---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-085675"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2025-08-29T23:59:59+00:00"
generated_at: "2026-05-17T09:09:48.538403+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "medium"
source: SEC EDGAR
---

# Morningstar President of Direct Platform to leave Sept. 12; COO named interim

## Summary
- James Rhodes, President of Direct Platform, will depart on Sept. 12, 2025.
- Frannie Besztery, COO of Direct Platform, will serve as interim head.
- A permanent successor for the role will be appointed later.

## SEC filing metadata
- accession: 0001104659-25-085675
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2025-08-29T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: medium
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000110465925085675/0001104659-25-085675-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000110465925085675/tm2524689d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-085675
- JSON: https://secwatch.observer/filing/0001104659-25-085675.json
- Plain text: https://secwatch.observer/filing/0001104659-25-085675.txt

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