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, 2026 · Filed October 13, 2026
Section 16 reporting ended · disclosed 2026-10-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,214.8638 |
Ending reported balance
After 2026-03-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-09-18 · Other · Acquired 6.3907 · Balance 9,197.9417 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2025-12-18 · Other · Acquired 7.0672 · Balance 9,205.0089 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 3 · 2026-03-19 · Other · Acquired 9.8549 · Balance 9,214.8638 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems 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 |
|---|---|---|---|---|---|---|
| November 01, 2022 Filed Nov 3, 2022 22:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,981 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000175 · wf-form4_166751495986519.xml · derivative · entry 3 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 Underlying: Common Stock · 3,981 shares Expires 2032-11-01 F3 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 755 | $426.25 | $321,818.75 |
DisclosureSEC source: 0001013237-22-000175 · wf-form4_166751495986519.xml · nonDerivative · entry 2 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,352.1888 F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000175 · wf-form4_166751495986519.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,107.1888 F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period. Read SEC document |
| September 15, 2022 Filed Oct 5, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.2821 | $446.67 | $1,466.02 |
DisclosureSEC source: 0001013237-23-000110 · wk-form5_1696538444.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Dealmakers & Wealth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,355.4709 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 16, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 4.1934 | $348.71 | $1,462.28 |
DisclosureSEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 6 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,544.1888 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 30.6493 | $324.51 | $9,946.00 |
DisclosureSEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 5 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,539.9954 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 17, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.0894 | $427.14 | $1,319.61 |
DisclosureSEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 4 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,509.3461 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2022 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 26.7421 | $345.18 | $9,230.84 |
DisclosureSEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 3 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,506.2567 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 16, 2021 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 2.748 | $471.40 | $1,295.41 |
DisclosureSEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 2 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479.5146 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,663 | $0.00 Strike: $434.82 | $0.00 |
DisclosureSEC source: 0001013237-21-000169 · wf-form4_163597913738682.xml · derivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,663 Underlying: Common Stock · 3,663 shares Expires 2031-11-01 F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 982 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001793724-21-000002 · wf-form4_163467752569915.xml · derivative · entry 3 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 982 shares Expires 2024-11-03 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. F2 · derivative.exercise_date: Options granted on November 3, 2014 vested 60% on the third anniversary of grant and 40% on the fifth anniversary of grant. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 982 | $415.46 | $407,981.72 |
DisclosureSEC source: 0001793724-21-000002 · wf-form4_163467752569915.xml · nonDerivative · entry 2 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,473.3843 F1 · kind: This Transaction was executed in multiple trades with sales prices ranging from $415.12 to $415.94. The price reported above reflects the weighted average sale 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 |
| October 15, 2021 Filed Oct 19, 2021 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 982 | $131.31 | $128,946.42 |
DisclosureSEC source: 0001793724-21-000002 · wf-form4_163467752569915.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,455.3843 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 |
| September 16, 2021 Filed Sep 16, 2022 20:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.3823 | $382.18 | $1,292.65 |
DisclosureSEC source: 0001013237-22-000134 · wf-form5_166335931639930.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,476.7666 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 31, 2021 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 5.1138 | $275.49 | $1,408.80 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 7 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,473.3843 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 17, 2021 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.9115 | $328.58 | $1,285.24 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 6 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,468.2705 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 28, 2021 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 38.1703 | $264.50 | $10,096.04 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 5 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,464.359 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 18, 2021 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.7877 | $310.10 | $1,174.57 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 4 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,426.1887 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 26, 2021 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 33.5001 | $258.32 | $8,653.75 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 3 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,422.401 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 17, 2020 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.3201 | $345.23 | $1,146.20 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 2 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,388.9009 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 22:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 4,474 | $0.00 Strike: $316.71 | $0.00 |
DisclosureSEC source: 0001013237-20-000176 · wf-form4_160522019144563.xml · derivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474 Underlying: Common Stock · 4,474 shares Expires 2030-11-09 F1 · derivative.exercise_date: Options vest 20% annuallly on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 17, 2020 Filed Sep 10, 2021 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.4337 | $333.04 | $1,143.56 |
DisclosureSEC source: 0001013237-21-000114 · wf-form5_163130778434838.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,385.5808 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 21:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 10.5641 | $260.52 | $2,752.16 |
DisclosureSEC source: 0001013237-20-000116 · wf-form4_159908197616036.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,374.0184 F1 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-20-000105 · wf-form4_159476108756237.xml · derivative · entry 3 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982 Underlying: Common Stock · 3,000 shares Expires 2024-11-03 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. F2 · derivative.exercise_date: Options were granted on November 3, 2014 and vest over a five year period with 60% exercisable on the third anniversary of the date of grant and 40% exercisable on the fifth anniversary of the date of grant. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 3,000 | $350.56 | $1,051,680.00 |
DisclosureSEC source: 0001013237-20-000105 · wf-form4_159476108756237.xml · nonDerivative · entry 2 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,363.4543 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $350.19 to $350.75. The price reported above reflects the weighted average sale 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 |
| July 10, 2020 Filed Jul 14, 2020 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,000 | $131.31 | $393,930.00 |
DisclosureSEC source: 0001013237-20-000105 · wf-form4_159476108756237.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,363.4543 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 18, 2020 Filed Sep 10, 2020 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.7572 | $301.43 | $1,132.53 |
DisclosureSEC source: 0001013237-20-000125 · wf-form5_159977209096526.xml · nonDerivative · entry 2 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,382.1471 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 39.4139 | $239.08 | $9,423.08 |
DisclosureSEC source: 0001013237-20-000073 · wf-form4_159113237470134.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,363.4543 F1 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 19, 2020 Filed Sep 10, 2020 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 4.3715 | $235.04 | $1,027.48 |
DisclosureSEC source: 0001013237-20-000125 · wf-form5_159977209096526.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,378.3899 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:19 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 41.0404 | $221.12 | $9,074.85 |
DisclosureSEC source: 0001013237-20-000039 · wf-form4_158327394349585.xml · nonDerivative · entry 1 Skoko Goran · CIK 0001793724 · EVP, Wealth Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,324.0404 F1 · shares: Effective December 2, 2019, fractional shares may now be acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan ("ESPP"). The amount reflects the acquisition of shares pursuant to the ESPP. 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.