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 | 4,490.0048 |
Ending reported balance
After 2026-03-19 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-09-18 · Other · Acquired 1.1632 · Balance 4,479.6847 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Row 2 · 2025-12-18 · Other · Acquired 1.2863 · Balance 4,480.971 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Row 3 · 2026-02-27 · Other · Acquired 7.3047 · Balance 4,488.2757 F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Row 4 · 2026-03-19 · Other · Acquired 1.7291 · Balance 4,490.0048 F1: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan.
F2: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 19, 2026 Filed Oct 13, 2026 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 1.7291 | $208.84 | $361.11 |
DisclosureSEC source: 0001628280-26-065691 · wk-form5_1791922456.xml · nonDerivative · entry 4 Costigan John · CIK 0001927003 · EVP, Co-Head of Product 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,490.0048 F1 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Read SEC document |
| February 27, 2026 Filed Oct 13, 2026 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 7.3047 | $184.29 | $1,346.17 |
DisclosureSEC source: 0001628280-26-065691 · wk-form5_1791922456.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · EVP, Co-Head of Product 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,488.2757 F2 · acquired: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 18, 2025 Filed Oct 13, 2026 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 1.2863 | $273.39 | $351.66 |
DisclosureSEC source: 0001628280-26-065691 · wk-form5_1791922456.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · EVP, Co-Head of Product 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,480.971 F1 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Read SEC document |
| November 03, 2025 Filed Nov 6, 2025 00:27 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 6,969 | $0.00 Strike: $264.57 | $0.00 |
DisclosureSEC source: 0001628280-25-049779 · wk-form4_1762388856.xml · derivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,969 Underlying: Common Stock · 6,969 shares Expires 2035-11-03 F2 · 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 03, 2025 Filed Nov 6, 2025 00:27 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 3,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-049779 · wk-form4_1762388856.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,478.5215 F1 · shares: Restricted stock units vest in thirds annually on the anniversary date of the grant and are fully vested after three 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 | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048437 · wk-form4_1762213068.xml · derivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 367 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 | 122 | $266.80 | $32,549.60 |
DisclosureSEC source: 0001628280-25-048437 · wk-form4_1762213068.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 563.5215 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 | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-048437 · wk-form4_1762213068.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 685.5215 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents common stock received upon the vesting on November 1, 2025 of performance share units ("PSUs") granted on November 1, 2022. Read SEC document |
| September 18, 2025 Filed Oct 13, 2026 20:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 1.1632 | $301.23 | $350.39 |
DisclosureSEC source: 0001628280-26-065691 · wk-form5_1791922456.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · EVP, Co-Head of Product 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,479.6847 F1 · acquired: Shares acquired through dividend reinvestment purchases under the FactSet Research System Inc. Employee Stock Purchase Plan. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 23:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantPerformance Share Unit · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001927003-25-000004 · wk-form4_1758151923.xml · derivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367 Underlying: Common Stock · 367 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 |
| June 18, 2025 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.82 | $425.04 | $348.53 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 7 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318.5215 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 30, 2025 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 11.04 | $389.38 | $4,298.76 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 6 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317.7015 F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 20, 2025 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.74 | $430.93 | $318.89 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 5 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306.6615 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2025 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 2.95 | $392.48 | $1,157.82 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 4 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305.9215 F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 19, 2024 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.64 | $489.73 | $313.43 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302.9715 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 29, 2024 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 2.73 | $362.65 | $990.03 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302.3315 F2 · shares: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 11, 2024 Filed Nov 12, 2024 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 779 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · derivative · entry 4 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 779 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. F3 · derivative.exercise_date: Options were granted on November 1, 2018 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| November 11, 2024 Filed Nov 12, 2024 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 843 | $481.49 | $405,896.07 |
DisclosureSEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298.9415 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $481.13 to $481.86. 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 11, 2024 Filed Nov 12, 2024 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 779 | $480.46 | $374,278.34 |
DisclosureSEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141.9415 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $480.16 to $480.95. 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 11, 2024 Filed Nov 12, 2024 21:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 779 | $221.88 | $172,844.52 |
DisclosureSEC source: 0001013237-24-000171 · wk-form4_1731447123.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,920.9415 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 23:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,569 | $0.00 Strike: $458.80 | $0.00 |
DisclosureSEC source: 0001013237-24-000152 · wk-form4_1730763829.xml · derivative · entry 4 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,569 Underlying: Common Stock · 3,569 shares Expires 2034-11-01 F4 · 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 23:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 11 | $458.80 | $5,046.80 |
DisclosureSEC source: 0001013237-24-000152 · wk-form4_1730763829.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,141.9415 F3 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2019, which was previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 23:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 131 | $458.80 | $60,102.80 |
DisclosureSEC source: 0001013237-24-000152 · wk-form4_1730763829.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,152.9415 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 23:43 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 415 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000152 · wk-form4_1730763829.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283.9415 F1 · shares: Represents common stock received upon the vesting on November 1, 2024, of performance share units ("PSUs") granted on November 1, 2021. Each PSU converted into 1.275 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2021 and ending August 31, 2024 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period. Read SEC document |
| September 19, 2024 Filed Oct 7, 2025 21:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.66 | $469.48 | $309.86 |
DisclosureSEC source: 0001628280-25-044535 · wk-form5_1759873132.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299.6015 F1 · shares: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 30, 2024 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 3.4089 | $335.66 | $1,144.23 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 7 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 868.9415 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 20, 2024 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.7508 | $408.35 | $306.59 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 6 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865.5326 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2024 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 2.8542 | $343.62 | $980.76 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 5 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864.7818 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 21, 2024 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.6334 | $450.66 | $285.45 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 4 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 861.9276 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 29, 2024 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 15.6323 | $386.89 | $6,047.98 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 861.2942 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 21, 2023 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.5734 | $470.18 | $269.60 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 845.6619 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 193 | $448.55 | $86,570.15 |
DisclosureSEC source: 0001013237-23-000162 · wk-form4_1699909493.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844.4582 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 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000162 · wk-form4_1699909493.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,037.4582 F1 · shares: Represents common stock received upon the vesting on November 9, 2023, of performance share units ("PSUs") granted on November 9, 2020. Each PSU converted into 1.5 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2020 and ending August 31, 2023 (the "Performance Period") measured against performance goals established for the Performance Period based 50% on the Company's adjusted cumulative operating earnings and 50% on the Company's adjusted cumulative revenues during the Performance Period. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 00:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,017 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000160 · wk-form4_1699056963.xml · derivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 3,017 shares Expires 2033-11-01 F2 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 00:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 22 | $436.57 | $9,604.54 |
DisclosureSEC source: 0001013237-23-000160 · wk-form4_1699056963.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 423.4582 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on November 1, 2018 and November 1, 2019, which were previously reported. The restricted stock vests 20% annually on the anniversary date of the grant and is fully vested after five years. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 20:55 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 705 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · derivative · entry 5 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 705 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 were granted on November 2, 2017 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 20:55 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 457 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · derivative · entry 4 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 457 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 were granted on November 1, 2016 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 20:55 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,162 | $450.97 | $524,027.14 |
DisclosureSEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445.4582 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $450.68 to $451.50. 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 16, 2023 Filed Oct 18, 2023 20:55 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 705 | $189.98 | $133,935.90 |
DisclosureSEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,607.4582 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 16, 2023 Filed Oct 18, 2023 20:55 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 457 | $152.28 | $69,591.96 |
DisclosureSEC source: 0001013237-23-000117 · wk-form4_1697662515.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 902.4582 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 21, 2023 Filed Sep 16, 2024 20:26 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.6303 | $426.76 | $268.99 |
DisclosureSEC source: 0001013237-24-000105 · wk-form5_1726518398.xml · nonDerivative · entry 1 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 845.0885 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| August 31, 2023 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 19.9515 | $331.75 | $6,618.91 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 8 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445.4582 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| June 15, 2023 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.5892 | $422.32 | $248.83 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 7 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 425.5067 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| May 31, 2023 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 22.1504 | $327.16 | $7,246.72 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 6 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 424.9175 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| March 16, 2023 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.5079 | $405.20 | $205.80 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 5 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402.7671 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| February 28, 2023 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 17.0919 | $352.37 | $6,022.67 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 4 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402.2592 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| December 15, 2022 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 0.4413 | $431.06 | $190.23 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 3 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385.1673 F1 · kind: Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 30, 2022 Filed Oct 5, 2023 20:46 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 5.0844 | $374.05 | $1,901.82 |
DisclosureSEC source: 0001013237-23-000116 · wk-form5_1696538749.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Data Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384.726 F2 · kind: Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,389 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000188 · wf-form4_166751618815721.xml · derivative · entry 3 Costigan John · CIK 0001927003 · Chief Content Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,389 Underlying: Common Stock · 2,389 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 |
| November 01, 2022 Filed Nov 3, 2022 22:56 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 11 | $426.25 | $4,688.75 |
DisclosureSEC source: 0001013237-22-000188 · wf-form4_166751618815721.xml · nonDerivative · entry 2 Costigan John · CIK 0001927003 · Chief Content Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379.2267 F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on November 1, 2019, which was previously reported. The restricted stock units 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.