FDS Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $18,297,051.36

FactSet Research Systems Insider Trading History Chart

FactSet Research Systems Share Price & Price History

^$421.47

▲ +2.76 (0.66%)

As of 04/26/2024 01:00 AM ET

Days: 30 | 90 | 365

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FactSet Research Systems Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/1/2024	Philip Snow	CEO	Sell	3,000	$452.10	$1,356,300.00	12,915
2/1/2024	Philip Snow	CEO	Sell	3,000	$476.02	$1,428,060.00	12,915
12/28/2023	Laurie Siegel	Director	Sell	1,500	$475.84	$713,760.00	595
12/26/2023	Katherine M. Stepp	CTO	Sell	1,014	$469.25	$475,819.50	687
12/20/2023	Christopher R. Ellis	EVP	Sell	9,291	$450.76	$4,188,011.16	23,433
12/4/2023	Philip Snow	CEO	Sell	3,000	$452.79	$1,358,370.00	12,915
11/3/2023	Kristina W Karnovsky	EVP	Sell	1,371	$447.75	$613,865.25	839
11/1/2023	Philip Snow	CEO	Sell	3,000	$433.78	$1,301,340.00	8,317
10/16/2023	John Costigan	Insider	Sell	1,162	$450.97	$524,027.14	445
10/2/2023	Philip Snow	CEO	Sell	3,000	$435.85	$1,307,550.00	8,247
9/29/2023	Katherine M. Stepp	CTO	Sell	1,805	$444.85	$802,954.25	451
9/27/2023	Robert J. Robie	EVP	Sell	3,000	$431.34	$1,294,020.00	1,436
9/1/2023	Philip Snow	CEO	Sell	3,000	$438.78	$1,316,340.00	8,247
8/1/2023	Philip Snow	CEO	Sell	3,000	$433.22	$1,299,660.00	8,247
5/5/2023	Jonathan Reeve	EVP	Sell	783	$404.82	$316,974.06	92
4/17/2023	Goran Skoko	EVP	Sell	7,969	$412.96	$3,290,878.24	4,352
4/12/2023	Gregory T. Moskoff	CAO	Sell	311	$409.30	$127,292.30	106
4/11/2023	Jonathan Reeve	EVP	Sell	720	$407.87	$293,666.40	178
4/3/2023	Katherine M. Stepp	CTO	Sell	297	$417.58	$124,021.26	451
3/31/2023	Robert J. Robie	EVP	Sell	2,457	$412.31	$1,013,045.67	1,436
3/1/2023	Philip Snow	CEO	Sell	3,000	$412.91	$1,238,730.00	8,247
2/1/2023	Philip Snow	CEO	Sell	3,000	$422.22	$1,266,660.00	8,247
12/21/2022	Jonathan Reeve	EVP	Sell	350	$403.81	$141,333.50	178
12/1/2022	Philip Snow	CEO	Sell	2,500	$463.67	$1,159,175.00	8,247
11/1/2022	Philip Snow	CEO	Sell	2,500	$427.94	$1,069,850.00	8,247
10/6/2022	Robert J. Robie	EVP	Sell	2,800	$424.50	$1,188,600.00	598
10/3/2022	Philip Snow	CEO	Sell	2,500	$401.21	$1,003,025.00	4,057
8/1/2022	Philip Snow	CEO	Sell	2,500	$424.92	$1,062,300.00	3,988
7/8/2022	Jonathan Reeve	EVP	Sell	335	$401.55	$134,519.25	111
7/1/2022	Philip Snow	CEO	Sell	2,500	$384.54	$961,350.00	3,988
6/28/2022	Sheila B. Jordan	Director	Sell	2,572	$391.15	$1,006,037.80	177
6/24/2022	Joseph Zimmel	Director	Sell	1,000	$390.62	$390,620.00	1,542
6/1/2022	Philip Snow	CEO	Sell	2,500	$370.95	$927,375.00	3,988
5/2/2022	Philip Snow	CEO	Sell	2,500	$404.37	$1,010,925.00	3,988
4/26/2022	Robin Ann Abrams	Director	Sell	1,767	$418.98	$740,337.66	4,531
4/8/2022	Joseph Zimmel	Director	Sell	1,207	$443.11	$534,833.77	2,542
4/7/2022	Gene D. Fernandez	Insider	Sell	16,517	$442.99	$7,316,865.83
4/6/2022	Laurie Siegel	Director	Sell	1,286	$440.00	$565,840.00	1,177
4/1/2022	Philip Snow	CEO	Sell	2,500	$435.37	$1,088,425.00
3/1/2022	Philip Snow	CEO	Sell	2,500	$406.07	$1,015,175.00
2/1/2022	Philip Snow	CEO	Sell	2,500	$422.02	$1,055,050.00
12/1/2021	Philip Snow	CEO	Sell	2,500	$474.52	$1,186,300.00
11/10/2021	Jonathan Reeve	EVP	Sell	735	$451.24	$331,661.40
11/1/2021	Philip Snow	CEO	Sell	2,500	$442.91	$1,107,275.00
10/15/2021	Goran Skoko	EVP	Sell	982	$415.46	$407,981.72
10/1/2021	Philip Snow	CEO	Sell	2,500	$397.59	$993,975.00
10/1/2021	Robert J. Robie	EVP	Sell	3,049	$392.45	$1,196,580.05
9/30/2021	Joseph Zimmel	Director	Sell	2,024	$398.78	$807,130.72
9/1/2021	Philip Snow	CEO	Sell	2,500	$380.41	$951,025.00
8/12/2021	Rachel Rebecca Stern	EVP	Sell	6,809	$363.00	$2,471,667.00	2,920
8/10/2021	Joseph Zimmel	Director	Sell	4,554	$364.13	$1,658,248.02	1,900
8/5/2021	Sheila B. Jordan	Director	Sell	1,935	$357.13	$691,046.55	1,935
7/16/2021	Joseph Zimmel	Director	Sell	5,626	$342.56	$1,927,242.56	4,711
7/13/2021	Malcolm Frank	Director	Sell	3,000	$335.17	$1,005,510.00	3,000
6/1/2021	Philip Snow	CEO	Sell	2,500	$334.90	$837,250.00	6,397

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SEC Filings (Institutional Ownership Changes) for FactSet Research Systems (NYSE:FDS)

91.24% of FactSet Research Systems stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

FactSet Research Systems Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/26/2024	Yousif Capital Management LLC	6,183	$2.81M	0.0%	+21.5%	0.016%
4/26/2024	YHB Investment Advisors Inc.	309	$0.14M	0.0%	N/A	0.001%
4/26/2024	Mitchell & Pahl Private Wealth LLC	1,737	$0.79M	0.4%	+4.0%	0.005%
4/26/2024	SYSTM Wealth Solutions LLC	554	$0.25M	0.0%	N/A	0.001%
4/25/2024	New York State Teachers Retirement System	41,437	$18.83M	0.0%	-1.9%	0.109%
4/25/2024	TRUE Private Wealth Advisors	869	$0.40M	0.0%	+9.4%	0.002%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	13,263	$6.03M	0.0%	-17.2%	0.035%
4/25/2024	Fjarde AP Fonden Fourth Swedish National Pension Fund	6,913	$3.14M	0.0%	-28.8%	0.018%
4/25/2024	Summit Financial LLC	1,097	$0.50M	0.0%	-23.7%	0.003%
4/24/2024	Leavell Investment Management Inc.	504	$0.23M	0.0%	+11.3%	0.001%
4/24/2024	CENTRAL TRUST Co	127	$58K	0.0%	-18.1%	0.000%
4/24/2024	Simplicity Wealth LLC	789	$0.36M	0.0%	N/A	0.002%
4/24/2024	Spire Wealth Management	11,541	$5.24M	0.2%	-1.8%	0.030%
4/24/2024	Assenagon Asset Management S.A.	3,043	$1.38M	0.0%	+88.7%	0.008%
4/23/2024	Eads & Heald Wealth Management	3,766	$1.71M	0.8%	-0.8%	0.010%
4/23/2024	Global Retirement Partners LLC	168	$76K	0.0%	+19.1%	0.000%
4/23/2024	Cookson Peirce & Co. Inc.	18,417	$8.37M	0.4%	-0.5%	0.048%
4/23/2024	Louisiana State Employees Retirement System	2,200	$1M	0.0%	-4.3%	0.006%
4/23/2024	Venturi Wealth Management LLC	2,973	$1.35M	0.1%	+6.4%	0.008%
4/23/2024	Silver Lake Advisory LLC	981	$0.45M	0.2%	N/A	0.003%
4/23/2024	Amalgamated Bank	8,262	$3.75M	0.0%	-42.1%	0.022%
4/23/2024	New Mexico Educational Retirement Board	1,900	$0.86M	0.0%	-5.0%	0.005%
4/23/2024	Wesbanco Bank Inc.	1,175	$0.53M	0.0%	N/A	0.003%
4/23/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	44,560	$19.54M	0.2%	+2.8%	0.117%
4/23/2024	KLR Investment Advisors LLC	837	$0.37M	0.3%	-7.0%	0.002%
4/23/2024	Raymond James Financial Services Advisors Inc.	31,514	$14.32M	0.0%	-6.0%	0.083%
4/23/2024	Sapient Capital LLC	14,274	$6.49M	0.1%	-2.1%	0.037%
4/23/2024	Wendell David Associates Inc.	31,662	$14.39M	1.5%	-0.1%	0.083%
4/22/2024	Nilsine Partners LLC	1,344	$0.61M	0.1%	-22.1%	0.004%
4/22/2024	PFG Investments LLC	557	$0.25M	0.0%	N/A	0.001%
4/22/2024	Outlook Wealth Advisors LLC	573	$0.26M	0.1%	+27.6%	0.002%
4/22/2024	Raymond James & Associates	113,178	$51.43M	0.0%	+2.4%	0.297%
4/22/2024	IFM Investors Pty Ltd	7,591	$3.45M	0.0%	N/A	0.020%
4/22/2024	Everpar Advisors LLC	748	$0.34M	0.2%	-5.9%	0.002%
4/22/2024	Hendershot Investments Inc.	12,325	$5.60M	0.8%	-0.4%	0.032%
4/20/2024	Kesler Norman & Wride LLC	5,800	$2.64M	0.6%	-3.6%	0.015%
4/19/2024	Everett Harris & Co. CA	148,395	$67.43M	0.9%	-0.1%	0.389%
4/19/2024	Marshall Financial Group LLC	2,462	$1.12M	0.3%	+8.0%	0.006%
4/19/2024	First Trust Direct Indexing L.P.	898	$0.41M	0.0%	+27.9%	0.002%
4/19/2024	Norden Group LLC	45,696	$20.76M	0.2%	+1,844.5%	0.120%
4/19/2024	State of Alaska Department of Revenue	18,113	$8.23M	0.1%	-8.7%	0.048%
4/19/2024	Azzad Asset Management Inc. ADV	6,189	$2.81M	0.3%	-14.4%	0.016%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	92,996	$42.26M	0.0%	+0.1%	0.244%
4/19/2024	Handelsinvest Investeringsforvaltning	793	$0.36M	0.2%	-34.1%	0.002%
4/18/2024	Allspring Global Investments Holdings LLC	2,097	$0.95M	0.0%	+11.3%	0.006%
4/18/2024	Congress Wealth Management LLC DE	27,608	$12.55M	0.2%	+1.6%	0.072%
4/18/2024	BKM Wealth Management LLC	2,846	$1.29M	0.6%	+15.7%	0.007%
4/18/2024	Diversified Trust Co	1,913	$0.87M	0.0%	-40.7%	0.005%
4/18/2024	SteelPeak Wealth LLC	1,123	$0.51M	0.0%	N/A	0.003%
4/17/2024	Dumont & Blake Investment Advisors LLC	691	$0.31M	0.1%	-5.7%	0.002%
4/17/2024	D.B. Root & Company LLC	2,362	$1.07M	0.4%	-4.8%	0.006%
4/16/2024	Capital Insight Partners LLC	11,069	$5.03M	0.9%	+7.5%	0.029%
4/16/2024	Procyon Advisors LLC	6,487	$2.95M	0.2%	+0.4%	0.017%
4/13/2024	Wallace Advisory Group LLC	900	$0.43M	0.3%	+10.3%	0.002%
4/12/2024	Riverview Trust Co	301	$0.14M	0.1%	N/A	0.001%
4/12/2024	Gateway Investment Advisers LLC	16,739	$7.61M	0.1%	-0.2%	0.044%
4/12/2024	Strong Tower Advisory Services	3,283	$1.45M	0.6%	+4.3%	0.009%
4/12/2024	Northwest Investment Counselors LLC	1,692	$0.77M	0.2%	-2.9%	0.004%
4/11/2024	Security Financial Services INC.	443	$0.20M	0.0%	N/A	0.001%
4/11/2024	Birch Capital Management LLC	6,802	$3.09M	1.6%	+4.6%	0.018%
4/11/2024	Running Oak Capital LLC	22,560	$10.25M	1.6%	+11.5%	0.059%
4/11/2024	Congress Asset Management Co. MA	256,595	$116.59M	0.8%	-4.3%	0.673%
4/11/2024	Aurora Investment Managers LLC.	4,081	$1.86M	1.3%	-17.5%	0.011%
4/10/2024	Park Avenue Securities LLC	1,625	$0.74M	0.0%	+4.6%	0.004%
4/10/2024	Banque Cantonale Vaudoise	3,755	$1.71M	0.1%	-49.9%	0.010%
4/10/2024	Czech National Bank	6,706	$3.05M	0.0%	+0.8%	0.018%
4/9/2024	Mather Group LLC.	244	$0.12M	0.0%	N/A	0.001%
4/8/2024	Bath Savings Trust Co	31,296	$14.22M	1.5%	+0.4%	0.082%
4/8/2024	Westwind Capital	32,048	$14.56M	3.7%	+1.8%	0.084%
4/5/2024	First Hawaiian Bank	7,816	$3.55M	0.1%	-0.7%	0.021%
4/5/2024	GAMMA Investing LLC	628	$0.29M	0.1%	+35.1%	0.002%
4/5/2024	Los Angeles Capital Management LLC	2,059	$0.94M	0.0%	-55.1%	0.005%
4/5/2024	Somerset Trust Co	8,155	$3.71M	1.5%	+2.1%	0.021%
4/5/2024	CWM LLC	1,855	$0.84M	0.0%	+117.0%	0.005%
4/1/2024	Canandaigua National Bank & Trust Co.	635	$0.29M	0.0%	-7.8%	0.002%
4/1/2024	First Financial Bank Trust Division	2,215	$1.01M	0.1%	-3.5%	0.006%
3/29/2024	Kapitalo Investimentos Ltda	350	$0.17M	0.0%	+32.6%	0.001%
3/27/2024	Nomura Holdings Inc.	782	$0.37M	0.0%	N/A	0.002%
3/26/2024	HighPoint Advisor Group LLC	996	$0.44M	0.0%	N/A	0.003%
3/22/2024	PNC Financial Services Group Inc.	31,146	$14.86M	0.0%	-2.3%	0.082%
3/15/2024	B. Riley Wealth Advisors Inc.	486	$0.23M	0.0%	-34.7%	0.001%
3/11/2024	Vanguard Group Inc.	4,559,576	$2.18B	0.0%	+0.4%	11.971%
3/5/2024	Fisher Asset Management LLC	20,170	$9.62M	0.0%	-1.3%	0.053%
3/5/2024	Wellington Management Group LLP	31,070	$14.82M	0.0%	-1.4%	0.082%
3/4/2024	Congress Asset Management Co. MA	268,015	$127.86M	1.0%	+0.2%	0.704%
3/1/2024	Goldman Sachs Group Inc.	179,106	$85.44M	0.0%	-5.4%	0.470%
2/28/2024	American International Group Inc.	10,513	$5.02M	0.0%	-0.9%	0.028%
2/26/2024	Teachers Retirement System of The State of Kentucky	3,271	$1.56M	0.0%	-4.7%	0.009%
2/21/2024	V Square Quantitative Management LLC	964	$0.46M	0.1%	+21.0%	0.003%
2/14/2024	Hancock Whitney Corp	27,818	$13.27M	0.5%	-0.6%	0.073%
2/14/2024	Cassaday & Co Wealth Management LLC	442	$0.21M	0.0%	N/A	0.001%
2/14/2024	Logan Capital Management Inc.	4,165	$1.99M	0.1%	-7.3%	0.011%
2/14/2024	Shell Asset Management Co.	5,793	$2.76M	0.1%	-8.7%	0.015%
2/14/2024	Ghisallo Capital Management LLC	10,500	$5.01M	0.5%	N/A	0.028%
2/14/2024	Ossiam	4,440	$2.12M	0.0%	+129.5%	0.012%
2/14/2024	Thematics Asset Management	13,693	$6.53M	0.3%	-8.1%	0.036%
2/14/2024	Tsai Capital Corp	5,324	$2.54M	2.3%	-4.5%	0.014%
2/14/2024	Schroder Investment Management Group	35,624	$16.99M	0.0%	-22.2%	0.094%
2/14/2024	Prudential PLC	1,791	$0.85M	0.0%	-30.1%	0.005%
2/14/2024	Kolinsky Wealth Management LLC	744	$0.36M	0.3%	+16.8%	0.002%

Data available starting January 2016

FactSet Research Systems Inc., a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Today's Range

Now: $421.47

$417.82

$423.23

50 Day Range

MA: $450.55

$418.71

$487.69

52 Week Range

Now: $421.47

$380.96

$488.64

Volume

185,143 shs

Average Volume

241,371 shs

Market Capitalization

$16.07 billion

P/E Ratio

33.37

Dividend Yield

0.93%

Beta

0.72

Who are the company insiders with the largest holdings of FactSet Research Systems?: FactSet Research Systems' top insider shareholders include:
Christopher R Ellis (EVP)
Frederick Philip Snow (CEO)
Robin Ann Abrams (Director)
Goran Skoko (EVP)
Joseph Zimmel (Director)
Robert J Robie (EVP)
Kristina W Karnovsky (EVP)
Katherine M Stepp (CTO)
Laurie Siegel (Director)
John Costigan (Insider)
Jonathan Reeve (EVP)
Sheila B Jordan (Director)
Gregory T Moskoff (CAO)
Learn More about top insider investors at FactSet Research Systems.
Who are the major institutional investors of FactSet Research Systems?: FactSet Research Systems' top institutional shareholders include:
Congress Asset Management Co. MA — 0.67%
Everett Harris & Co. CA — 0.39%
Raymond James & Associates — 0.30%
Sumitomo Mitsui Trust Holdings Inc. — 0.24%
Norden Group LLC — 0.12%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA — 0.12%
Learn More about top institutional investors of FactSet Research Systems stock.
Which institutional investors are selling FactSet Research Systems stock?: In the last quarter, FDS stock was sold by these institutional investors:
Congress Asset Management Co. MA
Amalgamated Bank
Banque Cantonale Vaudoise
Fjarde AP Fonden Fourth Swedish National Pension Fund
Zurcher Kantonalbank Zurich Cantonalbank
Los Angeles Capital Management LLC
Raymond James Financial Services Advisors Inc.
State of Alaska Department of Revenue
Within the previous year, company insiders that have sold FactSet Research Systems company stock include:
Christopher R Ellis (EVP)
Frederick Philip Snow (CEO)
Robin Ann Abrams (Director)
Goran Skoko (EVP)
Joseph Zimmel (Director)
Robert J Robie (EVP)
Kristina W Karnovsky (EVP)
Katherine M Stepp (CTO)
Learn More investors selling FactSet Research Systems stock.
Which institutional investors are buying FactSet Research Systems stock?: During the previous quarter, FDS stock was purchased by institutional investors including:
Norden Group LLC
IFM Investors Pty Ltd
Raymond James & Associates
Running Oak Capital LLC
Assenagon Asset Management S.A.
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA
Wesbanco Bank Inc.
SteelPeak Wealth LLC