# EDGAR Filing Document

**Accession Number:** 0001013237
**File Stem:** 0001628280-26-014385
**Filing Date:** 2026-3
**Character Count:** 11061
**Document Hash:** d40ff08406bf4161cfe50cef8ce38f60
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-26-014385.hdr.sgml**: 20260304

**ACCESSION NUMBER**: 0001628280-26-014385

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20260302

**ITEM INFORMATION**: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260304

**DATE AS OF CHANGE**: 20260304

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FACTSET RESEARCH SYSTEMS INC
- **CENTRAL INDEX KEY:** 0001013237
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. [7370]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 133362547
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0831

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-11869
- **FILM NUMBER:** 26718811

**BUSINESS ADDRESS:**
- **STREET 1:** 45 GLOVER AVENUE
- **CITY:** NORWALK
- **STATE:** CT
- **ZIP:** 06850
- **BUSINESS PHONE:** 2038101000

**MAIL ADDRESS:**
- **STREET 1:** 45 GLOVER AVENUE
- **CITY:** NORWALK
- **STATE:** CT
- **ZIP:** 06850

?xml version='1.0' encoding='ASCII'? fds-20260302

**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): March 2, 2026**

**FactSet Research Systems Inc.**

**(Exact name of registrant as specified in its charter)**

---

| | | |
|:---|:---|:---|
| **Delaware** | **1-11869** | **13-3362547** |
| (State or other jurisdiction of | (Commission | (I.R.S. Employer |
| incorporation) | File Number) | Identification No.) |

---

**45 Glover Avenue**

**Norwalk, Connecticut 06850**

(Address of principal executive offices) (Zip code)

Registrant's telephone number, including area code: **(203) 810-1000**

Former name or former address, if changed since last report: None

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:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | | |
|:---|:---|:---|
| Title of each class | Trading Symbols(s) | Name of each exchange on which registered |
| Common Stock, $0.01 Par Value | FDS | New York Stock Exchange LLC |
| Common Stock, $0.01 Par Value | FDS | The Nasdaq Stock Market |

---

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 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers**

On March 4, 2026, FactSet Research Systems Inc. ("FactSet" or the "Company") announced that Kate Stepp, previously the Company's Chief Technology Officer ("CTO"), was named Chief AI Officer. Ms. Stepp assumed her new role on March 2, 2026. Bob Stolte assumed the role of CTO on March 2, 2026.

A copy of the press release announcing these changes is annexed as Exhibit 99.1. All information in the press release is furnished but not filed.

**Item 9.01 Financial Statements and Exhibits**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) Exhibits

---

| | |
|:---|:---|
| **Exhibit No.** | **Description** |
| <u>[99.1](factsetpressrelease.htm)</u> | Press Release of FactSet Research Systems Inc., dated March 4, 2026 |
| 104 | Cover page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101) |

---

**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.

---

| | | |
|:---|:---|:---|
|  | FACTSET RESEARCH SYSTEMS INC.<br>(Registrant) | FACTSET RESEARCH SYSTEMS INC.<br>(Registrant) |
| March 4, 2026 | By: | /s/ HELEN L. SHAN |
|  |  | Helen L. Shan<br>Executive Vice President, Chief Financial Officer<br>(Principal Financial Officer) |

---

## Exhibit 99.1

**Exhibit 99.1**

**FactSet Announces Appointments of Chief AI Officer and Chief Technology Officer to Accelerate Enterprise AI and Platform Strategy**

NORWALK, Conn., Mar. 4, 2026 – FactSet (NYSE:FDS \| NASDAQ:FDS), a global financial digital platform and enterprise solutions provider, today announced the appointments of **Kate Stepp** as Chief AI Officer and **Bob Stolte** as Chief Technology Officer, effective March 2, 2026. These appointments reinforce FactSet's continued focus on harnessing artificial intelligence capabilities to enhance client value across its global technology platform.

<u>Chief AI Officer</u>

In her new role as Chief AI Officer, **Kate Stepp** will lead FactSet's AI services for clients, reporting to Sanoke Viswanathan, Chief Executive Officer of FactSet. She 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.

Kate was most recently Chief Technology Officer at FactSet, a role she held since September 2022. During her time in the role, Kate brought a client-focused lens to technology development and led the expansion of enterprise solutions to key clients amid increasingly complex technical requirements and a rapidly evolving AI landscape.

"AI is central to how we innovate, serve clients, and operate," **said Sanoke Viswanathan, Chief Executive Officer at FactSet**. "Kate brings the strategic vision, technical knowledge, and leadership needed to translate emerging AI capabilities into meaningful outcomes for our clients and our business."

<u>Chief Technology Officer</u>

**Bob Stolte** has been appointed Chief Technology Officer, effective March 2, 2026, reporting to Sanoke Viswanathan. In this role, he will lead FactSet's global technology organization, with responsibility for platform modernization, engineering execution, operational resilience, including system reliability, cybersecurity, IT business continuity, and enterprise technology strategy. Bob brings extensive experience leading large-scale technology organizations and complex transformation programs across global financial institutions.

"Bob brings deep expertise in technology transformation, engineering scale, and platform modernization," **said Sanoke Viswanathan, Chief Executive Officer at FactSet**. "His leadership will help ensure our technology foundation continues to support innovation, resilience, and long-term growth."

<u>Strengthening FactSet's Innovation and Technology Leadership</u>

------

Together, these appointments reinforce FactSet's commitment to advancing AI-driven innovation, strengthening its technology platform, and delivering differentiated capabilities for clients across the global financial ecosystem.

**About FactSet**

FactSet (NYSE:FDS \| NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 239,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

**Forward-Looking Statements**

This press release contains forward-looking statements based on management's current expectations, estimates, forecasts and projections about future events, trends, contingencies, and circumstances, industries in which FactSet operates and the beliefs and assumptions of management. All statements that address expectations, guidance, outlook or projections about the future, including statements about the Company's strategy, product development, revenues, future financial results, anticipated growth, market position, subscriptions, expected expenditures or investments, trends in FactSet's business and financial results, are forward-looking statements. Forward-looking statements may be identified by words like "may," "might," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "intends," "projects," "indicates," "predicts," "potential," or "continue," the negative of those terms, and similar expressions. Forward-looking statements are not guarantees of future performance, outcomes, events, or actions and involve a number of known and unknown risks, uncertainties, and assumptions. Many factors, including those discussed more fully elsewhere in this release and in FactSet's filings with the Securities and Exchange Commission, particularly its latest annual report on Form 10-K, including Item 1A, Risk Factors, and quarterly reports on Form 10-Q, as well as others, could cause results, performance, achievements, or activities to differ materially from those expressed or implied by the forward-looking statements. Accordingly, the Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the date they are made. FactSet assumes no duty to and does not undertake to update or revise any forward-looking statement to reflect events or circumstances arising after the date on which it is made, except as required by applicable law. Future results could differ materially from historical performance.

Investor Relations:

Kevin Toomey

+1.212.209.5259

kevin.toomey@factset.com

Media Relations:

Kelsey Goldsmith

------

+1.207.712.9726

Kelsey.Goldsmith@factset.com

<br>