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FactSet8-K: CFO change

FactSet appoints new CFO Joshua Warren, effective April 13, 2026, replacing Helen Shan.

Source

SEC EDGARApr 8, 2026

Current report (Form 8-K)

FactSet 8-K

Filing excerpt

On April 8, 2026, FactSet Research Systems Inc. (the “Company”) announced that, effective April 13, 2026, Helen Shan, the Chief Financial Officer of the Company (“CFO”), will transition out of her position as CFO...

sec.gov/Archives/edgar/data/1013237/000095010326005447/dp244995_8k.htmRead the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
8-K: CFO change

What this signalsA new leader often reviews the tools the team uses.

Form
8-K
Filed
Apr 8, 2026

The full record

From the Signal API record

Numbers

Dollar figure
$1.5M (One-time, new-hire equity and cash award for incoming CFO Joshua Warren.)
Percent
110% (Annual target cash bonus equal to 110% of base salary for the new CFO.)

Details

CIK
1013237
Accession number
0000950103-26-005447
Timeframe
Immediate
Filing year
2026
Why it matters
Budget/procurement review
Signal category
Leadership

Extraction

Confidence
High
Relevance
100%
Sentiment
Neutral
Detected
Apr 14, 2026
signal_type
sec-8k
signal_subtype
cfoChange

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The API returns more than this page shows

This page shows a preview. The full sec-8k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/756f80b5-50e3-4098-8809-e8dab878f927 returns this record as JSON. POST /v1/companies/enrich returns every signal for factset.com.

{
  "signal_id": "756f80b5-50e3-4098-8809-e8dab878f927",
  "signal_type": "sec-8k",
  "signal_subtype": "cfoChange",
  "detected_at": "2026-04-14T06:58:48.32+00:00",
  "company": {
    "name": "FactSet",
    "domain": "factset.com"
  },
  "data": {
    "detail": "The appointment of a new CFO, Joshua Warren, signals a potential 90-day review of financial systems, processes, and vendor relationships. New leadership often re-evaluates spending and seeks new efficiencies, creating opportunities for solutions in financial planning, analytics, and compliance.",
    "metrics": {
      "pct": 1.1,
      "timeframe": "immediate",
      "pct_context": "Annual target cash bonus equal to 110% of base salary for the new CFO.",
      "dollar_context": "One-time, new-hire equity and cash award for incoming CFO Joshua Warren.",
      "dollar_millions": 1.5
    },
    "summary": "FactSet appoints new CFO Joshua Warren, effective April 13, 2026, replacing Helen Shan.",
    "excerpts": "On April 8, 2026, FactSet Research Systems Inc. (the “Company”) announced that, effective April 13, 2026, Helen Shan, the Chief Financial Officer of the Company (“CFO”), will transition out of her position as CFO...",
    "relevance": 1,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1013237/000095010326005447/dp244995_8k.htm",
    "filing_date": "2026-04-08",
    "filing_year": 2026,
    "sales_relevance": "Budget/procurement review",
    "signal_category": "leadership"
  }
}

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