---
schema_version: "secwatch.filing_event.v1"
accession: "0001013237-21-000130"
form_type: "8-K"
ticker: "FDS"
cik: "0001013237"
company_name: "FACTSET RESEARCH SYSTEMS INC"
filed_at: "2021-10-04T23:59:59+00:00"
generated_at: "2026-06-28T23:15:26.750699+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# FactSet appoints Linda S. Huber as EVP and CFO, effective Oct 4, 2021

## Summary
- Linda S. Huber appointed EVP and CFO, replacing Helen Shan who remains Chief Revenue Officer.
- Huber brings 30+ years finance experience; previously CFO of MSCI Inc. and Moody's Corporation.
- Compensation: base salary $550,000, target bonus $550,000, annual equity grant of $2,250,000.
- Equity grant vests over time: options 20% per year for 5 years, RSUs 1/3 each year for 3 years, PSUs on 3rd anniversary.
- No family relationships, arrangements, or related party transactions in connection with appointment.

## SEC filing metadata
- accession: 0001013237-21-000130
- form_type: 8-K
- ticker: FDS
- cik: 0001013237
- company_name: FACTSET RESEARCH SYSTEMS INC
- filed_at: 2021-10-04T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1013237/000101323721000130/0001013237-21-000130-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1013237/000101323721000130/fds-20211004.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001013237-21-000130
- JSON: https://secwatch.observer/filing/0001013237-21-000130.json
- Plain text: https://secwatch.observer/filing/0001013237-21-000130.txt

## Key facts
- Executive change
  Helen Shan changed role as Chief Revenue Officer at FACTSET RESEARCH SYSTEMS INC.
  - Action: succeeded
  - Role: Chief Revenue Officer
  source text: Ms. Huber succeeds Helen Shan as CFO, with Ms. Shan continuing to serve as FactSet's Chief Revenue Officer.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1013237/000101323721000130/0001013237-21-000130-index.htm
- Executive change
  Linda S. Huber was appointed as Executive Vice President and Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.
  - Action: appointed
  - Role: Executive Vice President and Chief Financial Officer
  source text: Effective October 4, 2021, FactSet Research Systems Inc. (the “Company” or “FactSet”) appointed Linda S. Huber as the Company’s Executive Vice President and Chief Financial Officer ("CFO").
  evidence_url: https://www.sec.gov/Archives/edgar/data/1013237/000101323721000130/0001013237-21-000130-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.