Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INCFDS · Entity 3493 | EVP, Chief Legal Officer | February 02, 2024 | February 05, 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 February 02, 2024 · Filed February 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,050 |
Ending reported balance
After 2024-02-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-02 · Exercise / conversion · Acquired 9,247 · Balance 11,297 Row 2 · 2024-02-02 · Sale · Disposed 9,247 · Balance 2,050 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $221.88 · Expires 2028-11-01 | Direct | 0 |
Reported balance
After 2024-02-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-02-02 · Exercise / conversion · Disposed 9,247 · Balance 0 F1: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years. |
Filing footnotes · ownership attribution and instrument terms
F1: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five 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 |
|---|---|---|---|---|---|---|
| February 02, 2024 Filed Feb 5, 2024 20:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,247 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001013237-24-000029 · wk-form4_1707164992.xml · derivative · entry 3 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,247 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. F1 · derivative.exercise_date: Options granted on November 1, 2018 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 20:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 9,247 | $480.19 | $4,440,316.93 |
DisclosureSEC source: 0001013237-24-000029 · wk-form4_1707164992.xml · nonDerivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 20:30 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 9,247 | $221.88 | $2,051,724.36 |
DisclosureSEC source: 0001013237-24-000029 · wk-form4_1707164992.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,297 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 |
| December 21, 2023 Filed Dec 26, 2023 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,215 | $0.00 Strike: $189.98 | $0.00 |
DisclosureSEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · derivative · entry 4 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,215 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 granted on November 2, 2017 vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| December 21, 2023 Filed Dec 26, 2023 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,493 | $462.90 | $691,109.70 |
DisclosureSEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · nonDerivative · entry 3 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $462.49 to $463.06. 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 |
| December 21, 2023 Filed Dec 26, 2023 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 4,722 | $461.86 | $2,180,902.92 |
DisclosureSEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · nonDerivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,543 F1 · price: This transaction was executed in multiple trades with sales prices ranging from $461.44 to $462.42. 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 |
| December 21, 2023 Filed Dec 26, 2023 21:08 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 6,215 | $189.98 | $1,180,725.70 |
DisclosureSEC source: 0001013237-23-000199 · wk-form4_1703624876.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,265 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 13, 2023 Filed Nov 13, 2023 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,339 | $0.00 Strike: $152.28 | $0.00 |
DisclosureSEC source: 0001013237-23-000177 · wk-form4_1699910556.xml · derivative · entry 5 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,339 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. F3 · 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 |
| November 13, 2023 Filed Nov 13, 2023 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 6,339 | $450.00 | $2,852,550.00 |
DisclosureSEC source: 0001013237-23-000177 · wk-form4_1699910556.xml · nonDerivative · entry 4 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 Read SEC document |
| November 13, 2023 Filed Nov 13, 2023 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 6,339 | $152.28 | $965,302.92 |
DisclosureSEC source: 0001013237-23-000177 · wk-form4_1699910556.xml · nonDerivative · entry 3 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,389 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 09, 2023 Filed Nov 13, 2023 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 661 | $448.55 | $296,491.55 |
DisclosureSEC source: 0001013237-23-000177 · wk-form4_1699910556.xml · nonDerivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 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 21:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-23-000177 · wk-form4_1699910556.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,711 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 3, 2023 21:28 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,168 | $0.00 Strike: $436.57 | $0.00 |
DisclosureSEC source: 0001013237-23-000142 · wk-form4_1699046882.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,168 Underlying: Common Stock · 3,168 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 |
| November 01, 2022 Filed Nov 3, 2022 22:42 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,185 | $0.00 Strike: $426.25 | $0.00 |
DisclosureSEC source: 0001013237-22-000183 · wf-form4_166751529957963.xml · derivative · entry 3 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,185 Underlying: Common Stock · 3,185 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 22:42 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 566 | $426.25 | $241,257.50 |
DisclosureSEC source: 0001013237-22-000183 · wf-form4_166751529957963.xml · nonDerivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 997 F2 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting on November 1, 2022, of PSUs granted on November 1, 2019. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:42 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantCommon Stock | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-22-000183 · wf-form4_166751529957963.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 F1 · shares: Represents common stock received upon the vesting on November 1, 2022, of performance share units ("PSUs") granted on November 1, 2019. Each PSU converted into 1.279 shares of common stock upon vesting based on the Company's performance during the three-fiscal year period beginning September 1, 2019 and ending August 31, 2022 (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, 2021 Filed Nov 3, 2021 22:39 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 3,663 | $0.00 Strike: $434.82 | $0.00 |
DisclosureSEC source: 0001013237-21-000171 · wf-form4_163597917783608.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,663 Underlying: Common Stock · 3,663 shares Expires 2031-11-01 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 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,233 | $0.00 Strike: $92.22 | $0.00 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · derivative · entry 7 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,233 shares Expires 2022-11-01 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, 2012 and are performance-based awards which vest based on the achievement by the issuer of certain financial performance criteria. These options vest over a five year period, with 40% exercisable on the second anniversary of the date of grant, with the remainder vesting at a rate of 1.67% per month thereafter. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,656 | $0.00 Strike: $175.20 | $0.00 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · derivative · entry 6 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,656 shares Expires 2025-11-02 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. F2 · derivative.exercise_date: Options were granted on November 2, 2015 and vest ratably at 20% per year over five years upon the anniversary of the date of grant. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,920 | $0.00 Strike: $131.31 | $0.00 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · derivative · entry 5 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,920 shares Expires 2024-11-03 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 November 3, 2014 and vest over a five year period with 60% exercisable on the third anniversary of the date of grant and 40% exercisable on the fifth anniversary of the date of grant. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 6,809 | $363.00 | $2,471,667.00 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 4 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 1,233 | $92.22 | $113,707.26 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 3 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,809 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 |
| August 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,656 | $175.20 | $465,331.20 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,576 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 |
| August 12, 2021 Filed Aug 13, 2021 21:15 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,920 | $131.31 | $383,425.20 |
DisclosureSEC source: 0001013237-21-000095 · wf-form4_162888928847488.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,920 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 09, 2020 Filed Nov 12, 2020 22:21 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 4,474 | $0.00 Strike: $316.71 | $0.00 |
DisclosureSEC source: 0001013237-20-000168 · wf-form4_160521968108334.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474 Underlying: Common Stock · 4,474 shares Expires 2030-11-09 F1 · derivative.exercise_date: Options vest 20% annuallly on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,761 | $0.00 Strike: $92.22 | $0.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · derivative · entry 14 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 3,761 shares Expires 2022-11-01 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. F11 · derivative.exercise_date: Options granted on November 1, 2012 included both a time-based and performance-based component. This exercise included all of the outstanding time-based component, which vested over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter. The outstanding unexercised options are from the performance-based component, which vested based on the achievement by the issuer of certain financial performance criteria. F11 · balance_after: Options granted on November 1, 2012 included both a time-based and performance-based component. This exercise included all of the outstanding time-based component, which vested over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter. The outstanding unexercised options are from the performance-based component, which vested based on the achievement by the issuer of certain financial performance criteria. Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,680 | $0.00 Strike: $94.84 | $0.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · derivative · entry 13 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,680 shares Expires 2021-11-01 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. F10 · derivative.exercise_date: Options granted on November 1, 2011 vest over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter. Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 600 | $280.43 | $168,258.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 12 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F9 · price: This transaction was executed in multiple trades with sales prices ranging from $280.12 to $280.86. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 200 | $279.26 | $55,852.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 11 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F8 · price: This transaction was executed in multiple trades with sales prices ranging from $279.05 to $279.46. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 300 | $278.06 | $83,418.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 10 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 F7 · price: This transaction was executed in multiple trades with sales prices ranging from $277.90 to $278.19. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 2,661 | $277.29 | $737,868.69 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 9 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 F6 · price: This transaction was executed in multiple trades with sales prices ranging from $276.79 to $277.55. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 100 | $283.79 | $28,379.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 8 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,761 Read SEC document |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 400 | $282.86 | $113,144.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 7 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,861 F5 · price: This transaction was executed in multiple trades with sales prices ranging from $282.53 to $283.18. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 200 | $279.82 | $55,964.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 6 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,261 F4 · price: This transaction was executed in multiple trades with sales prices ranging from $279.46 to $280.19. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 300 | $278.46 | $83,538.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 5 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,461 F3 · price: This transaction was executed in multiple trades with sales prices ranging from $278.14 to $279.05. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleCommon Stock | 1,680 | $277.05 | $465,444.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 4 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,761 F2 · price: This transaction was executed in multiple trades with sales prices ranging from $276.76 to $277.55. 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 3,761 | $92.22 | $346,839.42 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 3 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,441 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 |
| April 14, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionCommon Stock | 2,680 | $94.84 | $254,171.20 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,680 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 |
| April 14, 2020 Filed Jun 9, 2020 21:19 UTC Amendment | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,761 | $0.00 Strike: $92.22 | $0.00 |
DisclosureSEC source: 0001013237-20-000081 · wf-form4a_159173752832261.xml · derivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 3,761 shares Expires 2022-11-01 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. F1 · shares: This Amendment to Form 4 is filed solely for the purpose of correcting a clerical error in the Form 4 filed April 15, 2020, to now accurately reflect the exercise of Employee Stock Options as a Disposition, rather than an Acquisition, of the Derivative Security. F3 · derivative.exercise_date: Options granted on November 1, 2012 included both a time-based and performance-based component. This exercise included all of the outstanding time-based component, which vested over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter. The outstanding unexercised options are from the performance-based component, which vested based on the achievement by the issuer of certain financial performance criteria. F3 · balance_after: Options granted on November 1, 2012 included both a time-based and performance-based component. This exercise included all of the outstanding time-based component, which vested over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter. The outstanding unexercised options are from the performance-based component, which vested based on the achievement by the issuer of certain financial performance criteria. Read SEC document |
| April 14, 2020 Filed Jun 9, 2020 21:19 UTC Amendment | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,680 | $0.00 Strike: $94.84 | $0.00 |
DisclosureSEC source: 0001013237-20-000081 · wf-form4a_159173752832261.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,680 shares Expires 2021-11-01 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. F1 · shares: This Amendment to Form 4 is filed solely for the purpose of correcting a clerical error in the Form 4 filed April 15, 2020, to now accurately reflect the exercise of Employee Stock Options as a Disposition, rather than an Acquisition, of the Derivative Security. F2 · derivative.exercise_date: Options granted on November 1, 2011 vest over a 5 year period with 20% exercisable one year after the grant date, with the remainder vesting at a rate of 1.67% per month thereafter. Read SEC document |
| April 13, 2020 Filed Apr 15, 2020 21:06 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GiftCommon Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001013237-20-000065 · wf-form4_158698475157941.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This Transaction was a Bona Fide Gift. No compensation was given to the donor for the gifting of these shares. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 22:16 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 4,985 | $0.00 Strike: $255.87 | $0.00 |
DisclosureSEC source: 0001437749-19-021613 · rdgdoc.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 Underlying: Common Stock · 4,985 shares Expires 2029-11-01 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 |
| November 01, 2018 Filed Nov 5, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantEmployee Stock Option (right to buy) · Derivative | 9,247 | $0.00 Strike: $221.88 | $0.00 |
DisclosureSEC source: 0001437749-18-019564 · rdgdoc.xml · derivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,247 Underlying: Common Stock · 9,247 shares Expires 2028-11-01 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, 2018 Filed Nov 5, 2018 22:31 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingCommon Stock | 134 | $221.88 | $29,731.92 |
DisclosureSEC source: 0001437749-18-019564 · rdgdoc.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock that was granted on November 1, 2013 and that was previously reported. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 22:22 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,215 | Not disclosed Strike: $189.98 | Not disclosed |
DisclosureSEC source: 0001437749-17-018421 · rdgdoc.xml · derivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,804 Underlying: FactSet Common Stock · 6,215 shares Expires 2027-11-02 F2 · price: Column 8 has been intentionally left blank. F1 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 21:59 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,339 | Not disclosed Strike: $152.28 | Not disclosed |
DisclosureSEC source: 0001437749-16-041030 · rdgdoc.xml · derivative · entry 2 Stern Rachel Rebecca · CIK 0001588985 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,589 Underlying: FactSet Common Stock · 6,339 shares Expires 2026-11-01 F3 · price: Column 8 has been intentionally left blank. F2 · derivative.exercise_date: Option grants vest 20% annually on the anniversary date of the grant and are fully vested after five years. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 21:59 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | Tax withholdingFactSet Common Stock | 217 | $152.28 | $33,044.76 |
DisclosureSEC source: 0001437749-16-041030 · rdgdoc.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761 F1 · shares: Represents the number of shares withheld to cover the cost of taxes upon vesting of restricted stock previously granted on November 1, 2013. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 20:32 UTC | FACTSET RESEARCH SYSTEMS INC FDS · Entity 3493 | SaleFactSet Common Stock | 1,065 | $158.79 | $169,111.35 |
DisclosureSEC source: 0001437749-16-039758 · rdgdoc.xml · nonDerivative · entry 1 Stern Rachel Rebecca · CIK 0001588985 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978 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.