Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Chief People Officer | 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 | 5,973 |
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 5,973 · Balance 5,973 F1: Options vest 25% annually on the anniversary date of the grant and are fully vested after four years. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest 25% annually on the anniversary date of the grant and are fully vested after four years.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 03, 2025 Filed Nov 6, 2025 00:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 5,973 | $0.00 Strike: $264.57 | $0.00 |
DisclosureSEC source: 0001628280-25-049785 · wk-form4_1762389146.xml · derivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,973 Underlying: Common Stock · 5,973 shares Expires 2035-11-03 F1 · derivative.exercise_date: Options vest 25% annually on the anniversary date of the grant and are fully vested after four years. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:29 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 302 | $391.33 | $118,181.66 |
DisclosureSEC source: 0001013237-25-000078 · wk-form4_1754425783.xml · nonDerivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock units granted on August 1, 2023, which was previously reported. The restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two years. Read SEC document |
| November 01, 2024 Filed Nov 4, 2024 23:53 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,194 | $0.00 Strike: $458.80 | $0.00 |
DisclosureSEC source: 0001013237-24-000169 · wk-form4_1730764424.xml · derivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,194 Underlying: Common Stock · 3,194 shares Expires 2034-11-01 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 |
| August 05, 2024 Filed Oct 29, 2024 22:01 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 453 | $407.96 | $184,805.88 |
DisclosureSEC source: 0001013237-24-000143 · wk-form4_1730239292.xml · nonDerivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 760 Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 20:17 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 307 | $408.71 | $125,473.97 |
DisclosureSEC source: 0001013237-24-000095 · wk-form4_1722629821.xml · nonDerivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,213 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock granted on August 1, 2023, which was previously reported. The restricted stock vests 50% annually on the anniversary date of the grant and is fully vested after two years. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:53 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 2,829 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000138 · wk-form4_1699044773.xml · derivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,829 Underlying: Common Stock · 2,829 shares Expires 2033-11-01 F1 · derivative.exercise_date: Options vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000084 · wk-form4_1691011841.xml · nonDerivative · entry 1 Harding Catrina · CIK 0001984144 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,520 F1 · shares: Restricted stock units vest 50% annually on the anniversary date of the grant and are fully vested after two 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.