---
schema_version: "secwatch.filing_event.v1"
accession: "0001013237-22-000076"
form_type: "8-K"
ticker: "FDS"
cik: "0001013237"
company_name: "FACTSET RESEARCH SYSTEMS INC"
filed_at: "2022-04-27T23:59:59+00:00"
generated_at: "2026-06-26T03:52:46.165772+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# FactSet CTO Gene Fernandez to depart; severance includes $950k cash, accelerated equity

## Summary
- Chief Technology and Content Officer Gene Fernandez to depart by Aug 31, 2022 or when successor named; employment ends Nov 30, 2022.
- Receives ~$950k cash severance (base salary + target bonuses).
- Accelerated vesting of next stock option tranche from 2018-2021 grants; pro-rata PSUs settle in 2023/2024 subject to goals.
- Health insurance reimbursement ~$25.7k for 12 months; outplacement up to $25k.
- Agreement includes customary release of claims; terms consistent with Executive Severance Plan.

## SEC filing metadata
- accession: 0001013237-22-000076
- form_type: 8-K
- ticker: FDS
- cik: 0001013237
- company_name: FACTSET RESEARCH SYSTEMS INC
- filed_at: 2022-04-27T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1013237/000101323722000076/0001013237-22-000076-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1013237/000101323722000076/fds-20220426.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001013237-22-000076
- JSON: https://secwatch.observer/filing/0001013237-22-000076.json
- Plain text: https://secwatch.observer/filing/0001013237-22-000076.txt

## Key facts
- Executive change
  Gene D. Fernandez departed as Chief Technology and Content Officer at FACTSET RESEARCH SYSTEMS INC.
  - Action: entered into a Separation Agreement
  - Role: Chief Technology and Content Officer
  source text: Mr. Fernandez will remain in his current position as FactSet’s Chief Technology and Content Officer until the earlier of August 31, 2022, or the appointment of his successor
  evidence_url: https://www.sec.gov/Archives/edgar/data/1013237/000101323722000076/0001013237-22-000076-index.htm

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