leadership
confidence high
sentiment neutral
materiality 0.60
FactSet CFO Helen Shan steps down; Joshua Warren appointed effective April 13
FACTSET RESEARCH SYSTEMS INC
- Helen Shan transitions out as FactSet CFO effective April 13, 2026; eligible for severance under Executive Severance Plan.
- Joshua Warren appointed CFO, effective April 13; previously CFO of Envestnet and Managing Director at BlackRock.
- Warren's compensation: $500k base salary, 110% target bonus, and $1.5M new-hire equity grant (options, RSUs, cash).
- Shan's departure is not due to any disagreement on accounting or financial disclosures.
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