FactSet CFO Linda Huber departs; Helen Shan appointed CFO effective July 23, 2024

FACTSET RESEARCH SYSTEMS INC

Linda Huber stepped down as EVP, CFO effective July 22, 2024; serves as finance advisor through Dec 31, 2024 at $300k salary plus $384k FY24 bonus.
Huber's departure not due to disagreement with accounting practices or financial disclosures per company statement.
Helen Shan, previously EVP & Chief Revenue Officer, named CFO effective July 23, 2024; previously held CFO role 2018–2021.
Shan to remain CRO through Aug 31, 2024 during transition; no related-party transactions disclosed.
Separation Agreement includes 12-month non-compete and standard release provisions; Huber retains vested equity and benefits.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Helen Shan

Chief Financial Officer

FDS · FACTSET RESEARCH SYSTEMS INC

Effective: 2024-07-23
Filed: July 23, 2024, 7:59 PM ET

On July 23, 2024, the Company also announced that Helen Shan, 56, the Company’s Executive Vice President and Chief Revenue Officer, was appointed to the position of Chief Financial Officer effective July 23, 2024.

Departed

Linda S. Huber

Chief Financial Officer

FDS · FACTSET RESEARCH SYSTEMS INC

Effective: 2024-07-22
Successor: Helen Shan
Filed: July 23, 2024, 7:59 PM ET

On July 23, 2024, FactSet Research Systems Inc. (the “Company”) announced that Linda S. Huber had transitioned out of her position as the Company’s Executive Vice President, Chief Financial Officer, effective July 22, 2024.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Helen Shan was appointed as Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On July 23, 2024, the Company also announced that Helen Shan, 56, the Company’s Executive Vice President and Chief Revenue Officer, was appointed to the position of Chief Financial Officer effective July 23, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Linda S. Huber changed role as Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.

Action: transitioned out
Role: Chief Financial Officer

Exact text from the filing

On July 23, 2024, FactSet Research Systems Inc. (the “Company”) announced that Linda S. Huber had transitioned out of her position as the Company’s Executive Vice President, Chief Financial Officer, effective July 22, 2024.

View on SEC.gov

FACTSET RESEARCH SYSTEMS INC filing history →

Source: SEC EDGAR

accession 0001013237-24-000089

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