Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | EVP, Institutional Buyside | November 03, 2025 | November 06, 2025 |
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 November 03, 2025 · Filed November 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $264.57 · Expires 2035-11-03 | Direct | 8,296 |
Reported balance
After 2025-11-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-11-03 · Grant · Acquired 8,296 · Balance 8,296 F1: Options vest 25% annually on the anniversary date of the grant and are fully vested after four years. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest 25% annually on the anniversary date of the grant and are fully vested after four years.
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 03, 2025 Filed Nov 6, 2025 00:24 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 8,296 | $0.00 Strike: $264.57 | $0.00 |
DisclosureSEC source: 0001628280-25-049771 · wk-form4_1762388643.xml · derivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,296 Underlying: Common Stock · 8,296 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 23:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionPerformance Share Unit · Derivative | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048436 · wk-form4_1762213051.xml · derivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 505 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 23:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 252 | $266.80 | $67,233.60 |
DisclosureSEC source: 0001628280-25-048436 · wk-form4_1762213051.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303 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 23:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048436 · wk-form4_1762213051.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,555 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 15, 2025 Filed Sep 17, 2025 23:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantPerformance Share Unit · Derivative | 505 | $0.00 | $0.00 |
DisclosureSEC source: 0001752592-25-000003 · wk-form4_1758151898.xml · derivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505 Underlying: Common Stock · 505 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 |
| November 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 600 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · derivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,684 Underlying: Common Stock · 600 shares Expires 2032-11-01 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 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 754 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · derivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 754 shares Expires 2033-11-01 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 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,655 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · derivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,655 shares Expires 2029-11-01 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 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4,009 | $484.96 | $1,944,204.64 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $484.73 to $485.27. 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 |
| November 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 600 | $426.25 | $255,750.00 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,059 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 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 754 | $436.57 | $329,173.78 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,459 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 12, 2024 Filed Nov 13, 2024 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,655 | $255.87 | $679,334.85 |
DisclosureSEC source: 0001013237-24-000173 · wk-form4_1731532053.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,705 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 01, 2024 Filed Nov 4, 2024 23:50 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,757 | $0.00 Strike: $458.80 | $0.00 |
DisclosureSEC source: 0001013237-24-000163 · wk-form4_1730764202.xml · derivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,757 Underlying: Common Stock · 3,757 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 23:50 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 489 | $458.80 | $224,353.20 |
DisclosureSEC source: 0001013237-24-000163 · wk-form4_1730764202.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 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 23:50 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000163 · wk-form4_1730764202.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,539 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 |
| May 06, 2024 Filed May 6, 2024 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,300 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · derivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,655 Underlying: Common Stock · 1,300 shares Expires 2029-11-01 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. F3 · derivative.exercise_date: Options granted on November 1, 2019 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| May 06, 2024 Filed May 6, 2024 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,166 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · derivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,166 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. F2 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| May 06, 2024 Filed May 6, 2024 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4,336 | $431.48 | $1,870,897.28 |
DisclosureSEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,485 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $430.96 to $431.90. 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 |
| May 06, 2024 Filed May 6, 2024 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,300 | $255.87 | $332,631.00 |
DisclosureSEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,821 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 |
| May 06, 2024 Filed May 6, 2024 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,166 | $221.88 | $480,592.08 |
DisclosureSEC source: 0001013237-24-000060 · wk-form4_1715029478.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,521 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 Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 700 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 10 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,955 Underlying: Common Stock · 700 shares Expires 2029-11-01 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. F6 · derivative.exercise_date: Options granted on November 1, 2019 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,851 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 9 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,851 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. F5 · 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 |
| December 21, 2023 Filed Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 8 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Stock · 1,000 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 granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 968 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · derivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 968 shares Expires 2027-06-30 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 June 30, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 673 | $462.07 | $310,973.11 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,355 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $461.86 to $462.24. 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 21, 2023 Filed Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 3,846 | $461.17 | $1,773,659.82 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,028 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $460.83 to $461.76. 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 21, 2023 Filed Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 700 | $255.87 | $179,109.00 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,874 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 Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,851 | $189.98 | $351,652.98 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,174 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 Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,000 | $221.88 | $221,880.00 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,323 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 Dec 26, 2023 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 968 | $166.18 | $160,862.24 |
DisclosureSEC source: 0001013237-23-000197 · wk-form4_1703624780.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,323 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 09, 2023 Filed Nov 13, 2023 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 795 | $448.55 | $356,597.25 |
DisclosureSEC source: 0001013237-23-000168 · wk-form4_1699910008.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,355 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 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000168 · wk-form4_1699910008.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,150 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 3, 2023 21:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,771 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000144 · wk-form4_1699047091.xml · derivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,771 Underlying: Common Stock · 3,771 shares Expires 2033-11-01 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 |
| September 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · derivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 1,000 shares Expires 2027-06-30 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 granted on June 30, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · derivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,851 Underlying: Common Stock · 1,000 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. F3 · 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 |
| September 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · derivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,166 Underlying: Common Stock · 1,000 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. F2 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| September 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 3,000 | $431.34 | $1,294,020.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,436 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $430.95 to $431.91. 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 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,000 | $166.18 | $166,180.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,436 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 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,000 | $189.98 | $189,980.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,436 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 27, 2023 Filed Sep 28, 2023 20:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,000 | $221.88 | $221,880.00 |
DisclosureSEC source: 0001013237-23-000096 · wk-form4_1695932155.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Institutional Buyside 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,436 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 |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · derivative · entry 9 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,166 Underlying: Common Stock · 1,000 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 granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 850 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · derivative · entry 8 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,968 Underlying: Common Stock · 850 shares Expires 2027-06-30 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 June 30, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 607 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · derivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 607 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 |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 100 | $412.06 | $41,206.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,436 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,457 | $413.23 | $602,076.11 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,536 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 900 | $410.86 | $369,774.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,993 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $410.70 to $411.27. 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 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,000 | $221.88 | $221,880.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,893 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 |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 850 | $166.18 | $141,253.00 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,893 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 |
| March 31, 2023 Filed Apr 3, 2023 20:40 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 607 | $152.28 | $92,433.96 |
DisclosureSEC source: 0001013237-23-000046 · wf-form4_168055439656107.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,043 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 01, 2022 Filed Nov 3, 2022 22:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,284 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000181 · wf-form4_166751524887967.xml · derivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,284 Underlying: Common Stock · 3,284 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.