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 14, 2026
Section 16 reporting ended · disclosed 2026-10-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,244.381 |
Ending reported balance
After 2026-03-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-09-18 · Other · Acquired 10.8195 · Balance 24,216.6902 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2025-12-18 · Other · Acquired 11.9648 · Balance 24,228.655 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 3 · 2026-03-19 · Other · Acquired 15.726 · Balance 24,244.381 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 450 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 450 |
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 |
|---|---|---|---|---|---|---|
| March 19, 2026 Filed Oct 14, 2026 20:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 15.726 | $208.84 | $3,284.22 |
DisclosureSEC source: 0001628280-26-065880 · wk-form5_1792009311.xml · nonDerivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,244.381 F1 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 18, 2025 Filed Oct 14, 2026 20:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 11.9648 | $273.39 | $3,271.06 |
DisclosureSEC source: 0001628280-26-065880 · wk-form5_1792009311.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,228.655 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 00:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,982 | $0.00 Strike: $264.57 | $0.00 |
DisclosureSEC source: 0001628280-25-049765 · wk-form4_1762388499.xml · derivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,982 Underlying: Common Stock · 3,982 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 23:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionPerformance Share Unit · Derivative | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048441 · wk-form4_1762213148.xml · derivative · entry 4 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 352 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 23:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 164 | $266.80 | $43,755.20 |
DisclosureSEC source: 0001628280-25-048441 · wk-form4_1762213148.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,205.8707 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 23:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048441 · wk-form4_1762213148.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,369.8707 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 14, 2026 20:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 10.8195 | $301.23 | $3,259.16 |
DisclosureSEC source: 0001628280-26-065880 · wk-form5_1792009311.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,216.6902 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 23:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantPerformance Share Unit · Derivative | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001998939-25-000004 · wk-form4_1758151904.xml · derivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352 Underlying: Common Stock · 352 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 |
| July 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,606 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · derivative · entry 8 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,606 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. F5 · derivative.exercise_date: Options were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 100 | $448.20 | $44,820.00 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · nonDerivative · entry 6 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,952.2207 F4 · balance_after: Removes 6.466 shares that were inadvertently included on the reporting person's Form 5 filed September 16, 2024. Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4,404 | $447.44 | $1,970,525.76 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · nonDerivative · entry 5 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,058.6867 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $447.06 to $448.00. 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 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,102 | $446.53 | $938,606.06 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · nonDerivative · entry 4 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,462.6867 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $446.04 to $447.00. 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 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 800 | $445.36 | $356,288.00 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · nonDerivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,564.6867 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $444.87 to $445.84. 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 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 200 | $441.99 | $88,398.00 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,364.6867 Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 23:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 7,606 | $152.28 | $1,158,241.68 |
DisclosureSEC source: 0001013237-25-000072 · wk-form4_1752105280.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,564.6867 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, 2025 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 7.65 | $425.04 | $3,251.56 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 7 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,017.8707 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 30, 2025 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 11.85 | $389.38 | $4,614.15 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 6 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,010.2207 F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 20, 2025 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 7.09 | $430.93 | $3,055.29 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 5 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,998.3707 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2025 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 13.72 | $392.48 | $5,384.83 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 4 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,991.2807 F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 19, 2024 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 6.19 | $489.73 | $3,031.43 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,977.5607 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 29, 2024 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 12.73 | $362.65 | $4,616.53 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,971.3707 F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 23:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,254 | $0.00 Strike: $458.80 | $0.00 |
DisclosureSEC source: 0001013237-24-000167 · wk-form4_1730764336.xml · derivative · entry 4 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,254 Underlying: Common Stock · 2,254 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 23:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 384 | $458.80 | $176,179.20 |
DisclosureSEC source: 0001013237-24-000167 · wk-form4_1730764336.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,958.6867 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 23:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 828 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000167 · wk-form4_1730764336.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,342.6867 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 26, 2024 Filed Sep 27, 2024 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,375 | $0.00 Strike: $175.20 | $0.00 |
DisclosureSEC source: 0001013237-24-000121 · wk-form4_1727471510.xml · derivative · entry 6 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,375 shares Expires 2025-11-02 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 were granted on November 2, 2015 and vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,577 | $0.00 Strike: $165.37 | $0.00 |
DisclosureSEC source: 0001013237-24-000121 · wk-form4_1727471510.xml · derivative · entry 5 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,577 shares Expires 2025-10-16 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. F1 · derivative.exercise_date: Options were granted on October 16, 2015 and vest 40% on the second anniversary date of the grant and thereafter vest ratably at 20% per year over three years upon the anniversary of the date of the grant. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 13,952 | $456.15 | $6,364,204.80 |
DisclosureSEC source: 0001013237-24-000121 · wk-form4_1727471510.xml · nonDerivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,514.6867 Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 6,375 | $175.20 | $1,116,900.00 |
DisclosureSEC source: 0001013237-24-000121 · wk-form4_1727471510.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,466.6867 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 26, 2024 Filed Sep 27, 2024 21:11 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 7,577 | $165.37 | $1,253,008.49 |
DisclosureSEC source: 0001013237-24-000121 · wk-form4_1727471510.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,091.6867 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 19, 2024 Filed Oct 7, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 6.42 | $469.48 | $3,014.06 |
DisclosureSEC source: 0001628280-25-044527 · wk-form5_1759872643.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,958.6407 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 30, 2024 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 16.042 | $335.66 | $5,384.66 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 8 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,514.6867 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 20, 2024 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 7.3192 | $408.35 | $2,988.80 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 7 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,498.6447 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2024 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 13.4316 | $343.62 | $4,615.37 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 6 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,491.3255 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 21, 2024 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 6.2068 | $450.66 | $2,797.16 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 5 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,477.8939 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 29, 2024 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 13.9175 | $386.89 | $5,384.54 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 4 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,471.6871 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 21, 2023 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 5.9078 | $470.18 | $2,777.73 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,457.7696 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 23:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,291 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · derivative · entry 5 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,291 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. F3 · derivative.exercise_date: Options granted on November 3, 2014 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 23:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,759 | $451.32 | $793,871.88 |
DisclosureSEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · nonDerivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,433.1869 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $451.25 to $451.46. 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 20, 2023 Filed Dec 21, 2023 23:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 7,532 | $450.63 | $3,394,145.16 |
DisclosureSEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,192.1869 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $450.21 to $451.19. 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 20, 2023 Filed Dec 21, 2023 23:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 9,291 | $131.31 | $1,220,001.21 |
DisclosureSEC source: 0001013237-23-000195 · wk-form4_1703199751.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,724.1869 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 |
| November 30, 2023 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 12.2089 | $370.16 | $4,519.25 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,451.8618 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 385 | $448.55 | $172,691.75 |
DisclosureSEC source: 0001013237-23-000164 · wk-form4_1699909711.xml · nonDerivative · entry 2 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,433.1869 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 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000164 · wk-form4_1699909711.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,818.1869 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 00:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,263 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000150 · wk-form4_1699056244.xml · derivative · entry 3 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,263 Underlying: Common Stock · 2,263 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 00:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 32 | $436.57 | $13,970.24 |
DisclosureSEC source: 0001013237-23-000150 · wk-form4_1699056244.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,592.1869 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 21, 2023 Filed Sep 16, 2024 20:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 6.466 | $426.76 | $2,759.43 |
DisclosureSEC source: 0001013237-24-000107 · wk-form5_1726518473.xml · nonDerivative · entry 1 Ellis Christopher R · CIK 0001998939 · EVP, Initiatives & P'ships 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,439.6529 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.