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FactSet8-K: Governance 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: Governance change

What this signalsFilings often name leadership changes, deals and spending plans.

Form
8-K
Filed
Apr 8, 2026

The full record

From the Signal API record

Numbers

Dollar figure
$1.8M (New CFO's one-time new-hire award, consisting of $1.5M in equity and $0.25M in cash.)
Percent
110% (New CFO's annual target cash bonus as a percentage of base salary (110%).)

Details

CIK
1013237
Accession number
0000950103-26-005447
Timeframe
Immediate
Filing year
2026
Why it matters
Governance tools needed
Signal category
Esg

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Apr 14, 2026
signal_type
sec-8k
signal_subtype
governanceChange

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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/89edaea7-d98b-438a-bf99-064b3505ef1f returns this record as JSON. POST /v1/companies/enrich returns every signal for factset.com.

{
  "signal_id": "89edaea7-d98b-438a-bf99-064b3505ef1f",
  "signal_type": "sec-8k",
  "signal_subtype": "governanceChange",
  "detected_at": "2026-04-14T06:58:48.385+00:00",
  "company": {
    "name": "FactSet",
    "domain": "factset.com"
  },
  "data": {
    "detail": "A new CFO often triggers a 90-day review of existing financial systems, vendor contracts, and strategic priorities. This creates a significant opportunity for new vendors to engage as the incoming leader, formerly CFO of Envestnet, evaluates the current financial tech stack and processes.",
    "metrics": {
      "pct": 1.1,
      "timeframe": "immediate",
      "pct_context": "New CFO's annual target cash bonus as a percentage of base salary (110%).",
      "dollar_context": "New CFO's one-time new-hire award, consisting of $1.5M in equity and $0.25M in cash.",
      "dollar_millions": 1.75
    },
    "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": 0.9,
    "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": "Governance tools needed",
    "signal_category": "esg"
  }
}

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