{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-24-127251","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2024-12-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:07.985993+00:00","generated_at":"2026-05-29T05:03:25.522680+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Morningstar appoints Michael Holt as CFO effective Jan 1, 2025","bullets":["Michael Holt, 45, named CFO effective 1/1/2025; succeeds Jason Dubinsky who steps down and will consult.","Holt previously chief strategy officer (since 2018) and president of Research and Investments (since 2023).","Compensation: $450k base salary, target bonus 100%, annual RSUs $275k, MSUs $825k with 3-year TSR vesting.","Holt joined Morningstar in 2008 as equity analyst, led global equity research from 2014-2018, then corporate strategy.","He will report to CEO Kunal Kapoor and remain based in Chicago headquarters."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-24-127251","json":"https://secwatch.observer/filing/0001104659-24-127251.json","markdown":"https://secwatch.observer/filing/0001104659-24-127251.md","text":"https://secwatch.observer/filing/0001104659-24-127251.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000110465924127251/0001104659-24-127251-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000110465924127251/tm2430590d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-29T05:03:25.522680+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}