Mark J. Hale

Insider

First SEC filing: March 17, 2015 · Latest: June 29, 2018

On this page

Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 27 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

27 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Jan. 23, 2018	FDS	S	35,696	$198.02	$7,068,522	2,717 Direct	-92.93%	Disposed	50.6% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	3,551	$152.28	$540,746	6,268 Direct	+130.70%	Acquired	95.9% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	12,035	$92.22	$1,109,868	18,303 Direct	+192.01%	Acquired	223.4% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	3,945	$92.22	$363,808	22,248 Direct	+21.55%	Acquired	223.4% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	8,070	$131.31	$1,059,672	30,318 Direct	+36.27%	Acquired	127.1% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	5,100	$175.20	$893,520	35,418 Direct	+16.82%	Acquired	70.2% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	15,300	$175.20	$2,680,560	50,718 Direct	+43.20%	Acquired	70.2% (price as of 2026-08-21)
Jan. 22, 2018	FDS	S	12,305	$199.60	$2,456,078	38,413 Direct	-24.26%	Disposed	49.4% (price as of 2026-08-21)
Jan. 22, 2018	FDS	M	3,551	—	—	44,450 Direct	-7.40%	Disposed	(price as of 2026-08-21)
Jan. 22, 2018	FDS	M	12,035	—	—	32,415 Direct	-27.08%	Disposed	(price as of 2026-08-21)
Jan. 22, 2018	FDS	M	3,945	—	—	28,470 Direct	-12.17%	Disposed	(price as of 2026-08-21)
Jan. 22, 2018	FDS	M	8,070	—	—	20,400 Direct	-28.35%	Disposed	(price as of 2026-08-21)
Jan. 22, 2018	FDS	M	5,100	—	—	15,300 Direct	-25.00%	Disposed	(price as of 2026-08-21)
Jan. 22, 2018	FDS	M	15,300	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Jan. 2, 2018	FDS	F	499	$191.63	$95,623	2,717 Direct	-15.52%	Disposed	55.6% (price as of 2026-08-21)
Dec. 31, 2017	FDS	J	2,018	—	—	74,174 Direct	-2.65%	Disposed	(price as of 2026-08-21)
Dec. 31, 2017	FDS	J	10,199	—	—	63,975 Direct	-13.75%	Disposed	(price as of 2026-08-21)
Dec. 31, 2017	FDS	J	3,400	—	—	60,575 Direct	-5.31%	Disposed	(price as of 2026-08-21)
Dec. 31, 2017	FDS	J	5,323	—	—	55,252 Direct	-8.79%	Disposed	(price as of 2026-08-21)
Dec. 31, 2017	FDS	J	7,251	—	—	48,001 Direct	-13.12%	Disposed	(price as of 2026-08-21)
Dec. 28, 2017	FDS	G	1,349	$192.81	$260,101	3,216 Direct	-29.55%	Disposed	54.7% (price as of 2026-08-21)
Nov. 2, 2017	FDS	A	7,251	—	—	76,192 Direct	+10.52%	Acquired	(price as of 2026-08-21)
Sept. 29, 2017	FDS	M	9,458	$94.84	$896,997	14,023 Direct	+207.19%	Acquired	214.5% (price as of 2026-08-21)
Sept. 29, 2017	FDS	S	9,458	$180.34	$1,705,656	4,565 Direct	-67.45%	Disposed	65.4% (price as of 2026-08-21)
Sept. 29, 2017	FDS	M	9,458	$94.84	$896,997	11,314 Direct	+509.59%	Acquired	214.5% (price as of 2026-08-21)
Sept. 29, 2017	FDS	S	9,458	$180.34	$1,705,656	1,856 Direct	-83.60%	Disposed	65.4% (price as of 2026-08-21)
Sept. 29, 2017	FDS	M	9,458	—	—	68,941 Direct	-12.06%	Disposed	(price as of 2026-08-21)
Nov. 1, 2016	FDS	F	705	$152.28	$107,357	4,417 Direct	-13.76%	Disposed	95.9% (price as of 2026-08-21)
Nov. 1, 2016	FDS	A	8,874	—	—	78,399 Direct	+12.76%	Acquired	(price as of 2026-08-21)
April 13, 2016	FDS	S	1,823	$150.05	$273,541	4,969 Direct	-26.84%	Disposed	98.8% (price as of 2026-08-21)
Nov. 8, 2015	FDS	S	635	$173.40	$110,109	6,792 Direct	-8.55%	Disposed	72.0% (price as of 2026-08-21)
Nov. 2, 2015	FDS	A	8,500	—	—	44,026 Direct	+23.93%	Acquired	(price as of 2026-08-21)
Nov. 2, 2015	FDS	A	25,499	—	—	69,525 Direct	+57.92%	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
Jan. 22, 2018	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (3,551)	$152.28	—	3,551	Disposed
Jan. 22, 2018	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (12,035)	$92.22	—	12,035	Disposed
Jan. 22, 2018	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (3,945)	$92.22	—	3,945	Disposed
Jan. 22, 2018	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (8,070)	$131.31	—	8,070	Disposed
Jan. 22, 2018	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (5,100)	$175.20	—	5,100	Disposed
Jan. 22, 2018	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (15,300)	$175.20	—	15,300	Disposed
Dec. 31, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (2,018)	$131.31	Dec. 31, 2017	2,018	Disposed
Dec. 31, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (10,199)	$175.20	Dec. 31, 2017	10,199	Disposed
Dec. 31, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (3,400)	$175.20	Dec. 31, 2017	3,400	Disposed
Dec. 31, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (5,323)	$152.28	Dec. 31, 2017	5,323	Disposed
Dec. 31, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (7,251)	$189.98	Dec. 31, 2017	7,251	Disposed
Nov. 2, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (7,251)	$189.98	Nov. 2, 2027	7,251	Acquired
Sept. 29, 2017	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (9,458)	$94.84	Nov. 1, 2021	9,458	Disposed
Nov. 1, 2016	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (8,874)	$152.28	Nov. 1, 2026	8,874	Acquired
Nov. 2, 2015	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (8,500)	$175.20	Nov. 2, 2025	8,500	Acquired
Nov. 2, 2015	FDS	Non-Qualified Stock Option (right to buy)	FactSet Common Stock (25,499)	$175.20	Nov. 2, 2025	25,499	Acquired

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

Initial ownership (Form 3) 5 holdings

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

Date	Ticker	Security	Shares	Ownership
March 17, 2015	FDS	FactSet Common Stock	7,320	Direct
March 17, 2015	FDS	Non-Qualified Stock Option (right to buy)→ FactSet Common Stock (9,458)	9,458	Direct
March 17, 2015	FDS	Non-Qualified Stock Option (right to buy)→ FactSet Common Stock (12,035)	12,035	Direct
March 17, 2015	FDS	Non-Qualified Stock Option (right to buy)→ FactSet Common Stock (3,945)	3,945	Direct
March 17, 2015	FDS	Non-Qualified Stock Option (right to buy)→ FactSet Common Stock (10,888)	10,888	Direct