Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | Chief Human Resources Officer | August 31, 2018 | October 15, 2018 |
| IRON MOUNTAIN INCIRM · Entity 517 | EVP, CHRO | December 19, 2024 | December 20, 2024 |
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 August 31, 2018 · Filed October 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103 |
Reported balance
After 2018-02-28 transaction · row 1
1 source rowRow 1 · 2018-02-28 · Other · Acquired 1 · Balance 103 F1: The shares shown as being acquired were acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan, an Internal Revenue Code Section 423 stock purchase plan, in transactions exempt under Rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: The shares shown as being acquired were acquired under the FactSet Research Systems Inc. Employee Stock Purchase Plan, an Internal Revenue Code Section 423 stock purchase plan, in transactions exempt under Rule 16b-3(c).
IRON MOUNTAIN INC
Report date December 19, 2024 · Filed December 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 6,859 |
Reported balance
After 2024-12-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-19 · Gift · Disposed 2,210 · Balance 6,859 F1: Includes 20 shares acquired under the Iron Mountain Incorporated Employee Stock Purchase Plan since the last Section 16 filing by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 20 shares acquired under the Iron Mountain Incorporated Employee Stock Purchase Plan since the last Section 16 filing by the Reporting Person.
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 30, 2015 Filed Sep 29, 2016 20:13 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | OtherFactSet Common Stock | 49 | $130.36 | $6,387.64 |
DisclosureSEC source: 0001437749-16-039268 · rdgdoc.xml · nonDerivative · entry 1 Baker-Greene Edward · CIK 0001645452 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · kind: Shares acquired through the FactSet Research Systems Inc. Employee Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.