FactSet Research Systems Inc (FDS) · Insider trading
What FactSet Research Systems's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$126,465
1 insider, 1 trade
Sold, 12 months
$1.52M
2 insiders, 0% under a plan
Net, 12 months
−$1.40M
bought less sold
Latest filing
2026-09-24
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Snow Frederick PhilipDirector, Chief Executive Officer | – | $12.44M | 9 | 2025-07-01 | 16,616 |
| Ellis Christopher REVP, Initiatives & P'ships | – | $3.40M | 5 | 2025-07-08 | 31,365 |
| Robie Robert J.EVP, Institutional Buyside | – | $1.94M | 1 | 2024-11-12 | 2,050 |
| McGonigle James JDirector | – | $1.32M | 3 | 2025-07-14 | 7,086 |
| Moskoff Gregory TMD,Controller and CAO | – | $1.26M | 6 | 2025-07-09 | 2,053 |
| Costigan JohnChief Data Officer | – | $780,174 | 2 | 2024-11-11 | 1,142 |
| Siegel LaurieDirector | – | $761,944 | 2 | 2026-01-08 | 1,625 |
| Frank MalcolmDirector | – | $760,547 | 2 | 2026-01-12 | 2,406 |
| Stepp Katherine MChief Technology Officer (CTO) | – | $733,562 | 4 | 2025-03-21 | 1,473 |
| Skoko GoranEVP, Chief Revenue Officer | $126,465 | – | 1 | 2025-11-06 | 9,192 |
| Shan Helen L.EVP, Chief Financial Officer | $101,928 | – | 1 | 2025-10-06 | 9,284 |
| McLoughlin ChristopherChief Legal Officer | $100,001 | – | 2 | 2025-09-23 | 3,443 |
| Eilam BarakDirector | – | $283 | 1 | 2025-10-03 | 285 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-01-12 | Frank MalcolmDirector | Sale | 1,045 | 295.02 | $308,296 | 2,406 | Form 4 |
| 2026-01-12 | Frank MalcolmDirector | Sale | 1,527 | 296.17 | $452,252 | 879 | Form 4 |
| 2026-01-08 | Siegel LaurieDirector | Sale | 1,984 | 296.12 | $587,502 | 1,625 | Form 4 |
| 2026-01-08 | Siegel LaurieDirector | Sale | 588 | 296.67 | $174,442 | 1,037 | Form 4 |
| 2025-11-06 | Skoko GoranEVP, Chief Revenue Officer | Buy | 500 | 252.93 | $126,465 | 9,192 | Form 4 |
| 2025-10-06 | Shan Helen L.EVP, Chief Financial Officer | Buy | 370 | 275.48 | $101,928 | 9,284 | Form 4 |
| 2025-10-03 | Eilam BarakDirector | Sale | 1 | 283.21 | $283 | 285 | Form 4 |
| 2025-09-23 | McLoughlin ChristopherChief Legal Officer | Buy | 335 | 296.18 | $99,108 | 3,443 | Form 4 |
| 2025-09-23 | McLoughlin ChristopherChief Legal Officer | Buy | 3 | 297.66 | $893 | 3,446 | Form 4 |
| 2025-07-14 | McGonigle James JDirector | Sale | 300 | 449.93 | $134,979 | 7,086 | Form 4 |
| 2025-07-14 | McGonigle James JDirector | Sale | 1,200 | 451.05 | $541,260 | 5,886 | Form 4 |
| 2025-07-14 | McGonigle James JDirector | Sale | 1,425 | 451.98 | $644,072 | 4,461 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Sale | 491 | 440.56 | $216,315 | 2,053 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Sale | 296 | 441.36 | $130,643 | 1,757 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Sale | 591 | 442.54 | $261,541 | 1,166 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Sale | 1,024 | 443.80 | $454,451 | 142 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Sale | 98 | 444.48 | $43,559 | 44 | Form 4 |
| 2025-07-08 | Ellis Christopher REVP, Initiatives & P'ships | Sale | 200 | 441.99 | $88,398 | 31,365 | Form 4 |
| 2025-07-08 | Ellis Christopher REVP, Initiatives & P'ships | Sale | 800 | 445.36 | $356,288 | 30,565 | Form 4 |
| 2025-07-08 | Ellis Christopher REVP, Initiatives & P'ships | Sale | 2,102 | 446.53 | $938,606 | 28,463 | Form 4 |
| 2025-07-08 | Ellis Christopher REVP, Initiatives & P'ships | Sale | 4,404 | 447.44 | $1.97M | 24,059 | Form 4 |
| 2025-07-08 | Ellis Christopher REVP, Initiatives & P'ships | Sale | 100 | 448.20 | $44,820 | 23,952 | Form 4 |
| 2025-07-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 445.12 | $1.34M | 16,616 | Form 4 |
| 2025-06-02 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 454.58 | $1.36M | 16,616 | Form 4 |
| 2025-05-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 431.09 | $1.29M | 16,616 | Form 4 |
| 2025-04-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 454.86 | $1.36M | 16,616 | Form 4 |
| 2025-03-24 | Moskoff Gregory TMD,Controller and CAO | Sale | 363 | 433.73 | $157,604 | 44 | Form 4 |
| 2025-03-21 | Stepp Katherine MChief Technology Officer (CTO) | Sale | 864 | 424.25 | $366,552 | 1,473 | Form 4 |
| 2025-03-21 | Stepp Katherine MChief Technology Officer (CTO) | Sale | 307 | 424.81 | $130,417 | 1,166 | Form 4 |
| 2025-03-21 | Stepp Katherine MChief Technology Officer (CTO) | Sale | 309 | 426.49 | $131,785 | 857 | Form 4 |
| 2025-03-21 | Stepp Katherine MChief Technology Officer (CTO) | Sale | 246 | 426.48 | $104,807 | 612 | Form 4 |
| 2025-03-03 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 464.79 | $1.39M | 16,616 | Form 4 |
| 2025-02-03 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 469.14 | $1.41M | 16,616 | Form 4 |
| 2025-01-02 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 484.33 | $1.45M | 16,616 | Form 4 |
| 2024-12-02 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 489.18 | $1.47M | 16,616 | Form 4 |
| 2024-11-12 | Robie Robert J.EVP, Institutional Buyside | Sale | 4,009 | 484.96 | $1.94M | 2,050 | Form 4 |
| 2024-11-11 | Costigan JohnChief Data Officer | Sale | 779 | 480.46 | $374,278 | 1,142 | Form 4 |
| 2024-11-11 | Costigan JohnChief Data Officer | Sale | 843 | 481.49 | $405,896 | 299 | Form 4 |
| 2024-11-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Saleplan | 3,000 | 453.68 | $1.36M | 12,987 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
35 × grant or award34 × other32 × option exercise24 × shares withheld for tax2 × gift
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-22 | Viswanathan SanokeDirector, Chief Executive Officer | Shares withheld for tax F | −8,065 | 276.42 | 50,267 | Form 4 |
| 2026-05-01 | Warren JoshuaEVP, Chief Financial Officer | Grant or award A | +2,272 | – | 2,272 | Form 4 |
| 2026-02-03 | Moskoff Gregory TMD,Controller and CAO | Shares withheld for tax F | −3 | 222.62 | 183 | Form 4 |
| 2026-02-01 | Moskoff Gregory TMD,Controller and CAO | Shares withheld for tax F | −4 | 254.36 | 186 | Form 4 |
| 2026-01-15 | Frank MalcolmDirector | Grant or award A | +713 | – | 1,592 | Form 4 |
| 2026-01-15 | Siegel LaurieDirector | Grant or award A | +626 | – | 1,663 | Form 4 |
| 2026-01-15 | Abrams Robin AnnDirector | Grant or award A | +604 | – | 15,490 | Form 4 |
| 2026-01-15 | Eilam BarakDirector | Grant or award A | +439 | – | 724 | Form 4 |
| 2026-01-15 | Tejada Maria TeresaDirector | Grant or award A | +439 | – | 1,415 | Form 4 |
| 2026-01-15 | Choy Siew KaiDirector | Grant or award A | +439 | – | 1,442 | Form 4 |
| 2026-01-15 | Wiesel Shlomo ElishaDirector | Grant or award A | +571 | – | 1,141 | Form 4 |
| 2026-01-15 | Shavel LeeDirector | Grant or award A | +571 | – | 1,587 | Form 4 |
| 2026-01-15 | Hylton Laurie GDirector | Grant or award A | +439 | – | 848 | Form 4 |
| 2026-01-12 | Frank MalcolmDirector | Option exercise M | +2,572 | 207.88 | 3,451 | Form 4 |
| 2026-01-08 | Siegel LaurieDirector | Option exercise M | +2,572 | 207.88 | 3,609 | Form 4 |
| 2026-01-07 | Abrams Robin AnnDirector | Option exercise M | +2,572 | 207.88 | 14,886 | Form 4 |
| 2025-12-02 | McLoughlin ChristopherChief Legal Officer | Shares withheld for tax F | −731 | 278.28 | 2,715 | Form 4 |
| 2025-11-03 | Costigan JohnChief Data Officer | Grant or award A | +3,915 | – | 4,479 | Form 4 |
| 2025-11-03 | Skoko GoranEVP, Chief Revenue Officer | Grant or award A | +3,915 | – | 8,692 | Form 4 |
| 2025-11-01 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Option exercise M | +505 | – | 2,787 | Form 4 |
| 2025-11-01 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Shares withheld for tax F | −252 | 266.80 | 2,535 | Form 4 |
| 2025-11-01 | Skoko GoranEVP, Chief Revenue Officer | Option exercise M | +612 | – | 5,066 | Form 4 |
| 2025-11-01 | Skoko GoranEVP, Chief Revenue Officer | Shares withheld for tax F | −289 | 266.80 | 4,777 | Form 4 |
| 2025-11-01 | Robie Robert J.EVP, Institutional Buyside | Option exercise M | +505 | – | 2,555 | Form 4 |
| 2025-11-01 | Robie Robert J.EVP, Institutional Buyside | Shares withheld for tax F | −252 | 266.80 | 2,303 | Form 4 |
| 2025-11-01 | Costigan JohnChief Data Officer | Option exercise M | +367 | – | 686 | Form 4 |
| 2025-11-01 | Costigan JohnChief Data Officer | Shares withheld for tax F | −122 | 266.80 | 564 | Form 4 |
| 2025-11-01 | Stepp Katherine MChief Technology Officer (CTO) | Option exercise M | +367 | – | 979 | Form 4 |
| 2025-11-01 | Stepp Katherine MChief Technology Officer (CTO) | Shares withheld for tax F | −171 | 266.80 | 808 | Form 4 |
| 2025-11-01 | Moskoff Gregory TMD,Controller and CAO | Option exercise M | +190 | – | 259 | Form 4 |
| 2025-11-01 | Moskoff Gregory TMD,Controller and CAO | Shares withheld for tax F | −89 | 266.80 | 170 | Form 4 |
| 2025-11-01 | Shan Helen L.EVP, Chief Financial Officer | Option exercise M | +1,009 | – | 10,293 | Form 4 |
| 2025-11-01 | Shan Helen L.EVP, Chief Financial Officer | Shares withheld for tax F | −558 | 266.80 | 9,735 | Form 4 |
| 2025-11-01 | Ellis Christopher REVP, Initiatives & P'ships | Option exercise M | +352 | – | 24,370 | Form 4 |
| 2025-11-01 | Ellis Christopher REVP, Initiatives & P'ships | Shares withheld for tax F | −164 | 266.80 | 24,206 | Form 4 |
| 2025-09-22 | Viswanathan SanokeDirector, Chief Executive Officer | Grant or award A | +58,332 | – | 58,332 | Form 4 |
| 2025-08-01 | Harding CatrinaChief People Officer | Shares withheld for tax F | −302 | 391.33 | 458 | Form 4 |
| 2025-07-14 | McGonigle James JDirector | Option exercise M | +2,010 | 271.51 | 6,471 | Form 4 |
| 2025-07-14 | McGonigle James JDirector | Option exercise M | +915 | 318.20 | 7,386 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Option exercise M | +401 | 316.71 | 445 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Option exercise M | +1,060 | 279.43 | 1,505 | Form 4 |
| 2025-07-09 | Moskoff Gregory TMD,Controller and CAO | Option exercise M | +1,039 | 255.87 | 2,544 | Form 4 |
| 2025-07-08 | Ellis Christopher REVP, Initiatives & P'ships | Option exercise M | +7,606 | 152.28 | 31,565 | Form 4 |
| 2025-07-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-06-18 | Ellis Christopher REVP, Initiatives & P'ships | Other J | +8 | 425.04 | 24,018 | Form 5 |
| 2025-06-18 | Skoko GoranEVP, Chief Revenue Officer | Other J | +5 | 425.04 | 4,454 | Form 5 |
| 2025-06-18 | Snow Frederick PhilipDirector, Former CEO and Director | Other J | +5 | 425.04 | 16,686 | Form 5 |
| 2025-06-18 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Other J | +0 | 425.04 | 2,282 | Form 5 |
| 2025-06-18 | Costigan JohnChief Data Officer | Other J | +1 | 425.04 | 319 | Form 5 |
| 2025-06-18 | Moskoff Gregory TMD,Controller and CAO | Other J | +0 | 425.04 | 69 | Form 5 |
| 2025-06-02 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-05-30 | Ellis Christopher REVP, Initiatives & P'ships | Other J | +12 | 389.38 | 24,010 | Form 5 |
| 2025-05-30 | Skoko GoranEVP, Chief Revenue Officer | Other J | +18 | 389.38 | 4,449 | Form 5 |
| 2025-05-30 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Other J | +14 | 389.38 | 2,282 | Form 5 |
| 2025-05-30 | Costigan JohnChief Data Officer | Other J | +11 | 389.38 | 318 | Form 5 |
| 2025-05-30 | Moskoff Gregory TMD,Controller and CAO | Other J | +8 | 389.38 | 69 | Form 5 |
| 2025-05-01 | Shan Helen L.EVP, Chief Financial Officer | Grant or award A | +3,550 | – | 8,914 | Form 4 |
| 2025-05-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-04-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-03-21 | Stepp Katherine MChief Technology Officer (CTO) | Option exercise M | +1,480 | 221.88 | 2,337 | Form 4 |
| 2025-03-20 | Ellis Christopher REVP, Initiatives & P'ships | Other J | +7 | 430.93 | 23,998 | Form 5 |
| 2025-03-20 | Skoko GoranEVP, Chief Revenue Officer | Other J | +4 | 430.93 | 4,431 | Form 5 |
| 2025-03-20 | Snow Frederick PhilipDirector, Former CEO and Director | Other J | +5 | 430.93 | 16,681 | Form 5 |
| 2025-03-20 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Other J | +0 | 430.93 | 2,268 | Form 5 |
| 2025-03-20 | Costigan JohnChief Data Officer | Other J | +1 | 430.93 | 307 | Form 5 |
| 2025-03-20 | Moskoff Gregory TMD,Controller and CAO | Other J | +0 | 430.93 | 60 | Form 5 |
| 2025-03-03 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-02-28 | Ellis Christopher REVP, Initiatives & P'ships | Other J | +14 | 392.48 | 23,991 | Form 5 |
| 2025-02-28 | Skoko GoranEVP, Chief Revenue Officer | Other J | +34 | 392.48 | 4,426 | Form 5 |
| 2025-02-28 | Snow Frederick PhilipDirector, Former CEO and Director | Other J | +51 | 392.48 | 16,676 | Form 5 |
| 2025-02-28 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Other J | +16 | 392.48 | 2,268 | Form 5 |
| 2025-02-28 | Costigan JohnChief Data Officer | Other J | +3 | 392.48 | 306 | Form 5 |
| 2025-02-28 | Moskoff Gregory TMD,Controller and CAO | Other J | +8 | 392.48 | 60 | Form 5 |
| 2025-02-03 | Moskoff Gregory TMD,Controller and CAO | Grant or award A | +11 | – | 190 | Form 4 |
| 2025-02-03 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-02-01 | Moskoff Gregory TMD,Controller and CAO | Shares withheld for tax F | −2 | 474.41 | 179 | Form 4 |
| 2025-01-15 | Abrams Robin AnnDirector | Grant or award A | +431 | – | 12,314 | Form 4 |
| 2025-01-15 | Choy Siew KaiDirector | Grant or award A | +278 | – | 1,003 | Form 4 |
| 2025-01-15 | Frank MalcolmDirector | Grant or award A | +362 | – | 879 | Form 4 |
| 2025-01-15 | Eilam BarakDirector | Grant or award A | +285 | – | 285 | Form 4 |
| 2025-01-15 | Hylton Laurie GDirector | Grant or award A | +409 | – | 409 | Form 4 |
| 2025-01-15 | McGonigle James JDirector | Grant or award A | +278 | – | 4,461 | Form 4 |
| 2025-01-15 | Shavel LeeDirector | Grant or award A | +362 | – | 1,016 | Form 4 |
| 2025-01-15 | Siegel LaurieDirector | Grant or award A | +278 | – | 1,037 | Form 4 |
| 2025-01-15 | Tejada Maria TeresaDirector | Grant or award A | +362 | – | 976 | Form 4 |
| 2025-01-15 | Wiesel Shlomo ElishaDirector | Grant or award A | +278 | – | 570 | Form 4 |
| 2025-01-02 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 152.28 | 19,616 | Form 4 |
| 2025-01-02 | Abrams Robin AnnDirector | Option exercise M | +2,838 | 197.75 | 11,883 | Form 4 |
| 2024-12-20 | Abrams Robin AnnDirector | Gift G | −74 | – | 9,119 | Form 4 |
| 2024-12-20 | Abrams Robin AnnDirector | Gift G | −74 | – | 9,045 | Form 4 |
| 2024-12-19 | Ellis Christopher REVP, Initiatives & P'ships | Other J | +6 | 489.73 | 23,978 | Form 5 |
| 2024-12-19 | Skoko GoranEVP, Chief Revenue Officer | Other J | +4 | 489.73 | 4,392 | Form 5 |
| 2024-12-19 | Snow Frederick PhilipDirector, Former CEO and Director | Other J | +4 | 489.73 | 16,625 | Form 5 |
| 2024-12-19 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Other J | +0 | 489.73 | 2,252 | Form 5 |
| 2024-12-19 | Costigan JohnChief Data Officer | Other J | +1 | 489.73 | 303 | Form 5 |
| 2024-12-19 | Stepp Katherine MChief Technology Officer (CTO) | Other J | +0 | 489.73 | 612 | Form 5 |
| 2024-12-19 | Moskoff Gregory TMD,Controller and CAO | Other J | +0 | 489.73 | 52 | Form 5 |
| 2024-12-02 | McLoughlin ChristopherChief Legal Officer | Grant or award A | +3,108 | – | 3,108 | Form 4 |
| 2024-12-02 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 164.90 | 19,616 | Form 4 |
| 2024-11-29 | Ellis Christopher REVP, Initiatives & P'ships | Other J | +13 | 362.65 | 23,971 | Form 5 |
| 2024-11-29 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Other J | +9 | 362.65 | 2,252 | Form 5 |
| 2024-11-29 | Costigan JohnChief Data Officer | Other J | +3 | 362.65 | 302 | Form 5 |
| 2024-11-29 | Moskoff Gregory TMD,Controller and CAO | Other J | +7 | 362.65 | 52 | Form 5 |
| 2024-11-12 | Robie Robert J.EVP, Institutional Buyside | Option exercise M | +2,655 | 255.87 | 4,705 | Form 4 |
| 2024-11-12 | Robie Robert J.EVP, Institutional Buyside | Option exercise M | +754 | 436.57 | 5,459 | Form 4 |
| 2024-11-12 | Robie Robert J.EVP, Institutional Buyside | Option exercise M | +600 | 426.25 | 6,059 | Form 4 |
| 2024-11-11 | Costigan JohnChief Data Officer | Option exercise M | +779 | 221.88 | 1,921 | Form 4 |
| 2024-11-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Option exercise M | +3,000 | 164.90 | 15,987 | Form 4 |
| 2024-11-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Grant or award A | +6,764 | – | 19,751 | Form 4 |
| 2024-11-01 | Snow Frederick PhilipDirector, Chief Executive Officer | Shares withheld for tax F | −3,135 | 458.80 | 16,616 | Form 4 |
| 2024-11-01 | Costigan JohnChief Data Officer | Grant or award A | +415 | – | 1,284 | Form 4 |
| 2024-11-01 | Costigan JohnChief Data Officer | Shares withheld for tax F | −131 | 458.80 | 1,153 | Form 4 |
| 2024-11-01 | Costigan JohnChief Data Officer | Shares withheld for tax F | −11 | 458.80 | 1,142 | Form 4 |
| 2024-11-01 | Shan Helen L.EVP, Chief Financial Officer | Grant or award A | +2,256 | – | 6,612 | Form 4 |
| 2024-11-01 | Shan Helen L.EVP, Chief Financial Officer | Shares withheld for tax F | −1,248 | 458.80 | 5,364 | Form 4 |
| 2024-11-01 | Stepp Katherine MChief Technology Officer (CTO) | Grant or award A | +317 | – | 1,004 | Form 4 |
| 2024-11-01 | Stepp Katherine MChief Technology Officer (CTO) | Shares withheld for tax F | −147 | 458.80 | 857 | Form 4 |
| 2024-11-01 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Grant or award A | +1,054 | – | 2,668 | Form 4 |
| 2024-11-01 | Karnovsky Kristina WEVP, Dealmakers & Wealth | Shares withheld for tax F | −425 | 458.80 | 2,243 | Form 4 |
| 2024-11-01 | Skoko GoranEVP, Chief Revenue Officer | Grant or award A | +1,129 | – | 4,961 | Form 4 |
| 2024-11-01 | Skoko GoranEVP, Chief Revenue Officer | Shares withheld for tax F | −577 | 458.80 | 4,384 | Form 4 |
| 2024-11-01 | Robie Robert J.EVP, Institutional Buyside | Grant or award A | +1,054 | – | 2,539 | Form 4 |
| 2024-11-01 | Robie Robert J.EVP, Institutional Buyside | Shares withheld for tax F | −489 | 458.80 | 2,050 | Form 4 |
| 2024-11-01 | Moskoff Gregory TMD,Controller and CAO | Grant or award A | +452 | – | 549 | Form 4 |
| 2024-11-01 | Moskoff Gregory TMD,Controller and CAO | Shares withheld for tax F | −142 | 458.80 | 407 | Form 4 |
| 2024-11-01 | Ellis Christopher REVP, Initiatives & P'ships | Grant or award A | +828 | – | 24,343 | Form 4 |
| 2024-11-01 | Ellis Christopher REVP, Initiatives & P'ships | Shares withheld for tax F | −384 | 458.80 | 23,959 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.