Morningstar updates departure of Chief Talent & Culture Officer Bevin Desmond; transitions to contractor.

Morningstar, Inc.

Bevin Desmond's employment ended Jan 31, 2023; she is now a contractor through March 31, 2023 at $350/hour.
Separation Agreement provides continued vesting of unvested RSUs and MSUs as if she had remained employed.
CEO Kunal Kapoor must pre-approve non-routine expenses; Desmond is classified as independent contractor with no benefits.
Non-solicitation of Morningstar employees applies for one year after contract ends.

item 5.02 item 9.01

Executive movements

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Departed

Bevin Desmond

Chief Talent and Culture Officer

MORN · Morningstar, Inc.

Effective: 2023-01-31
Filed: February 2, 2023, 6:59 PM ET

Ms. Desmond’s last day of employment as Morningstar’s Chief Talent and Culture Officer was January 31, 2023

Key facts

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Executive change SEC 8-K Item 5.02 confidence 0.95

Bevin Desmond departed as Chief Talent and Culture Officer at Morningstar, Inc..

Action: departed
Role: Chief Talent and Culture Officer

Exact text from the filing

Ms. Desmond’s last day of employment as Morningstar’s Chief Talent and Culture Officer was January 31, 2023

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Source: SEC EDGAR

accession 0001104659-23-009907

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