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 | 808.1838 |
Ending reported balance
After 2025-12-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-18 · Other · Acquired 0.0007 · Balance 808.1831 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2025-12-18 · Other · Acquired 0.0007 · Balance 808.1838 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 |
|---|---|---|---|---|---|---|
| December 18, 2025 Filed Oct 13, 2026 20:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.0007 | $273.39 | $0.19 |
DisclosureSEC source: 0001628280-26-065689 · wk-form5_1791922296.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · EVP, Chief AI Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808.1838 F1 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 03, 2025 Filed Nov 6, 2025 00:20 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 6,969 | $0.00 Strike: $264.57 | $0.00 |
DisclosureSEC source: 0001628280-25-049761 · wk-form4_1762388437.xml · derivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,969 Underlying: Common Stock · 6,969 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 |
| November 01, 2025 Filed Nov 3, 2025 23:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionPerformance Share Unit · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048438 · wk-form4_1762213101.xml · derivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 367 shares Expires not disclosed 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. F3 · derivative.exercise_price: Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022. F3 · derivative.exercise_date: Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022. F3 · derivative.expiration_date: Reflects vesting on November 1, 2025 of PSUs granted on November 1, 2022. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 23:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 171 | $266.80 | $45,622.80 |
DisclosureSEC source: 0001628280-25-048438 · wk-form4_1762213101.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808.1824 F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2025 of PSUs granted on November 1, 2022. Read SEC document |
| November 01, 2025 Filed Nov 3, 2025 23:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048438 · wk-form4_1762213101.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 979.1824 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 · shares: Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022. Read SEC document |
| September 18, 2025 Filed Oct 13, 2026 20:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.0007 | $301.23 | $0.21 |
DisclosureSEC source: 0001628280-26-065689 · wk-form5_1791922296.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · EVP, Chief AI Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808.1831 F1 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 23:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantPerformance Share Unit · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001944065-25-000004 · wk-form4_1758151917.xml · derivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367 Underlying: Common Stock · 367 shares Expires not disclosed F1 · derivative.exercise_price: PSUs correspond 1-for-1 with Common Stock. F2 · shares: Represents Performance Share Units ("PSUs") earned by Reporting Person upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 15, 2025. The PSUs are scheduled to vest on November 1, 2025, provided the Reporting Person remains continuously employed by the Issuer on that date. F2 · derivative.exercise_date: Represents Performance Share Units ("PSUs") earned by Reporting Person upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 15, 2025. The PSUs are scheduled to vest on November 1, 2025, provided the Reporting Person remains continuously employed by the Issuer on that date. F2 · derivative.expiration_date: Represents Performance Share Units ("PSUs") earned by Reporting Person upon achievement of performance goals, as certified by the Compensation and Talent Committee on September 15, 2025. The PSUs are scheduled to vest on November 1, 2025, provided the Reporting Person remains continuously employed by the Issuer on that date. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,480 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-25-000044 · wk-form4_1742934794.xml · derivative · entry 6 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493 Underlying: Common Stock · 1,480 shares Expires 2028-11-01 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. F4 · derivative.exercise_date: Options were granted on November 1, 2018 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 245.7493 | $426.48 | $104,807.16 |
DisclosureSEC source: 0001013237-25-000044 · wk-form4_1742934794.xml · nonDerivative · entry 5 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611.6724 Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 309 | $426.49 | $131,785.41 |
DisclosureSEC source: 0001013237-25-000044 · wk-form4_1742934794.xml · nonDerivative · entry 4 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857.4217 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $426.08 to $426.78. 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 |
| March 21, 2025 Filed Mar 25, 2025 20:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 307 | $424.81 | $130,416.67 |
DisclosureSEC source: 0001013237-25-000044 · wk-form4_1742934794.xml · nonDerivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,166.4217 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $424.76 to $424.92. 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 |
| March 21, 2025 Filed Mar 25, 2025 20:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 864 | $424.25 | $366,552.00 |
DisclosureSEC source: 0001013237-25-000044 · wk-form4_1742934794.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,473.4217 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $423.56 to $424.30. 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 |
| March 21, 2025 Filed Mar 25, 2025 20:33 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,480 | $221.88 | $328,382.40 |
DisclosureSEC source: 0001013237-25-000044 · wk-form4_1742934794.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,337.4217 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 |
| December 19, 2024 Filed Oct 7, 2025 21:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.16 | $489.73 | $78.36 |
DisclosureSEC source: 0001628280-25-044537 · wk-form5_1759873208.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612.0024 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 23:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,569 | $0.00 Strike: $458.80 | $0.00 |
DisclosureSEC source: 0001013237-24-000157 · wk-form4_1730764002.xml · derivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,569 Underlying: Common Stock · 3,569 shares Expires 2034-11-01 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, 2024 Filed Nov 4, 2024 23:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 147 | $458.80 | $67,443.60 |
DisclosureSEC source: 0001013237-24-000157 · wk-form4_1730764002.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857.4217 F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2024, of PSUs granted on November 1, 2021. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 23:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 317 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000157 · wk-form4_1730764002.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,004.4217 F1 · shares: Represents common stock received upon the vesting on November 1, 2024, of performance share units ("PSUs") granted on November 1, 2021. Each PSU converted into 1.275 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2021 and ending August 31, 2024 (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 19, 2024 Filed Oct 7, 2025 21:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.17 | $469.48 | $79.81 |
DisclosureSEC source: 0001628280-25-044537 · wk-form5_1759873208.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611.8424 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 20:53 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,057 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-24-000073 · wk-form4_1719262376.xml · derivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,057 shares Expires 2027-11-02 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 2, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 20:53 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,057 | $428.42 | $452,839.94 |
DisclosureSEC source: 0001013237-24-000073 · wk-form4_1719262376.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686.7392 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $428.26 to $428.58. 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 |
| June 24, 2024 Filed Jun 24, 2024 20:53 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,057 | $189.98 | $200,808.86 |
DisclosureSEC source: 0001013237-24-000073 · wk-form4_1719262376.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,743.7392 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 20, 2024 Filed Sep 16, 2024 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1916 | $408.35 | $78.24 |
DisclosureSEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 4 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687.4217 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 21, 2024 Filed Sep 16, 2024 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1632 | $450.66 | $73.55 |
DisclosureSEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687.2301 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 20, 2024 Filed Oct 7, 2025 21:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.18 | $430.93 | $77.57 |
DisclosureSEC source: 0001628280-25-044537 · wk-form5_1759873208.xml · nonDerivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612.1824 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 26, 2023 Filed Dec 27, 2023 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,014 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-23-000201 · wk-form4_1703713085.xml · derivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,014 shares Expires 2026-11-01 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 1, 2016 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| December 26, 2023 Filed Dec 27, 2023 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,014 | $469.25 | $475,819.50 |
DisclosureSEC source: 0001013237-23-000201 · wk-form4_1703713085.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686.7392 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $468.74 to $469.36. 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 |
| December 26, 2023 Filed Dec 27, 2023 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,014 | $152.28 | $154,411.92 |
DisclosureSEC source: 0001013237-23-000201 · wk-form4_1703713085.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700.7392 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 |
| December 21, 2023 Filed Sep 16, 2024 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1561 | $470.18 | $73.40 |
DisclosureSEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687.0669 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 228 | $448.55 | $102,269.40 |
DisclosureSEC source: 0001013237-23-000170 · wk-form4_1699910141.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686.7392 F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 9, 2023, of PSUs granted on November 9, 2020. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000170 · wk-form4_1699910141.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 914.7392 F1 · shares: Represents common stock received upon the vesting on November 9, 2023, of performance share units ("PSUs") granted on November 9, 2020. Each PSU converted into 1.5 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2020 and ending August 31, 2023 (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 |
| November 01, 2023 Filed Nov 4, 2023 00:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,017 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000152 · wk-form4_1699056388.xml · derivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 3,017 shares Expires 2033-11-01 F2 · 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, 2023 Filed Nov 4, 2023 00:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 27 | $436.57 | $11,787.39 |
DisclosureSEC source: 0001013237-23-000152 · wk-form4_1699056388.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 424.7392 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018, which was previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years. Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:34 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,805 | $0.00 Strike: $152.10 | $0.00 |
DisclosureSEC source: 0001013237-23-000098 · wk-form4_1696278874.xml · derivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,805 shares Expires 2026-05-16 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. F2 · derivative.exercise_date: Options granted on May 16, 2016 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 20:34 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,805 | $444.85 | $802,954.25 |
DisclosureSEC source: 0001013237-23-000098 · wk-form4_1696278874.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.1019 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $444.28 to $445.25. 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 |
| September 29, 2023 Filed Oct 2, 2023 20:34 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,805 | $152.10 | $274,540.50 |
DisclosureSEC source: 0001013237-23-000098 · wk-form4_1696278874.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,256.1019 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 21, 2023 Filed Sep 16, 2024 20:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1716 | $426.76 | $73.23 |
DisclosureSEC source: 0001013237-24-000103 · wk-form5_1726518317.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 686.9108 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 15, 2023 Filed Oct 5, 2023 20:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.173 | $422.32 | $73.06 |
DisclosureSEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 4 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.7392 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 297 | $417.58 | $124,021.26 |
DisclosureSEC source: 0001013237-23-000048 · wf-form4_168063900417350.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.1019 Read SEC document |
| March 16, 2023 Filed Oct 5, 2023 20:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1634 | $405.20 | $66.21 |
DisclosureSEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.5662 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 15, 2022 Filed Oct 5, 2023 20:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1533 | $431.06 | $66.08 |
DisclosureSEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.4028 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,389 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · derivative · entry 4 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,389 Underlying: Common Stock · 2,389 shares Expires 2032-11-01 F4 · 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 22:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 27 | $426.25 | $11,508.75 |
DisclosureSEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · nonDerivative · entry 3 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748.1019 F3 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2018, which was previously reported. The restricted stock units 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 22:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 235 | $426.25 | $100,168.75 |
DisclosureSEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · nonDerivative · entry 2 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775.1019 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 22:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000182 · wf-form4_166751527240430.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010.1019 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 20:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.1476 | $446.67 | $65.93 |
DisclosureSEC source: 0001013237-23-000112 · wk-form5_1696538623.xml · nonDerivative · entry 1 Stepp Katherine M · CIK 0001944065 · Chief Technology Officer (CTO) 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451.2495 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. 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.