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AI brief of an SEC Form 8-K · FactSet (FDS)

FactSet names Joshua Warren CFO, Helen Shan steps down effective April 13, 2026

Neutral Impact 4 of 5 leadership Written later

FactSet said Joshua Warren will become chief financial officer effective April 13, 2026, succeeding Helen Shan, who is transitioning out of the role on the same date. Warren's employment agreement sets a $500,000 base salary and a $1.5 million new-hire award, and the filing states Shan's departure is not the result of any disagreement with the company over accounting practices, financial statements or financial condition. The change is a senior finance leadership transition, and the filing does not report financial results.

Key points

  • Joshua Warren, age 46, appointed CFO effective April 13, 2026; previously CFO of Envestnet, Inc. from 2023 to 2025
  • Helen Shan transitions out as CFO effective April 13, 2026; her severance eligibility is subject to a separation agreement expected to be filed with the 10-Q for the quarter ending May 31, 2026
  • Warren's pay: $500,000 base salary, 110% target cash bonus, $2,250,000 target annual equity award beginning fiscal 2027, and a $1,500,000 new-hire award
  • Filing states Shan's departure is not the result of any disagreement regarding accounting practices, financial statements or financial condition

The filing

CompanyFactSet (FDS)
Form8-K, current report
Filed with the SECApr 8, 2026, 7:06 AM ET
Accession number0000950103-26-005447

Items reported: 5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 08, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.