Monitor for any unexpected departure of Helen Shan before the transition completes and watch for potential stock price movement around Warren's start date as investors assess the leadership change.
Price Chart
Executive Summary
FactSet announced CFO Helen Shan's departure and the appointment of Joshua Warren as her successor, effective April 13, 2026. Warren will receive a $1.5 million new-hire equity grant and a $250,000 cash signing bonus repayable if he leaves within a year.
Key Facts
- Helen Shan is transitioning out as CFO but will remain employed during a transitional period
- Joshua Warren, former CFO of Envestnet and executive at BlackRock, is appointed as new CFO effective April 13, 2026
- Warren's compensation includes $500,000 annual base salary, 110% target bonus, and a $1.5 million new-hire equity grant
- The new-hire equity grant includes $750,000 in stock options, $500,000 in RSUs, and $250,000 in cash repayable if Warren leaves within one year
- Shan's departure is not due to disagreements with the company regarding accounting or financial statements
Financial Impact
$1.75 million in total new-hire compensation for the incoming CFO ($1.5 million equity + $250,000 cash)
Risk Factors
- Potential disruption during CFO transition period
- Risk of executive turnover if integration of new CFO is not smooth
- Repayable cash bonus indicates company wants to ensure retention
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000950103-26-005447 |
| Document: dp244995_ex9901.htm | 0000950103-26-005447 |
| Document: 0000950103-26-005447-index-headers.html | 0000950103-26-005447 |
| Document: 0000950103-26-005447-index.html | 0000950103-26-005447 |
| Document: 0000950103-26-005447.txt | 0000950103-26-005447 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | Press Release | $305.91 $277.61 | ▼ −9.25% | ▼ −9.10% | $266.00 (−13.05%) |
Apr 8, 2026 25w ago | 8-K | $222.73 $219.42 | ▼ −1.49% | ▼ −10.03% | $266.00 (+19.43%) |
Mar 31, 2026 26w ago | Press Release | $216.89 $231.29 | ▲ +6.64% | ▼ −2.78% | $266.00 (+22.64%) |
Mar 31, 2026 26w ago | 8-K | $216.89 $231.29 | ▲ +6.64% | ▼ −2.78% | $266.00 (+22.64%) |
Feb 28, 2026 30w ago | Institutional Cluster | $219.72 $203.93 | ▼ −7.19% | ▲ +0.75% | $266.00 (+21.06%) |
US Market Status
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