FactSet Research Systems Inc. (the Company or FactSet) is a global financial digital platform and enterprise solutions provider with open and flexible technologies that aims to supercharge financial intelligence. Since inception, global financial professionals have utilized the company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. FactSet revised its internal organization within each segment to offer data, products and analytical applications by firm type: Institutional Buyside, Dealmakers, Wealth, and Partnerships and CGS. The company believes organization by firm type better aligns with its clients, the long-term view of its business and commitment to investing for growth and efficiency. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (APIs). The company's revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Robie Robert J. | EVP, Institutional Buyside | Nov 12 '24 | Option Exercise | 315.36 | 4,009 | 1,264,259 | 6,059 | Nov 13 04:07 PM | Robie Robert J. | EVP, Institutional Buyside | Nov 12 '24 | Sale | 484.96 | 4,009 | 1,944,205 | 2,050 | Nov 13 04:07 PM | Costigan John | Chief Data Officer | Nov 11 '24 | Option Exercise | 221.88 | 779 | 172,845 | 1,921 | Nov 12 04:32 PM | Costigan John | Chief Data Officer | Nov 11 '24 | Sale | 481.00 | 1,622 | 780,174 | 299 | Nov 12 04:32 PM | Robie Robert J. | Officer | Nov 12 '24 | Proposed Sale | 484.89 | 4,009 | 1,943,924 | | Nov 12 03:38 PM | Costigan John | Officer | Nov 11 '24 | Proposed Sale | 477.46 | 1,622 | 774,440 | | Nov 12 09:28 AM | Snow Frederick Philip | Chief Executive Officer | Nov 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,987 | Nov 04 06:42 PM | Snow Frederick Philip | Chief Executive Officer | Nov 01 '24 | Sale | 453.68 | 3,000 | 1,361,040 | 12,987 | Nov 04 06:42 PM | Snow Frederick Philip | Officer | Nov 01 '24 | Proposed Sale | 4.54 | 3,000 | 13,610 | | Nov 01 10:06 AM | Harding Catrina | Chief People Officer | Aug 05 '24 | Sale | 407.96 | 453 | 184,806 | 760 | Oct 29 06:01 PM | Snow Frederick Philip | Chief Executive Officer | Oct 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,987 | Oct 01 05:14 PM | Snow Frederick Philip | Chief Executive Officer | Oct 01 '24 | Sale | 455.09 | 3,000 | 1,365,270 | 12,987 | Oct 01 05:14 PM | Snow Frederick Philip | Officer | Oct 01 '24 | Proposed Sale | 455.09 | 3,000 | 1,365,270 | | Oct 01 09:42 AM | MCGONIGLE JAMES J | Director | Sep 26 '24 | Option Exercise | 202.57 | 5,410 | 1,095,882 | 10,693 | Sep 27 05:18 PM | MCGONIGLE JAMES J | Director | Sep 26 '24 | Sale | 456.83 | 5,410 | 2,471,465 | 5,283 | Sep 27 05:18 PM | Frank Malcolm | Director | Sep 26 '24 | Option Exercise | 197.75 | 2,838 | 561,214 | 3,355 | Sep 27 05:15 PM | Frank Malcolm | Director | Sep 26 '24 | Sale | 457.85 | 2,838 | 1,299,387 | 517 | Sep 27 05:15 PM | SIEGEL LAURIE | Director | Sep 26 '24 | Option Exercise | 197.75 | 1,338 | 264,590 | 2,097 | Sep 27 05:13 PM | SIEGEL LAURIE | Director | Sep 26 '24 | Sale | 459.85 | 1,338 | 615,277 | 759 | Sep 27 05:13 PM | Ellis Christopher R | EVP, Initiatives & P'ships | Sep 26 '24 | Option Exercise | 169.86 | 13,952 | 2,369,908 | 37,467 | Sep 27 05:11 PM | Ellis Christopher R | EVP, Initiatives & P'ships | Sep 26 '24 | Sale | 456.15 | 13,952 | 6,364,205 | 23,515 | Sep 27 05:11 PM | Ellis Christopher R | Officer | Sep 26 '24 | Proposed Sale | 460.01 | 13,952 | 6,418,000 | | Sep 26 12:19 PM | MCGONIGLE JAMES J | Director | Sep 26 '24 | Proposed Sale | 470.06 | 5,410 | 2,543,000 | | Sep 26 12:03 PM | SIEGEL LAURIE | Director | Sep 26 '24 | Proposed Sale | 468.49 | 1,338 | 626,840 | | Sep 26 11:05 AM | Frank Malcolm | Director | Sep 26 '24 | Proposed Sale | 468.49 | 2,838 | 1,329,575 | | Sep 26 11:04 AM | Snow Frederick Philip | Chief Executive Officer | Sep 03 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Sep 03 04:50 PM | Snow Frederick Philip | Chief Executive Officer | Sep 03 '24 | Sale | 416.59 | 3,000 | 1,249,770 | 12,915 | Sep 03 04:50 PM | Snow Frederick Philip | Officer | Sep 03 '24 | Proposed Sale | 416.59 | 3,000 | 1,249,770 | | Sep 03 10:15 AM | Snow Frederick Philip | Chief Executive Officer | Aug 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Aug 01 04:57 PM | Snow Frederick Philip | Chief Executive Officer | Aug 01 '24 | Sale | 412.75 | 3,000 | 1,238,250 | 12,915 | Aug 01 04:57 PM | Snow Frederick Philip | Officer | Aug 01 '24 | Proposed Sale | 412.75 | 3,000 | 1,238,250 | | Aug 01 10:01 AM | Snow Frederick Philip | Chief Executive Officer | Jul 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Jul 01 04:26 PM | Snow Frederick Philip | Chief Executive Officer | Jul 01 '24 | Sale | 408.98 | 3,000 | 1,226,940 | 12,915 | Jul 01 04:26 PM | ABRAMS ROBIN ANN | Director | Jun 25 '24 | Sale | 420.71 | 2,375 | 999,186 | 9,193 | Jun 25 04:23 PM | Stepp Katherine M | Chief Technology Officer (CTO) | Jun 24 '24 | Option Exercise | 189.98 | 1,057 | 200,809 | 1,744 | Jun 24 04:53 PM | Stepp Katherine M | Chief Technology Officer (CTO) | Jun 24 '24 | Sale | 428.42 | 1,057 | 452,840 | 687 | Jun 24 04:53 PM | Snow Frederick Philip | Chief Executive Officer | Jun 03 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Jun 03 04:15 PM | Snow Frederick Philip | Chief Executive Officer | Jun 03 '24 | Sale | 400.00 | 3,000 | 1,200,000 | 12,915 | Jun 03 04:15 PM | Skoko Goran | EVP, Dealmakers & Wealth | May 15 '24 | Sale | 445.81 | 1,500 | 668,715 | 3,762 | May 16 04:09 PM | Skoko Goran | EVP, Dealmakers & Wealth | May 10 '24 | Option Exercise | 189.98 | 6,215 | 1,180,726 | 11,477 | May 10 05:02 PM | Skoko Goran | EVP, Dealmakers & Wealth | May 10 '24 | Sale | 436.40 | 6,215 | 2,712,195 | 5,262 | May 10 05:02 PM | Robie Robert J. | EVP, Institutional Buyside | May 06 '24 | Option Exercise | 234.63 | 3,466 | 813,223 | 5,821 | May 06 05:04 PM | Robie Robert J. | EVP, Institutional Buyside | May 06 '24 | Sale | 431.48 | 4,336 | 1,870,897 | 1,485 | May 06 05:04 PM | Skoko Goran | EVP, Dealmakers & Wealth | May 03 '24 | Option Exercise | 152.28 | 4,106 | 625,262 | 9,368 | May 06 05:03 PM | Skoko Goran | EVP, Dealmakers & Wealth | May 03 '24 | Sale | 428.57 | 4,106 | 1,759,710 | 5,262 | May 06 05:03 PM | Shan Helen L. | EVP, Chief Revenue Officer | May 03 '24 | Option Exercise | 0.00 | 1,807 | 0 | 5,084 | May 06 04:13 PM | Snow Frederick Philip | Chief Executive Officer | May 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | May 01 04:07 PM | Snow Frederick Philip | Chief Executive Officer | May 01 '24 | Sale | 415.26 | 3,000 | 1,245,780 | 12,915 | May 01 04:07 PM | Moskoff Gregory T | MD,Controller and CAO | Apr 30 '24 | Sale | 419.50 | 330 | 138,435 | 72 | Apr 30 04:50 PM | Snow Frederick Philip | Chief Executive Officer | Apr 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Apr 01 05:10 PM | Snow Frederick Philip | Chief Executive Officer | Apr 01 '24 | Sale | 452.10 | 3,000 | 1,356,300 | 12,915 | Apr 01 05:10 PM | Snow Frederick Philip | Chief Executive Officer | Mar 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Mar 01 04:02 PM | Snow Frederick Philip | Chief Executive Officer | Mar 01 '24 | Sale | 461.55 | 3,000 | 1,384,650 | 12,915 | Mar 01 04:02 PM | Stern Rachel Rebecca | EVP, Chief Legal Officer | Feb 02 '24 | Option Exercise | 221.88 | 9,247 | 2,051,724 | 11,297 | Feb 05 03:30 PM | Stern Rachel Rebecca | EVP, Chief Legal Officer | Feb 02 '24 | Sale | 480.19 | 9,247 | 4,440,317 | 2,050 | Feb 05 03:30 PM | Snow Frederick Philip | Chief Executive Officer | Feb 01 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Feb 01 04:04 PM | Snow Frederick Philip | Chief Executive Officer | Feb 01 '24 | Sale | 476.02 | 3,000 | 1,428,060 | 12,915 | Feb 01 04:04 PM | ABRAMS ROBIN ANN | Director | Jan 02 '24 | Option Exercise | 170.24 | 3,086 | 525,361 | 11,338 | Jan 03 04:06 PM | Snow Frederick Philip | Chief Executive Officer | Jan 02 '24 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Jan 03 04:04 PM | Snow Frederick Philip | Chief Executive Officer | Jan 02 '24 | Sale | 450.50 | 3,000 | 1,351,500 | 12,915 | Jan 03 04:04 PM | SIEGEL LAURIE | Director | Dec 28 '23 | Option Exercise | 197.75 | 1,500 | 296,625 | 2,095 | Dec 29 04:09 PM | SIEGEL LAURIE | Director | Dec 28 '23 | Sale | 475.84 | 1,500 | 713,760 | 595 | Dec 29 04:09 PM | Stepp Katherine M | Chief Technology Officer (CTO) | Dec 26 '23 | Option Exercise | 152.28 | 1,014 | 154,412 | 1,701 | Dec 27 04:38 PM | Stepp Katherine M | Chief Technology Officer (CTO) | Dec 26 '23 | Sale | 469.25 | 1,014 | 475,820 | 687 | Dec 27 04:38 PM | Stern Rachel Rebecca | EVP, Chief Legal Officer | Dec 21 '23 | Option Exercise | 189.98 | 6,215 | 1,180,726 | 8,265 | Dec 26 04:08 PM | Stern Rachel Rebecca | EVP, Chief Legal Officer | Dec 21 '23 | Sale | 462.11 | 6,215 | 2,872,013 | 2,050 | Dec 26 04:08 PM | Robie Robert J. | EVP, Institutional Buyside | Dec 21 '23 | Option Exercise | 202.15 | 4,519 | 913,504 | 6,874 | Dec 26 04:06 PM | Robie Robert J. | EVP, Institutional Buyside | Dec 21 '23 | Sale | 461.30 | 4,519 | 2,084,633 | 2,355 | Dec 26 04:06 PM | Ellis Christopher R | EVP, Initiatives & P'ships | Dec 20 '23 | Option Exercise | 131.31 | 9,291 | 1,220,001 | 32,724 | Dec 21 06:02 PM | Ellis Christopher R | EVP, Initiatives & P'ships | Dec 20 '23 | Sale | 450.76 | 9,291 | 4,188,017 | 23,433 | Dec 21 06:02 PM | Snow Frederick Philip | Chief Executive Officer | Dec 04 '23 | Option Exercise | 164.90 | 3,000 | 494,700 | 15,915 | Dec 04 04:32 PM | Snow Frederick Philip | Chief Executive Officer | Dec 04 '23 | Sale | 452.79 | 3,000 | 1,358,370 | 12,915 | Dec 04 04:32 PM |
|