{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-009907","form_type":"8-K/A","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2023-02-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.241278+00:00","generated_at":"2026-06-20T01:55:42.840994+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"confidence":"high","headline":"Morningstar updates departure of Chief Talent & Culture Officer Bevin Desmond; transitions to contractor.","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-009907","json":"https://secwatch.observer/filing/0001104659-23-009907.json","markdown":"https://secwatch.observer/filing/0001104659-23-009907.md","text":"https://secwatch.observer/filing/0001104659-23-009907.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000110465923009907/0001104659-23-009907-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000110465923009907/tm235278d1_8ka.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T01:55:42.840994+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":"684e4bc0c9","claim":"Bevin Desmond departed as Chief Talent and Culture Officer at Morningstar, Inc..","evidence_excerpt":"Ms. Desmond’s last day of employment as Morningstar’s Chief Talent and Culture Officer was January 31, 2023","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1289419/000110465923009907/0001104659-23-009907-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"departed"},{"label":"Role","value":"Chief Talent and Culture Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}