Katherine M. Stepp

EVP, Chief Technology Officer at FACTSET RESEARCH SYSTEMS

Since September 1, 2022

Age

39 years

Education

Holds a Bachelor of Science in Computer Science from Carnegie Mellon University.

Tenure

Joined FDS in 2008, served in senior roles in both Product Management and Engineering, and was promoted to Executive Vice President and Chief Technology Officer on September 1, 2022.

Also at FACTSET RESEARCH SYSTEMS

Catrina Harding

EVP, Chief People Officer

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Christopher McLoughlin

EVP, Chief Legal Officer

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CRE

Christopher R. Ellis

EVP, Head of Strategic Initiatives

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About

Katherine M. Stepp is the Executive Vice President and Chief Technology Officer at FactSet, where she leads the technology organization and steers the company’s digital transformation strategy. Her role is pivotal in integrating modern technologies to enhance operational efficiencies and deliver innovative solutions.

Starting her career at FactSet in 2008, she progressed through key leadership positions including Senior Director of Product Management and Senior Director of Engineering, which laid the foundation for her current executive role. Her career trajectory reflects a consistent commitment to leveraging technology for strategic growth.

She earned a Bachelor of Science in Computer Science from Carnegie Mellon University, an institution recognized for its excellence in technology and innovation. Although detailed personal background is limited, her professional history clearly demonstrates a strong technical prowess and leadership acumen that have been instrumental in driving FactSet's evolution.

Past Roles

Organization	Role	Date Range	Details
FactSet	Senior Director of Product Management	N/A	within FactSet's Research and Advisory workflow solutions business
FactSet	Senior Director of Engineering	N/A	within FactSet's Research workflow solutions business

Fixed Compensation

Data from FY 2024

Component Name	Amount (USD)	Payment Schedule	Additional Details
Base Salary	421,154	Annual	Increased by 13.3% from fiscal 2023.
Company Contributions to Defined Contribution Plans	14,585	N/A	Part of All Other Compensation.
Expatriate Allowance	59,195	N/A	Includes repatriation expenses (40,560), housing allowance (9,748), and utilities (5,737).
Tax Equalization	361,238	N/A	Component of All Other Compensation.
Other Benefits	27,166	N/A	Miscellaneous benefits; cumulative value less than 5,000.

Performance Compensation

Data from FY 2024

Performance Share Units (PSUs)

Component Name	Performance Metrics	Threshold/Target/Goal/Max	Vesting Schedule	Evaluation Period	Grant Date	Grant Date Fair Value	Grant Date Stock Price	Other Details
PSUs	Adjusted Cumulative Operating Earnings (50%) and Adjusted Cumulative Revenues (50%)	Threshold: 50%<br>Target: 100%<br>Goal: 150%<br>Max: 200% (if revenues >104% and operating earnings meet goal)	Cliff vest on November 1, 2026	September 1, 2023 – August 31, 2026	November 1, 2023	$445.97 per unit	$436.57	Performance-based award.

Restricted Stock Units (RSUs)

Component Name	Performance Metrics	Threshold/Target/Goal/Max	Vesting Schedule	Evaluation Period	Grant Date	Grant Date Fair Value	Grant Date Stock Price	Other Details
RSUs	None (Service-based)	N/A	20% annually over five years	N/A	November 1, 2023	$445.89 per unit	$436.57	Service-based award.

Option Awards

Component Name	Performance Metrics	Threshold/Target/Goal/Max	Vesting Schedule	Evaluation Period	Grant Date	Grant Date Fair Value	Grant Date Stock Price	Other Details
Option Awards	None (Service-based)	N/A	20% per year over five years	N/A	November 1, 2023	$132.60 per option	$436.57	Exercise price set at the NYSE closing price on the grant date.

Non-equity Incentive Plan Compensation

No specific performance details such as thresholds, targets, or vesting conditions were provided for Non-equity Incentive Plan Compensation for 2024.