---
schema_version: "secwatch.filing_event.v1"
accession: "0001013237-24-000089"
form_type: "8-K"
ticker: "FDS"
cik: "0001013237"
company_name: "FACTSET RESEARCH SYSTEMS INC"
filed_at: "2024-07-23T23:59:59+00:00"
generated_at: "2026-05-31T17:44:54.767969+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001013237-24-000089
- form_type: 8-K
- ticker: FDS
- cik: 0001013237
- company_name: FACTSET RESEARCH SYSTEMS INC
- filed_at: 2024-07-23T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1013237/000101323724000089/0001013237-24-000089-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1013237/000101323724000089/fds-20240722.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001013237-24-000089
- JSON: https://secwatch.observer/filing/0001013237-24-000089.json
- Plain text: https://secwatch.observer/filing/0001013237-24-000089.txt

## Key facts
- Executive change
  Helen Shan was appointed as Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.
  - Action: appointed
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1013237/000101323724000089/0001013237-24-000089-index.htm
- Executive change
  Linda S. Huber changed role as Chief Financial Officer at FACTSET RESEARCH SYSTEMS INC.
  - Action: transitioned out
  - Role: Chief Financial Officer
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1013237/000101323724000089/0001013237-24-000089-index.htm

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