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 |
|---|---|---|---|---|---|---|
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,000 | $276.03 | $276,030.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 8 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498 Read SEC document |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,100 | $276.12 | $303,732.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,498 F1 · price: This transaction was executed in multiple trades with sale prices ranging from $275.63 to $276.52. 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 500 | $221.88 | $110,940.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,598 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 500 | $189.98 | $94,990.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,098 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 / conversionCommon Stock | 1,100 | $166.18 | $182,798.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,598 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 |
| April 09, 2020 Filed Apr 13, 2020 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 500 | $152.28 | $76,140.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498 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 / conversionCommon Stock | 400 | $175.20 | $70,080.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,998 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 / conversionCommon Stock | 1,000 | $131.31 | $131,310.00 |
DisclosureSEC source: 0001013237-20-000063 · wf-form4_158681256851803.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, 2019 Filed Nov 5, 2019 22:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 4,985 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001437749-19-021623 · rdgdoc.xml · derivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 Underlying: Common Stock · 4,985 shares Expires 2029-11-01 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 |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,038 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · derivative · entry 32 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,141 Underlying: Common Stock · 1,038 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. F24 · 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 |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,324 | $0.00 Strike: $166.18 | $0.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · derivative · entry 31 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,293 Underlying: Common Stock · 2,324 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. F23 · 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 963 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · derivative · entry 30 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,890 Underlying: Common Stock · 963 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. F22 · 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,467 | $0.00 Strike: $175.20 | $0.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · derivative · entry 29 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 977 Underlying: Common Stock · 1,467 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. F21 · 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 |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 934 | $0.00 Strike: $159.14 | $0.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · derivative · entry 28 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623 Underlying: Common Stock · 934 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. F20 · derivative.exercise_date: Options granted on May 1, 2015 vest over a 5 year period with 60% exercisable three years after the grant date and the remaining 40% exercisable five years after the grant date. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,720 | $0.00 Strike: $102.01 | $0.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · derivative · entry 27 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,720 shares Expires 2024-02-03 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. F19 · derivative.exercise_date: Options granted on February 3, 2014 vest over a 5 year period with 60% exercisable three years after the grant date and the remaining 40% exercisable five years after the grant date. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 200 | $241.93 | $48,386.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 26 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F18 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 200, the per share sales prices ranged from $241.48 to $242.38. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 301 | $240.71 | $72,453.71 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 25 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 F17 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 301, the per share sales prices ranged from $240.28 to $240.99. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 512 | $239.71 | $122,731.52 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 24 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099 F16 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 512, the per share sales prices ranged from $239.17 to $240.11. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 600 | $242.82 | $145,692.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 23 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,611 F15 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 600, the per share sales prices ranged from $242.44 to $243.47. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 438 | $240.81 | $105,474.78 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 22 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,211 F14 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 438, the per share sales prices ranged from $240.44 to $241.17. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 100 | $243.47 | $24,347.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 21 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,649 Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 414 | $242.51 | $100,399.14 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 20 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,749 F13 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 414, the per share sales prices ranged from $242.25 to $242.76. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 700 | $241.70 | $169,190.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 19 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,163 F12 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 700, the per share sales prices ranged from $241.24 to $242.23. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 510 | $240.47 | $122,639.70 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 18 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,863 F11 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 510, the per share sales prices ranged from $240.14 to $240.47. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 600 | $239.52 | $143,712.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 17 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,373 F10 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 600, the per share sales prices ranged from $239.14 to $239.87. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 963 | $241.71 | $232,766.73 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 16 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,973 Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 163 | $243.09 | $39,623.67 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 15 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,936 F9 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 163, the per share sales prices ranged from $242.49 to $243.47. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 500 | $241.91 | $120,955.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 14 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,099 F8 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 500, the per share sales prices ranged from $241.42 to $242.38. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 300 | $240.85 | $72,255.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 13 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,599 F7 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 300, the per share sales prices ranged from $240.32 to $241.30. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 504 | $239.55 | $120,733.20 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 12 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,899 F6 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 504, the per share sales prices ranged from $239.15 to $239.87. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 934 | $243.07 | $227,027.38 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 11 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,403 F5 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 934, the per share sales prices ranged from $243.00 to $243.13. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 300 | $243.12 | $72,936.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 10 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,337 F4 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 300, the per share sales prices ranged from $242.67 to $243.47. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 920 | $241.99 | $222,630.80 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 9 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,637 F3 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 920, the per share sales prices ranged from $241.52 to $242.49. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 700 | $240.83 | $168,581.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 8 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,557 F2 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 700, the per share sales prices ranged from $240.32 to $241.30. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 800 | $239.55 | $191,640.00 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,257 F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 800, the per share sales prices ranged from $239.14 to $240.13. The reporting person undertakes to provide FactSet, any security holder of FactSet and the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold in each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,038 | $189.98 | $197,199.24 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,057 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,324 | $166.18 | $386,202.32 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,019 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 963 | $152.28 | $146,645.64 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,695 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,467 | $175.20 | $257,018.40 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,732 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 934 | $159.14 | $148,636.76 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 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 27, 2019 Filed Mar 29, 2019 22:25 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,720 | $102.01 | $277,467.20 |
DisclosureSEC source: 0001437749-19-006063 · rdgdoc.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,331 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, 2018 Filed Nov 5, 2018 22:27 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 7,045 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001437749-18-019561 · rdgdoc.xml · derivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,045 Underlying: Common Stock · 7,045 shares Expires 2028-11-01 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, 2018 Filed Nov 5, 2018 22:27 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 287 | $221.88 | $63,679.56 |
DisclosureSEC source: 0001437749-18-019561 · rdgdoc.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,611 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 191 | $0.00 Strike: $92.22 | $0.00 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · derivative · entry 7 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 191 shares Expires 2022-11-01 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. F1 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 19 | $0.00 Strike: $94.84 | $0.00 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · derivative · entry 6 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19 shares Expires 2021-11-01 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. F1 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 964 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · derivative · entry 5 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,853 Underlying: Common Stock · 964 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. F1 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,174 | $224.78 | $263,891.72 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 4 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,898 Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 191 | $92.22 | $17,614.02 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 3 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,072 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 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 19 | $94.84 | $1,801.96 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 2 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,881 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 02, 2018 Filed Oct 4, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 964 | $152.28 | $146,797.92 |
DisclosureSEC source: 0001437749-18-017990 · rdgdoc.xml · nonDerivative · entry 1 Robie Robert J. · CIK 0001752592 · EVP, Head of Trading&Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,862 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.