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Leadership changes · FDS · SEC Form 8-K, Item 5.02

Leadership changes at Factset Research Systems Inc (2026)

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Who joined and who left Factset Research Systems Inc (FDS)? 1 appointment reported from 2026-04-08 to 2026-09-25, each cited to the company's own filing.

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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Changes2
In (appointed)1
Latest filing2026-09-25

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

DateRecordFigureOur pageSource
August 14, 2026Stake report, Schedule 13G/A, by Baron Capital Group, Inc.11.81% of the class5%+ stakesSource
April 29, 2026Stake report, Schedule 13G, by Vanguard Capital Management7.37% of the class5%+ stakesSource
March 26, 2026Stake report, Schedule 13G/A, by The Vanguard Group—5%+ stakesSource
March 6, 2026Stake report, Schedule 13G/A, by Baron Capital Group, Inc.10.21% of the class5%+ stakesSource
February 17, 2026Stake report, Schedule 13G/A, by Baron Capital Group, Inc.7.79% of the class5%+ stakesSource
February 11, 2026Stake report, Schedule 13G/A, by Morgan Stanley2.5% of the class5%+ stakesSource
January 30, 2026Stake report, Schedule 13G/A, by The Vanguard Group11.9% of the class5%+ stakesSource
January 21, 2026Stake report, Schedule 13G/A, by BlackRock, Inc.7.2% of the class5%+ stakesSource
November 14, 2025Stake report, Schedule 13G/A, by Baron Capital Group, Inc.4.81% of the class5%+ stakesSource
October 30, 2025Stake report, Schedule 13G/A, by The Vanguard Group13.04% of the class5%+ stakesSource
August 7, 2025Stake report, Schedule 13G, by Morgan Stanley5.7% of the class5%+ stakesSource

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Timeline

FiledIn / outPersonRoleEffectiveSource
2026-09-25Reportednot named in the filing8-K, 2026-09-25
2026-04-08InDirector8-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.

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Every change, in the filing's words

Filed 2026-09-25 · 8-K

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.
Filed 2026-04-08 · 8-K

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.

Also stated in this filing

  • 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.

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Cite this page

Permanent URL: https://mentionfox.com/executive-changes/factset-research-systems
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who joined Factset Research Systems Inc? (2026). MentionFox, 2026-11-06. https://mentionfox.com/executive-changes/factset-research-systems