 | $99,107.75 |
DisclosureSEC source: 0001628280-25-042790 · wk-form4_1758831633.xml · nonDerivative · entry 1 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,442.62 F1 · price: This transaction was executed in multiple trades with purchase prices ranging from $296.18 to $296.19. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,421 | $0.00 Strike: $489.47 | $0.00 |
DisclosureSEC source: 0001013237-24-000184 · wk-form4_1733264428.xml · derivative · entry 2 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,421 Underlying: Common Stock · 2,421 shares Expires 2034-12-02 F2 · derivative.exercise_date: Options vest 20% on the first anniversary date of the grant and then 20% annually on November 1 and are fully vested after November 1, 2029. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 3,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000184 · wk-form4_1733264428.xml · nonDerivative · entry 1 McLoughlin Christopher · CIK 0002046816 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,108 F1 · balance_after: Restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two 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.