FactSet Research Systems Management

Management criteria checks 3/4

FactSet Research Systems' CEO is Phil Snow, appointed in Jul 2015, has a tenure of 9.33 years. total yearly compensation is $7.58M, comprised of 10.2% salary and 89.8% bonuses, including company stock and options. directly owns 0.044% of the company’s shares, worth MX$160.05M. The average tenure of the management team and the board of directors is 5.1 years and 6.2 years respectively.

Key information

Phil Snow

Chief executive officer

US$7.6m

Total compensation

CEO salary percentage	10.2%
CEO tenure	9.3yrs
CEO ownership	0.04%
Management average tenure	5.1yrs
Board average tenure	6.2yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Phil Snow's remuneration changed compared to FactSet Research Systems's earnings?
Date	Total Compensation	Salary	Company Earnings
Aug 31 2024	US$8m	US$773k	US$537m
May 31 2024	n/a	n/a	US$513m
Feb 29 2024	n/a	n/a	US$489m
Nov 30 2023	n/a	n/a	US$480m
Aug 31 2023	US$7m	US$746k	US$468m
May 31 2023	n/a	n/a	US$507m
Feb 28 2023	n/a	n/a	US$448m
Nov 30 2022	n/a	n/a	US$426m
Aug 31 2022	US$7m	US$693k	US$397m
May 31 2022	n/a	n/a	US$394m
Feb 28 2022	n/a	n/a	US$419m
Nov 30 2021	n/a	n/a	US$406m
Aug 31 2021	US$5m	US$637k	US$400m
May 31 2021	n/a	n/a	US$388m
Feb 28 2021	n/a	n/a	US$388m
Nov 30 2020	n/a	n/a	US$380m
Aug 31 2020	US$5m	US$526k	US$373m
May 31 2020	n/a	n/a	US$375m
Feb 29 2020	n/a	n/a	US$366m
Nov 30 2019	n/a	n/a	US$362m
Aug 31 2019	US$3m	US$470k	US$353m
May 31 2019	n/a	n/a	US$330m
Feb 28 2019	n/a	n/a	US$313m
Nov 30 2018	n/a	n/a	US$281m
Aug 31 2018	US$3m	US$446k	US$267m

Compensation vs Market: Phil's total compensation ($USD7.58M) is above average for companies of similar size in the MX market ($USD5.71M).

Compensation vs Earnings: Phil's compensation has been consistent with company performance over the past year.

CEO

Phil Snow (60 yo)

9.3yrs

Tenure

US$7,584,472

Compensation

Mr. Frederick Philip Snow, also known as Phil, has been the Chief Executive Officer at FactSet Research Systems Inc. since July 1, 2015. He served as Director at Quantopian, Inc. since December 19, 2019. H...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Frederick Snow	CEO & Director	9.3yrs	US$7.58m	0.044% MX$ 160.0m
Helen Shan	Executive VP & CFO	less than a year	US$2.71m	0.014% MX$ 51.7m
Katherine Stepp	Executive VP & CTO	2.2yrs	US$2.01m	0.0023% MX$ 8.3m
Catrina Harding	Executive VP & Chief People Officer	1.3yrs	US$1.82m	0% MX$ 0
Goran Skoko	Executive VP	less than a year	US$2.40m	0.012% MX$ 42.2m
Gregory Moskoff	MD, Controller & Chief Accounting Officer	5.4yrs	no data	0.0011% MX$ 3.9m
Alexandra van Nes	Senior Vice President of Investor Relations	1.3yrs	no data	no data
Christopher Ellis	Executive VP and Head of Strategic Initiatives & Partnership	6.2yrs	no data	0.064% MX$ 235.1m
Robert Robie	Executive VP & Head of Institutional Buyside	6.8yrs	US$1.79m	0.0054% MX$ 19.8m
Kristina Karnovsky	Executive VP and Head of the Dealmakers & Wealth	6.8yrs	no data	0.0059% MX$ 21.6m
Brian Daly	Senior Vice President of Finance	5.8yrs	no data	no data
John Costigan	Executive VP & Chief Data Officer	4.8yrs	no data	0.00079% MX$ 2.9m

5.1yrs

Average Tenure

53yo

Average Age

Experienced Management: FDS *'s management team is seasoned and experienced (5.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Frederick Snow	CEO & Director	9.7yrs	US$7.58m	0.044% MX$ 160.0m
Robin Abrams	Independent Chairman of the Board	13.8yrs	US$230.42k	0.024% MX$ 86.3m
James McGonigle	Lead Independent Director	22.5yrs	US$210.17k	0.011% MX$ 38.7m
Laurie Hylton	Independent Director	less than a year	US$27.14k	no data
Laurie Siegel	Independent Director	9.2yrs	US$190.17k	0.0016% MX$ 5.7m
Malcolm Frank	Independent Director	7.9yrs	US$210.17k	0.00093% MX$ 3.4m
Lee Shavel	Independent Director	4.4yrs	US$210.42k	0.0011% MX$ 4.1m
Maria Tejada	Independent Director	2.7yrs	US$210.42k	0.0010% MX$ 3.7m
Shlomo Wiesel	Independent Director	1.7yrs	US$327.65k	no data
Siew Choy	Independent Director	4.4yrs	US$210.42k	0.0013% MX$ 4.8m

6.2yrs

Average Tenure

58yo

Average Age

Experienced Board: FDS *'s board of directors are considered experienced (6.2 years average tenure).

FactSet Research Systems Management

Management criteria checks 3/4

Key information

Recent management updates

Executive VP & Chief Data Officer recently sold Mex$8.3m worth of stock

FactSet Research Systems Inc., Annual General Meeting, Dec 19, 2024

Factset Appoints Kristina Karnovsky as Executive Vice President and Head of the Dealmakers and Wealth Group, Effective September 1, 2024

FactSet Research Systems Inc. Announces Chief Financial Officer Changes

Independent Chairman of the Board recently sold Mex$18m worth of stock

FactSet Research Systems Inc. Appoints Laurie Hylton to Board of Directors

Recent updates

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

FactSet Research Systems Inc. to Report Q1, 2025 Results on Dec 19, 2024

FactSet Research Systems Inc. Reaffirms Earnings Guidance for the Full Year 2025

Executive VP & Chief Data Officer recently sold Mex$8.3m worth of stock

Fourth quarter dividend of US$1.04 announced

Factset Declares Regular Quarterly Cash Dividend, Payable on December 19, 2024

Full year 2024 earnings released: EPS: US$14.11 (vs US$12.26 in FY 2023)

FactSet Research Systems Inc., Annual General Meeting, Dec 19, 2024

FactSet Research Systems Inc. (NYSE:FDS) agreed to acquire Platform Group Limited from K1 Investment Management, LLC and others.

Full year 2024 earnings released: EPS: US$14.11 (vs US$12.26 in FY 2023)

FactSet Research Systems Inc. Provides Earnings Guidance for the Full Year 2025

FactSet Research Systems Inc. (NYSE:FDS) announces an Equity Buyback for $300 million worth of its shares.

FactSet Research Systems Inc. to Report Q4, 2024 Results on Sep 19, 2024

Factset Appoints Kristina Karnovsky as Executive Vice President and Head of the Dealmakers and Wealth Group, Effective September 1, 2024

FactSet Research Systems Inc. Approves Quarterly Cash Dividend, Payable on September 19, 2024

FactSet Research Systems Inc. Announces Chief Financial Officer Changes

Independent Chairman of the Board recently sold Mex$18m worth of stock

Third quarter 2024 earnings released: EPS: US$4.15 (vs US$3.52 in 3Q 2023)

FactSet Research Systems Inc. to Report Q3, 2024 Results on Jun 21, 2024

FactSet Research Systems Inc. Announces its Latest GenAI Advancement, Portfolio Commentary

FactSet Research Systems Inc. Reaffirms Earnings Guidance for the Fiscal Year 2024

FactSet Research Systems Inc. Appoints Laurie Hylton to Board of Directors

FactSet Research Systems Inc. to Report Q2, 2024 Results on Mar 21, 2024

Factset Approves Regular Quarterly Cash Dividend, Payable on March 21, 2024

First quarter 2024 earnings released: EPS: US$3.91 (vs US$3.59 in 1Q 2023)

Factset Research Systems Inc. Updates Earnings Guidance for the Fiscal 2024

Factset Launches Factset Mercury to Supercharge Junior Banker Workflows

FactSet Research Systems Inc. to Report Q1, 2024 Results on Dec 19, 2023

Factset Declares Regular Quarterly Cash Dividend, Payable on December 21, 2023

FactSet Research Systems Inc. Reports Impairment Charges for the Fourth Quarter Ended August 31, 2023

FactSet Announces Executive Changes

FactSet Research Systems Inc. to Report Q4, 2023 Results on Sep 21, 2023

FactSet Research Systems Inc. Appoints Catrina Harding as Executive Vice President, Chief People Officer

FactSet Research Systems Inc. (NYSE:FDS) acquired idaciti, Inc.

Third quarter 2023 earnings released: EPS: US$3.46 (vs US$1.98 in 3Q 2022)

FactSet Research Systems Inc. (NYSE:FDS) announces an Equity Buyback for $300 million worth of its shares.

FactSet Research Systems Inc. to Report Q3, 2023 Results on Jun 22, 2023

Insider recently sold Mex$815k worth of stock

Insider recently sold Mex$2.3m worth of stock

Second quarter 2023 earnings released: EPS: US$3.44 (vs US$2.91 in 2Q 2022)

Executive VP & CTO recently sold Mex$2.2m worth of stock

Upcoming dividend of US$0.89 per share at 0.8% yield

FactSet Approves Regular Quarterly Cash Dividend, Payable on March 16, 2023

FactSet Research Systems Inc. Provides Earnings Guidance for the Fiscal Year 2023

First quarter 2023 earnings released: EPS: US$3.52 (vs US$2.86 in 1Q 2022)

FactSet Research Systems Inc. to Report Q1, 2023 Results on Dec 20, 2022

Factset Approves Regular Quarterly Cash Dividend, Payable December 15, 2022

FactSet Launches Model Center, Marketplace Connecting Wealth Advisors with Asset Managers

Full year 2022 earnings released: EPS: US$10.25 (vs US$10.56 in FY 2021)

Factset Research Systems Inc. Provides Earnings Guidance for the Fiscal 2023

FactSet Research Systems Inc. to Report Q4, 2022 Results on Sep 22, 2022

Upcoming dividend of US$0.89 per share

FactSet Appoints Kate Stepp as Chief Technology Officer, Effective September 1, 2022

Factset Increases Regular Quarterly Cash Dividend, Payable on September 15, 2022

Factset Research Systems Inc. Receives the Resignations of Sheila B. Jordan and Joseph R. Zimmel as Directors of the Company

Independent Director recently sold Mex$7.8m worth of stock

FactSet Research Systems Inc. Provides Earnings Guidance for the Full Year of 2022

Third quarter 2022 earnings released: EPS: US$1.94 (vs US$2.66 in 3Q 2021)

FactSet Research Systems Inc. to Report Q3, 2022 Results on Jun 23, 2022

Independent Director recently sold Mex$8.7m worth of stock

Second quarter 2022 earnings released: EPS: US$2.91 (vs US$2.55 in 2Q 2021)

FactSet Research Systems Inc. (NYSE:FDS) completed the acquisition of CUSIP Global Services Operation from S&P Global Inc. (NYSE:SPGI).

FactSet Research Systems Inc. to Report Q2, 2022 Results on Mar 24, 2022

Upcoming dividend of US$0.82 per share

FactSet Approves Regular Quarterly Cash Dividend, Payable on March 17, 2022

First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

FactSet Research Systems Inc. (NYSE:FDS) entered into an asset purchase agreement to acquire CUSIP Global Services Operation from S&P Global Inc. (NYSE:SPGI) for $1.9 billion.

First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

FactSet Research Systems Inc. Provides Revenue Guidance for Fiscal 2022