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 01, 2022 Filed Nov 3, 2022 22:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 725 | $426.25 | $309,031.25 |
DisclosureSEC source: 0001013237-22-000181 · wf-form4_166751524887967.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,436 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 | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000181 · wf-form4_166751524887967.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161 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 |
| October 06, 2022 Filed Oct 7, 2022 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,800 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · derivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,818 Underlying: Common Stock · 1,800 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 |
| October 06, 2022 Filed Oct 7, 2022 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · derivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607 Underlying: Common Stock · 1,000 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 |
| October 06, 2022 Filed Oct 7, 2022 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,800 | $424.50 | $1,188,600.00 |
DisclosureSEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $424.03 to $424.84. 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 |
| October 06, 2022 Filed Oct 7, 2022 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,800 | $166.18 | $299,124.00 |
DisclosureSEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,398 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 |
| October 06, 2022 Filed Oct 7, 2022 21:07 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,000 | $152.28 | $152,280.00 |
DisclosureSEC source: 0001013237-22-000151 · wf-form4_166517682973067.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,598 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, 2021 Filed Nov 3, 2021 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,418 | $0.00 Strike: $434.82 | $0.00 |
DisclosureSEC source: 0001013237-21-000167 · wf-form4_163597910357971.xml · derivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,418 Underlying: Common Stock · 3,418 shares Expires 2031-11-01 F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 330 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 18 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,655 Underlying: Common Stock · 330 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. F10 · 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 470 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 17 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,166 Underlying: Common Stock · 470 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. F9 · 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 390 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 16 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,851 Underlying: Common Stock · 390 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. F8 · 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 489 | $0.00 Strike: $175.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 15 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 489 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. F7 · derivative.exercise_date: Options granted on November 2, 2015 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 575 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 14 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,618 Underlying: Common Stock · 575 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. F6 · 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 223 | $0.00 Strike: $159.14 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 13 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 223 shares Expires 2025-05-01 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 granted on May 1, 2015 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 320 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 12 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,607 Underlying: Common Stock · 320 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. F4 · 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 252 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · derivative · entry 11 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 252 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 211 | $393.14 | $82,952.54 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 10 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $393.04 to $393.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,838 | $392.40 | $1,113,631.20 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 9 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $392.02 to $392.92. 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 330 | $255.87 | $84,437.10 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 8 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,647 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 470 | $221.88 | $104,283.60 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,317 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 390 | $189.98 | $74,092.20 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,847 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 489 | $175.20 | $85,672.80 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,457 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 575 | $166.18 | $95,553.50 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,968 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 223 | $159.14 | $35,488.22 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 320 | $152.28 | $48,729.60 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,170 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 |
| October 01, 2021 Filed Oct 5, 2021 21:04 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 252 | $131.31 | $33,090.12 |
DisclosureSEC source: 0001013237-21-000134 · wf-form4_163346785623411.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850 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, 2020 Filed Nov 12, 2020 22:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 4,474 | $0.00 Strike: $316.71 | $0.00 |
DisclosureSEC source: 0001013237-20-000174 · wf-form4_160522008445506.xml · derivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474 Underlying: Common Stock · 4,474 shares Expires 2030-11-09 F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 909 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 16 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,636 Underlying: Common Stock · 909 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. F9 · 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 15 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,241 Underlying: Common Stock · 400 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. F8 · 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 88 | $0.00 Strike: $175.20 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 14 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489 Underlying: Common Stock · 88 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. F7 · derivative.exercise_date: Options granted on November 2, 2015 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 13 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193 Underlying: Common Stock · 3,000 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. F6 · 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $159.14 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 12 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223 Underlying: Common Stock · 400 shares Expires 2025-05-01 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 granted on May 1, 2015 vest 60% on the third anniversary date of the grant and 40% on the fifth anniversary date of the grant. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 463 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 11 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,927 Underlying: Common Stock · 463 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. F4 · 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · derivative · entry 10 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252 Underlying: Common Stock · 500 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 705 | $331.00 | $233,355.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 9 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $330.94 to $331.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 5,055 | $330.44 | $1,670,374.20 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 8 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $329.90 to $330.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 909 | $221.88 | $201,688.92 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,358 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 400 | $189.98 | $75,992.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,449 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 88 | $175.20 | $15,417.60 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,049 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,000 | $166.18 | $498,540.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,961 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 400 | $159.14 | $63,656.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,961 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 463 | $152.28 | $70,505.64 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 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 |
| October 01, 2020 Filed Oct 5, 2020 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 500 | $131.31 | $65,655.00 |
DisclosureSEC source: 0001013237-20-000143 · wf-form4_160193330050930.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,098 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 15 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,545 Underlying: Common Stock · 500 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. F7 · 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 14 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,641 Underlying: Common Stock · 500 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. F6 · 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,100 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 13 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,193 Underlying: Common Stock · 1,100 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. F5 · 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 500 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 12 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,390 Underlying: Common Stock · 500 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. F4 · 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 400 | $0.00 Strike: $175.20 | $0.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 11 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 Underlying: Common Stock · 400 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. F3 · derivative.exercise_date: Options granted on November 2, 2015 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · derivative · entry 10 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752 Underlying: Common Stock · 1,000 shares Expires 2024-11-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Options granted on November 3, 2014 vest over a 5 year period with 60% exercisable three years after the grant date and 40% exercisable 5 years after the grant date. Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,900 | $276.85 | $526,015.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 9 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 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.