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    Katherine M. Stepp

    EVP, Chief Technology Officer at Factset Research Systems Inc
    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 Inc

    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

    OrganizationRoleDate RangeDetails
    FactSetSenior Director of Product ManagementN/Awithin FactSet's Research and Advisory workflow solutions business
    FactSetSenior Director of EngineeringN/Awithin FactSet's Research workflow solutions business

    Fixed Compensation

    Data from  FY 2024
    Component NameAmount (USD)Payment ScheduleAdditional Details
    Base Salary421,154 AnnualIncreased by 13.3% from fiscal 2023.
    Company Contributions to Defined Contribution Plans14,585 N/APart of All Other Compensation.
    Expatriate Allowance59,195 N/AIncludes repatriation expenses (40,560), housing allowance (9,748), and utilities (5,737).
    Tax Equalization361,238 N/AComponent of All Other Compensation.
    Other Benefits27,166 N/AMiscellaneous benefits; cumulative value less than 5,000.

    Performance Compensation

    Data from  FY 2024

    Performance Share Units (PSUs)

    Component NamePerformance MetricsThreshold/Target/Goal/MaxVesting ScheduleEvaluation PeriodGrant DateGrant Date Fair ValueGrant Date Stock PriceOther Details
    PSUsAdjusted 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 NamePerformance MetricsThreshold/Target/Goal/MaxVesting ScheduleEvaluation PeriodGrant DateGrant Date Fair ValueGrant Date Stock PriceOther Details
    RSUsNone (Service-based) N/A20% annually over five years N/ANovember 1, 2023 $445.89 per unit $436.57 Service-based award.

    Option Awards

    Component NamePerformance MetricsThreshold/Target/Goal/MaxVesting ScheduleEvaluation PeriodGrant DateGrant Date Fair ValueGrant Date Stock PriceOther Details
    Option AwardsNone (Service-based) N/A20% per year over five years N/ANovember 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.