{"schema_version":"secwatch.filing_event.v1","accession":"0001758766-24-000153","form_type":"8-K","ticker":"STEM","cik":"0001758766","company_name":"STEM, INC.","filed_at":"2024-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:14.432147+00:00","generated_at":"2026-05-31T11:05:58.899942+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Stem appoints Doran Hole as CFO, David Buzby as Executive Chair; launches strategic review","bullets":["Doran Hole named CFO and EVP effective Sept 2, 2024; succeeds Bill Bush who steps down but remains in other roles.","David Buzby appointed Executive Chair; Laura D'Andrea Tyson becomes Lead Independent Director.","Prakesh Patel (Chief Strategy Officer) departs immediately; CSO role eliminated.","Board creates Software Strategy Working Group chaired by Gerard Cunningham.","Company initiates a strategic review of its business to focus on software services growth and cash flow."],"urls":{"canonical":"https://secwatch.observer/filing/0001758766-24-000153","json":"https://secwatch.observer/filing/0001758766-24-000153.json","markdown":"https://secwatch.observer/filing/0001758766-24-000153.md","text":"https://secwatch.observer/filing/0001758766-24-000153.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1758766/000175876624000153/0001758766-24-000153-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1758766/000175876624000153/stem-20240806.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T11:05:58.899942+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1a025ac9e9","claim":"David Buzby was appointed as Executive Chair of the Board of Directors at STEM, INC..","evidence_excerpt":"the Company appointed David Buzby, age 64, as Executive Chair of the Board of Directors (the “Board”) of the Company, effective immediately.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758766/000175876624000153/0001758766-24-000153-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Chair of the Board of Directors"}],"fact_type":"executive_change"},{"claim_id":"71fe4cb158","claim":"Prakesh Patel departed as Chief Strategy Officer at STEM, INC..","evidence_excerpt":"the Company announced that Prakesh Patel, the Company's Chief Strategy Officer, is departing from the Company, effective immediately.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758766/000175876624000153/0001758766-24-000153-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"departing"},{"label":"Role","value":"Chief Strategy Officer"}],"fact_type":"executive_change"},{"claim_id":"afec2e3b04","claim":"William Bush departed as Chief Financial Officer at STEM, INC..","evidence_excerpt":"William Bush will be stepping down as Chief Financial Officer of the Company, effective September 2, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758766/000175876624000153/0001758766-24-000153-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"stepping down"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"f516736e21","claim":"Doran Hole was appointed as Chief Financial Officer and Executive Vice President at STEM, INC..","evidence_excerpt":"the Company appointed Doran Hole, age 55, as the Company’s Chief Financial Officer and Executive Vice President, effective September 2, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1758766/000175876624000153/0001758766-24-000153-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer and Executive Vice President"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}