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Executive ChangeItem 5.02 · 8-KMEDIUM RiskNeutral

FactSet Research Systems Inc.

factset.com
Filed: Apr 2, 2026CIK: 0001013237
Watch CompanyView on SEC.gov

AI Executive Summary

AI-powered analysis of 8-K filing content

FactSet Research Systems Inc. announced the departure of CFO Helen Shan effective April 13, 2026, with severance benefits and transitional support. This leadership change may signal a strategic shift in financial management as the company navigates future business challenges.

Key Takeaways

Helen Shan is transitioning out as CFO effective April 13, 2026, after the April 8 announcement

She will receive severance benefits per the Executive Severance Plan and equity letter agreement

2 more takeaways

Related Filings (1)

1 more filing from FactSet Research Systems Inc. in the last 90 days

Filing Overview

Form Type8-K
Filing DateApr 2, 2026
Item5.02
CategoryExecutive Change
CIK0001013237
Accession #0001013237
Risk LevelMEDIUM
SentimentNeutral
Signalinformational
Topics
executive departureleadership transition

What This Means

A senior executive (CEO, CFO, etc.) has joined, departed, or changed roles. Leadership changes can significantly impact strategy.
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