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AI brief of an SEC Form 8-K · FactSet (FDS)

FactSet names Kate Stepp Chief AI Officer and Bob Stolte Chief Technology Officer

Neutral Impact 3 of 5 leadership Written later

FactSet said Kate Stepp, its former Chief Technology Officer, became Chief AI Officer, and Bob Stolte took over as Chief Technology Officer, both effective March 2, 2026. Stepp will lead the company's AI services for clients and report to CEO Sanoke Viswanathan, while Stolte will oversee the global technology organization, including cybersecurity and operational resilience.

Key points

  • Kate Stepp moves from Chief Technology Officer, a role she held since September 2022, to Chief AI Officer
  • Bob Stolte was appointed Chief Technology Officer, reporting to CEO Sanoke Viswanathan
  • Both appointments are effective March 2, 2026; the company announced them March 4, 2026

The filing

CompanyFactSet (FDS)
Form8-K, current report
Filed with the SECMar 4, 2026, 6:57 AM ET
Accession number0001628280-26-014385

Items reported: 5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 04, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.