Helen L. Shan

CIK 1748873 · View on SEC EDGAR ↗

Insider

First SEC filing: Sept. 25, 2018 · Latest: Sept. 25, 2018

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 17 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 1, 2025 FDS A 3,550 8,914 Direct +66.18% Acquired (price as of 2026-08-21)
Nov. 1, 2024 FDS A 6,762 6,762 Direct Acquired (price as of 2026-08-21)
Nov. 1, 2024 FDS F 1,248 $458.80 $572,582 5,364 Direct -18.87% Disposed -35.0% (price as of 2026-08-21)
Nov. 1, 2024 FDS A 2,256 6,612 Direct +51.79% Acquired (price as of 2026-08-21)
May 3, 2024 FDS M 1,807 0 Direct -100.00% Disposed (price as of 2026-08-21)
May 3, 2024 FDS F 728 $428.25 $311,766 4,356 Direct -14.32% Disposed -30.4% (price as of 2026-08-21)
May 3, 2024 FDS M 1,807 5,084 Direct +55.14% Acquired (price as of 2026-08-21)
Nov. 9, 2023 FDS A 3,306 4,913 Direct +205.72% Acquired (price as of 2026-08-21)
Nov. 9, 2023 FDS F 1,636 $448.55 $733,828 3,277 Direct -33.30% Disposed -33.5% (price as of 2026-08-21)
Nov. 1, 2023 FDS A 6,599 6,599 Direct Acquired (price as of 2026-08-21)
Nov. 1, 2022 FDS A 6,568 6,568 Direct Acquired (price as of 2026-08-21)
Nov. 1, 2022 FDS F 1,518 $426.25 $647,048 1,607 Direct -48.58% Disposed -30.0% (price as of 2026-08-21)
Nov. 1, 2022 FDS A 3,125 3,125 Direct Acquired (price as of 2026-08-21)
Nov. 1, 2021 FDS A 7,325 7,325 Direct Acquired (price as of 2026-08-21)
May 3, 2021 FDS A 1,807 1,807 Direct Acquired (price as of 2026-08-21)
May 3, 2021 FDS A 7,060 7,060 Direct Acquired (price as of 2026-08-21)
Nov. 9, 2020 FDS A 8,629 8,629 Direct Acquired (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Nov. 1, 2024 FDS Employee Stock Option (right to buy) Common Stock (6,762) $458.80 Nov. 1, 2034 6,762 Acquired
May 3, 2024 FDS Restricted Stock Unit Common Stock (1,807) 1,807 Disposed
Nov. 1, 2023 FDS Employee Stock Option (right to buy) Common Stock (6,599) $436.57 Nov. 1, 2033 6,599 Acquired
Nov. 1, 2022 FDS Employee Stock Option (right to buy) Common Stock (6,568) $426.25 Nov. 1, 2032 6,568 Acquired
Nov. 1, 2021 FDS Employee Stock Option (right to buy) Common Stock (7,325) $434.82 Nov. 1, 2031 7,325 Acquired
May 3, 2021 FDS Restricted Stock Unit Common Stock (1,807) 1,807 Acquired
May 3, 2021 FDS Employee Stock Option (right to buy) Common Stock (7,060) $342.06 May 3, 2031 7,060 Acquired
Nov. 9, 2020 FDS Employee Stock Option (right to buy) Common Stock (8,629) $316.71 Nov. 9, 2030 8,629 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Sept. 25, 2018 EPAM No securities are beneficially owned 0 Direct
Sept. 7, 2018 FDS FactSet Common Stock [F1] 0 Direct
Sept. 7, 2018 FDS Non-Qualified Stock Option (right to buy) [F2]→ FactSet Common Stock Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

FDS

CFO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $570,961 $2,403,341 $900,022 $633,851 $14,000 $4,522,176
2024 $523,077 $875,162 $875,027 $419,943 $13,800 $2,707,010
2023 $498,077 $825,221 $825,072 $607,150 $13,200 $2,768,720

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.