---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-24-001428"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2024-01-04T23:59:59+00:00"
generated_at: "2026-06-07T03:50:27.988985+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Morningstar CAO Kimberly McGarry to depart Jan 19, 2024

## Summary
- Kimberly McGarry, Chief Accounting Officer (Principal Accounting Officer), will leave Morningstar on January 19, 2024.
- McGarry is departing to pursue another opportunity; no replacement has been named.
- Departure disclosed via Form 8-K filed January 4, 2024, effective date January 19, 2024.

## SEC filing metadata
- accession: 0001104659-24-001428
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2024-01-04T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000110465924001428/0001104659-24-001428-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000110465924001428/tm242111d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-001428
- JSON: https://secwatch.observer/filing/0001104659-24-001428.json
- Plain text: https://secwatch.observer/filing/0001104659-24-001428.txt

## Key facts
- Executive change
  Kimberly McGarry departed as Chief Accounting Officer at Morningstar, Inc..
  - Action: depart
  - Role: Chief Accounting Officer
  source text: Kimberly McGarry, Chief Accounting Officer (Principal Accounting Officer) of Morningstar, Inc. (the “Company”), has informed the Company that she will depart the Company to pursue another opportunity effective January 19, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1289419/000110465924001428/0001104659-24-001428-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.