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FactSet Research Systems Inc. Announces Transition of CFO Helen Shan

PUBLIC · FDSApr 08, 2026

Position

Chief Financial Officer

Company

FactSet

Helen Shan
NorwalkSoftwareData And Analytics

Description

On April 8, 2026, FactSet Research Systems Inc. announced the transition of Helen Shan from her position as Chief Financial Officer, effective April 13, 2026. Following her departure, she will be eligible for severance benefits and will continue to assist in a transitional capacity

Quick answer

FactSet Research Systems Inc. Announces Transition of CFO Helen Shan (April 8, 2026). FactSet is based in Norwalk, Connecticut, United States.

Who is the new Chief Financial Officer at FactSet?
FactSet named Helen Shan Chief Financial Officer, announced April 8, 2026.
What did FactSet announce on April 8, 2026?
On April 8, 2026, FactSet Research Systems Inc. announced the transition of Helen Shan from her position as Chief Financial Officer, effective April 13, 2026.
What does FactSet do?
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner.
Where is FactSet based?
FactSet is based in Norwalk, Connecticut, United States.
Which similar companies made leadership changes around the same time?
Alteryx (April 7, 2026), Oracle (April 6, 2026), Creative Galileo (April 6, 2026) and Dataiku (April 6, 2026) also announced leadership changes within 45 days of FactSet.

Source: Fundz verified event record.

Other recent leadership changes in Data And Analytics and Software

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

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Company Information

Company

FactSet

Location

Norwalk, Connecticut, United States

About

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions, with the distinction of having been recently added to the S&P 500, and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset. 1 FactSet expects to receive a step up in tax basis resulting in an annual deduction over the next 15 years with an estimated tax benefit of approximately $200 million on a present value basis. 2 CUSIP (Committee on Uniform Security Identification Procedures) is a 9-character alphanumeric identifier assigned for issuers and their financial instruments offered in the U.S. and Canada. For outside of North America, CINS (CUSIP International Number System) is a 9-character alphanumeric identifier that uses the same 9-character format as CUSIP identifiers and is the local identifier of more than 30 other international markets. CUSIP was launched in 1968 by the ABA and CGS has been managing the CUSIP system on behalf of the ABA since its inception. FactSetInvestor Relations Contact:Kendra Brown+1.203.810.2684kbrown@factset.com Media Contact:Lisa Knoll+1.203.810.1327lknoll@factset.com Liz Cohen and Kerry KellyKekst CNC+1.212.521.4845 / +1 212.521.4840FactSetMediaInquiries@kekstcnc.com

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