---
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"
generated_at: "2026-05-29T05:03:25.522680+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Morningstar appoints Michael Holt as CFO effective Jan 1, 2025

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-127251
- JSON: https://secwatch.observer/filing/0001104659-24-127251.json
- Plain text: https://secwatch.observer/filing/0001104659-24-127251.txt

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