FDS 8-K SEC Filing Analysis

Latest settled — T+20d

FDS ▼ -1.49% at T+20d

NEUTRAL call ✗ call lost -1.49% · α vs SPY -10.03% · entry $222.73 → $219.42

Next anchor: T+60d in 23d

Last close $246.38 (close Jun 8) · +10.62% from $222.73 entry

Entry anchored
Apr 7, 03:59 PM ET
via Databento tick

T+1d

-4.24%

call -4.24% · α -4.81%

$213.29

settled 2mo ago

T+5d

+3.51%

call +3.51% · α -0.01%

$230.54

settled 8w ago

T+20d

-1.49%

call -1.49% · α -10.03%

$219.42

settled 5w ago

T+60d

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call — · α —

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in 23d

Price Chart

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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.

Actionable Insight

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.

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)

compensationdilutioncashFlow

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

Exchange

NYSE

Sector

Services-Computer Programming, Data Processing, Etc.

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

4 reports for FDS

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for FDS — sortable, filterable
	Type				Now
Apr 8, 2026 8w ago	8-K NEUTRAL ★ 4/10	$222.73 $219.42	▼ −1.49%	▼ −10.03%	$246.38 (+10.62%)
Mar 31, 2026 10w ago	Press Release MIXED ★ 6/10	$216.89 $231.29	▲ +6.64%	▼ −2.78%	$246.38 (+13.60%)
Mar 31, 2026 10w ago	8-K MIXED ★ 6/10	$216.89 $231.29	▲ +6.64%	▼ −2.78%	$246.38 (+13.60%)
Feb 28, 2026 14w ago	Institutional Cluster BULLISH ★ 7/10	$219.72 $203.93	▼ −7.19%	▲ +0.75%	$246.38 (+12.13%)

US Market Status

Market Closed — Opens in 7h 9m

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