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AI English summary of an SEC filing — figures as filed

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FactSet said on March 4, 2026 that Kate Stepp, previously the Company's Chief Technology Officer, was named Chief AI Officer, and she assumed her new role on March 2, 2026.

8-KDeparture or Appointment of Directors or Certain OfficersFiled Period of report Summary published (UTC)

Key points

AI summary
  1. FactSet said on March 4, 2026 that Kate Stepp, previously the Company's Chief Technology Officer, was named Chief AI Officer, and she assumed her new role on March 2, 2026.

  2. The company said Bob Stolte assumed the role of Chief Technology Officer on March 2, 2026, reporting to Sanoke Viswanathan and leading the global technology organization.

  3. FactSet said that as Chief AI Officer, Kate Stepp reports to Chief Executive Officer Sanoke Viswanathan and will focus on driving the development and deployment of AI capabilities across the company's products and client solutions, and partner across the organization to further accelerate the roll out of AI solutions in each client type.

  4. The company said Bob Stolte is responsible for platform modernization, engineering execution, operational resilience including system reliability, cybersecurity and IT business continuity, and enterprise technology strategy. It added that Kate Stepp held the CTO role since September 2022.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Kate Stepp Named Chief AI Officer

FactSet said on March 4, 2026 that Kate Stepp, previously the Company's Chief Technology Officer, was named Chief AI Officer, and she assumed her new role on March 2, 2026.

Source · Based on the filing body and exhibits

Bob Stolte Becomes Chief Technology Officer

The company said Bob Stolte assumed the role of Chief Technology Officer on March 2, 2026, reporting to Sanoke Viswanathan and leading the global technology organization.

Source · Based on the filing body and exhibits

Chief AI Officer Role Scope

FactSet said that as Chief AI Officer, Kate Stepp reports to Chief Executive Officer Sanoke Viswanathan and will focus on driving the development and deployment of AI capabilities across the company's products and client solutions, and partner across the organization to further accelerate the roll out of AI solutions in each client type.

Source · Based on the filing body and exhibits

CTO Responsibilities and Prior Tenure

The company said Bob Stolte is responsible for platform modernization, engineering execution, operational resilience including system reliability, cybersecurity and IT business continuity, and enterprise technology strategy. It added that Kate Stepp held the CTO role since September 2022.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.