Joshua Warren was appointed Director of Factset Research Systems Inc. As of November 6, 2026, Factset Research Systems Inc has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from April 8, 2026 to September 25, 2026, naming 1 appointment (Form 8-K, April 8, 2026).
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Factset Research Systems Inc reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-04-08 to 2026-09-25. They name 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Factset Research Systems Inc files it.
Also on the record for Factset Research Systems Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 14, 2026 | Stake report, Schedule 13G/A, by Baron Capital Group, Inc. | 11.81% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 7.37% of the class | 5%+ stakes | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| March 6, 2026 | Stake report, Schedule 13G/A, by Baron Capital Group, Inc. | 10.21% of the class | 5%+ stakes | Source |
| February 17, 2026 | Stake report, Schedule 13G/A, by Baron Capital Group, Inc. | 7.79% of the class | 5%+ stakes | Source |
| February 11, 2026 | Stake report, Schedule 13G/A, by Morgan Stanley | 2.5% of the class | 5%+ stakes | Source |
| January 30, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | 11.9% of the class | 5%+ stakes | Source |
| January 21, 2026 | Stake report, Schedule 13G/A, by BlackRock, Inc. | 7.2% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G/A, by Baron Capital Group, Inc. | 4.81% of the class | 5%+ stakes | Source |
| October 30, 2025 | Stake report, Schedule 13G/A, by The Vanguard Group | 13.04% of the class | 5%+ stakes | Source |
| August 7, 2025 | Stake report, Schedule 13G, by Morgan Stanley | 5.7% of the class | 5%+ stakes | Source |
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More on Factset Research Systems Inc and the records around it.
Factset Research Systems Inc elsewhere on the record
Companies that share a holder
- BAMCO INC /NY/ also filed stake reports on 22 other companies: Birkenstock Holding plc (Aug 2026), Blackstone Digital Infrastructure Trust Inc. (Aug 2026), CAREDX, INC. (Aug 2026)
- Morgan Stanley also filed stake reports on 182 other companies: MDA Space Ltd. (Nov 2026), RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (Oct 2026), Arbutus Biopharma Corp (Oct 2026)
- Vanguard Capital Management also filed stake reports on 1495 other companies: A10 Networks Inc (Oct 2026), Altisource Portfolio Solutions SA (Oct 2026), Alto Neuroscience Inc (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-09-25 | Reported | not named in the filing | 8-K, 2026-09-25 | ||
| 2026-04-08 | In | Director | 8-K, 2026-04-08 |
Who leads Factset Research Systems Inc, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Director: Joshua Warren, appointed (filed 2026-04-08).
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Reported
On September 23, 2026, the Board of Directors (the "Board") of FactSet Research Systems Inc. ("FactSet" or the "Company") appointed Marcel Prins a director of the Company.
Appointed: Joshua Warren, Director
On April 8, 2026, the Company announced that the board of directors of the Company appointed Joshua Warren as its CFO.
- Ms. Shan is expected to remain employed with the Company for a transitional period, during which she will be eligible to receive a base salary, FY 2026 bonus and employee benefits, but will not be eligible for any new incentive awards or any FY 2027 bonus.
- Ms. Shan's eligibility to receive the severance and transition benefits described above is subject to her execution of a separation agreement, a copy of which is expected to be filed with the Company's Quarterly Report on Form 10-Q for the quarter ending May 31, 2026.
- Mr. Warren will commence employment with the Company on April 13, 2026 (the "Start Date").
- Mr. Warren, age 46, has served as the Chief Financial Officer of Envestnet, Inc. from 2023 to 2025.
- Previously, he served as the Managing Director and Global Head of Business Strategy for iShares and Index Investments for BlackRock, Inc. ("BlackRock") from 2021 to 2023, and prior to that, he was the Managing Director in BlackRock's Corporate Strategy and Development team.
- Prior to joining BlackRock in 2015, Mr. Warren's experience included roles at Barclays Capital Inc.; Foros Group; the United States Department of the Treasury; and Skadden, Arps, Slate, Meagher & Flom LLP.
- Mr. Warren holds a Juris Doctor from the New York University School of Law and a Bachelor of Arts in Philosophy and History from Dartmouth College.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.
