UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of report (Date of earliest event reported): July 27, 2018
FactSet Research Systems Inc.
(Exact name of Registrant as specified in its charter)
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Delaware |
1-11869 |
13-3362547 |
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(State or other jurisdiction of |
(Commission |
(I.R.S. Employer |
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incorporation or organization) |
File Number) |
Identification Number) |
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601 Merritt 7
Norwalk, Connecticut 06851
(Address of principal executive offices)
(203) 810-1000
(Registrant’s telephone number, including area code)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
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Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
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Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
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Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
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Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01 Regulation FD Disclosure
On July 27, 2018, FactSet Research Systems Inc. (the “Company” or “FactSet”) issued a press release to announce that Helen Shan will join as Chief Financial Officer (“CFO”) in September 2018. Maurizio Nicolelli, the Company’s current CFO, will assist with the orderly transition of responsibilities.
A copy of the Company’s press release announcing the matter described above is furnished as Exhibit 99.1.
The information in this Current Report on Form 8-K under Item 7.01, including the information contained in Exhibit 99.1, is being furnished to the Securities and Exchange Commission, and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by a specific reference in such filing.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
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Exhibit No. |
Description |
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99.1 |
Press Release of FactSet Research Systems Inc., dated July 27, 2018 |
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.
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FACTSET RESEARCH SYSTEMS INC. (Registrant) |
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Date: July 27, 2018 |
By: |
/s/ F. PHILIP SNOW |
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F. Philip Snow |
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Chief Executive Officer |
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(Principal Executive Officer) |
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EXHIBIT INDEX
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Exhibit No. |
Description of Document |
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99.1 |
Press Release of FactSet Research Systems Inc., dated July 27, 2018 |
Exhibit 99.1
News Release
FactSet Announces Helen Shan as New Chief Financial Officer
Norwalk, CT – July 27, 2018 – FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Helen Shan will join as Chief Financial Officer (CFO) in September, 2018.
Shan has more than 25 years of experience in business and financial services, and has held key executive roles in finance, treasury, strategy, corporate development, and investment banking. She will join FactSet following her position at Marsh and McLennan Companies, where she was CFO for Mercer, one of the world’s leading professional services firms, providing advice and solutions that help organizations meet the needs of a changing workforce. During her time at Mercer, Shan was responsible for global financial reporting and performance, operational finance, investments, and corporate strategy, leading a team of finance professionals supporting clients in over 130 countries.
Prior to Mercer, Shan has held the role of Vice President and Treasurer for both Marsh and McLennan Companies and Pitney Bowes Inc. and of Managing Director at J.P. Morgan. She earned Bachelor of Science degrees from the University of Pennsylvania’s Wharton School and School of Engineering and Applied Science, and a Master of Business Administration from Cornell University’s SC Johnson College of Business.
“We’re excited to welcome Helen as our new CFO,” said Phil Snow, Chief Executive Officer, FactSet. “Helen brings extensive financial, operational, and strategic experience to FactSet, which adds to the existing strength of our Finance organization. Her skills and expertise position her well to partner with our business leaders as we evolve and build out new capabilities as an organization.”
There will be a transition period when Shan joins with current CFO Maurizio Nicolelli, who will remain an employee with FactSet through December 2018.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 89,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter: www.twitter.com/factset.
FactSet
Media & Investor Relations
Contact:
Rima Hyder
857.265.7523
Rima.hyder@factset.com
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