FACTSET RESEARCH SYSTEMS INC — Form 10-Q
Filed July 1, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 28/100
What the filing says
Joshua Warren hired as Chief Financial Officer effective April 13, 2026 with $500K base salary, 110% annual bonus target, $2.25M equity award (FY27), and $1.5M new-hire equity grant. Helen Shan, departing CFO, receives severance through November 30, 2026: $585K salary (May), $292.5K (June–Nov), $1.23M cash bonus, pro-rata equity vesting, and $13K health coverage. Both agreements include standard restrictive covenants and release of claims.
Why this rating
CFO transition is routine corporate governance; total severance (~$2M) and new hire comp (~$4M) are <0.03% of $17.5B market cap—immaterial to operations or trajectory.
View original filing on SEC.gov ↗
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