AI English summary of an SEC filing — figures as filed
FactSet FDSFactSet announced on April 8, 2026 that Helen Shan will transition from her position as Chief Financial Officer effective April 13, 2026, and that its board of directors appointed Joshua Warren as CFO, with Warren commencing employment on April 13.
Key points
AI summaryFactSet announced on April 8, 2026 that Helen Shan will transition from her position as Chief Financial Officer effective April 13, 2026, and that its board of directors appointed Joshua Warren as CFO, with Warren commencing employment on April 13.
The company said Warren's employment agreement, dated April 2, 2026, provides for an annual base salary of $500,000 and an annual target cash bonus equal to 110% of his base salary, with any annual cash bonus for fiscal year 2026 pro-rated from the Start Date.
FactSet said it will grant Warren a one-time, new-hire equity grant with a grant date value of $1,500,000, consisting of $750,000 in non-qualified stock options, $500,000 in restricted stock units, and $250,000 in cash, with the stock options and RSUs vesting 50% on each of the 3rd and 4th anniversaries of the grant date.
The company said Shan is expected to remain employed during a transitional period, during which she will be eligible to receive a base salary, FY 2026 bonus and employee benefits, but will not be eligible for any new incentive awards or any FY 2027 bonus, and that Shan's departure is not the result of any disagreement with the company regarding its accounting practices, financial statements or financial condition.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.
CFO Transition: Helen Shan to Step Down, Joshua Warren Appointed
FactSet announced on April 8, 2026 that Helen Shan will transition from her position as Chief Financial Officer effective April 13, 2026, and that its board of directors appointed Joshua Warren as CFO, with Warren commencing employment on April 13.
Source · Based on the filing body and exhibits
Warren Compensation: Base Salary $500,000, Target Cash Bonus 110%
The company said Warren's employment agreement, dated April 2, 2026, provides for an annual base salary of $500,000 and an annual target cash bonus equal to 110% of his base salary, with any annual cash bonus for fiscal year 2026 pro-rated from the Start Date.
Source · Based on the filing body and exhibits
Warren New-Hire Award: $1,500,000, Vesting 50% on 3rd and 4th Anniversaries
FactSet said it will grant Warren a one-time, new-hire equity grant with a grant date value of $1,500,000, consisting of $750,000 in non-qualified stock options, $500,000 in restricted stock units, and $250,000 in cash, with the stock options and RSUs vesting 50% on each of the 3rd and 4th anniversaries of the grant date.
Source · Based on the filing body and exhibits
Shan's Transition Period Benefits and Departure Statement
The company said Shan is expected to remain employed during a transitional period, during which she will be eligible to receive a base salary, FY 2026 bonus and employee benefits, but will not be eligible for any new incentive awards or any FY 2027 bonus, and that Shan's departure is not the result of any disagreement with the company regarding its accounting practices, financial statements or financial condition.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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