<!-- librarian dossier written 2026-10-22; every sentence cites its source; lint-clean; figures cross-checked against the cited SEC documents -->
# FDS — Factset Research Systems Inc — dossier 2026-10-22

Worklist reason: piotroski moved 77.8 -> 66.7; new filing 2026-10-20; CIK 0001013237, NYSE, SIC 7370 Services-Computer Programming, Data Processing, Etc., state DE, fiscal year end 0831, Graham status "ok" with score 47.8 computed 2026-10-22. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)

## 1. Business

The FY2026 10-K Item 1 (fiscal year ended August 31, 2026) states: "FactSet Research Systems Inc. and its wholly-owned subsidiaries ("we," "our," "us," the "Company" or "FactSet") was founded in 1978 and has been publicly traded since June 1996", and that it is dual-listed on the NYSE and Nasdaq under the symbol FDS and has been a member of the S&P 500 since December 2021. [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
It states: "FactSet is a global data and artificial intelligence ("AI") solutions provider to the financial markets with open and flexible technologies that deliver financial intelligence to finance professionals worldwide." [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
It states: "As of August 31, 2026, we had more than 9,200 clients and over 260,000 professionals using our solutions, including institutional asset managers, bankers, wealth managers, asset owners, partners, hedge fund professionals, corporate users, private equity and venture capital professionals, and market infrastructure participants." [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
It states: "Our revenues are primarily derived from subscriptions to our multi-asset class data and solutions that include workstations, portfolio analytics, enterprise data solutions, and AI solutions." [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
It states: "We operate our business through three reportable segments ("segments"): the Americas, EMEA and Asia Pacific." [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
It states that Organic ASV totaled $2,568.2 million, an increase of 7.0% over the prior year, with the majority of the increase in the Americas and growth mainly driven by data solutions and, to a lesser extent, workstations and middle office solutions. [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
It states: "As of August 31, 2026, we had 33 offices in 19 countries with 12,444 employees", compared with 12,800 employees as of August 31, 2025, with 8,652 employees located in Asia Pacific, 2,373 in the Americas and 1,419 in EMEA. [10-K FY2026 Item 1](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)

## 2. Capital structure

The most recent balance sheet in XBRL companyfacts is 2026-08-31 (10-K filed 2026-10-20, accession 0001628280-26-066391): total assets $4,140,023,000, total liabilities $2,138,157,000, current assets $651,893,000, current liabilities $1,089,502,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001013237.json)
At 2026-08-31, stockholders' equity $2,001,866,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001013237.json)
Debt-related XBRL facts at 2026-08-31: LongTermDebt $1,370,022,000, LongTermDebtNoncurrent $870,586,000, LongTermDebtCurrent $499,436,000, OperatingLeaseLiability $172,392,000. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001013237.json)
Cash and cash equivalents were $233,339,000 at 2026-08-31. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001013237.json)
Note 10 (Debt) lists debt obligations at August 31, 2026 (in thousands): current debt consisting of the 2027 Notes (issued 3/1/2022, maturing 3/1/2027) $500,000 less $564 unamortized discounts and issuance costs, total current debt $499,436; long-term debt consisting of the 2025 Term Facility (issued 4/8/2025, maturing 8/28/2029) $375,000 and the 2032 Notes (issued 3/1/2022, maturing 3/1/2032) $500,000 less $4,414 unamortized costs, total long-term debt $870,586; total debt $1,370,022 against $1,368,260 at August 31, 2025. [10-K FY2026](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
The note states: "On March 1, 2022, we completed a public offering issuing $500.0 million of 2.900% Senior Notes due March 1, 2027 (the "2027 Notes") and $500.0 million of 3.450% Senior Notes due March 1, 2032 (the "2032 Notes" and, together with the 2027 Notes, the "Senior Notes")", with interest payable semiannually on March 1 and September 1. [10-K FY2026](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
The liquidity section states: "On April 8, 2025, we entered into a credit agreement (the "2025 Credit Agreement") under which we borrowed $500.0 million under a senior unsecured term loan credit facility (the "2025 Term Facility") and obtained a $1.0 billion senior unsecured revolving credit facility (the "2025 Revolving Facility")." [10-K FY2026](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
The note states that on August 28, 2026 the 2025 Credit Agreement was amended, that the 2025 Credit Facilities permit additional commitments of up to $1.0 billion, and that the company was in compliance with all covenants and requirements of the 2025 Credit Agreement as of August 31, 2026, including a leverage covenant of not more than 3.75 to 1.00. [10-K FY2026](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)

## 3. Earnings record

Ten fiscal years as stored in the stock record (net income, diluted EPS as the record's value field, revenue); each value in the record carries its own SEC accession URL. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)

| FY | Period end | Net income (USD) | Diluted EPS | Revenue (USD) | Source |
|---|---|---|---|---|---|
| 2017 | 2017-08-31 | 258,259,000 | 6.51 | 1,221,179,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2018 | 2018-08-31 | 267,085,000 | 6.78 | 1,350,145,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2019 | 2019-08-31 | 352,790,000 | 9.08 | 1,435,351,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2020 | 2020-08-31 | 372,938,000 | 9.65 | 1,494,111,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2021 | 2021-08-31 | 399,590,000 | 10.36 | 1,591,445,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2022 | 2022-08-31 | 396,917,000 | 10.25 | 1,843,892,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2023 | 2023-08-31 | 468,173,000 | 12.04 | 2,085,508,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2024 | 2024-08-31 | 537,126,000 | 13.91 | 2,203,056,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2025 | 2025-08-31 | 597,040,000 | 15.55 | 2,321,748,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |
| 2026 | 2026-08-31 | 533,481,000 | 14.57 | 2,476,256,000 | [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json) |

No EPS value in this window carries a split factor other than 1.0. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
No year in this window has net income at or below zero. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
The record lists dividend years from 1999 through 2026 (28 entries). [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)

## 4. Recent filings

8-K filings dated 2026-04-25 through 2026-10-22 from the EDGAR submissions feed (4 filings), one line per item, with a verbatim extract from the item text cut at the first forward-looking word. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001013237.json)
- 2026-09-30 8-K Item 2.02: "Results of Operations and Financial Condition On September 30, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three and twelve months ended August 31, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and […]" [8-K 2026-09-30](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063888/fds-20260924.htm)
- 2026-09-30 8-K Item 5.03: "Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. On September 24, 2026, the Board of Directors (the “Board”) of FactSet approved and adopted amendments to the Company’s amended and restated by-laws (as amended and restated, the “Amended and Restated By-laws”), which became […]" [8-K 2026-09-30](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063888/fds-20260924.htm)
- 2026-09-30 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 3.1 Amended and Restated By-laws of FactSet Research Systems Inc. 99.1 Press Release of FactSet Research Systems Inc., dated September 30, 2026, announcing its results for the three and twelve months ended August 31, 2026 104 […]" [8-K 2026-09-30](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063888/fds-20260924.htm)
- 2026-09-25 8-K Item 5.02: "Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On September 23, 2026, the Board of Directors (the “Board”) of FactSet Research Systems Inc. (“FactSet” or the “Company”) appointed Marcel Prins a […]" [8-K 2026-09-25](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063495/fds-20260923.htm)
- 2026-09-25 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press Release of FactSet Research Systems Inc., dated September 25, 2026 104 Cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101) SIGNATURES Pursuant to the requirements of the […]" [8-K 2026-09-25](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063495/fds-20260923.htm)
- 2026-08-31 8-K Item 1.01: "Entry into a Material Definitive Agreement On August 28, 2026, FactSet Research Systems Inc. (the “Company”) entered into Amendment No. 1 (the “Amendment Agreement”), among the Company, the lenders party thereto and PNC Bank, National Association, as the administrative agent, to amend the credit […]" [8-K 2026-08-31](https://www.sec.gov/Archives/edgar/data/1013237/000095015726000966/form8-k.htm)
- 2026-08-31 8-K Item 2.03: "Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information disclosed in this Current Report under" [8-K 2026-08-31](https://www.sec.gov/Archives/edgar/data/1013237/000095015726000966/form8-k.htm)
- 2026-08-31 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 10.1 Amendment No. 1 dated August 28, 2026, among the Company, the lenders party thereto and PNC Bank, National Association, as the administrative agent* 104 Cover page Interactive Data File (formatted as Inline XBRL and […]" [8-K 2026-08-31](https://www.sec.gov/Archives/edgar/data/1013237/000095015726000966/form8-k.htm)
- 2026-07-01 8-K Item 2.02: "Results of Operations and Financial Condition On July 1, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") issued a press release announcing its results for the three months ended May 31, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated by […]" [8-K 2026-07-01](https://www.sec.gov/Archives/edgar/data/1013237/000162828026046338/fds-20260701.htm)
- 2026-07-01 8-K Item 9.01: "Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press Release of FactSet Research Systems Inc., dated July 1, 2026, announcing its results for the three months ended May 31, 2026 104 Cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit […]" [8-K 2026-07-01](https://www.sec.gov/Archives/edgar/data/1013237/000162828026046338/fds-20260701.htm)

## 5. Insiders

Non-derivative Form 4 transactions from filings dated 2025-10-22 through 2026-10-22 (37 Form 4 documents), parsed from each filing's XML (code P purchase, S sale, A grant, F tax withholding, M option exercise, G gift, D disposition to issuer). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013237&type=4)

| Txn date | Reporting owner | Role | Security | Code | Shares | Price | Owned after | 10b5-1 / private placement | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-15 | ABRAMS ROBIN ANN | Director | Common Stock | G | 125 | 0 | 15,365 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066346/wk-form4_1792445526.xml) |
| 2026-10-15 | ABRAMS ROBIN ANN | Director | Common Stock | G | 125 | 0 | 15,240 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066346/wk-form4_1792445526.xml) |
| 2026-10-15 | ABRAMS ROBIN ANN | Director | Common Stock | G | 125 | 0 | 15,115 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066346/wk-form4_1792445526.xml) |
| 2026-09-22 | Viswanathan Sanoke | Director, Chief Executive Officer | Common Stock | F | 8,065 | 276.42 | 50,267 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063409/wk-form4_1790282203.xml) |
| 2026-05-01 | Warren Joshua | EVP, Chief Financial Officer | Common Stock | A | 2,272 | 0 | 2,272 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026030690/wk-form4_1778014114.xml) |
| 2026-02-03 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | F | 3 | 222.62 | 182.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026008561/wk-form4_1771362461.xml) |
| 2026-02-01 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | F | 4 | 254.36 | 185.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026008561/wk-form4_1771362461.xml) |
| 2026-01-15 | HYLTON LAURIE G | Director | Common Stock | A | 439 | 0 | 848 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002733/wk-form4_1768948827.xml) |
| 2026-01-15 | Shavel Lee | Director | Common Stock | A | 571 | 0 | 1,587 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002731/wk-form4_1768948767.xml) |
| 2026-01-15 | Wiesel Shlomo Elisha | Director | Common Stock | A | 571 | 0 | 1,141 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002728/wk-form4_1768948707.xml) |
| 2026-01-15 | Choy Siew Kai | Director | Common Stock | A | 439 | 0 | 1,442 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002726/wk-form4_1768948665.xml) |
| 2026-01-15 | Tejada Maria Teresa | Director | Common Stock | A | 439 | 0 | 1,415 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002724/wk-form4_1768948635.xml) |
| 2026-01-15 | Eilam Barak | Director | Common Stock | A | 439 | 0 | 724 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002722/wk-form4_1768948594.xml) |
| 2026-01-15 | ABRAMS ROBIN ANN | Director | Common Stock | A | 604 | 0 | 15,490 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002720/wk-form4_1768948559.xml) |
| 2026-01-15 | SIEGEL LAURIE | Director | Common Stock | A | 626 | 0 | 1,663 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002718/wk-form4_1768948506.xml) |
| 2026-01-15 | Frank Malcolm | Director | Common Stock | A | 713 | 0 | 1,592 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002716/wk-form4_1768948461.xml) |
| 2026-01-12 | Frank Malcolm | Director | Common Stock | M | 2,572 | 207.88 | 3,451 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002058/wk-form4_1768424674.xml) |
| 2026-01-12 | Frank Malcolm | Director | Common Stock | S | 1,045 | 295.02 | 2,406 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002058/wk-form4_1768424674.xml) |
| 2026-01-12 | Frank Malcolm | Director | Common Stock | S | 1,527 | 296.17 | 879 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026002058/wk-form4_1768424674.xml) |
| 2026-01-08 | SIEGEL LAURIE | Director | Common Stock | M | 2,572 | 207.88 | 3,609 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026001839/wk-form4_1768252893.xml) |
| 2026-01-08 | SIEGEL LAURIE | Director | Common Stock | S | 1,984 | 296.12 | 1,625 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026001839/wk-form4_1768252893.xml) |
| 2026-01-08 | SIEGEL LAURIE | Director | Common Stock | S | 588 | 296.67 | 1,037 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026001839/wk-form4_1768252893.xml) |
| 2026-01-07 | ABRAMS ROBIN ANN | Director | Common Stock | M | 2,572 | 207.88 | 14,886 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026001409/wk-form4_1767912254.xml) |
| 2025-12-02 | McLoughlin Christopher | Chief Legal Officer | Common Stock | F | 731 | 278.28 | 2,714.62 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025055051/wk-form4_1764797205.xml) |
| 2025-11-06 | Skoko Goran | EVP, Chief Revenue Officer | Common Stock | P | 500 | 252.93 | 9,191.551 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025051058/wk-form4_1762809334.xml) |
| 2025-11-03 | Skoko Goran | EVP, Chief Revenue Officer | Common Stock | A | 3,915 | 0 | 8,691.551 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049780/wk-form4_1762388885.xml) |
| 2025-11-03 | Costigan John | Chief Data Officer | Common Stock | A | 3,915 | 0 | 4,478.5215 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049779/wk-form4_1762388856.xml) |
| 2025-11-01 | Ellis Christopher R | EVP, Initiatives & P'ships | Common Stock | M | 352 | 0 | 24,369.8707 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048441/wk-form4_1762213148.xml) |
| 2025-11-01 | Ellis Christopher R | EVP, Initiatives & P'ships | Common Stock | F | 164 | 266.8 | 24,205.8707 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048441/wk-form4_1762213148.xml) |
| 2025-11-01 | Shan Helen L. | EVP, Chief Financial Officer | Common Stock | M | 1,009 | 0 | 10,293 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048440/wk-form4_1762213132.xml) |
| 2025-11-01 | Shan Helen L. | EVP, Chief Financial Officer | Common Stock | F | 558 | 266.8 | 9,735 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048440/wk-form4_1762213132.xml) |
| 2025-11-01 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | M | 190 | 0 | 258.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048439/wk-form4_1762213118.xml) |
| 2025-11-01 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | F | 89 | 266.8 | 169.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048439/wk-form4_1762213118.xml) |
| 2025-11-01 | Stepp Katherine M | Chief Technology Officer (CTO) | Common Stock | M | 367 | 0 | 979.1824 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048438/wk-form4_1762213101.xml) |
| 2025-11-01 | Stepp Katherine M | Chief Technology Officer (CTO) | Common Stock | F | 171 | 266.8 | 808.1824 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048438/wk-form4_1762213101.xml) |
| 2025-11-01 | Costigan John | Chief Data Officer | Common Stock | M | 367 | 0 | 685.5215 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048437/wk-form4_1762213068.xml) |
| 2025-11-01 | Costigan John | Chief Data Officer | Common Stock | F | 122 | 266.8 | 563.5215 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048437/wk-form4_1762213068.xml) |
| 2025-11-01 | Robie Robert J. | EVP,  Institutional Buyside | Common Stock | M | 505 | 0 | 2,555 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048436/wk-form4_1762213051.xml) |
| 2025-11-01 | Robie Robert J. | EVP,  Institutional Buyside | Common Stock | F | 252 | 266.8 | 2,303 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048436/wk-form4_1762213051.xml) |
| 2025-11-01 | Skoko Goran | EVP, Chief Revenue Officer | Common Stock | M | 612 | 0 | 5,065.551 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048435/wk-form4_1762213028.xml) |
| 2025-11-01 | Skoko Goran | EVP, Chief Revenue Officer | Common Stock | F | 289 | 266.8 | 4,776.551 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048435/wk-form4_1762213028.xml) |
| 2025-11-01 | Karnovsky Kristina W | EVP, Dealmakers & Wealth | Common Stock | M | 505 | 0 | 2,787.4569 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048433/wk-form4_1762213007.xml) |
| 2025-11-01 | Karnovsky Kristina W | EVP, Dealmakers & Wealth | Common Stock | F | 252 | 266.8 | 2,535.4569 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828025048433/wk-form4_1762213007.xml) |
| 2025-02-03 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | A | 11 | 0 | 189.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026008561/wk-form4_1771362461.xml) |
| 2025-02-01 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | F | 2 | 474.41 | 178.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026008561/wk-form4_1771362461.xml) |
| 2024-02-01 | Moskoff Gregory T | MD,Controller and CAO | Common Stock | A | 11 | 0 | 180.7766 (D) | none | [Form 4](https://www.sec.gov/Archives/edgar/data/1013237/000162828026008561/wk-form4_1771362461.xml) |

Of the non-derivative rows tabulated above, 1 carry code P, 4 carry code S, and 0 are flagged for Rule 10b5-1 or private placement. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013237&type=4)
The record's insider score block reads score 0.0, status "no open-market transactions in window", window 2026-07-24 through 2026-10-20 (Form 4 data loaded through 2026-10-20). [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
Form 4 documents with only derivative or holdings-only rows (not tabulated): [2026-09-25](https://www.sec.gov/Archives/edgar/data/1013237/000162828026063595/wk-form4_1790368792.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049785/wk-form4_1762389146.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049782/wk-form4_1762388948.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049775/wk-form4_1762388719.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049773/wk-form4_1762388682.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049771/wk-form4_1762388643.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049769/wk-form4_1762388595.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049765/wk-form4_1762388499.xml), [2025-11-05](https://www.sec.gov/Archives/edgar/data/1013237/000162828025049761/wk-form4_1762388437.xml). [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013237&type=4)

## 6. Data health

The graham verification block reads verified 5, mismatch 0, unverified 17, not_cross_checked 2; stale_inputs: none. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Revenue = 2,476,256,000 for period 2026-08-31 from SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input current_assets = 651,893,000 for period 2026-08-31 from SEC XBRL AssetsCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input current_liabilities = 1,089,502,000 for period 2026-08-31 from SEC XBRL LiabilitiesCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input lt_debt = 870,586,000 for period 2026-08-31 from SEC XBRL LongTermDebtNoncurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input equity = 2,001,866,000 for period 2026-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2016 = 338,815,000 for period 2016-08-31 from SEC XBRL NetIncomeLoss (accession 0001437749-18-019028) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2017 = 258,259,000 for period 2017-08-31 from SEC XBRL NetIncomeLoss (accession 0001437749-19-020894) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2018 = 267,085,000 for period 2018-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-20-000153) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2019 = 352,790,000 for period 2019-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-21-000142) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2020 = 372,938,000 for period 2020-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-22-000159) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2021 = 399,590,000 for period 2021-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-23-000128) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Net income FY2025 = 597,040,000 for period 2025-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input Dividend years (Yahoo) = [2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] for period None from Yahoo Finance dividend history is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input EPS diluted FY2014 = 4.92 for period 2014-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001437749-16-040606) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input EPS diluted FY2015 = 5.71 for period 2015-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001437749-17-017840) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input EPS diluted FY2016 = 8.19 for period 2016-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001437749-18-019028) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham input EPS diluted FY2025 = 15.55 for period 2025-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
The buffett verification block reads verified 9, mismatch 0, unverified 28, not_cross_checked 1; stale_inputs: none. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2019 = 352,790,000 for period 2019-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-21-000142) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2019 end = 672,256,000 for period 2019-08-31 from SEC XBRL StockholdersEquity (accession 0001013237-22-000159) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2020 = 372,938,000 for period 2020-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-22-000159) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2020 end = 896,375,000 for period 2020-08-31 from SEC XBRL StockholdersEquity (accession 0001013237-23-000128) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2021 = 399,590,000 for period 2021-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-23-000128) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2021 end = 1,016,353,000 for period 2021-08-31 from SEC XBRL StockholdersEquity (accession 0001013237-24-000141) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2022 end = 1,331,408,000 for period 2022-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-25-045769) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2023 end = 1,619,930,000 for period 2023-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-25-045769) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2024 end = 1,912,460,000 for period 2024-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-26-046549) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2025 = 597,040,000 for period 2025-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2025 end = 2,186,413,000 for period 2025-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2026 = 533,481,000 for period 2026-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Equity at FY2026 end = 2,001,866,000 for period 2026-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2017 = 258,259,000 for period 2017-08-31 from SEC XBRL NetIncomeLoss (accession 0001437749-19-020894) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Net income FY2018 = 267,085,000 for period 2018-08-31 from SEC XBRL NetIncomeLoss (accession 0001013237-20-000153) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input debt_incl_current = 1,370,022,000 for period 2026-08-31 from SEC XBRL LongTermDebt (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Operating income FY2022 = 475,482,000 for period 2022-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001013237-24-000141) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Operating income FY2023 = 629,207,000 for period 2023-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001628280-25-045769) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Operating income FY2024 = 701,299,000 for period 2024-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001628280-25-045769) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Operating income FY2025 = 748,303,000 for period 2025-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Revenue FY2025 = 2,321,748,000 for period 2025-08-31 from SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Operating income FY2026 = 699,957,000 for period 2026-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
buffett input Revenue FY2026 = 2,476,256,000 for period 2026-08-31 from SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
The lynch verification block reads verified 0, mismatch 0, unverified 5, not_cross_checked 1; stale_inputs: none. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
lynch input EPS diluted FY2026 = 14.57 for period 2026-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
lynch input EPS diluted FY2021 = 10.36 for period 2021-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001013237-23-000128) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
lynch input debt_incl_current = 1,370,022,000 for period 2026-08-31 from SEC XBRL LongTermDebt (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
lynch input equity = 2,001,866,000 for period 2026-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
lynch input cash = 233,339,000 for period 2026-08-31 from SEC XBRL CashAndCashEquivalentsAtCarryingValue (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
The graham_enterprising verification block reads verified 3, mismatch 0, unverified 7, not_cross_checked 3; stale_inputs: none. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input current_assets = 651,893,000 for period 2026-08-31 from SEC XBRL AssetsCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input current_liabilities = 1,089,502,000 for period 2026-08-31 from SEC XBRL LiabilitiesCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input Net income FY2025 = 597,040,000 for period 2025-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input Net income FY2026 = 533,481,000 for period 2026-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input EPS diluted FY2026 = 14.57 for period 2026-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input EPS diluted FY2021 = 10.36 for period 2021-08-31 from SEC XBRL EarningsPerShareDiluted (accession 0001013237-23-000128) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
graham_enterprising input equity = 2,001,866,000 for period 2026-08-31 from SEC XBRL StockholdersEquity (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
The piotroski verification block reads verified 0, mismatch 0, unverified 27, not_cross_checked 0; stale_inputs: none. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input net_income 2026-08-31 = 533,481,000 for period 2026-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input total_assets 2026-08-31 = 4,140,023,000 for period 2026-08-31 from SEC XBRL Assets (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input cfo 2026-08-31 = 822,200,000 for period 2026-08-31 from SEC XBRL NetCashProvidedByUsedInOperatingActivities (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input net_income 2025-08-31 = 597,040,000 for period 2025-08-31 from SEC XBRL NetIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input total_assets 2025-08-31 = 4,304,272,000 for period 2025-08-31 from SEC XBRL Assets (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input lt_debt 2026-08-31 = 870,586,000 for period 2026-08-31 from SEC XBRL LongTermDebtNoncurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input lt_debt 2025-08-31 = 1,368,260,000 for period 2025-08-31 from SEC XBRL LongTermDebtNoncurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input current_assets 2026-08-31 = 651,893,000 for period 2026-08-31 from SEC XBRL AssetsCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input current_assets 2025-08-31 = 729,759,000 for period 2025-08-31 from SEC XBRL AssetsCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input current_liabilities 2026-08-31 = 1,089,502,000 for period 2026-08-31 from SEC XBRL LiabilitiesCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input current_liabilities 2025-08-31 = 521,306,000 for period 2025-08-31 from SEC XBRL LiabilitiesCurrent (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input shares_out 2026-10-15 = 35,255,660 for period 2026-10-15 from SEC XBRL EntityCommonStockSharesOutstanding (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input shares_out 2025-10-15 = 37,456,326 for period 2025-10-15 from SEC XBRL EntityCommonStockSharesOutstanding (accession 0001628280-25-045769) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input operating_income 2026-08-31 = 699,957,000 for period 2026-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input operating_income 2025-08-31 = 748,303,000 for period 2025-08-31 from SEC XBRL OperatingIncomeLoss (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input revenue 2026-08-31 = 2,476,256,000 for period 2026-08-31 from SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
piotroski input revenue 2025-08-31 = 2,321,748,000 for period 2025-08-31 from SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax (accession 0001628280-26-066391) is marked unverified; no second-source value is stored for it. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
Price in the record is 319.91 as of 2026-10-21 from Alpaca Market Data (consolidated SIP daily bar); no Yahoo cross-fetch was made today. [Alpaca market data docs](https://docs.alpaca.markets/docs/historical-stock-data-1)
Mismatch rows written in this section: 0. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)

## 7. Agent log

2026-10-22 06:21 CEST: fetched the EDGAR submissions JSON; SEC fetches for this ticker used the pipeline's declared SEC user agent from stockgrid/http.py at 0.15 s spacing. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001013237.json)
Latest 10-K on file: filed 2026-10-20, period 2026-08-31, accession 0001628280-26-066391; section 1 and the 10-K lines of section 2 were written today from this document. [10-K](https://www.sec.gov/Archives/edgar/data/1013237/000162828026066391/fds-20260831.htm)
Fetched every 8-K primary document filed 2026-04-25 to 2026-10-22 (4 filings) and read the item text. [EDGAR 8-K list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013237&type=8-K)
Fetched and parsed the Form 4 XML documents filed 2025-10-22 to 2026-10-22 (37 documents), including footnotes and the aff10b5One element. [EDGAR Form 4 list](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001013237&type=4)
Fetched XBRL companyfacts for the balance-sheet figures in section 2. [XBRL companyfacts](https://data.sec.gov/api/xbrl/companyfacts/CIK0001013237.json)
Read the stock record for sections 3, 5 and 6. [site/s/FDS.json](https://theclaudetrader.com/s/FDS.json)
No SEC document in this dossier's fetch list remained unreachable. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001013237.json)
Not reached: 8-K exhibits (press releases), 10-Q text beyond XBRL facts, proxy statement, Form 144 notices and a fresh Yahoo fetch. [EDGAR submissions](https://data.sec.gov/submissions/CIK0001013237.json)