Helen L. Shan compensation by year
FactSet Research Systems Summary Compensation Table · all 3 fiscal years held| Component | FY2021 | FY2022 | FY2023 |
|---|---|---|---|
| Salary | $469,615 | $475,000 | $498,077 |
| Bonus | — | — | $0 |
| Stock awards | $950,222 | $750,304 | $825,221 |
| Option awards | $950,030 | $750,080 | $825,072 |
| Non-equity incentive | $625,000 | $750,000 | $607,150 |
| Pension and deferred compensation | — | — | $0 |
| All other | $11,685 | $12,400 | $13,200 |
| Total | $3,006,552 | $2,737,784 | $2,768,720 |
Each year as stated in that year's proxy. A dash means the company reported no figure in that column. Source: FactSet Research Systems Inc. DEF 14A filed October 27, 2023, accession 0001013237-23-000130, and prior-year filings. Open the filing on EDGAR.
How this page was built: the FactSet Research Systems Inc. filed document, accession 0001013237-23-000130. Every figure is read from that document and cited to the page and table it appears in. Filed October 27, 2023.
Equity holdings
unvested awards at FY2025 year-end| Type | Unvested units | Value at year-end | Exercise price |
|---|---|---|---|
| RSU | 4,122 | $1,538,825 | — |
| RSU | 4,038 | $1,507,466 | — |
| RSU | 3,550 | $1,325,286 | — |
| RSU | 1,009 | $376,680 | — |
| Option | 1,412 | — | $342.06 |
| Option | 2,930 | — | $434.82 |
| Option | 1,729 | — | $316.71 |
| Option | 3,942 | — | $426.25 |
| Option | 5,280 | — | $436.57 |
| Option | 6,762 | — | $458.80 |
Per the Outstanding Equity Awards at Fiscal Year-End table in FactSet Research Systems Inc.'s FY2025 proxy; value at the fiscal year-end close, as the company printed it.
Insider transactions since the last proxy
7 Form 4 lines since the FY2023 proxy (filed October 27, 2023)current to 2026-11-10 · updated nightly
| Date | Transaction | Plan | Shares | Price | Held after |
|---|---|---|---|---|---|
| 2025-11-03 | Grant or award derivative | — | 14,933 | $0.00 | 14,933 |
| 2025-11-01 | Exercise or conversion | — | 1,009 | $0.00 | 10,293 |
| 2025-11-01 | Tax withholding | — | 558 | $266.80 | 9,735 |
| 2025-11-01 | Exercise or conversion derivative | — | 1,009 | $0.00 | 0 |
| 2025-10-06 | Purchase | — | 370 | $275.48 | 9,284 |
| 2025-09-15 | Grant or award derivative | — | 1,009 | $0.00 | 1,009 |
| 2025-05-01 | Grant or award | — | 3,550 | $0.00 | 8,914 |
The 7 most recent of 7 lines, each as reported on the Form 4. "10b5-1" marks a trade the filing reports under a pre-arranged trading plan. View every Form 4 filing on EDGAR →
Change-in-control & termination
estimated payments FactSet Research Systems discloses, by trigger · FY2025| Trigger | Cash severance | Accelerated equity | Benefits continuation | Total as disclosed |
|---|---|---|---|---|
| Disability | $0 | $1,653,217 | $0 | $1,653,217 |
| Death | $0 | $0 | $0 | $1,653,217 |
| Involuntary termination without cause | $1,840,000 | $1,396,746 | $11,325 | $3,273,071 |
| Involuntary for cause | $0 | $0 | $0 | $0 |
| Change in control and involuntary termination | $2,443,750 | $2,346,224 | $16,987 | $4,831,961 |
| Change in control, no termination | $0 | $0 | $0 | $0 |
| Retirement | $0 | $0 | $0 | $0 |
Per the Potential Payments Upon Termination or Change in Control table in FactSet Research Systems Inc.'s FY2025 proxy. Estimates as the company printed them; a dash means it printed no figure.
FactSet Research Systems’s named executive officers, FY2023
as the company reported each| Named executive officer | Role | FY2023 total |
|---|---|---|
| F. Philip Snow | Chief Executive Officer | $9,460,930 |
| Helen Shan | Executive Vice President, Chief Financial Officer | $4,522,176 |
| Christopher McLoughlin | Executive Vice President, Chief Legal Officer and Corporate Secretary | $3,272,550 |
| Goran Skoko | Executive Vice President, Chief Revenue Officer, Managing Director EMEA and Asia Pacific | $2,735,591 |
| Katherine M. Stepp | Executive Vice President, Chief Technology Officer | $2,189,822 |
Helen L. Shan's compensation dossier, FactSet Research Systems
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How this record is built
Every figure on this page is one figure from a public SEC filing, printed as the filing states it and cited to the document. Compensation totals are FactSet Research Systems's own disclosed totals, not summed by Velarion. Insider transactions are read from Form 4 filings and cover every line filed since the most recent proxy. Nothing is estimated by Velarion; where the company does not disclose a value the cell reads "—", and a section appears only where the company discloses the data. Corrections: records@velarion.ai.
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