Short answer
FactSet (FDS) filed an 8-K current report with the SEC on April 8, 2026 reporting Item 5.02 (Departure/Election of Directors or Officers), Item EX-99.1 (Exhibit EX-99.1). CFO transition effective April 13, 2026, creating near-term leadership change during FactSet’s fiscal 2026.
FactSet 8-K event analysis
AI summary of each reported item and its exhibits
Item 5.02 · Departure/Election of Directors or Officers
- CFO transition effective April 13, 2026, creating near-term leadership change during FactSet’s fiscal 2026
- Joshua Warren appointed CFO after serving as Envestnet CFO from 2023 to 2025
- Warren compensation: $500,000 salary and 110% target annual cash bonus
- $1,500,000 new-hire award: $750,000 options, $500,000 RSUs, and $250,000 cash
- Beginning fiscal 2027, Warren eligible for $2,250,000 target annual equity award
Item EX-99.1 · Exhibit EX-99.1
- Joshua B. Warren appointed CFO effective April 13, 2026, succeeding Helen Shan
- Warren’s asset-management and fintech background supports FactSet’s growth strategy at the intersection of data, technology, and AI
- Shan’s transition was not due to disagreements over accounting practices, financial statements, or financial condition
- CFO change creates near-term executive-transition risk, though management emphasized continuity and a smooth handoff
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