Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FACTSET RESEARCH SYSTEMS INC
Report date August 31, 2026 · Filed October 13, 2026
Section 16 reporting ended · disclosed 2026-10-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,537.5683 |
Ending reported balance
After 2026-03-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-09-18 · Other · Acquired 0.5932 · Balance 2,536.0501 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 2 · 2025-12-18 · Other · Acquired 0.656 · Balance 2,536.7061 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 3 · 2026-03-19 · Other · Acquired 0.8622 · Balance 2,537.5683 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 16, 2021 Filed Sep 16, 2022 20:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.024 | $471.40 | $11.31 |
DisclosureSEC source: 0001013237-22-000129 · wf-form5_166335920624399.xml · nonDerivative · entry 2 Karnovsky Kristina W · CIK 0001874542 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13.796 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 22:37 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: 0001013237-21-000164 · wf-form4_163597904618749.xml · derivative · entry 1 Karnovsky Kristina W · CIK 0001874542 · EVP, Chief Product Officer 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 |
| September 16, 2021 Filed Sep 16, 2022 20:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.0295 | $382.18 | $11.27 |
DisclosureSEC source: 0001013237-22-000129 · wf-form5_166335920624399.xml · nonDerivative · entry 1 Karnovsky Kristina W · CIK 0001874542 · EVP, Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13.772 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.