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 |
|---|---|---|---|---|---|---|
| June 26, 2019 Filed Jun 28, 2019 21:03 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,200 | $286.24 | $629,728.00 |
DisclosureSEC source: 0001437749-19-013065 · rdgdoc.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,333 Read SEC document |
| January 15, 2019 Filed Jan 18, 2019 02:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Employee Director Stock Option (right to buy) · Derivative | 2,572 | $0.00 Strike: $207.88 | $0.00 |
DisclosureSEC source: 0001437749-19-001013 · rdgdoc.xml · derivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 Underlying: Common Stock · 2,572 shares Expires 2026-01-15 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 02, 2019 Filed Jan 4, 2019 23:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,622 | $0.00 Strike: $87.26 | $0.00 |
DisclosureSEC source: 0001437749-19-000366 · rdgdoc.xml · derivative · entry 4 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,622 shares Expires 2019-01-13 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. F3 · derivative.exercise_date: Options were granted on January 13, 2012 and vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 23:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 261 | $198.87 | $51,905.07 |
DisclosureSEC source: 0001437749-19-000366 · rdgdoc.xml · nonDerivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,533 F2 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 896, the per share sales prices ranged from $197.64 to $198.53 and for the shares aggregating 261, the per share sales prices ranged from $198.81 to $199.03. 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 02, 2019 Filed Jan 4, 2019 23:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 896 | $198.16 | $177,551.36 |
DisclosureSEC source: 0001437749-19-000366 · rdgdoc.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,794 F2 · price: Price reported in Column 4 is a weighted average price based on various sales prices within a range. For the shares aggregating 896, the per share sales prices ranged from $197.64 to $198.53 and for the shares aggregating 261, the per share sales prices ranged from $198.81 to $199.03. 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 02, 2019 Filed Jan 4, 2019 23:41 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,622 | $87.26 | $228,795.72 |
DisclosureSEC source: 0001437749-19-000366 · rdgdoc.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,690 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 · balance_after: It was recently discovered that in a Form 4 filed on December 21, 2012, Mr. McGonigle's total ownership was inadvertently overstated by 1,500 shares due to a miscalculation in applying a stock split change. This overstatement was carried forward in the subsequent Form 4s filed starting on January 10, 2014 and ending on January 9, 2018. All transactions were otherwise properly reported. The total ownership column in this Form 4 has been corrected for this error. Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 22:36 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,838 | Not disclosed Strike: $197.75 | Not disclosed |
DisclosureSEC source: 0001437749-18-000746 · rdgdoc.xml · derivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,485 Underlying: FactSet Common Stock · 2,838 shares Expires 2025-01-12 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,419 | Not disclosed Strike: $95.05 | Not disclosed |
DisclosureSEC source: 0001437749-18-000464 · rdgdoc.xml · derivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director BILLEADEAU SCOTT A · CIK 0001164867 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,647 Underlying: FactSet Common Stock · 2,419 shares Expires 2018-01-14 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 · price: Column 8 has been intentionally left blank because the transaction was an exercise of a derivative security. Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 1,186 | $193.92 | $229,989.12 |
DisclosureSEC source: 0001437749-18-000464 · rdgdoc.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director BILLEADEAU SCOTT A · CIK 0001164867 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,568 Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 21:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 2,419 | $95.05 | $229,925.95 |
DisclosureSEC source: 0001437749-18-000464 · rdgdoc.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director BILLEADEAU SCOTT A · CIK 0001164867 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,754 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 13, 2017 Filed Jan 18, 2017 21:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,086 | Not disclosed Strike: $170.24 | Not disclosed |
DisclosureSEC source: 0001437749-17-000775 · rdgdoc.xml · derivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,066 Underlying: FactSet Common Stock · 3,086 shares Expires 2024-01-13 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Non-qualified stock options granted to outside Directors cliff vest 100% after three years from the date the options were granted. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 3,000 | $170.20 | $510,600.00 |
DisclosureSEC source: 0001437749-17-000544 · rdgdoc.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,335 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,500 | Not disclosed Strike: $58.78 | Not disclosed |
DisclosureSEC source: 0001437749-17-000256 · rdgdoc.xml · derivative · entry 6 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,980 Underlying: FactSet Common Stock · 4,500 shares Expires 2017-01-16 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 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,085 | Not disclosed Strike: $66.81 | Not disclosed |
DisclosureSEC source: 0001437749-17-000256 · rdgdoc.xml · derivative · entry 5 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,480 Underlying: FactSet Common Stock · 3,085 shares Expires 2017-01-15 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. F1 · price: Column 8 has been intentionally left blank as the transaction was an exercise of a derivative security. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 1,602 | $165.95 | $265,851.90 |
DisclosureSEC source: 0001437749-17-000256 · rdgdoc.xml · nonDerivative · entry 4 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,335 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 1,243 | $165.92 | $206,238.56 |
DisclosureSEC source: 0001437749-17-000256 · rdgdoc.xml · nonDerivative · entry 3 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,937 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 4,500 | $58.78 | $264,510.00 |
DisclosureSEC source: 0001437749-17-000256 · rdgdoc.xml · nonDerivative · entry 2 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,180 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 04, 2017 Filed Jan 5, 2017 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionFactSet Common Stock | 3,085 | $66.81 | $206,108.85 |
DisclosureSEC source: 0001437749-17-000256 · rdgdoc.xml · nonDerivative · entry 1 MCGONIGLE JAMES J · CIK 0001174501 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,680 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.