Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Director | July 14, 2025 | July 15, 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 July 14, 2025 · Filed July 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,461 |
Ending reported balance
After 2025-07-14 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2025-07-14 · Exercise / conversion · Acquired 2,010 · Balance 6,471 Row 2 · 2025-07-14 · Exercise / conversion · Acquired 915 · Balance 7,386 Row 3 · 2025-07-14 · Sale · Disposed 300 · Balance 7,086 F1: This transaction was executed in multiple trades with sales prices ranging from $449.51 to $450.23. 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. Row 4 · 2025-07-14 · Sale · Disposed 1,200 · Balance 5,886 F2: This transaction was executed in multiple trades with sales prices ranging from $450.52 to $451.45. 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. Row 5 · 2025-07-14 · Sale · Disposed 1,425 · Balance 4,461 F3: This transaction was executed in multiple trades with sales prices ranging from $451.53 to $452.50. 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. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $271.51 · Expires 2027-01-15 | Direct | 0 |
Reported balance
After 2025-07-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-07-14 · Exercise / conversion · Disposed 2,010 · Balance 0 F4: Options were granted January 15, 2020 and vested 100% upon the third anniversary of the date of grant. |
| Non-Employee Director Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $318.20 · Expires 2028-01-15 | Direct | 0 |
Reported balance
After 2025-07-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-07-14 · Exercise / conversion · Disposed 915 · Balance 0 F5: Options were granted January 15, 2021 and vested 100% upon the third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades with sales prices ranging from $449.51 to $450.23. 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.
F2: This transaction was executed in multiple trades with sales prices ranging from $450.52 to $451.45. 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.
F3: This transaction was executed in multiple trades with sales prices ranging from $451.53 to $452.50. 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.
F4: Options were granted January 15, 2020 and vested 100% upon the third anniversary of the date of grant.
F5: Options were granted January 15, 2021 and vested 100% upon the third anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 915 | $0.00 Strike: $318.20 | $0.00 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · derivative · entry 7 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 915 shares Expires 2028-01-15 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 were granted January 15, 2021 and vested 100% upon the third anniversary of the date of grant. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,010 | $0.00 Strike: $271.51 | $0.00 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · derivative · entry 6 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,010 shares Expires 2027-01-15 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 were granted January 15, 2020 and vested 100% upon the third anniversary of the date of grant. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,425 | $451.98 | $644,071.50 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · nonDerivative · entry 5 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,461 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $451.53 to $452.50. 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 |
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,200 | $451.05 | $541,260.00 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · nonDerivative · entry 4 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,886 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $450.52 to $451.45. 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 |
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 300 | $449.93 | $134,979.00 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · nonDerivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,086 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $449.51 to $450.23. 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 |
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 915 | $318.20 | $291,153.00 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,386 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 |
| July 14, 2025 Filed Jul 15, 2025 20:52 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,010 | $271.51 | $545,735.10 |
DisclosureSEC source: 0001013237-25-000076 · wk-form4_1752612752.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,471 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 |
| January 15, 2025 Filed Jan 17, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 518 | $0.00 Strike: $453.98 | $0.00 |
DisclosureSEC source: 0001013237-25-000022 · wk-form4_1737149403.xml · derivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518 Underlying: Common Stock · 518 shares Expires 2032-01-15 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-25-000022 · wk-form4_1737149403.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,461 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,572 | $0.00 Strike: $207.88 | $0.00 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · derivative · entry 9 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,572 shares Expires 2026-01-15 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 were granted on January 15, 2019 and vested 100% upon the third anniversary of the date of grant. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,838 | $0.00 Strike: $197.75 | $0.00 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · derivative · entry 8 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,838 shares Expires 2025-01-12 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 were granted on January 12, 2018 and vested 100% upon the third anniversary of the date of grant. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 7 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,183 F5 · kind: Reflects the gift of common stock to a charitable donor advised fund. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 534 | $458.46 | $244,817.64 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 6 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,283 F4 · price: This transaction was executed in multiple trades with sales prices ranging from $458.32 to $458.66. 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 |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,449 | $458.16 | $663,873.84 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 5 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,817 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $457.39 to $458.28. 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 |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,437 | $456.86 | $656,507.82 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 4 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,266 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $456.29 to $457.27. 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 |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,990 | $455.41 | $906,265.90 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,703 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $455.29 to $456.23. 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 |
| September 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,572 | $207.88 | $534,667.36 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,693 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 26, 2024 Filed Sep 27, 2024 21:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,838 | $197.75 | $561,214.50 |
DisclosureSEC source: 0001013237-24-000127 · wk-form4_1727471877.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,121 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 |
| January 16, 2024 Filed Jan 18, 2024 21:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 565 | $0.00 Strike: $462.23 | $0.00 |
DisclosureSEC source: 0001013237-24-000019 · wk-form4_1705613852.xml · derivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 565 Underlying: Common Stock · 565 shares Expires 2031-01-16 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:37 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-24-000019 · wk-form4_1705613852.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,283 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 583 | $0.00 Strike: $428.70 | $0.00 |
DisclosureSEC source: 0001013237-23-000022 · wf-form4_167416788739373.xml · derivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 Underlying: Common Stock · 583 shares Expires 2030-01-17 F2 · derivative.exercise_date: Options granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:38 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000022 · wf-form4_167416788739373.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,119 F1 · shares: Restricted stock units granted to non-employee Directors cliff vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 688 | $0.00 Strike: $428.71 | $0.00 |
DisclosureSEC source: 0001013237-22-000033 · wf-form4_164271736755864.xml · derivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688 Underlying: Common Stock · 688 shares Expires 2029-01-18 F2 · derivative.exercise_date: Options granted to non-employee Directors vesting 100% on the third anniversary of the date of grant. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 22:23 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000033 · wf-form4_164271736755864.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,943 F1 · shares: Restricted stock units granted to non-employee Directors vesting 100% on the first anniversary of the date of grant. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 3,545 | $0.00 Strike: $146.82 | $0.00 |
DisclosureSEC source: 0001013237-22-000019 · wf-form4_164141699763096.xml · derivative · entry 5 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,545 shares Expires 2023-01-15 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 January 15, 2016 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 3,086 | $0.00 Strike: $170.24 | $0.00 |
DisclosureSEC source: 0001013237-22-000019 · wf-form4_164141699763096.xml · derivative · entry 4 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,086 shares Expires 2024-01-13 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: Options were granted on January 13, 2017 and vest 100% on the third anniversary of the date of grant. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 6,631 | $483.87 | $3,208,541.97 |
DisclosureSEC source: 0001013237-22-000019 · wf-form4_164141699763096.xml · nonDerivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,766 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,545 | $146.82 | $520,476.90 |
DisclosureSEC source: 0001013237-22-000019 · wf-form4_164141699763096.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,397 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 |
| January 03, 2022 Filed Jan 5, 2022 21:10 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,086 | $170.24 | $525,360.64 |
DisclosureSEC source: 0001013237-22-000019 · wf-form4_164141699763096.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,852 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 |
| January 15, 2021 Filed Jan 20, 2021 22:17 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 915 | $0.00 Strike: $318.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000017 · wf-form4_161118099981053.xml · derivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 915 Underlying: Common Stock · 915 shares Expires 2028-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,307 | $0.00 Strike: $138.48 | $0.00 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · derivative · entry 14 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,307 shares Expires 2022-01-15 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. F11 · derivative.exercise_date: Options were granted on January 15, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Employee Director Stock Option (right to buy) · Derivative | 2,404 | $0.00 Strike: $107.65 | $0.00 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · derivative · entry 13 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,404 shares Expires 2021-01-15 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 were granted on January 15, 2014 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 3,000 | $323.49 | $970,470.00 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 11 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,766 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $323.22 to $323.55. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 411 | $332.65 | $136,719.15 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 10 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,766 Read SEC document |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 403 | $331.67 | $133,663.01 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 9 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,177 F7 · price: This transaction was executed in multiple trades with sales prices ranging from $331.28 to $331.96. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 263 | $330.45 | $86,908.35 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 8 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,580 F6 · price: This transaction was executed in multiple trades with sales prices ranging from $330.24 to $331.09. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 650 | $329.68 | $214,292.00 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 7 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,843 F5 · price: This transaction was executed in multiple trades with sales prices ranging from $329.22 to $330.17. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 700 | $328.60 | $230,020.00 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 6 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,493 F4 · price: This transaction was executed in multiple trades with sales prices ranging from $328.02 to $328.91. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,330 | $327.43 | $435,481.90 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 5 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,193 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $326.93 to $327.91. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 412 | $325.69 | $134,184.28 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 4 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,523 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $325.03 to $325.99. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 542 | $323.61 | $175,396.62 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,935 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $323.00 to $323.97. 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 |
| September 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,307 | $138.48 | $319,473.36 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,477 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 25, 2020 Filed Sep 29, 2020 21:05 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,404 | $107.65 | $258,790.60 |
DisclosureSEC source: 0001013237-20-000137 · wf-form4_160141350377857.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,170 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 |
| July 07, 2020 Filed Jul 8, 2020 22:18 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherCommon Stock | 7,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-20-000101 · wf-form4_159424670847438.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,766 F1 · shares: This transaction involved the transfer of 7,767 shares to reporting person's spouse. The reporting person expressly disclaims beneficial ownership in the shares held by his spouse, and this report should not be deemed an admission that the reporting person is the beneficial owner of his spouse's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| April 02, 2020 Filed Apr 3, 2020 21:02 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,500 | $252.30 | $630,750.00 |
DisclosureSEC source: 0001013237-20-000056 · wf-form4_158594773149654.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,533 F1 · price: Price reported is a weighted average sales price for transactions during April 2, 2020. The per share sales price ranged from $252.05 to $252.79. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 01:54 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,010 | $0.00 Strike: $271.51 | $0.00 |
DisclosureSEC source: 0001013237-20-000019 · wf-form4_157922605690070.xml · derivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,010 Underlying: Common Stock · 2,010 shares Expires 2027-01-15 F1 · derivative.exercise_date: Options granted to non-employee Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,683 | $0.00 Strike: $91.06 | $0.00 |
DisclosureSEC source: 0001013237-20-000006 · wf-form4_157843885586501.xml · derivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,683 shares Expires 2020-01-15 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 January 15, 2013 and vest over a five year period with 20% exercisable per year starting on the first anniversary date of the grant. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 23:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,683 | $267.28 | $717,112.24 |
DisclosureSEC source: 0001013237-20-000006 · wf-form4_157843885586501.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,033 F1 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. The per share sales prices ranged from $266.77 to $267.70. 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 |
| January 03, 2020 Filed Jan 7, 2020 23:14 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,683 | $91.06 | $244,313.98 |
DisclosureSEC source: 0001013237-20-000006 · wf-form4_157843885586501.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,716 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 |
| June 26, 2019 Filed Jun 28, 2019 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftCommon Stock | 1,300 | $287.38 | $373,594.00 |
DisclosureSEC source: 0001437749-19-013065 · rdgdoc.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,033 F1 · price: Based on the average of the high and low price of FactSet Research Systems Inc. common stock on June 26, 2019. 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.