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

FactSet names Sanoke Viswanathan CEO effective September 1; Phil Snow to retire

Neutral Impact 4 of 5 leadership Written later

FactSet's board appointed Sanoke Viswanathan, a 15-year JPMorgan Chase veteran who is currently CEO of its International Consumer and Wealth business, as chief executive effective September 1, 2025 or another mutually agreed date. He will also join the board on that date, succeeding F. Philip Snow, who is retiring as CEO and director. The filing sets out a compensation package for Viswanathan that includes a $22,000,000 performance option award and a $13,000,000 make-whole cash payment, which shareholders will weigh alongside the leadership transition.

Key points

  • Viswanathan, age 50, has been CEO of JPMorgan's International Consumer and Wealth since June 2024; Snow notified the company of his retirement on May 28, 2025.
  • Snow stays on as a special advisor to the board and Viswanathan through November 15, 2025, or a later mutually agreed date, and his departure is not tied to any disagreement with the company.
  • Viswanathan's pay includes a $1,000,000 base salary, a 200% target cash bonus, and a $22,000,000 performance-vesting stock option award for fiscal 2026 and 2027 granted in fall 2025.

The filing

CompanyFactSet (FDS)
Form8-K, current report
Filed with the SECJun 3, 2025, 7:05 AM ET
Accession number0001104659-25-055713

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 June 03, 2025.

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.