secwatch.observer — SEC 8-K summary
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Issuer:     FACTSET RESEARCH SYSTEMS INC (FDS)
CIK:        0001013237
Form:       8-K
Filed at:   2026-04-08T23:59:59+00:00
Accession:  0000950103-26-005447
Event type: leadership
Sentiment:  neutral
Materiality: 0.60
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

FactSet CFO Helen Shan steps down; Joshua Warren appointed effective April 13
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1013237/000095010326005447/0000950103-26-005447-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1013237/000095010326005447/dp244995_8k.htm
  HTML page:      https://secwatch.observer/filing/0000950103-26-005447

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer