secwatch.observer — SEC 8-K summary
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Issuer:     Morningstar, Inc. (MORN)
CIK:        0001289419
Form:       8-K
Filed at:   2024-12-10T23:59:59+00:00
Accession:  0001104659-24-127251
Event type: leadership
Sentiment:  neutral
Materiality: 0.65
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Morningstar appoints Michael Holt as CFO effective Jan 1, 2025
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1289419/000110465924127251/0001104659-24-127251-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1289419/000110465924127251/tm2430590d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-24-127251

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer