FactSet Research Systems Inc. (FDS)

USD254.86 +2.25 (+0.89%)

US NYSE S&P 500 Financial Services Financial - Data & Stock Exchanges

Address 45 Glover Avenue 6850
Norwalk, CT, US

CEO Sanoke Viswanathan

Website factset.com

IPO 1996-06-28

CIK 1013237 ISIN US3030751057

Explore sections of this company profile

Section

Description

FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.

News Sentiment (7d)

4 articles

Top 50 High-Quality Dividend Growth Stocks For July 2026 Seeking Alpha
Here's Why FactSet Research (FDS) is a Strong Momentum Stock Zacks Investment Research

Market Cap & Enterprise Value

Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

Index	Added	Removed	Status
S&P 500	1957-03-04	—	Active

Technical Outlook

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Signal Summary Loading…

Indicator	1D	1W	2W	3W	1M

Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.

Day Score & sub-scores

Statistical fingerprint & regime detail

Conditional historical analysis

Customize analysis (advanced)

From To

Indicative levels generated algorithmically. Not financial advice.

Risk Profile

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Price Chart

From To

Averages

Trend

Price

Levels

Draw

USD254.86 +2.25 (+0.89%)

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Volume Profile

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Liquidity & share structure

Average Volume

960.2K

Beta

0.72

Float Shares

36.30M

Free Float %

99.6%

Price Performance

1D	5D	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Max
+2.75%	+7.19%	+7.86%	+13.22%	-11.47%	-15.41%	-46.43%	-37.04%	-24.26%	+54.32%	+5,428.60%

Rolling Volatility

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Drawdown

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Relative Strength

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Monthly Returns Heatmap

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Annual Monthly Returns

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Daily Returns Distribution

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vs.

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Revenue flow

Revenue by geography

Revenue by segment

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Revenue composition

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By product

By geography

Financial Statements

Compare

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (28 ratings, all time) Hold

Price Targets & DCF

Current price

254.86

Low 210.00 -17.6%

Consensus 272.33 +6.9%

Median 295.00 +15.7%

High 321.00 +26.0%

DCF (Unlevered) 460.11 +80.5%

DCF (Levered) 324.47 +27.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 17% Bullish

Rating	2026-05	Change
Strong Buy	1	0
Buy	2	0
Hold	10	0
Sell	3	0
Strong Sell	2	0

Price Target Summary

Period	# Analysts	Avg Target
Last Month	1	240.00 -5.8%
Last Quarter	1	240.00 -5.8%
Last Year	18	311.00 +22.0%
All Time	56	404.32 +58.6%

Quality scores

Altman Z-Score

4.65

Safe zone

Piotroski F-Score

7 / 9

Strong

MOAT Score

9 / 10

Strong MOAT

Composite Rating

B+

Overall Score

3 / 5

Medium

DCF Score

4 / 5

High

ROE Score

5 / 5

High

ROA Score

5 / 5

High

D/E Score

2 / 5

Medium

P/E Score

2 / 5

Medium

P/Book Score

1 / 5

Low

Operational MOAT

✗ Below peers ★ Strong MOAT

✓
Revenue growth Financial - Data & Stock Exchanges: +11.9%

+5.4% Q2'26: +6.4% (vs Q2'25)
✓
EPS growth Financial - Data & Stock Exchanges: +19.9%

+11.8% Q2'26: -9.5% (vs Q2'25)
✓
FCF margin FCF growth · Financial - Data & Stock Exchanges: +25.6%

+24.6% Q2'26: +40.8% (vs Q2'25)
✓
EBIT margin Financial - Data & Stock Exchanges: +51.8%

+33.5% Q2'26: +0.0% (vs Q2'25)
✓
ROIC Financial - Data & Stock Exchanges: +13.5%

+19.0% ★ Q2'26: +0.0% (vs Q2'25)
✓
Share dilution Financial - Data & Stock Exchanges: +0.6%

-0.6% Q2'26: -3.9% (vs Q2'25)
✓
Debt / EBITDA Net debt/EBITDA · Financial - Data & Stock Exchanges: -0.36×

1.61× Q2'26: -9.05× (vs Q2'25)

Valuation Multiples From To

Price Forecast (3Y) From To

Model

Adjust

P/E

Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)

Projection years:

Market assumptions

WACC (%)

Terminal g (%)

▶ WACC components (optional)

Risk-free rate (%)

Market risk premium (%)

Ke (Cost of Equity) = Rf + β (0.69) × ERP

WACC = 86% × Ke + 14% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions

Revenue growth (%)

EBIT margin (%)

CapEx / Revenue (%)

Tax rate (%)

—

Intrinsic value (base): 460.11 Current price: 254.86

Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates

Metric	Aug 1997 actual	Aug 1998 actual	Aug 1999 actual	Aug 2000 actual	Aug 2001 actual	Aug 2002 actual	Aug 2003 actual	Aug 2004 actual	Aug 2005 actual	Aug 2006 actual	Aug 2007 actual	Aug 2008 actual	Aug 2009 actual	Aug 2010 actual	Aug 2011 actual	Aug 2012 actual	Aug 2013 actual	Aug 2014 actual	Aug 2015 actual	Aug 2016 actual	Aug 2017 actual	Aug 2018 actual	Aug 2019 actual	Aug 2020 actual	Aug 2021 actual	Aug 2022 actual	Aug 2023 actual	Aug 2024 actual	Aug 2025 actual	Aug 2026 13 Rev. Ana. 12 EPS Ana.	Aug 2027 12 Rev. Ana. 12 EPS Ana.	Aug 2028 13 Rev. Ana. 8 EPS Ana.	Aug 2029 6 Rev. Ana. 6 EPS Ana.	Aug 2030 6 Rev. Ana. 6 EPS Ana.
Revenue	58.40M est: 59.35M (-1.6%)	78.90M est: 76.18M (+3.6%)	103.80M est: 102.58M (+1.2%)	134.18M est: 130.34M (+2.9%)	176.69M est: 177.93M (-0.7%)	205.85M est: 203.15M (+1.3%)	222.30M est: 214.28M (+3.7%)	251.91M est: 258.33M (-2.5%)	312.64M est: 314.50M (-0.6%)	387.35M est: 390.89M (-0.9%)	475.80M est: 491.91M (-3.3%)	575.52M est: 563.19M (+2.2%)	622.02M est: 615.12M (+1.1%)	641.06M est: 636.88M (+0.7%)	726.51M est: 743.90M (-2.3%)	805.79M est: 803.43M (+0.3%)	858.11M est: 871.66M (-1.6%)	920.34M est: 934.53M (-1.5%)	1.01B est: 1.01B (0.0%)	1.13B est: 1.13B (-0.2%)	1.22B est: 1.22B (+0.2%)	1.35B est: 1.35B (+0.0%)	1.44B est: 1.43B (+0.1%)	1.49B est: 1.49B (+0.3%)	1.59B est: 1.58B (+0.4%)	1.84B est: 1.83B (+0.7%)	2.09B est: 2.09B (-0.1%)	2.20B est: 2.19B (+0.6%)	2.32B est: 2.32B (+0.2%)	2.46B 2.45B – 2.47B +6.3% YoY	2.60B 2.58B – 2.63B +5.6% YoY	2.76B 2.76B – 2.76B +6.0% YoY	2.86B 2.84B – 2.88B +3.8% YoY	3.04B 3.02B – 3.06B +6.2% YoY
EBITDA	19.60M est: 20.98M (-6.6%)	27.40M est: 28.37M (-3.4%)	38.40M est: 41.11M (-6.6%)	51.03M est: 51.25M (-0.4%)	67.43M est: 70.97M (-5.0%)	80.19M est: 82.93M (-3.3%)	94.27M est: 96.80M (-2.6%)	102.26M est: 107.50M (-4.9%)	127.34M est: 129.77M (-1.9%)	150.29M est: 154.13M (-2.5%)	191.44M est: 195.80M (-2.2%)	219.70M est: 215.18M (+2.1%)	245.37M est: 246.87M (-0.6%)	258.98M est: 255.84M (+1.2%)	275.18M est: 278.81M (-1.3%)	306.77M est: 306.68M (+0.0%)	305.20M est: 310.94M (-1.8%)	336.65M est: 340.88M (-1.2%)	363.27M est: 370.72M (-2.0%)	387.73M est: 495.14M (-21.7%)	400.43M est: 388.60M (+3.0%)	425.41M est: 410.86M (+3.5%)	498.50M est: 462.03M (+7.9%)	540.38M est: 500.89M (+7.9%)	583.14M est: 580.32M (+0.5%)	610.36M est: 564.15M (+8.2%)	788.00M est: 620.57M (+27.0%)	872.88M est: 1.07B (-18.4%)	965.96M est: 1.13B (-14.7%)	1.20B 1.20B – 1.21B +6.3% YoY	1.27B 1.26B – 1.29B +5.6% YoY	1.35B 1.35B – 1.35B +6.0% YoY	1.40B 1.39B – 1.41B +3.8% YoY	1.49B 1.48B – 1.50B +6.2% YoY
EBIT	14.90M est: 15.78M (-5.6%)	20.80M est: 19.44M (+7.0%)	28.60M est: 28.97M (-1.3%)	39.17M est: 38.89M (+0.7%)	50.90M est: 50.89M (+0.0%)	61.92M est: 141.73M (-56.3%)	76.73M est: 77.35M (-0.8%)	87.60M est: 91.60M (-4.4%)	109.02M est: 108.19M (+0.8%)	126.03M est: 125.35M (+0.5%)	162.88M est: 159.09M (+2.4%)	183.89M est: 181.42M (+1.4%)	211.03M est: 211.50M (-0.2%)	221.63M est: 219.14M (+1.1%)	238.34M est: 242.64M (-1.8%)	272.99M est: 271.30M (+0.6%)	269.42M est: 273.86M (-1.6%)	302.22M est: 305.88M (-1.2%)	331.92M est: 337.76M (-1.7%)	349.68M est: 344.95M (+1.4%)	352.14M est: 346.79M (+1.5%)	368.12M est: 370.44M (-0.6%)	438.59M est: 420.31M (+4.3%)	436.96M est: 404.04M (+8.1%)	475.82M est: 471.08M (+1.0%)	479.29M est: 449.49M (+6.6%)	650.27M est: 494.43M (+31.5%)	717.28M est: 869.19M (-17.5%)	777.28M est: 919.83M (-15.5%)	977.71M 971.88M – 981.69M +6.3% YoY	1.03B 1.02B – 1.04B +5.6% YoY	1.09B 1.09B – 1.10B +6.0% YoY	1.14B 1.13B – 1.14B +3.8% YoY	1.21B 1.20B – 1.22B +6.2% YoY
Net Income	8.90M est: 9.24M (-3.7%)	12.80M est: 12.66M (+1.1%)	18.60M est: 18.61M (0.0%)	25.28M est: 25.30M (-0.1%)	33.40M est: 33.17M (+0.7%)	40.85M est: 42.07M (-2.9%)	51.44M est: 52.02M (-1.1%)	58.02M est: 59.99M (-3.3%)	71.77M est: 72.92M (-1.6%)	82.92M est: 84.84M (-2.3%)	109.57M est: 112.96M (-3.0%)	125.02M est: 123.44M (+1.3%)	144.95M est: 143.97M (+0.7%)	150.21M est: 150.23M (0.0%)	171.05M est: 172.46M (-0.8%)	188.81M est: 188.85M (0.0%)	198.64M est: 201.51M (-1.4%)	211.54M est: 213.93M (-1.1%)	241.05M est: 244.33M (-1.3%)	338.82M est: 339.96M (-0.3%)	258.26M est: 258.88M (-0.2%)	267.09M est: 275.80M (-3.2%)	352.79M est: 338.05M (+4.4%)	372.94M est: 343.04M (+8.7%)	399.59M est: 401.82M (-0.6%)	396.92M est: 383.45M (+3.5%)	468.17M est: 421.79M (+11.0%)	537.13M est: 626.86M (-14.3%)	597.04M est: 655.76M (-9.0%)	676.27M 664.73M – 687.80M +3.1% YoY	740.43M 724.86M – 756.01M +9.5% YoY	798.71M 740.16M – 857.25M +7.9% YoY	873.08M 866.32M – 881.11M +9.3% YoY	1.00B 995.45M – 1.01B +14.9% YoY
SGA	20.10M est: 23.08M (-12.9%)	27.50M est: 34.17M (-19.5%)	37.90M est: 48.03M (-21.1%)	49.52M est: 60.95M (-18.8%)	64.21M est: 62.08M (+3.4%)	75.08M est: -4.92M (+1,625.3%)	79.28M est: 77.73M (+2.0%)	90.12M est: 95.16M (-5.3%)	111.82M est: 117.18M (-4.6%)	144.71M est: 144.46M (+0.2%)	167.91M est: 172.81M (-2.8%)	200.39M est: 193.26M (+3.7%)	201.63M est: 199.24M (+1.2%)	212.88M est: 211.54M (+0.6%)	243.55M est: 246.94M (-1.4%)	257.27M est: 255.09M (+0.9%)	282.31M est: 281.05M (+0.4%)	264.43M est: 262.73M (+0.6%)	269.51M est: 272.16M (-1.0%)	290.01M est: 285.70M (+1.5%)	302.46M est: 306.85M (-1.4%)	319.75M est: 324.50M (-1.5%)	333.87M est: 315.45M (+5.8%)	342.51M est: 315.39M (+8.6%)	331.00M est: 343.15M (-3.5%)	433.03M est: 399.34M (+8.4%)	159.64M est: 439.28M (-63.7%)	213.39M est: 359.46M (-40.6%)	475.66M est: 380.40M (+25.0%)	404.34M 401.93M – 405.98M +6.3% YoY	427.00M 423.71M – 431.92M +5.6% YoY	452.70M 452.56M – 452.85M +6.0% YoY	469.90M 467.10M – 473.22M +3.8% YoY	499.20M 496.23M – 502.73M +6.2% YoY
EPS	0.18 est: 0.18 (+0.0%)	0.29 est: 0.24 (+20.8%)	0.39 est: 0.35 (+11.4%)	0.53 est: 0.46 (+15.2%)	0.67 est: 0.63 (+6.3%)	0.81 est: 0.75 (+8.0%)	1.02 est: 0.93 (+9.7%)	0.80 est: 1.17 (-31.6%)	1.50 est: 1.36 (+10.3%)	1.70 est: 1.59 (+6.9%)	2.24 est: 2.09 (+7.2%)	2.60 est: 2.36 (+10.2%)	3.07 est: 2.86 (+7.3%)	3.22 est: 3.05 (+5.6%)	3.80 est: 3.69 (+3.0%)	4.26 est: 4.12 (+3.4%)	4.53 est: 4.73 (-4.2%)	4.98 est: 5.04 (-1.2%)	5.80 est: 5.60 (+3.6%)	8.29 est: 6.41 (+29.4%)	6.55 est: 7.30 (-10.2%)	6.90 est: 8.54 (-19.2%)	9.25 est: 9.86 (-6.1%)	9.83 est: 10.52 (-6.6%)	10.56 est: 11.05 (-4.4%)	10.48 est: 13.49 (-22.3%)	12.26 est: 12.73 (-3.7%)	14.11 est: 16.33 (-13.6%)	15.74 est: 17.08 (-7.8%)	17.69 17.32 – 17.92 +3.6% YoY	19.35 18.88 – 19.70 +9.4% YoY	21.39 19.28 – 22.33 +10.5% YoY	22.75 22.57 – 22.95 +6.3% YoY	26.14 25.93 – 26.38 +14.9% YoY

Recent Grade Changes (3M)

Date	Firm	Previous	New Grade	Action
2026-05-27	RBC Capital	Sector Perform	Sector Perform	Maintain

Historical Ratings (3M)

Date	Rating	Overall	DCF	ROE	ROA	D/E	P/E	P/B
2026-05-28	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-27	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-26	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-22	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-21	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-20	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-19	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-18	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-15	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-14	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-13	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-12	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-11	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-08	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-07	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-06	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-05	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-04	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-05-01	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-30	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-29	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-28	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-27	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-24	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-23	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-22	B+	3/5	4/5	5/5	5/5	2/5	2/5	1/5
2026-04-21	A-	4/5	4/5	5/5	5/5	2/5	3/5	1/5
2026-04-20	A-	4/5	4/5	5/5	5/5	2/5	3/5	1/5
2026-04-17	A-	4/5	4/5	5/5	5/5	2/5	3/5	1/5
2026-04-16	A-	4/5	4/5	5/5	5/5	2/5	3/5	1/5

Owner Earnings

Owner's Earnings (history) From To

Owner alignment

Owner's Earnings TTM

702.80M

OE per share TTM

18.55

Owner's Yield

7.75%

Maintenance CapEx ratio

15.42%

Maint CapEx / Avg PPE

13.6%

Ownership Overview

Ownership breakdown

At a glance

Institutional holders

736

Total invested

8.21B

Insider transactions (90d)

Beneficial owners (>5%)

#	Reporting person ⇅	Amount owned ⇅	% of class ⇅	Sole voting ⇅	Shared voting ⇅	Sole dispositive ⇅	Shared dispositive ⇅	Type	Citizenship	Filing date ⇅	SEC filing
1	VIACOM INC.	70.85M	78.07%	—	—	—	—	CO	MARYLAND	2016-02-12	↗
2	David Martínez	57.28M	14.70%	2.06M	—	3.11M	—	IN	Delaware.	2017-02-14	↗
3	The Vanguard Group - 23-1945930	4.25M	11.23%	—	63.2K	4.09M	155.7K	IA	Pennsylvania	2022-01-10	↗
4	Franklin Resources, Inc.	3.51M	6.50%	23.3K	4.3K	3.43M	25.5K	HC, CO	Pennsylvania	2017-02-10	↗
5	(1) BlackRock, Inc.	3.47M	9.10%	3.17M	—	3.47M	—	HC	Delaware	2024-01-24	↗
6	Baron Capital Group, Inc.133362547	2.66M	7.03%	—	2.58M	—	2.66M	HC, CO	New York	2022-02-14	↗
7	Ronald Baron133362547	2.66M	7.03%	—	2.58M	—	2.66M	HC, IN	New York	2022-02-14	↗
8	BAMCO INC /NY/133362547	2.50M	6.63%	—	2.43M	—	2.50M	IA, CO	New York	2022-02-14	↗
9	Carl Marks Strategic Investments, L.P.	2.30M	37.80%	2.37M	—	3.30M	—	PN	Delaware.	2018-02-14	↗
10	#04-3200030	2.14M	5.13%	1.36M	—	2.14M	—	FI, IN	Delaware.	2015-02-17	↗
11	Wells Fargo & Company	1.94M	5.12%	20.7K	1.89M	20.7K	—	HC	Delaware	2020-02-04	↗
12	STATE STREET CORPORATION	1.93M	5.10%	—	1.25M	—	—	HC	MA	2024-10-16	↗
13	52-0556948	1.30M	3.20%	441.7K	—	1.30M	—	IA	Maryland	2017-02-07	↗
14	Cascade Investment, L.L.C.	914.2K	11.60%	21.9K	4.7K	3.63M	23.5K	OO	Pennsylvania	2018-02-09	↗
15	Baron Capital Management, Inc.133362547	153.2K	0.41%	—	153.2K	—	153.2K	IA, CO	New York	2022-02-14	↗

Institutional Activity (13F)

Institutional ownership trend From To

13F snapshot — 2026 Q1

Investors holding

736

-77 vs prev Q

New positions

108

Closed positions

179

Increased

376

Reduced

252

Put/Call ratio

0.73

Calls held

347.4K

Puts held

254.4K

Top institutional holders

#	Investor ⇅	Shares / Δ ⇅	Mkt value / Δ ⇅	Own% / Δ ⇅	Weight% / Δ ⇅	Avg px / Perf. ⇅	Hold / Status ⇅
1	VANGUARD GROUP INC	4.46M -477.4K (-9.7%)	1.29B -120.3M (-8.5%)	11.91% -1.097 pp	0.02% -0.002 pp	USD249.23 +16.4%	84 qtrs —
2	BLACKROCK, INC.	3.03M -371.1K (-10.9%)	879.82M -95.1M (-9.8%)	8.10% -0.868 pp	0.01% -0.002 pp	USD457.82 -36.6%	6 qtrs —
3	BAMCO INC /NY/	2.89M +1.1M (+58.8%)	838.31M +317.2M (+60.9%)	7.72% +2.926 pp	2.27% +0.889 pp	USD178.27 +62.8%	77 qtrs —
4	STATE STREET CORP	1.90M -60.3K (-3.1%)	551.62M -10.3M (-1.8%)	5.08% -0.090 pp	0.02% -0.001 pp	USD287.18 +1.0%	51 qtrs —
5	LOOMIS SAYLES & CO L P	1.50M -37.5K (-2.4%)	433.88M -5.2M (-1.2%)	4.00% -0.045 pp	0.52% +0.001 pp	USD149.94 +93.5%	60 qtrs —
6	NINETY ONE UK LTD	1.19M -11.9K (-1.0%)	346.77M +1.0M (+0.3%)	3.19% +0.012 pp	0.74% -0.003 pp	USD265.41 +9.3%	47 qtrs —
7	WELLS FARGO & COMPANY/MN	1.19M -141.0K (-10.6%)	346.16M -36.0M (-9.4%)	3.19% -0.329 pp	0.06% -0.010 pp	USD114.70 +153.0%	57 qtrs —
8	MORGAN STANLEY	1.12M -1.0M (-48.3%)	325.23M -296.2M (-47.7%)	3.00% -2.724 pp	0.02% -0.018 pp	USD417.51 -30.5%	51 qtrs —
9	GEODE CAPITAL MANAGEMENT, LLC	1.06M -45.4K (-4.1%)	306.65M -8.5M (-2.7%)	2.83% -0.081 pp	0.02% -0.001 pp	USD336.37 -13.7%	78 qtrs —
10	INVESCO LTD.	716.5K -77.3K (-9.7%)	207.92M -19.5M (-8.6%)	1.92% -0.178 pp	0.03% -0.004 pp	USD410.24 -29.3%	57 qtrs —
11	AQR CAPITAL MANAGEMENT LLC	705.1K +689.9K (+4,547.4%)	204.60M +200.3M (+4,613.0%)	1.88% +1.845 pp	0.11% +0.105 pp	USD293.45 -1.1%	67 qtrs —
12	BANK OF AMERICA CORP /DE/	630.7K +57.9K (+10.1%)	183.02M +18.9M (+11.5%)	1.69% +0.176 pp	0.01% +0.002 pp	USD226.86 +27.9%	52 qtrs —
13	BANK OF MONTREAL /CAN/	597.7K +567.0K (+1,843.9%)	173.45M +164.6M (+1,869.0%)	1.60% +1.517 pp	0.06% +0.057 pp	USD296.78 -2.2%	51 qtrs —
14	MARSHALL WACE, LLP	581.4K +483.0K (+490.7%)	168.72M +140.5M (+498.3%)	1.55% +1.295 pp	0.15% +0.125 pp	USD289.56 +0.2%	2 qtrs —
15	PROSHARE ADVISORS LLC	559.5K +150.4K (+36.8%)	162.36M +45.2M (+38.5%)	1.50% +0.417 pp	0.29% +0.041 pp	USD400.36 -27.5%	70 qtrs —
16	NORGES BANK	522.0K +522.0K (+100.0%)	151.49M +151.5M (+100.0%)	1.40% +1.396 pp	0.02% +0.016 pp	USD290.19 +0.0%	1 qtrs NEW
17	GOLDMAN SACHS GROUP INC	455.5K +186.8K (+69.5%)	132.18M +55.2M (+71.7%)	1.22% +0.509 pp	0.02% +0.007 pp	USD332.04 -12.6%	73 qtrs —
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	424.4K +14.1K (+3.4%)	123.14M +5.6M (+4.8%)	1.13% +0.053 pp	0.02% +0.000 pp	USD301.85 -3.9%	77 qtrs —
19	STONEPINE ASSET MANAGEMENT INC.	412.9K -6.6K (-1.6%)	119.81M -369.0K (-0.3%)	1.10% -0.003 pp	0.74% -0.003 pp	USD425.36 -31.8%	13 qtrs —
20	DIMENSIONAL FUND ADVISORS LP	364.6K +70.4K (+23.9%)	105.81M +21.5M (+25.5%)	0.97% +0.199 pp	0.02% +0.004 pp	USD275.31 +5.4%	51 qtrs —
21	CHAMPLAIN INVESTMENT PARTNERS, LLC	343.3K +46.3K (+15.6%)	99.62M +14.5M (+17.1%)	0.92% +0.135 pp	1.01% +0.367 pp	USD379.90 -23.6%	15 qtrs —
22	NORTHERN TRUST CORP	322.4K -79.7K (-19.8%)	93.56M -21.6M (-18.8%)	0.86% -0.198 pp	0.01% -0.003 pp	USD236.28 +22.8%	51 qtrs —
23	BANK OF NEW YORK MELLON CORP	318.2K +57.9K (+22.2%)	92.34M +17.8M (+23.8%)	0.85% +0.164 pp	0.02% +0.002 pp	USD214.26 +35.4%	66 qtrs —
24	BOSTON TRUST WALDEN CORP	280.3K -10.1K (-3.5%)	81.33M -1.8M (-2.2%)	0.75% -0.016 pp	0.61% +0.004 pp	USD332.22 -12.7%	51 qtrs —
25	FIERA CAPITAL CORP	271.5K -8.7K (-3.1%)	78.79M -1.5M (-1.8%)	0.73% -0.013 pp	0.25% -0.010 pp	USD241.14 +20.3%	39 qtrs —
26	TWO SIGMA INVESTMENTS, LP	240.3K -39.5K (-14.1%)	69.73M -10.4M (-13.0%)	0.64% -0.095 pp	0.10% -0.021 pp	USD297.51 -2.5%	22 qtrs —
27	SHAPIRO CAPITAL MANAGEMENT LLC	237.9K +237.9K (+100.0%)	69.03M +69.0M (+100.0%)	0.64% +0.636 pp	3.65% +3.645 pp	USD290.19 +0.0%	1 qtrs NEW
28	FIRST TRUST ADVISORS LP	221.0K +60.6K (+37.7%)	64.14M +18.2M (+39.5%)	0.59% +0.168 pp	0.05% +0.012 pp	USD297.38 -2.4%	51 qtrs —
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP	220.6K +159.1K (+258.7%)	64.02M +46.4M (+263.3%)	0.59% +0.428 pp	0.01% +0.005 pp	USD305.60 -5.0%	51 qtrs —
30	UBS GROUP AG	190.7K -21.1K (-10.0%)	55.33M -5.3M (-8.8%)	0.51% -0.049 pp	0.01% -0.001 pp	USD410.04 -29.2%	45 qtrs —
31	MCDONALD CAPITAL INVESTORS INC/CA	185.7K +86.9K (+87.9%)	53.90M +25.6M (+90.3%)	0.50% +0.236 pp	3.31% +1.545 pp	USD288.22 +0.7%	2 qtrs —
32	CBOE VEST FINANCIAL, LLC	170.1K +40.0K (+30.8%)	49.37M +12.1M (+32.5%)	0.45% +0.112 pp	0.63% +0.140 pp	USD410.97 -29.4%	4 qtrs —
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	169.1K +147.3K (+676.7%)	49.07M +42.8M (+686.7%)	0.45% +0.395 pp	0.03% +0.025 pp	USD312.11 -7.0%	5 qtrs —
34	LEGAL & GENERAL GROUP PLC	165.4K -124.4K (-42.9%)	47.99M -35.0M (-42.2%)	0.44% -0.322 pp	0.01% -0.008 pp	USD314.27 -7.7%	49 qtrs —
35	GOTHAM ASSET MANAGEMENT, LLC	163.5K +139.6K (+583.8%)	47.44M +40.6M (+592.6%)	0.44% +0.374 pp	0.17% +0.143 pp	USD304.28 -4.6%	9 qtrs —
36	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	163.2K +155.0K (+1,891.5%)	47.36M +45.0M (+1,917.3%)	0.44% +0.415 pp	0.12% +0.117 pp	USD290.00 +0.1%	2 qtrs —
37	JANE STREET GROUP, LLC	160.8K +86.5K (+116.4%)	46.66M +25.4M (+119.2%)	0.43% +0.234 pp	0.01% +0.004 pp	USD290.78 -0.2%	34 qtrs —
38	ROYAL LONDON ASSET MANAGEMENT LTD	159.3K +10.7K (+7.2%)	46.24M +3.6M (+8.6%)	0.43% +0.034 pp	0.10% +0.006 pp	USD379.95 -23.6%	24 qtrs —
39	BARCLAYS PLC	152.3K +60.7K (+66.3%)	44.18M +2.1M (+4.9%)	0.41% +0.166 pp	0.01% 0.000 pp	USD369.27 -21.4%	51 qtrs —
40	DEUTSCHE BANK AG\	146.5K -32.8K (-18.3%)	42.53M -8.9M (-17.3%)	0.39% -0.081 pp	0.01% -0.003 pp	USD388.05 -25.2%	50 qtrs —
41	EVERETT HARRIS & CO /CA/	145.4K +1.2K (+0.8%)	42.19M +868.8K (+2.1%)	0.39% +0.008 pp	0.51% +0.001 pp	USD184.18 +57.6%	37 qtrs —
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE	137.9K +114.8K (+497.1%)	40.01M +33.4M (+504.8%)	0.37% +0.308 pp	0.03% +0.027 pp	USD286.45 +1.3%	51 qtrs —
43	UBS ASSET MANAGEMENT AMERICAS INC	137.7K -143.1K (-51.0%)	39.95M -40.5M (-50.3%)	0.37% -0.372 pp	0.01% -0.009 pp	USD356.66 -18.6%	90 qtrs —
44	AMERICAN CAPITAL MANAGEMENT INC	135.0K -20.4K (-13.1%)	39.16M -5.3M (-12.0%)	0.36% -0.049 pp	1.73% -0.045 pp	USD171.35 +69.4%	54 qtrs —
45	JPMORGAN CHASE & CO	133.5K -3.9K (-2.8%)	38.75M -613.2K (-1.6%)	0.36% -0.005 pp	0.00% +0.000 pp	USD380.25 -23.7%	51 qtrs —
46	NOMURA ASSET MANAGEMENT CO LTD	126.4K +22.2K (+21.3%)	36.68M +6.8M (+22.9%)	0.34% +0.063 pp	0.09% +0.015 pp	USD407.47 -28.8%	27 qtrs —
47	ARIEL INVESTMENTS, LLC	125.4K +125.4K (+100.0%)	36.40M +36.4M (+100.0%)	0.34% +0.335 pp	0.39% +0.393 pp	USD290.19 +0.0%	1 qtrs NEW
48	MILLENNIUM MANAGEMENT LLC	124.4K -7.4K (-5.6%)	36.10M -1.7M (-4.4%)	0.33% -0.015 pp	0.02% -0.001 pp	USD324.62 -10.6%	37 qtrs —
49	RAYMOND JAMES FINANCIAL INC	123.8K -19.4K (-13.5%)	35.93M -5.1M (-12.4%)	0.33% -0.047 pp	0.01% -0.002 pp	USD473.52 -38.7%	5 qtrs —
50	MARKEL GROUP INC.	121.9K +5.2K (+4.4%)	35.37M +1.9M (+5.8%)	0.33% +0.018 pp	0.28% +0.011 pp	USD131.46 +120.7%	51 qtrs —
51	ALLIANCEBERNSTEIN L.P.	112.9K +74.2K (+192.0%)	32.75M +21.7M (+195.8%)	0.30% +0.200 pp	0.01% +0.007 pp	USD280.72 +3.4%	61 qtrs —
52	ROYAL BANK OF CANADA	111.0K +7.7K (+7.5%)	32.22M +2.6M (+8.9%)	0.30% +0.024 pp	0.01% +0.000 pp	USD371.90 -22.0%	51 qtrs —
53	NUVEEN, LLC	110.1K +10.9K (+11.0%)	31.95M +3.5M (+12.4%)	0.29% +0.033 pp	0.01% +0.001 pp	USD438.35 -33.8%	4 qtrs —
54	REGENTS OF THE UNIVERSITY OF CALIFORNIA	103.8K +103.8K (+100.0%)	30.11M +30.1M (+100.0%)	0.28% +0.277 pp	1.39% +1.385 pp	USD290.19 +0.0%	1 qtrs NEW
55	AMUNDI	95.9K -25.7K (-21.1%)	27.82M -5.6M (-16.8%)	0.26% -0.064 pp	0.01% -0.003 pp	USD444.88 -34.8%	19 qtrs —
56	CAPITAL FUND MANAGEMENT S.A.	91.1K +51.6K (+130.6%)	26.43M +15.1M (+133.6%)	0.24% +0.139 pp	0.07% +0.044 pp	USD311.58 -6.9%	6 qtrs —
57	SONE CAPITAL MANAGEMENT, LLC	90.7K -4.4K (-4.6%)	26.33M -919.7K (-3.4%)	0.24% -0.008 pp	2.14% -0.144 pp	USD347.34 -16.5%	4 qtrs —
58	NINETY ONE NORTH AMERICA, INC.	86.2K +1.5K (+1.8%)	25.01M +746.6K (+3.1%)	0.23% +0.007 pp	1.01% -0.086 pp	USD388.48 -25.3%	33 qtrs —
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	84.4K -37.8K (-30.9%)	24.49M -10.5M (-30.0%)	0.23% -0.097 pp	0.01% -0.007 pp	USD331.90 -12.6%	58 qtrs —
60	INTERVAL PARTNERS, LP	82.7K +55.5K (+203.8%)	23.99M +16.2M (+207.7%)	0.22% +0.149 pp	0.43% +0.302 pp	USD348.76 -16.8%	5 qtrs —
61	COPELAND CAPITAL MANAGEMENT, LLC	82.3K +9.9K (+13.7%)	23.88M +3.1M (+15.2%)	0.22% +0.029 pp	0.53% +0.101 pp	USD297.69 -2.5%	51 qtrs —
62	NATIXIS ADVISORS, L.P.	81.6K -4.3K (-5.0%)	23.69M -940.0K (-3.8%)	0.22% -0.009 pp	0.03% -0.002 pp	USD285.34 +1.7%	57 qtrs —
63	RHUMBLINE ADVISERS	80.4K -4.9K (-5.7%)	23.33M -1.1M (-4.5%)	0.21% -0.010 pp	0.02% -0.001 pp	USD239.58 +21.1%	55 qtrs —
64	TWO SIGMA ADVISERS, LP	79.6K +57.5K (+260.1%)	23.09M +16.8M (+264.8%)	0.21% +0.155 pp	0.04% +0.032 pp	USD289.16 +0.4%	26 qtrs —
65	HERON BAY CAPITAL MANAGEMENT	78.9K +23.6K (+42.6%)	22.90M +7.0M (+44.4%)	0.21% +0.065 pp	4.37% +1.408 pp	USD337.60 -14.0%	21 qtrs —
66	BNP PARIBAS ARBITRAGE, SNC	77.4K -129.3K (-62.6%)	22.46M -36.8M (-62.1%)	0.21% -0.338 pp	0.01% -0.021 pp	USD342.22 -15.2%	51 qtrs —
67	SEI INVESTMENTS CO	76.4K -42.9K (-35.9%)	22.17M -12.0M (-35.1%)	0.20% -0.110 pp	0.02% -0.015 pp	USD399.29 -27.3%	45 qtrs —
68	SWISS NATIONAL BANK	74.5K +74.5K (+100.0%)	21.62M +21.6M (+100.0%)	0.20% +0.199 pp	0.01% +0.013 pp	USD290.19 +0.0%	1 qtrs NEW
69	VOLORIDGE INVESTMENT MANAGEMENT, LLC	73.1K -116.6K (-61.5%)	21.22M -33.1M (-61.0%)	0.20% -0.305 pp	0.07% -0.108 pp	USD337.96 -14.1%	20 qtrs —
70	FMR LLC	72.8K +37.2K (+104.2%)	21.14M +10.9M (+106.9%)	0.19% +0.101 pp	0.00% +0.001 pp	USD335.70 -13.6%	70 qtrs —
71	HSBC HOLDINGS PLC	68.8K -160.5K (-70.0%)	20.00M -45.7M (-69.5%)	0.18% -0.421 pp	0.01% -0.026 pp	USD350.72 -17.3%	56 qtrs —
72	SCHONFELD STRATEGIC ADVISORS LLC	67.6K +66.6K (+7,007.2%)	19.61M +19.3M (+7,099.0%)	0.18% +0.178 pp	0.09% +0.085 pp	USD292.44 -0.8%	21 qtrs —
73	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	59.6K -13.2K (-18.2%)	17.33M -3.5M (-16.9%)	0.16% -0.033 pp	0.03% -0.007 pp	USD479.31 -39.5%	5 qtrs —
74	ENVESTNET ASSET MANAGEMENT INC	59.5K -30.9K (-34.2%)	17.25M -8.6M (-33.3%)	0.16% -0.079 pp	0.01% -0.002 pp	USD376.38 -22.9%	51 qtrs —
75	HRT FINANCIAL LP	58.1K +58.1K (+100.0%)	16.85M +16.9M (+100.0%)	0.16% +0.155 pp	0.05% +0.053 pp	USD290.19 +0.0%	1 qtrs NEW
76	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	58.4K -797.6K (-93.2%)	16.65M -228.6M (-93.2%)	0.16% -2.101 pp	0.01% -0.165 pp	USD430.58 -32.6%	27 qtrs —
77	PRICE T ROWE ASSOCIATES INC /MD/	55.6K -654.0 (-1.2%)	16.15M +19.0K (+0.1%)	0.15% +0.000 pp	0.00% +0.000 pp	USD257.41 +12.7%	75 qtrs —
78	LPL FINANCIAL LLC	55.3K -31.2K (-36.1%)	16.03M -8.7M (-35.3%)	0.15% -0.080 pp	0.00% -0.003 pp	USD388.52 -25.3%	37 qtrs —
79	AMERIPRISE FINANCIAL INC	55.1K -48.3K (-46.7%)	16.00M -13.6M (-46.0%)	0.15% -0.125 pp	0.00% -0.003 pp	USD210.86 +37.6%	55 qtrs —
80	EARNEST PARTNERS LLC	51.6K -7.4K (-12.5%)	14.97M -1.9M (-11.4%)	0.14% -0.018 pp	0.06% -0.009 pp	USD242.78 +19.5%	45 qtrs —
81	SAYBROOK CAPITAL /NC	51.4K -3.1K (-5.6%)	14.92M -690.5K (-4.4%)	0.14% -0.006 pp	3.71% -0.364 pp	USD176.96 +64.0%	52 qtrs —
82	IEQ CAPITAL, LLC	50.8K +50.8K (+100.0%)	14.74M +14.7M (+100.0%)	0.14% +0.136 pp	0.04% +0.044 pp	USD290.19 +0.0%	1 qtrs NEW
83	DISTILLATE CAPITAL PARTNERS LLC	50.3K +491.0 (+1.0%)	14.59M +326.7K (+2.3%)	0.13% +0.003 pp	0.75% +0.012 pp	USD286.53 +1.3%	2 qtrs —
84	BALYASNY ASSET MANAGEMENT L.P.	44.7K +44.7K (+100.0%)	12.97M +13.0M (+100.0%)	0.12% +0.120 pp	0.02% +0.017 pp	USD290.19 +0.0%	3 qtrs —
85	STIFEL FINANCIAL CORP	43.9K +2.8K (+6.7%)	12.76M +948.7K (+8.0%)	0.12% +0.009 pp	0.01% +0.001 pp	USD305.30 -4.9%	48 qtrs —
86	MAN GROUP PLC	43.8K +18.0K (+69.6%)	12.71M +5.3M (+71.7%)	0.12% +0.049 pp	0.02% +0.009 pp	USD333.01 -12.9%	32 qtrs —
87	RUNNING OAK CAPITAL LLC	43.4K +2.1K (+5.0%)	12.60M +756.2K (+6.4%)	0.12% +0.007 pp	1.58% +0.251 pp	USD402.02 -27.8%	11 qtrs —
88	PRINCIPAL FINANCIAL GROUP INC	43.1K -2.6K (-5.8%)	12.50M -598.1K (-4.6%)	0.12% -0.005 pp	0.01% 0.000 pp	USD183.03 +58.5%	81 qtrs —
89	INVESTMENT HOUSE LLC	42.4K +32.1K (+311.5%)	12.30M +9.4M (+316.9%)	0.11% +0.086 pp	0.58% +0.445 pp	USD289.29 +0.3%	2 qtrs —
90	VAN ECK ASSOCIATES CORP	41.6K +26.7K (+178.9%)	12.08M +7.8M (+182.5%)	0.11% +0.072 pp	0.01% +0.006 pp	USD308.94 -6.1%	25 qtrs —
91	STATE OF MICHIGAN RETIREMENT SYSTEM	39.2K -1.0K (-2.5%)	11.39M -141.3K (-1.2%)	0.10% -0.001 pp	0.06% +0.000 pp	USD366.32 -20.8%	70 qtrs —
92	SQUAREPOINT OPS LLC	38.1K -90.2K (-70.3%)	11.06M -25.7M (-69.9%)	0.10% -0.237 pp	0.01% -0.025 pp	USD294.65 -1.5%	23 qtrs —
93	MARINER, LLC	37.8K +25.8K (+213.9%)	10.98M +7.5M (+218.1%)	0.10% +0.069 pp	0.01% +0.009 pp	USD326.57 -11.1%	15 qtrs —
94	CITADEL ADVISORS LLC	36.0K -500.0 (-1.4%)	10.45M -10.0K (-0.1%)	0.10% +0.000 pp	0.00% +0.000 pp	USD367.35 -21.0%	38 qtrs —
95	QUANTINNO CAPITAL MANAGEMENT LP	35.9K +22.4K (+166.8%)	10.42M +6.6M (+170.2%)	0.10% +0.061 pp	0.02% +0.010 pp	USD313.50 -7.4%	14 qtrs —

Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 329 ETFs in our universe

#	ETF	Weight	Est. AUM exposure	TER
1	AdvisorShares Focused Equity ETF CWS	3.45%	4.49M	0.79%
2	Harbor Active Small Cap ETF (SMLL) SMLL	2.45%	337.3K	0.80%
3	Core Alternative ETF CCOR	2.05%	800.6K	1.29%
4	Global X - S&P 500 Quality Dividend ETF QDIV	1.95%	563.4K	0.20%
5	SEI Enhanced U.S. Large Cap Quality Factor ETF SEIQ	1.88%	8.90M	0.15%
6	Amplify Cash Flow Dividend Leaders ETF COWS	1.67%	627.4K	0.39%
7	Invesco Bloomberg Financial Data Providers ETF FDIQ	1.66%	831.6K	0.35%
8	Amplify COWS Covered Call ETF HCOW	1.62%	268.4K	0.65%
9	Running Oak Efficient Growth ETF RUNN	1.55%	5.18M	0.58%
10	Harbor Long-Short Equity ETF (LSEQ) LSEQ	1.54%	251.7K	2.28%

Insider Activity

Insider Activity — Latest Quarter

Ratio by transactions

0.43

Bearish

Ratio by volume

0.60

Neutral

Buys

Sells

Shares acquired

7.7K

Shares disposed

12.9K

Cash buys

—

Cash sales

4.00

Net activity

-5,144

Insider buys vs sells (history) From To

Recent insider transactions From To

Date	Person	Role	Transaction	A/D	Security	Shares	Price	Value	Owned after	D/I	Filing
2026-05-01	Warren Joshua	Officer	A-Award	A	Employee Stock Option (right to buy)	8,567	227.58	1.95M	8,567	D	↗
2026-04-13	Warren Joshua	Officer	—	—	—	0	0.00	—	0	—	↗
2026-02-03	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	3	222.62	667.86	183	D	↗
2026-02-01	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	4	254.36	1.0K	186	D	↗
2026-01-15	Wiesel Shlomo Elisha	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,396	289.68	404.4K	1,396	D	↗
2026-01-15	Tejada Maria Teresa	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,074	289.68	311.1K	1,074	D	↗
2026-01-15	Shavel Lee	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,396	289.68	404.4K	1,396	D	↗
2026-01-15	SIEGEL LAURIE	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,531	289.68	443.5K	1,531	D	↗
2026-01-15	HYLTON LAURIE G	Director	A-Award	A	Common Stock	439	0.00	—	848	D	↗
2026-01-15	Frank Malcolm	Director	A-Award	A	Common Stock	713	0.00	—	1,592	D	↗
2026-01-15	Eilam Barak	Director	A-Award	A	Common Stock	439	0.00	—	724	D	↗
2026-01-15	Choy Siew Kai	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,074	289.68	311.1K	1,074	D	↗
2026-01-15	ABRAMS ROBIN ANN	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,477	289.68	427.9K	1,477	D	↗
2026-01-12	Frank Malcolm	Director	M-Exempt	A	Common Stock	2,572	207.88	534.7K	3,451	D	↗
2026-01-08	SIEGEL LAURIE	Director	M-Exempt	A	Common Stock	2,572	207.88	534.7K	3,609	D	↗
2026-01-07	ABRAMS ROBIN ANN	Director	M-Exempt	A	Common Stock	2,572	207.88	534.7K	14,886	D	↗
2025-12-02	McLoughlin Christopher	Officer	F-InKind	D	Common Stock	731	278.28	203.4K	2,715	D	↗
2025-11-06	Skoko Goran	Officer	P-Purchase	A	Common Stock	500	252.93	126.5K	9,192	D	↗
2025-11-03	Stepp Katherine M	Officer	A-Award	A	Employee Stock Option (right to buy)	6,969	264.57	1.84M	6,969	D	↗
2025-11-03	Skoko Goran	Officer	A-Award	A	Employee Stock Option (right to buy)	9,955	264.57	2.63M	9,955	D	↗
2025-11-03	Shan Helen L.	Officer	A-Award	A	Employee Stock Option (right to buy)	14,933	264.57	3.95M	14,933	D	↗
2025-11-03	Robie Robert J.	Officer	A-Award	A	Employee Stock Option (right to buy)	8,296	264.57	2.19M	8,296	D	↗
2025-11-03	Moskoff Gregory T	Officer	A-Award	A	Employee Stock Option (right to buy)	2,157	264.57	570.7K	2,157	D	↗
2025-11-03	McLoughlin Christopher	Officer	A-Award	A	Employee Stock Option (right to buy)	5,310	264.57	1.40M	5,310	D	↗
2025-11-03	Karnovsky Kristina W	Officer	A-Award	A	Employee Stock Option (right to buy)	8,296	264.57	2.19M	8,296	D	↗
2025-11-03	Harding Catrina	Officer	A-Award	A	Employee Stock Option (right to buy)	5,973	264.57	1.58M	5,973	D	↗
2025-11-03	Ellis Christopher R	Officer	A-Award	A	Employee Stock Option (right to buy)	3,982	264.57	1.05M	3,982	D	↗
2025-11-03	Costigan John	Officer	A-Award	A	Common Stock	3,915	0.00	—	4,479	D	↗
2025-11-01	Stepp Katherine M	Officer	M-Exempt	D	Performance Share Unit	367	0.00	—	0	D	↗
2025-11-01	Skoko Goran	Officer	M-Exempt	A	Common Stock	612	0.00	—	5,066	D	↗
2025-11-01	Shan Helen L.	Officer	M-Exempt	D	Performance Share Unit	1,009	0.00	—	0	D	↗
2025-11-01	Robie Robert J.	Officer	F-InKind	D	Common Stock	252	266.80	67.2K	2,303	D	↗
2025-11-01	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	89	266.80	23.7K	170	D	↗
2025-11-01	Karnovsky Kristina W	Officer	M-Exempt	A	Common Stock	505	0.00	—	2,787	D	↗
2025-11-01	Ellis Christopher R	Officer	M-Exempt	D	Performance Share Unit	352	0.00	—	0	D	↗
2025-11-01	Costigan John	Officer	F-InKind	D	Common Stock	122	266.80	32.5K	564	D	↗
2025-10-06	Shan Helen L.	Officer	P-Purchase	A	Common Stock	370	275.48	101.9K	9,284	D	↗
2025-10-03	Eilam Barak	Director	S-Sale	D	Common Stock	1	283.21	283.21	285	D	↗
2025-09-23	McLoughlin Christopher	Officer	P-Purchase	A	Common Stock	3	297.66	892.98	3,446	D	↗
2025-09-22	Viswanathan Sanoke	Director / Officer	A-Award	A	Common Stock	58,332	0.00	—	58,332	D	↗
2025-09-15	Stepp Katherine M	Officer	A-Award	A	Performance Share Unit	367	0.00	—	367	D	↗
2025-09-15	Skoko Goran	Officer	A-Award	A	Performance Share Unit	612	0.00	—	612	D	↗
2025-09-15	Shan Helen L.	Officer	A-Award	A	Performance Share Unit	1,009	0.00	—	1,009	D	↗
2025-09-15	Robie Robert J.	Officer	A-Award	A	Performance Share Unit	505	0.00	—	505	D	↗
2025-09-15	Moskoff Gregory T	Officer	A-Award	A	Performance Share Unit	190	0.00	—	190	D	↗
2025-09-15	Karnovsky Kristina W	Officer	A-Award	A	Performance Share Unit	505	0.00	—	505	D	↗
2025-09-15	Ellis Christopher R	Officer	A-Award	A	Performance Share Unit	352	0.00	—	352	D	↗
2025-09-15	Costigan John	Officer	A-Award	A	Performance Share Unit	367	0.00	—	367	D	↗
2025-09-08	Viswanathan Sanoke	Director / Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-31	Stepp Katherine M	Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-31	Snow Frederick Philip	Director / Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-31	Skoko Goran	Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-31	Moskoff Gregory T	Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-31	Karnovsky Kristina W	Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-31	Ellis Christopher R	Officer	—	—	Common Stock	0	0.00	—	450	I	↗
2025-08-31	Costigan John	Officer	—	—	—	0	0.00	—	0	—	↗
2025-08-01	Harding Catrina	Officer	F-InKind	D	Common Stock	302	391.33	118.2K	458	D	↗
2025-07-14	MCGONIGLE JAMES J	Director	S-Sale	D	Common Stock	300	449.93	135.0K	7,086	D	↗
2025-07-09	Moskoff Gregory T	Officer	S-Sale	D	Common Stock	591	442.54	261.5K	1,166	D	↗
2025-07-08	Ellis Christopher R	Officer	S-Sale	D	Common Stock	2,102	446.53	938.6K	28,463	D	↗
2025-07-01	Snow Frederick Philip	Director / Officer	S-Sale	D	Common Stock	3,000	445.12	1.34M	16,616	D	↗
2025-06-02	Snow Frederick Philip	Director / Officer	S-Sale	D	Common Stock	3,000	454.58	1.36M	16,616	D	↗
2025-05-01	Snow Frederick Philip	Director / Officer	M-Exempt	A	Common Stock	3,000	152.28	456.8K	19,616	D	↗
2025-05-01	Shan Helen L.	Officer	A-Award	A	Common Stock	3,550	0.00	—	8,914	D	↗
2025-04-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	152.28	456.8K	20,961	D	↗
2025-03-24	Moskoff Gregory T	Officer	S-Sale	D	Common Stock	363	433.73	157.6K	44	D	↗
2025-03-21	Stepp Katherine M	Officer	S-Sale	D	Common Stock	309	426.49	131.8K	857	D	↗
2025-03-03	Snow Frederick Philip	Director / Officer	S-Sale	D	Common Stock	3,000	464.79	1.39M	16,616	D	↗
2025-02-03	Snow Frederick Philip	Director / Officer	M-Exempt	A	Common Stock	3,000	152.28	456.8K	19,616	D	↗
2025-02-03	Moskoff Gregory T	Officer	A-Award	A	Common Stock	11	0.00	—	190	D	↗
2025-02-01	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	2	474.41	948.82	179	D	↗
2025-01-15	Wiesel Shlomo Elisha	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	518	453.98	235.2K	518	D	↗
2025-01-15	Tejada Maria Teresa	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	673	453.98	305.5K	673	D	↗
2025-01-15	Shavel Lee	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	673	453.98	305.5K	673	D	↗
2025-01-15	SIEGEL LAURIE	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	518	453.98	235.2K	518	D	↗
2025-01-15	MCGONIGLE JAMES J	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	518	453.98	235.2K	518	D	↗
2025-01-15	HYLTON LAURIE G	Director	A-Award	A	Common Stock	409	0.00	—	409	D	↗
2025-01-15	Frank Malcolm	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	673	453.98	305.5K	673	D	↗
2025-01-15	Eilam Barak	Director	A-Award	A	Common Stock	285	0.00	—	285	D	↗
2025-01-15	Choy Siew Kai	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	518	453.98	235.2K	518	D	↗
2025-01-15	ABRAMS ROBIN ANN	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	803	453.98	364.5K	803	D	↗
2025-01-02	Snow Frederick Philip	Director / Officer	M-Exempt	A	Common Stock	3,000	152.28	456.8K	19,616	D	↗
2025-01-02	ABRAMS ROBIN ANN	Director	M-Exempt	D	Non-Employee Director Stock Option (right to buy)	2,838	197.75	561.2K	0	D	↗
2024-12-20	ABRAMS ROBIN ANN	Director	G-Gift	D	Common Stock	74	0.00	—	9,119	D	↗
2024-12-17	Eilam Barak	Director	—	—	—	0	0.00	—	0	—	↗
2024-12-02	Snow Frederick Philip	Director / Officer	M-Exempt	A	Common Stock	3,000	164.90	494.7K	19,616	D	↗
2024-12-02	McLoughlin Christopher	Officer	A-Award	A	Common Stock	3,108	0.00	—	3,108	D	↗
2024-11-12	Robie Robert J.	Officer	M-Exempt	D	Employee Stock Option (right to buy)	754	436.57	329.2K	3,017	D	↗
2024-11-11	Costigan John	Officer	M-Exempt	A	Common Stock	779	221.88	172.8K	1,921	D	↗
2024-11-01	Stepp Katherine M	Officer	A-Award	A	Common Stock	317	0.00	—	1,004	D	↗
2024-11-01	Snow Frederick Philip	Director / Officer	A-Award	A	Common Stock	6,764	0.00	—	19,751	D	↗
2024-11-01	Skoko Goran	Officer	A-Award	A	Common Stock	1,129	0.00	—	4,961	D	↗
2024-11-01	Shan Helen L.	Officer	A-Award	A	Employee Stock Option (right to buy)	6,762	458.80	3.10M	6,762	D	↗
2024-11-01	Robie Robert J.	Officer	A-Award	A	Employee Stock Option (right to buy)	3,757	458.80	1.72M	3,757	D	↗
2024-11-01	Moskoff Gregory T	Officer	A-Award	A	Employee Stock Option (right to buy)	1,218	458.80	558.8K	1,218	D	↗
2024-11-01	Karnovsky Kristina W	Officer	F-InKind	D	Common Stock	425	458.80	195.0K	2,243	D	↗
2024-11-01	Harding Catrina	Officer	A-Award	A	Employee Stock Option (right to buy)	3,194	458.80	1.47M	3,194	D	↗
2024-11-01	Ellis Christopher R	Officer	A-Award	A	Common Stock	828	0.00	—	24,343	D	↗
2024-11-01	Costigan John	Officer	F-InKind	D	Common Stock	131	458.80	60.1K	1,153	D	↗
2024-10-01	Snow Frederick Philip	Director / Officer	M-Exempt	A	Common Stock	3,000	164.90	494.7K	15,987	D	↗
2024-09-26	SIEGEL LAURIE	Director	M-Exempt	D	Non-Employee Director Stock Option (right to buy)	1,338	197.75	264.6K	0	D	↗
2024-09-26	MCGONIGLE JAMES J	Director	M-Exempt	D	Non-Employee Director Stock Option (right to buy)	2,572	207.88	534.7K	0	D	↗
2024-09-26	Frank Malcolm	Director	S-Sale	D	Common Stock	858	456.96	392.1K	2,497	D	↗
2024-09-26	Ellis Christopher R	Officer	M-Exempt	D	Employee Stock Option (right to buy)	7,577	165.37	1.25M	0	D	↗
2024-09-03	Snow Frederick Philip	Director / Officer	S-Sale	D	Common Stock	3,000	416.59	1.25M	12,915	—	↗
2024-08-31	Stepp Katherine M	Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-31	Snow Frederick Philip	Director / Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-31	Skoko Goran	Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-31	Moskoff Gregory T	Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-31	Karnovsky Kristina W	Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-31	Huber Linda	Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-31	Ellis Christopher R	Officer	—	I	Common Stock	0	0.00	—	450	—	↗
2024-08-31	Costigan John	Officer	—	—	—	0	0.00	—	0	—	↗
2024-08-05	Harding Catrina	Officer	S-Sale	D	Common Stock	453	407.96	184.8K	760	D	↗
2024-08-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	12,000	—	↗
2024-08-01	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	8	408.71	3.3K	64	—	↗
2024-08-01	Harding Catrina	Officer	F-InKind	D	Common Stock	307	408.71	125.5K	1,213	—	↗
2024-07-01	Snow Frederick Philip	Director / Officer	M-Exempt	A	Common Stock	3,000	164.90	494.7K	15,915	—	↗
2024-06-25	ABRAMS ROBIN ANN	Director	S-Sale	D	Common Stock	2,375	420.71	999.2K	9,193	—	↗
2024-06-24	Stepp Katherine M	Officer	M-Exempt	A	Common Stock	1,057	189.98	200.8K	1,744	—	↗
2024-06-03	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	18,000	—	↗
2024-05-15	Skoko Goran	Officer	S-Sale	D	Common Stock	1,500	445.81	668.7K	3,762	—	↗
2024-05-10	Skoko Goran	Officer	M-Exempt	D	Employee Stock Option (right to buy)	6,215	189.98	1.18M	0	—	↗
2024-05-06	Robie Robert J.	Officer	M-Exempt	A	Common Stock	1,300	255.87	332.6K	5,821	—	↗
2024-05-03	Skoko Goran	Officer	S-Sale	D	Common Stock	500	429.51	214.8K	5,262	—	↗
2024-05-03	Shan Helen L.	Officer	M-Exempt	A	Common Stock	1,807	0.00	—	5,084	—	↗
2024-05-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	21,000	—	↗
2024-04-30	Moskoff Gregory T	Officer	S-Sale	D	Common Stock	330	419.50	138.4K	72	—	↗
2024-04-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	24,000	—	↗
2024-03-19	HYLTON LAURIE G	Director	—	—	—	0	0.00	—	0	—	↗
2024-03-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	27,000	—	↗
2024-02-02	Stern Rachel Rebecca	Officer	M-Exempt	A	Common Stock	9,247	221.88	2.05M	11,297	—	↗
2024-02-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	30,000	—	↗
2024-02-01	Moskoff Gregory T	Officer	A-Award	A	Common Stock	11	0.00	—	181	D	↗
2024-01-16	Wiesel Shlomo Elisha	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	1,008	462.23	465.9K	1,008	—	↗
2024-01-16	Tejada Maria Teresa	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	791	462.23	365.6K	791	—	↗
2024-01-16	Shavel Lee	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	791	462.23	365.6K	791	—	↗
2024-01-16	SIEGEL LAURIE	Director	A-Award	A	Common Stock	164	0.00	—	759	—	↗
2024-01-16	MCGONIGLE JAMES J	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	565	462.23	261.2K	565	—	↗
2024-01-16	Frank Malcolm	Director	A-Award	A	Common Stock	164	0.00	—	517	—	↗
2024-01-16	Choy Siew Kai	Director	A-Award	A	Common Stock	230	0.00	—	725	—	↗
2024-01-16	ABRAMS ROBIN ANN	Director	A-Award	A	Non-Employee Director Stock Option (right to buy)	791	462.23	365.6K	791	—	↗
2024-01-02	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	33,000	—	↗
2024-01-02	ABRAMS ROBIN ANN	Director	M-Exempt	A	Common Stock	3,086	170.24	525.4K	11,338	—	↗
2023-12-28	SIEGEL LAURIE	Director	M-Exempt	A	Common Stock	1,500	197.75	296.6K	2,095	—	↗
2023-12-26	Stepp Katherine M	Officer	M-Exempt	D	Employee Stock Option (right to buy)	1,014	152.28	154.4K	0	—	↗
2023-12-21	Stern Rachel Rebecca	Officer	M-Exempt	A	Common Stock	6,215	189.98	1.18M	8,265	—	↗
2023-12-21	Robie Robert J.	Officer	M-Exempt	A	Common Stock	1,000	221.88	221.9K	4,323	—	↗
2023-12-20	Ellis Christopher R	Officer	S-Sale	D	Common Stock	7,532	450.63	3.39M	25,192	—	↗
2023-12-04	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	36,000	—	↗
2023-11-14	Frank Malcolm	Director	M-Exempt	A	Common Stock	1,208	170.24	205.6K	1,561	—	↗
2023-11-13	Stern Rachel Rebecca	Officer	M-Exempt	A	Common Stock	6,339	152.28	965.3K	8,389	—	↗
2023-11-13	Skoko Goran	Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,500	152.28	533.0K	4,106	—	↗
2023-11-09	Stern Rachel Rebecca	Officer	A-Award	A	Common Stock	1,714	0.00	—	2,711	—	↗
2023-11-09	Stepp Katherine M	Officer	A-Award	A	Common Stock	490	0.00	—	915	—	↗
2023-11-09	Snow Frederick Philip	Director / Officer	F-InKind	D	Common Stock	3,972	448.55	1.78M	12,915	—	↗
2023-11-09	Skoko Goran	Officer	F-InKind	D	Common Stock	875	448.55	392.5K	5,262	—	↗
2023-11-09	Shan Helen L.	Officer	A-Award	A	Common Stock	3,306	0.00	—	4,913	—	↗
2023-11-09	Robie Robert J.	Officer	F-InKind	D	Common Stock	795	448.55	356.6K	2,355	—	↗
2023-11-09	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	124	448.55	55.6K	402	—	↗
2023-11-09	Karnovsky Kristina W	Officer	A-Award	A	Common Stock	1,408	0.00	—	2,247	—	↗
2023-11-09	Ellis Christopher R	Officer	F-InKind	D	Common Stock	385	448.55	172.7K	23,433	—	↗
2023-11-09	Costigan John	Officer	F-InKind	D	Common Stock	193	448.55	86.6K	844	—	↗
2023-11-03	Karnovsky Kristina W	Officer	M-Exempt	A	Common Stock	761	152.28	115.9K	1,600	—	↗
2023-11-01	Stern Rachel Rebecca	Officer	A-Award	A	Employee Stock Option (right to buy)	3,168	436.57	1.38M	3,168	—	↗
2023-11-01	Stepp Katherine M	Officer	F-InKind	D	Common Stock	27	436.57	11.8K	425	—	↗
2023-11-01	Snow Frederick Philip	Director / Officer	S-Sale	D	Common Stock	3,000	433.78	1.30M	8,317	—	↗
2023-11-01	Skoko Goran	Officer	A-Award	A	Employee Stock Option (right to buy)	4,337	436.57	1.89M	4,337	—	↗
2023-11-01	Shan Helen L.	Officer	A-Award	A	Employee Stock Option (right to buy)	6,599	436.57	2.88M	6,599	—	↗
2023-11-01	Robie Robert J.	Officer	A-Award	A	Employee Stock Option (right to buy)	3,771	436.57	1.65M	3,771	—	↗
2023-11-01	Moskoff Gregory T	Officer	A-Award	A	Employee Stock Option (right to buy)	1,169	436.57	510.4K	1,169	—	↗
2023-11-01	Karnovsky Kristina W	Officer	A-Award	A	Employee Stock Option (right to buy)	3,394	436.57	1.48M	3,394	—	↗
2023-11-01	Huber Linda	Officer	F-InKind	D	Common Stock	236	436.57	103.0K	1,393	—	↗
2023-11-01	Harding Catrina	Officer	A-Award	A	Employee Stock Option (right to buy)	2,829	436.57	1.24M	2,829	—	↗
2023-11-01	Ellis Christopher R	Officer	—	D	Employee Stock Option (right to buy)	3,323	255.87	850.3K	0	—	↗
2023-11-01	Costigan John	Officer	A-Award	A	Employee Stock Option (right to buy)	3,017	436.57	1.32M	3,017	—	↗
2023-10-16	Costigan John	Officer	M-Exempt	D	Employee Stock Option (right to buy)	457	152.28	69.6K	0	—	↗
2023-10-02	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	42,000	—	↗
2023-09-29	Stepp Katherine M	Officer	M-Exempt	D	Employee Stock Option (right to buy)	1,805	152.10	274.5K	0	—	↗
2023-09-27	Robie Robert J.	Officer	M-Exempt	D	Employee Stock Option (right to buy)	1,000	166.18	166.2K	968	—	↗
2023-09-01	Snow Frederick Philip	Director / Officer	S-Sale	D	Common Stock	3,000	438.78	1.32M	8,247	—	↗
2023-08-31	Viens Daniel	—	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Stepp Katherine M	Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Snow Frederick Philip	Director / Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Skoko Goran	Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Moskoff Gregory T	Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Karnovsky Kristina W	Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Huber Linda	Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-31	Costigan John	Officer	—	—	—	0	0.00	—	0	—	↗
2023-08-01	Snow Frederick Philip	Director / Officer	M-Exempt	D	Employee Stock Option (right to buy)	3,000	164.90	494.7K	48,000	—	↗
2023-08-01	Moskoff Gregory T	Officer	F-InKind	D	Common Stock	7	433.59	3.0K	99	—	↗
2023-08-01	Harding Catrina	Officer	A-Award	A	Common Stock	1,520	0.00	—	1,520	—	↗
2023-07-17	Harding Catrina	Officer	—	—	—	0	0.00	—	0	—	↗
2023-05-05	Reeve Jonathan	Officer	M-Exempt	A	Common Stock	670	269.43	180.5K	875	—	↗
2023-04-17	Skoko Goran	Officer	M-Exempt	D	Employee Stock Option (right to buy)	7,969	175.20	1.40M	0	—	↗
2023-04-11	Reeve Jonathan	Officer	S-Sale	D	Common Stock	720	407.87	293.7K	178	—	↗
2023-04-03	Stepp Katherine M	Officer	S-Sale	D	Common Stock	297	417.58	124.0K	451	—	↗
2023-03-31	Robie Robert J.	Officer	M-Exempt	D	Employee Stock Option (right to buy)	1,000	221.88	221.9K	4,166	—	↗
2023-03-21	Wiesel Shlomo Elisha	Director	—	—	—	0	0.00	—	0	—	↗
2023-03-16	Reeve Jonathan	Officer	J-Other	A	Common Stock	0	405.20	182.22	205	—	↗

Executive team

Top executives

EBIT / Employee

61.7K

Shares Outstanding

36.43M

Executive compensation

Executive compensation (annual)

#	Year ⇅	Executive ⇅	Salary ⇅	Bonus	Stock award ⇅	Option award	Incentive	Other	Total ⇅	% Stock- based ⇅	Filing
1	2025	F. Philip Snow Chief Executive Officer	775.0K	—	3.75M	3.75M	1.17M	14.3K	9.46M	79.28%	↗
2	2025	Helen L. Shan Executive Vice President, Chief Financial Officer	571.0K	—	2.40M	900.0K	633.9K	14.0K	4.52M	73.05%	↗
3	2025	Christopher McLoughlin Executive Vice President, Chief Legal Officer and Corporate Secretary	354.5K	350.0K	1.84M	343.8K	366.0K	14.0K	3.27M	66.86%	↗
4	2025	Goran Skoko Executive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific	587.0K	—	650.2K	650.1K	800.1K	48.3K	2.74M	47.53%	↗
5	2025	Katherine M. Stepp Executive Vice President, Chief Technology Officer	438.8K	—	475.4K	475.0K	447.5K	353.1K	2.19M	43.40%	↗
6	2024	F. Philip Snow Chief Executive Officer	773.1K	—	3.00M	3.00M	798.1K	13.2K	7.58M	79.11%	↗
7	2024	Helen L. Shan Executive Vice President, Chief Financial Officer and Chief Revenue Officer	523.1K	—	875.2K	875.0K	419.9K	13.8K	2.71M	64.65%	↗
8	2024	Helen L. Shan Executive Vice President, Chief Financial Officer	523.1K	—	875.2K	875.0K	419.9K	13.8K	2.71M	64.65%	↗
9	2024	Linda S. Huber Former Executive Vice President, Chief Financial Officer	564.6K	—	850.1K	850.1K	384.0K	1.8K	2.65M	64.14%	↗
10	2024	Goran Skoko Executive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific	543.1K	—	575.4K	575.1K	530.8K	177.9K	2.40M	47.89%	↗
11	2024	Goran Skoko Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Dealmakers & Wealth	543.1K	—	575.4K	575.1K	530.8K	177.9K	2.40M	47.89%	↗
12	2024	Katherine M. Stepp Executive Vice President, Chief Technology Officer	421.2K	—	400.0K	400.1K	325.8K	462.2K	2.01M	39.82%	↗
13	2024	Catrina Harding Executive Vice President, Chief People Officer	430.0K	300.0K	375.4K	375.1K	316.7K	20.1K	1.82M	41.30%	↗
14	2023	F. Philip Snow Chief Executive Officer	746.2K	—	2.50M	2.50M	1.10M	13.2K	6.86M	72.87%	↗
15	2023	Goran Skoko Executive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific	423.1K	—	500.0K	500.1K	374.2K	1.24M	3.04M	32.88%	↗
16	2023	Goran Skoko Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Dealmakers & Wealth	423.1K	—	500.0K	500.1K	374.2K	1.24M	3.04M	32.88%	↗
17	2023	Linda S. Huber Former Executive Vice President, Chief Financial Officer	573.1K	—	850.1K	850.1K	564.6K	15.7K	2.85M	59.58%	↗
18	2023	Linda S. Huber Executive Vice President, Chief Financial Officer	573.1K	—	850.1K	850.1K	564.6K	15.7K	2.85M	59.58%	↗
19	2023	Helen L. Shan Executive Vice President, Chief Financial Officer and Chief Revenue Officer	498.1K	—	825.2K	825.1K	607.2K	13.2K	2.77M	59.60%	↗
20	2023	Helen L. Shan Executive Vice President, Chief Revenue Officer	498.1K	—	825.2K	825.1K	607.2K	13.2K	2.77M	59.60%	↗
21	2023	Helen L. Shan Executive Vice President, Chief Financial Officer	498.1K	—	825.2K	825.1K	607.2K	13.2K	2.74M	60.28%	↗
22	2023	Robert J. Robie Executive Vice President, Head of Institutional Buyside	422.3K	—	412.8K	412.5K	500.8K	44.2K	1.79M	46.04%	↗
23	2022	F. Philip Snow Chief Executive Officer	692.5K	—	2.25M	2.25M	1.40M	12.4K	6.60M	68.13%	↗
24	2022	Linda S. Huber Executive Vice President, Chief Financial Officer	486.5K	—	1.49M	750.1K	750.0K	11.8K	3.49M	64.26%	↗
25	2022	Linda S. Huber Former Executive Vice President, Chief Financial Officer	486.5K	—	1.49M	750.1K	750.0K	11.8K	3.49M	64.26%	↗
26	2022	Helen L. Shan Executive Vice President and Chief Revenue Officer	475.0K	—	750.3K	750.1K	750.0K	12.4K	2.74M	54.80%	↗
27	2022	Helen L. Shan Executive Vice President, Chief Financial Officer and Chief Revenue Officer	475.0K	—	750.3K	750.1K	750.0K	12.4K	2.74M	54.80%	↗
28	2022	Helen L. Shan Executive Vice President, Chief Revenue Officer	475.0K	—	750.3K	750.1K	750.0K	12.4K	2.74M	54.80%	↗
29	2022	Goran Skoko Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Dealmakers & Wealth	397.2K	—	375.4K	375.1K	637.0K	770.8K	2.56M	29.37%	↗
30	2022	Goran Skoko Executive Vice President, Managing Director EMEA and APAC, Head of Research & Advisory Solutions	397.2K	—	375.4K	375.1K	637.0K	295.7K	2.08M	36.07%	↗
31	2022	Robert J. Robie Executive Vice President, Head of Institutional Buyside	388.3K	—	350.3K	350.0K	631.0K	12.9K	1.73M	40.42%	↗
32	2022	Robert J. Robie Executive Vice President, Head of Analytics & Trading	388.3K	—	350.3K	350.0K	631.0K	12.9K	1.73M	40.42%	↗
33	2021	F. Philip Snow Chief Executive Officer	637.1K	—	1.75M	1.75M	1.32M	11.6K	5.47M	64.00%	↗
34	2021	Helen L. Shan Executive Vice President, Chief Revenue Officer	469.6K	—	1.28M	1.28M	625.0K	11.7K	3.66M	69.75%	↗
35	2021	Helen L. Shan Executive Vice President and Chief Revenue Officer	469.6K	—	950.2K	950.0K	625.0K	11.7K	3.01M	63.20%	↗
36	2021	Goran Skoko Executive Vice President, Managing Director EMEA and APAC, Head of Research & Advisory Solutions	372.3K	—	350.1K	350.0K	500.0K	195.8K	1.77M	39.60%	↗
37	2021	Goran Skoko Executive Vice President, Managing Director EMEA and Asia Pacific, Head of Dealmakers & Wealth	372.3K	—	350.1K	350.0K	500.0K	195.8K	1.77M	39.60%	↗
38	2021	Gene D. Fernandez Executive Vice President, Chief Technology and Content Officer	397.3K	—	350.1K	350.0K	545.0K	12.1K	1.65M	42.32%	↗
39	2021	Rachel R. Stern Executive Vice President, Chief Legal Officer, Global Head of Strategic Resources and Secretary	372.3K	—	350.1K	350.0K	517.0K	12.1K	1.60M	43.72%	↗
40	2020	F. Philip Snow Chief Executive Officer	525.8K	—	1.50M	1.50M	1.18M	11.2K	4.72M	63.57%	↗
41	2020	Helen L. Shan Executive Vice President and Chief Revenue Officer	412.5K	—	600.2K	600.0K	533.0K	14.9K	2.16M	55.55%	↗
42	2020	Helen L. Shan Executive Vice President and Chief Financial Officer	412.5K	—	600.2K	600.0K	533.0K	14.9K	2.16M	55.55%	↗
43	2020	Goran Skoko Executive Vice President, Managing Director EMEA and APAC, Head of Research & Advisory Solutions	345.0K	—	300.2K	300.0K	448.0K	176.3K	1.57M	38.24%	↗
44	2020	Goran Skoko Executive Vice President, Managing Director EMEA and APAC, Head of Wealth Solutions	345.0K	—	300.2K	300.0K	448.0K	176.3K	1.57M	38.24%	↗
45	2020	Gene D. Fernandez Executive Vice President, Chief Technology and Content Officer	367.5K	—	300.2K	300.0K	474.0K	13.4K	1.46M	41.25%	↗
46	2020	Gene D. Fernandez Executive Vice President, Chief Technology and Product Officer	367.5K	—	300.2K	300.0K	474.0K	13.4K	1.46M	41.25%	↗
47	2020	Rachel R. Stern Executive Vice President, Chief Legal Officer, Global Head of Strategic Resources and Secretary	345.0K	—	300.2K	300.0K	474.0K	12.7K	1.43M	41.92%	↗
48	2019	F. Philip Snow Chief Executive Officer	470.2K	—	—	1.50M	900.0K	13.9K	2.88M	52.01%	↗
49	2019	John W. Wiseman (6e) Former Executive Vice President, Global Head of Sales and Client Solutions	300.0K	—	—	1.30M	—	686.0K	2.28M	56.80%	↗
50	2019	Franck A.R. Gossieaux Executive Vice President, Global Head of Sales and Client Solutions	284.9K	—	54.0K	876.0K	350.0K	324.2K	1.89M	49.23%	↗
51	2019	Helen L. Shan Executive Vice President and Chief Financial Officer	293.1K	225.0K	—	750.0K	555.0K	16.5K	1.84M	40.77%	↗
52	2019	Helen L. Shan Executive Vice President and Chief Revenue Officer	293.1K	225.0K	—	750.0K	555.0K	16.5K	1.84M	40.77%	↗
53	2019	Rachel R. Stern Executive Vice President, General Counsel and Secretary	298.6K	—	—	525.0K	430.0K	11.7K	1.27M	41.49%	↗
54	2019	Rachel R. Stern Executive Vice President, Chief Legal Officer, Global Head of Strategic Resources and Secretary	298.6K	—	—	525.0K	430.0K	11.7K	1.27M	41.49%	↗
55	2019	Gene D. Fernandez Executive Vice President, Chief Technology and Product Officer	300.0K	—	—	399.9K	495.0K	11.0K	1.21M	33.16%	↗
56	2019	Gene D. Fernandez Executive Vice President, Chief Technology and Content Officer	300.0K	—	—	399.9K	495.0K	11.0K	1.21M	33.16%	↗
57	2018	F. Philip Snow Chief Executive Officer	445.8K	1.15M	—	1.50M	—	33.7K	3.13M	47.93%	↗
58	2018	Maurizio Nicolelli Senior Vice President Former Chief Financial Officer	300.0K	550.0K	—	375.0K	—	526.4K	1.75M	21.41%	↗
59	2018	Gene Fernandez Executive Vice President Chief Technology and Product Officer	225.0K	450.0K	—	750.0K	—	7.8K	1.43M	52.34%	↗
60	2018	Gene D. Fernandez Executive Vice President, Chief Technology and Product Officer	225.0K	450.0K	—	750.0K	—	7.8K	1.43M	52.34%	↗
61	2018	John W. Wiseman Executive Vice President, Global Head of Sales and Client Solutions	300.0K	725.0K	—	375.0K	—	8.1K	1.41M	26.63%	↗
62	2018	John W. Wiseman (6e) Former Executive Vice President, Global Head of Sales and Client Solutions	300.0K	725.0K	—	375.0K	—	8.1K	1.41M	26.63%	↗
63	2018	Edward Baker-Greene Senior Vice President Chief Human Resources Officer	300.0K	325.0K	—	300.0K	—	453.9K	1.38M	21.76%	↗
64	2017	F. Philip Snow Chief Executive Officer	400.0K	850.0K	—	1.30M	—	41.7K	2.59M	50.16%	↗
65	2017	John W. Wiseman Executive Vice President, Global Head of Sales and Client Solutions	256.0K	475.0K	—	9.30M	—	34.3K	1.70M	548.58%	↗
66	2017	Maurizio Nicolelli Senior Vice President, Chief Financial Officer Edward Baker-Greene	300.0K	500.0K	—	700.0K	—	36.3K	1.54M	45.56%	↗
67	2017	Maurizio Nicolelli Senior Vice President Former Chief Financial Officer	300.0K	500.0K	—	700.0K	—	36.3K	1.54M	45.56%	↗
68	2017	Mark J. Hale Executive Vice President, Chief Operating Officer John W. Wiseman Executive Vice President, Global Head of Sales and Client Solutions	300.0K	425.0K	—	350.0K	—	31.9K	1.11M	31.62%	↗
69	2017	Edward Baker-Greene Senior Vice President Chief Human Resources Officer	300.0K	325.0K	—	325.0K	—	53.3K	1.00M	32.39%	↗
70	2017	Scott G. Miller Former Executive Vice President Global Director of Sales	194.0K	—	—	400.0K	—	408.3K	1.00M	39.91%	↗
71	2017	John W. Wiseman (6e) Former Executive Vice President, Global Head of Sales and Client Solutions	256.0K	475.0K	—	930.0K	—	34.3K	765.3K	121.53%	↗
72	2016	Mark J. Hale Executive Vice President, Chief Operating Officer	300.0K	450.0K	—	1.60M	—	29.5K	2.38M	67.24%	↗
73	2016	Mark J. Hale Executive Vice President, Chief Operating Officer John W. Wiseman Executive Vice President, Global Head of Sales and Client Solutions	300.0K	450.0K	—	1.60M	—	29.5K	2.38M	67.24%	↗
74	2016	Scott G. Miller Former Executive Vice President Global Director of Sales	275.0K	600.0K	—	850.0K	—	45.6K	1.77M	48.01%	↗
75	2016	Scott G. Miller Executive Vice President Global Director of Sales	275.0K	600.0K	—	850.0K	—	45.6K	1.77M	48.01%	↗
76	2016	Edward Baker-Greene Senior Vice President, Chief Human Resources Officer	275.0K	350.0K	—	800.0K	—	53.8K	1.48M	54.10%	↗
77	2016	Edward Baker-Greene Senior Vice President Chief Human Resources Officer	275.0K	350.0K	—	800.0K	—	53.8K	1.48M	54.10%	↗
78	2016	F. Philip Snow Chief Executive Officer	350.0K	800.0K	—	—	—	49.6K	1.20M	0.00%	↗
79	2016	Maurizio Nicolelli Senior Vice President, Chief Financial Officer	275.0K	450.0K	—	300.0K	—	47.2K	1.07M	27.98%	↗
80	2016	Maurizio Nicolelli Senior Vice President, Chief Financial Officer Edward Baker-Greene	275.0K	450.0K	—	300.0K	—	47.2K	1.07M	27.98%	↗
81	2016	Maurizio Nicolelli Senior Vice President Former Chief Financial Officer	275.0K	450.0K	—	300.0K	—	47.2K	1.07M	27.98%	↗
82	2016	Philip A. Hadley Chairman of the Board of Directors Former Chief Executive Officer	300.0K	450.0K	—	—	—	57.0K	807.0K	0.00%	↗
83	2015	Philip Snow Chief Executive Officer	295.0K	650.0K	—	7.35M	—	48.5K	8.35M	88.10%	↗
84	2015	F. Philip Snow Chief Executive Officer	295.0K	650.0K	—	7.35M	—	48.5K	8.35M	88.10%	↗
85	2015	Scott G. Miller Former Executive Vice President Global Director of Sales	169.0K	1.25M	—	1.00M	—	28.9K	2.45M	40.85%	↗
86	2015	Scott G. Miller Executive Vice President Global Director of Sales	169.0K	1.25M	—	1.00M	—	28.9K	2.45M	40.85%	↗
87	2015	Philip A. Hadley Chairman of the Board of Directors Former Chief Executive Officer	338.0K	1.20M	485.5K	—	—	58.1K	2.08M	23.32%	↗
88	2015	Peter G. Walsh Former Chief Operating Officer	275.0K	750.0K	339.9K	—	—	42.1K	1.41M	24.16%	↗
89	2015	Michael D. Frankenfield Former Global Director of Sales	206.0K	706.7K	339.9K	—	—	49.3K	1.30M	26.11%	↗
90	2015	Mark J. Hale Executive Vice President, Chief Operating Officer John W. Wiseman Executive Vice President, Global Head of Sales and Client Solutions	262.0K	500.0K	—	380.0K	—	38.9K	1.18M	32.18%	↗
91	2015	Mark J. Hale Executive Vice President, Chief Operating Officer	262.0K	500.0K	—	380.0K	—	38.9K	1.18M	32.18%	↗
92	2015	Maurizio Nicolelli Senior Vice President, Chief Financial Officer	230.0K	325.0K	—	250.0K	—	39.9K	844.9K	29.59%	↗
93	2015	Maurizio Nicolelli Senior Vice President, Chief Financial Officer Edward Baker-Greene	230.0K	325.0K	—	250.0K	—	39.9K	844.9K	29.59%	↗
94	2014	Philip A. Hadley Chief Executive Officer	300.0K	800.0K	550.0K	—	—	36.0K	1.69M	32.62%	↗
95	2014	Philip A. Hadley Chairman of the Board of Directors Former Chief Executive Officer	300.0K	800.0K	550.0K	—	—	36.0K	1.69M	32.62%	↗
96	2014	Peter G. Walsh Chief Operating Officer	275.0K	625.0K	340.0K	—	—	40.3K	1.28M	26.56%	↗
97	2014	Peter G. Walsh Former Chief Operating Officer	275.0K	625.0K	340.0K	—	—	40.3K	1.28M	26.56%	↗
98	2014	Michael D. Frankenfield Former Global Director of Sales	275.0K	625.0K	340.0K	—	—	36.1K	1.28M	26.64%	↗
99	2014	Michael D. Frankenfield Director of Global Sales	275.0K	625.0K	340.0K	—	—	36.1K	1.28M	26.64%	↗
100	2014	Maurizio Nicolelli Chief Financial Officer	225.0K	275.0K	250.0K	—	—	35.5K	785.5K	31.83%	↗
101	2014	Maurizio Nicolelli Senior Vice President, Chief Financial Officer	225.0K	275.0K	250.0K	—	—	35.5K	785.5K	31.83%	↗
102	2014	Philip Snow President	290.0K	250.0K	200.0K	—	—	39.3K	779.3K	25.67%	↗
103	2014	F. Philip Snow Chief Executive Officer	290.0K	250.0K	200.0K	—	—	39.3K	779.3K	25.67%	↗
104	2014	Philip Snow Chief Executive Officer	290.0K	250.0K	200.0K	—	—	39.3K	779.3K	25.67%	↗
105	2013	Philip A. Hadley Chief Executive Officer	300.0K	705.0K	—	666.7K	—	41.4K	1.71M	38.92%	↗
106	2013	Philip A. Hadley Chairman of the Board of Directors Former Chief Executive Officer	300.0K	705.0K	—	666.7K	—	41.4K	1.71M	38.92%	↗
107	2013	Peter G. Walsh Chief Operating Officer	275.0K	555.0K	—	400.0K	—	41.8K	1.27M	31.45%	↗
108	2013	Peter G. Walsh Former Chief Operating Officer	275.0K	555.0K	—	400.0K	—	41.8K	1.27M	31.45%	↗
109	2013	Michael D. Frankenfield Former Global Director of Sales	275.0K	555.0K	—	400.0K	—	34.9K	1.26M	31.62%	↗
110	2013	Michael D. Frankenfield Director of Global Sales	275.0K	555.0K	—	400.0K	—	34.9K	1.26M	31.62%	↗
111	2013	Kieran M. Kennedy Director of Sales Operations	225.0K	340.0K	—	253.3K	—	32.8K	851.1K	29.76%	↗
112	2013	Maurizio Nicolelli Chief Financial Officer	225.0K	240.0K	—	280.0K	—	38.7K	783.7K	35.73%	↗
113	2013	Maurizio Nicolelli Senior Vice President, Chief Financial Officer	225.0K	240.0K	—	280.0K	—	38.7K	783.7K	35.73%	↗
114	2012	Philip A. Hadley Chief Executive Officer	275.0K	715.0K	—	600.0K	—	35.8K	1.63M	36.90%	↗
115	2012	Philip A. Hadley Chief Executive Officer (PEO)	275.0K	700.0K	—	600.0K	—	35.8K	1.61M	37.25%	↗
116	2012	Michael D. Frankenfield Director of Global Sales	265.0K	555.0K	—	300.0K	—	31.3K	1.15M	26.06%	↗
117	2012	Peter G. Walsh Chief Operating Officer	265.0K	555.0K	—	300.0K	—	28.0K	1.15M	26.13%	↗
118	2012	Kieran M. Kennedy Director of Sales Operations	235.0K	332.0K	—	175.0K	—	28.6K	770.6K	22.71%	↗
119	2012	Maurizio Nicolelli Chief Financial Officer	190.0K	250.0K	—	180.0K	—	37.0K	647.0K	27.82%	↗
120	2012	Maurizio Nicolelli Principal Financial Officer (PFO)	190.0K	250.0K	—	180.0K	—	27.0K	647.0K	27.82%	↗
121	2011	Philip A. Hadley Chief Executive Officer (PEO)	275.0K	800.0K	400.0K	133.3K	—	35.8K	1.64M	32.44%	↗
122	2011	Philip A. Hadley Chief Executive Officer	275.0K	800.0K	400.0K	133.3K	—	35.8K	1.64M	32.44%	↗
123	2011	Michael D. Frankenfield Director of Global Sales	265.0K	620.0K	—	—	—	28.1K	913.1K	0.00%	↗
124	2011	Peter G. Walsh Chief Operating Officer	265.0K	620.0K	—	—	—	22.9K	907.9K	0.00%	↗
125	2011	Maurizio Nicolelli Chief Financial Officer	190.0K	250.0K	175.0K	258.3K	—	21.3K	894.6K	48.44%	↗
126	2011	Maurizio Nicolelli Principal Financial Officer (PFO)	190.0K	250.0K	175.0K	258.3K	—	21.3K	894.6K	48.44%	↗
127	2011	Maurizio Nicolelli Director of Finance (PFO)	190.0K	250.0K	175.0K	258.3K	—	21.3K	894.6K	48.44%	↗
128	2011	Kieran M. Kennedy Director of Sales Operations	235.0K	365.0K	150.0K	50.0K	—	27.4K	827.4K	24.17%	↗
129	2011	Kieran M. Kennedy Director of Global Sales Operations	235.0K	365.0K	150.0K	50.0K	—	27.4K	827.4K	24.17%	↗
130	2010	Michael D. Frankenfield Director of Global Sales	265.0K	580.0K	1.30M	3.10M	—	26.3K	5.27M	83.47%	↗
131	2010	Peter G. Walsh Chief Operating Officer	265.0K	580.0K	1.30M	3.10M	—	26.2K	5.27M	83.47%	↗
132	2010	Philip A. Hadley Chief Executive Officer (PEO)	275.0K	800.0K	400.0K	133.3K	—	28.6K	1.64M	32.58%	↗
133	2010	Kieran M. Kennedy Director of Global Sales Operations	235.0K	325.0K	250.0K	83.3K	—	28.0K	921.3K	36.18%	↗
134	2010	Kieran M. Kennedy Director of Sales Operations	235.0K	325.0K	250.0K	83.3K	—	28.0K	921.3K	36.18%	↗
135	2010	Maurizio Nicolelli Principal Financial Officer (PFO)	190.0K	285.0K	80.0K	26.7K	—	21.5K	603.2K	17.68%	↗
136	2010	Maurizio Nicolelli Director of Finance (PFO)	190.0K	285.0K	80.0K	26.7K	—	21.5K	603.2K	17.68%	↗
137	2010	Michael F. DiChristina Director	96.3K	50.0K	—	—	—	20.2K	166.5K	0.00%	↗
138	2009	Michael F. DiChristina Former President and Chief Operating Officer	275.0K	600.0K	—	316.2K	—	26.6K	1.22M	25.96%	↗
139	2009	Peter G. Walsh Chief Financial Officer (PFO)	255.0K	395.0K	—	322.7K	—	26.8K	999.5K	32.28%	↗
140	2009	Michael F. DiChristina Director	275.0K	600.0K	—	90.0K	—	26.6K	991.6K	9.08%	↗
141	2009	Philip A. Hadley Chief Executive Officer (PEO)	275.0K	525.0K	—	90.0K	—	30.6K	920.6K	9.78%	↗
142	2009	Kieran M. Kennedy Director of Investment Banking	235.0K	315.0K	—	202.9K	—	29.0K	782.0K	25.95%	↗
143	2009	Michael D. Frankenfield Director of Global Sales	265.0K	385.0K	—	87.5K	—	28.1K	765.6K	11.43%	↗
144	2009	Peter G. Walsh Chief Operating Officer	255.0K	395.0K	—	87.5K	—	26.8K	764.3K	11.45%	↗
145	2009	Kieran M. Kennedy Director of Global Sales Operations	235.0K	315.0K	—	61.3K	—	29.0K	640.3K	9.57%	↗
146	2008	Philip A. Hadley Chief Executive Officer (PEO)	275.0K	640.0K	—	360.0K	—	35.2K	1.31M	27.48%	↗
147	2008	Michael F. DiChristina Director	275.0K	640.0K	—	360.0K	—	31.8K	1.31M	27.55%	↗
148	2008	Michael F. DiChristina Former President and Chief Operating Officer	275.0K	640.0K	—	265.3K	—	31.8K	1.19M	22.35%	↗
149	2008	Michael D. Frankenfield Director of Global Sales	265.0K	480.0K	—	350.0K	—	36.9K	1.13M	30.92%	↗
150	2008	Peter G. Walsh Chief Operating Officer	255.0K	480.0K	—	350.0K	—	24.4K	1.11M	31.55%	↗
151	2008	Peter G. Walsh Chief Financial Officer (PFO)	255.0K	480.0K	—	283.5K	—	24.4K	1.04M	27.18%	↗
152	2008	Kieran M. Kennedy Director of Global Sales Operations	235.0K	370.0K	—	245.0K	—	26.0K	876.0K	27.97%	↗
153	2008	Kieran M. Kennedy Director of Investment Banking	235.0K	370.0K	—	185.3K	—	26.0K	816.3K	22.70%	↗
154	2007	Philip A. Hadley Chief Executive Officer (PEO)	275.0K	615.0K	—	265.3K	—	35.5K	1.19M	22.28%	↗
155	2007	Philip A. Hadley Chairman and Chief Executive Officer	275.0K	615.0K	—	265.3K	—	35.5K	1.19M	22.28%	↗
156	2007	Michael F. DiChristina President and Chief Operating Officer	275.0K	615.0K	—	265.3K	—	31.8K	1.19M	22.35%	↗
157	2007	Michael F. DiChristina Former President and Chief Operating Officer	275.0K	615.0K	—	265.3K	—	31.8K	1.19M	22.35%	↗
158	2007	Michael D. Frankenfield Director of Global Sales	265.0K	460.0K	—	205.6K	—	23.2K	953.9K	21.56%	↗
159	2007	Michael D. Frankenfield Senior Vice President and Director of U.S. Investment Management Services	265.0K	460.0K	—	205.6K	—	23.2K	953.9K	21.56%	↗
160	2007	Peter G. Walsh Chief Financial Officer (PFO)	255.0K	445.0K	—	229.7K	—	23.8K	953.5K	24.09%	↗
161	2007	Peter G. Walsh Senior Vice President, Chief Financial Officer and Treasurer	255.0K	445.0K	—	229.7K	—	23.8K	953.5K	24.09%	↗
162	2007	Kieran M. Kennedy Senior Vice President and Director of Investment Banking and Brokerage Services	235.0K	365.0K	—	149.6K	—	28.5K	778.1K	19.23%	↗
163	2007	Kieran M. Kennedy Director of Investment Banking	235.0K	365.0K	—	149.6K	—	28.5K	778.1K	19.23%	↗
164	2006	Michael F. DiChristina President and Chief Operating Officer	259.6K	540.0K	—	47.5K	—	21.9K	869.1K	5.47%	↗
165	2006	Philip A. Hadley Chairman and Chief Executive Officer	259.6K	540.0K	—	47.5K	—	15.2K	862.4K	5.51%	↗
166	2006	Michael D. Frankenfield Senior Vice President and Director of U.S. Investment Management Services	249.0K	380.0K	—	40.0K	—	13.9K	683.0K	5.86%	↗
167	2006	Peter G. Walsh Senior Vice President, Chief Financial Officer and Treasurer	234.6K	335.0K	—	40.0K	—	11.3K	621.0K	6.45%	↗
168	2006	Townsend Thomas Senior Vice President and Chief Content Officer	184.6K	165.0K	—	25.0K	—	8.2K	382.9K	6.54%	↗
169	2005	Michael F. DiChristina President and Chief Operating Officer	250.0K	500.0K	—	35.0K	—	19.6K	804.6K	4.35%	↗
170	2005	Philip A. Hadley Chairman and Chief Operating Officer	250.0K	500.0K	—	35.0K	—	12.7K	797.7K	4.39%	↗
171	2005	Philip A. Hadley Chairman and Chief Executive Officer	250.0K	500.0K	—	35.0K	—	12.7K	797.7K	4.39%	↗
172	2005	Michael D. Frankenfield Senior Vice President and Director of U.S. Investment Management Services	225.0K	325.0K	—	25.0K	—	11.3K	586.3K	4.26%	↗
173	2005	Michael D. Frankenfield Senior Vice President and Director of Investment Management Products	225.0K	325.0K	—	25.0K	—	11.3K	586.3K	4.26%	↗
174	2005	Peter G. Walsh Senior Vice President, Chief Financial Officer and Treasurer	208.8K	285.0K	—	70.0K	—	5.7K	569.5K	12.29%	↗
175	2005	Townsend Thomas Senior Vice President and Chief Content Officer	175.0K	150.0K	—	20.0K	—	5.7K	350.7K	5.70%	↗
176	2005	Ernest S. Wong Former Senior Vice President, Chief Financial Officer, Treasurer and Secretary	112.5K	—	—	—	—	14.0K	126.5K	0.00%	↗
177	2004	Philip A. Hadley Chairman and Chief Operating Officer	250.0K	450.0K	—	60.0K	—	16.7K	776.7K	7.73%	↗
178	2004	Philip A. Hadley Chairman and Chief Executive Officer	250.0K	450.0K	—	60.0K	—	16.7K	776.7K	7.73%	↗
179	2004	Michael F. DiChristina President and Chief Operating Officer	250.0K	450.0K	—	60.0K	—	13.4K	773.4K	7.76%	↗
180	2004	Michael D. Frankenfield Senior Vice President and Director of U.S. Investment Management Services	225.0K	300.0K	—	45.0K	—	11.4K	581.4K	7.74%	↗
181	2004	Michael D. Frankenfield Senior Vice President and Director of Investment Management Products	225.0K	300.0K	—	45.0K	—	11.4K	581.4K	7.74%	↗
182	2004	Michael D. Frankenfield Senior Vice President and Director of Sales and Marketing	225.0K	300.0K	—	30.0K	—	11.4K	566.4K	5.30%	↗
183	2004	Ernest S. Wong Former Senior Vice President, Chief Financial Officer, Treasurer and Secretary	225.0K	175.0K	—	15.0K	—	16.2K	431.2K	3.48%	↗
184	2004	Ernest S. Wong Senior Vice President, Chief Financial Officer, Treasurer and Secretary	225.0K	175.0K	—	10.0K	—	16.2K	426.2K	2.35%	↗
185	2004	Townsend Thomas Senior Vice President and Chief Content Officer	175.0K	120.0K	—	15.0K	—	13.0K	323.0K	4.64%	↗
186	2004	Townsend Thomas Senior Vice President and Chief Technology Officer	175.0K	120.0K	—	10.0K	—	13.0K	318.0K	3.14%	↗
187	2003	Philip A. Hadley Chairman and Chief Operating Officer	250.0K	400.0K	—	30.0K	—	19.7K	699.7K	4.29%	↗
188	2003	Michael F. DiChristina President and Chief Operating Officer	250.0K	400.0K	—	30.0K	—	16.3K	696.3K	4.31%	↗
189	2003	Philip A. Hadley Chairman and Chief Executive Officer	250.0K	400.0K	—	20.0K	—	19.7K	689.7K	2.90%	↗
190	2003	Michael D. Frankenfield Senior Vice President and Director of Investment Management Products	225.0K	265.0K	—	22.5K	—	19.2K	531.7K	4.23%	↗
191	2003	Michael D. Frankenfield Senior Vice President and Director of Sales and Marketing	225.0K	265.0K	—	15.0K	—	19.2K	524.2K	2.86%	↗
192	2003	Ernest S. Wong Former Senior Vice President, Chief Financial Officer, Treasurer and Secretary	225.0K	200.0K	—	11.3K	—	19.3K	455.5K	2.47%	↗
193	2003	Ernest S. Wong Senior Vice President, Chief Financial Officer, Treasurer and Secretary	225.0K	200.0K	—	7.5K	—	19.3K	451.8K	1.66%	↗
194	2003	Townsend Thomas Senior Vice President and Chief Content Officer	126.9K	130.0K	—	11.3K	—	13.0K	281.2K	4.00%	↗
195	2003	Townsend Thomas Senior Vice President and Chief Technology Officer	126.9K	130.0K	—	7.5K	—	13.0K	277.4K	2.70%	↗
196	2002	Philip A. Hadley Chairman and Chief Executive Officer	261.5K	375.0K	—	20.0K	—	19.6K	676.1K	2.96%	↗
197	2002	Michael F. DiChristina President and Chief Operating Officer	261.5K	375.0K	—	20.0K	—	15.0K	671.5K	2.98%	↗
198	2002	Michael D. Frankenfield Senior Vice President and Director of Sales and Marketing	233.7K	236.3K	—	20.0K	—	17.8K	507.7K	3.94%	↗
199	2002	Ernest S. Wong Senior Vice President, Chief Financial Officer, Treasurer and Secretary	233.7K	195.0K	—	15.0K	—	17.9K	461.6K	3.25%	↗
200	2002	Townsend Thomas Senior Vice President and Chief Technology Officer	221.6K	130.6K	—	15.0K	—	9.2K	376.5K	3.98%	↗
201	2001	Philip A. Hadley, Chairman and Chief Executive Officer	342.3K	275.0K	—	100.0K	—	15.6K	732.9K	13.64%	↗
202	2001	Philip A. Hadley Chairman and Chief Executive Officer	342.2K	275.0K	—	100.0K	—	15.6K	732.8K	13.65%	↗
203	2001	Michael F. DiChristina, President and Chief Operating Officer	346.2K	275.0K	—	50.0K	—	16.1K	687.3K	7.27%	↗
204	2001	Michael F. DiChristina President and Chief Operating Officer	346.2K	275.0K	—	50.0K	—	16.1K	687.3K	7.27%	↗
205	2001	Ernest S. Wong Senior Vice President, Chief Financial Officer, Treasurer and Secretary	298.1K	175.0K	—	20.0K	—	18.9K	512.0K	3.91%	↗
206	2001	Ernest S. Wong, Senior Vice President, Chief Financial Officer and Secretary	298.1K	175.0K	—	20.0K	—	18.9K	512.0K	3.91%	↗
207	2001	Michael D. Frankenfield Senior Vice President and Director of Sales and Marketing	296.2K	175.0K	—	25.0K	—	9.3K	505.4K	4.95%	↗
208	2001	Townsend Thomas Senior Vice President and Chief Technology Officer	296.2K	150.0K	—	20.0K	—	9.3K	475.4K	4.21%	↗
209	2001	Charles J. Snyder, Interim Chief Executive Officer, President and Chief Technology Officer (Retired)	—	—	—	3.0K	—	80.0K	83.0K	3.61%	↗
210	2000	Michael F. DiChristina, President and Chief Operating Officer	311.5K	280.8K	—	70.0K	—	8.5K	670.8K	10.43%	↗
211	2000	Michael F. DiChristina President and Chief Operating Officer	311.5K	280.8K	—	70.0K	—	8.5K	670.8K	10.43%	↗
212	2000	Philip A. Hadley, Chairman and Chief Executive Officer	259.6K	259.0K	—	15.0K	—	8.5K	542.1K	2.77%	↗
213	2000	Philip A. Hadley Chairman and Chief Executive Officer	259.6K	259.0K	—	15.0K	—	8.5K	542.1K	2.77%	↗
214	2000	Ernest S. Wong, Senior Vice President, Chief Financial Officer and Secretary	271.2K	227.6K	—	20.0K	—	8.5K	527.2K	3.79%	↗
215	2000	Ernest S. Wong Senior Vice President, Chief Financial Officer, Treasurer and Secretary	271.2K	227.6K	—	20.0K	—	8.5K	527.2K	3.79%	↗
216	2000	Townsend Thomas Senior Vice President and Chief Technology Officer	259.6K	217.3K	—	15.0K	—	8.5K	500.4K	3.00%	↗
217	2000	Michael D. Frankenfield Senior Vice President and Director of Sales and Marketing	259.6K	159.0K	—	15.0K	—	8.5K	442.1K	3.39%	↗
218	2000	Charles J. Snyder, Interim Chief Executive Officer, President and Chief Technology Officer (Retired)	—	—	—	—	—	134.3K	134.3K	0.00%	↗
219	1999	Charles J. Snyder, Interim Chief Executive Officer, President and Chief Technology Officer (Retired)	300.0K	500.0K	—	—	—	23.4K	823.4K	0.00%	↗
220	1999	Michael F. DiChristina, President and Chief Operating Officer	250.0K	163.5K	—	20.0K	—	5.8K	439.3K	4.55%	↗
221	1999	Ernest S. Wong, Senior Vice President, Chief Financial Officer and Secretary	235.6K	160.3K	—	20.0K	—	5.8K	421.6K	4.74%	↗
222	1999	Townsend Thomas Senior Vice President and Chief Technology Officer	244.2K	144.0K	—	20.0K	—	5.8K	414.0K	4.83%	↗
223	1999	Philip A. Hadley, Chairman and Chief Executive Officer	250.0K	124.2K	—	20.0K	—	5.8K	400.0K	5.00%	↗
224	1999	Michael D. Frankenfield Senior Vice President and Director of Sales and Marketing	221.2K	126.3K	—	20.0K	—	5.8K	373.2K	5.36%	↗

CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

Filing date	Form type	Filing
2025-10-27	DEFA14A	↗
2025-10-27	DEF 14A	↗
2025-10-17	PRE 14A	↗

Recent SEC filings

Filing date	Form type	Filing
2026-05-05	4	↗
2026-04-29	SC 13G	↗
2026-04-22	3	↗
2026-04-08	8-K	↗
2026-04-02	10-Q	↗
2026-03-31	8-K	↗
2026-03-26	SC 13G/A	↗
2026-03-06	SC 13G/A	↗
2026-03-04	8-K	↗
2026-02-17	SC 13G/A	↗

Executive team

Name	Title	Compensation	Gender
Sanoke Viswanathan	Chief Executive Officer & Director	2M	male
Goran Skoko	Executive Vice President, Chief Revenue Officer and MD of EMEA & Asia Pacific	1M	male
Katherine Stepp	Chief AI Officer	1M	female
Helen L. Shan	Executive Vice President & Chief Financial Officer	1M	female
Joshua Warren	Chief Financial Officer	1M	male
Christopher McLoughlin	Executive Vice President, Chief Legal Officer & Corporate Secretary	1M	male
Catrina Harding	Executive Vice President & Chief People Officer	1M	female
Robert J. Robie	Executive Vice President & Head of Institutional Buyside	967.4K	male
Vinay Kapoor	Senior Vice President and Global Chief Diversity, Equity & Inclusion Officer	—	male
Christopher Ellis	Executive Vice President and Head of Strategic Initiatives & Partnership	—	male
Gregory T. Moskoff	MD, Controller & Chief Accounting Officer	—	male
John Costigan	Executive Vice President & Chief Data Officer	—	male

ESG Rating

B-

FINANCIAL - DATA & STOCK EXCHANGES

Rank: 13 out of 13

2009

E (Environmental)

43.1 / 54.4

Company / Sector avg.

S (Social)

53.4 / 61.2

Company / Sector avg.

G (Governance)

63.2 / 69.7

Company / Sector avg.

ESG Total

53.2 / 61.8

Company / Sector avg.

ESG Score History FINANCIAL - DATA & STOCK EXCHANGES

Benchmark vs Sector

Political Trading Activity (25M)

Senate Trading Activity

Transaction Date	Disclosed	Senator	State	Owner	Type	Amount	Link
2026-03-31	2026-04-05	Shelley Moore Capito	WV	Spouse	Sale	$1,001 - $15,000	↗
2026-03-26	2026-04-05	Shelley Moore Capito	WV	Spouse	Sale	$1,001 - $15,000	↗
2026-03-25	2026-04-05	Shelley Moore Capito	WV	Spouse	Sale	$1,001 - $15,000	↗
2024-05-03	2024-06-14	Tommy Tuberville	AL	Joint	Sale (Full)	$1,001 - $15,000	↗
2023-08-02	2023-09-15	Shelley Moore Capito	WV	Spouse	Sale (Partial)	$1,001 - $15,000	↗
2018-04-24	2018-05-14	Shelley Moore Capito	WV	Spouse	Purchase	$1,001 - $15,000	↗

House Trading Activity

Transaction Date	Disclosed	Representative	District	Owner	Type	Amount	Link
2026-04-13	2026-05-13	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2026-03-13	2026-04-08	Gilbert Cisneros	CA31	—	Purchase	$1,001 - $15,000	↗
2025-11-18	2025-12-15	Gilbert Cisneros	CA31	—	Purchase	$1,001 - $15,000	↗
2025-10-14	2025-11-14	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2025-10-13	2025-11-14	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2025-10-06	2025-11-14	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗
2025-10-03	2025-11-14	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2025-10-01	2025-11-14	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2025-09-29	2025-10-03	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗
2025-09-05	2025-10-03	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗
2025-08-26	2025-09-12	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2025-08-26	2025-09-12	Ro Khanna	CA17	—	Sale	$1,000 - $15,000	↗
2025-04-01	2025-05-15	Julie Johnson	TX32	Joint	Sale	$1,001 - $15,000	↗
2025-02-13	2025-03-26	Byron Donalds	FL19	Spouse	Sale	$1,001 - $15,000	↗
2024-07-05	2024-08-06	Jared Moskowitz	FL23	Dependent	Sale (Full)	$1,001 - $15,000	↗
2024-07-01	2024-08-06	Jared Moskowitz	FL23	Dependent	Purchase	$1,001 - $15,000	↗
2024-03-25	2024-04-05	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2024-02-01	2024-08-21	Jared Moskowitz	FL23	—	Purchase	$1,001 - $15,000	↗
2024-01-10	2024-02-05	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗
2020-02-20	2020-04-05	Mikie Sherrill	NJ11	—	Sale (Full)	$1,001 - $15,000	↗

Market share among peers

Peer comparison — filtered group (TTM)

Your opinion

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FactSet Research Systems Inc. (FDS)

Index membership

Revenue flow

Revenue by geography

Revenue by segment

Revenue composition

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Owner Earnings

Ownership Overview

Institutional Activity (13F)

ETF Ownership

Insider Activity

Executive team

Executive compensation

Proxy statements

Recent SEC filings

Executive team

Community Opinion for FDS

Short-term intention

Target Price Distribution

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

FactSet Research Systems Inc. (FDS)

Index membership

Revenue flow

Revenue by geography

Revenue by segment

Revenue composition

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Owner Earnings

Ownership Overview

Institutional Activity (13F)

ETF Ownership

Insider Activity

Executive team

Executive compensation

Proxy statements

Recent SEC filings

Executive team

Community Opinion for FDS

Short-term intention

Target Price Distribution

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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