{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-24-000014","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2024-03-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.695337+00:00","generated_at":"2026-06-04T16:47:25.797705+00:00","sec_items":["5.02","8.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"confidence":"high","headline":"Morningstar appoints Conan Wiersema as principal accounting officer; declares $0.405 quarterly dividend","bullets":["Conan Wiersema appointed principal accounting officer effective March 15, 2024, replacing Jason Dubinsky who remains CFO.","Quarterly cash dividend of 40.5 cents per share approved, payable April 30, 2024 to holders of record April 5, 2024.","Wiersema, previously Chief Accounting Officer since Feb 2024, joined Morningstar in July 2021 as Chief Audit Executive."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-24-000014","json":"https://secwatch.observer/filing/0001289419-24-000014.json","markdown":"https://secwatch.observer/filing/0001289419-24-000014.md","text":"https://secwatch.observer/filing/0001289419-24-000014.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000014/0001289419-24-000014-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000014/morn-20240315.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T16:47:25.797705+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":[{"claim_id":"3874424019","claim":"Conan Wiersema was appointed as principal accounting officer at Morningstar, Inc..","evidence_excerpt":"Effective March 15, 2024, Morningstar, Inc. (the “Company”) appointed Conan Wiersema as principal accounting officer","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000014/0001289419-24-000014-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"principal accounting officer"}],"fact_type":"executive_change"},{"claim_id":"cfe57ca343","claim":"Jason Dubinsky changed role as principal accounting officer at Morningstar, Inc..","evidence_excerpt":"replacing Jason Dubinsky who has been serving as our principal accounting officer since February 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000014/0001289419-24-000014-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"replaced"},{"label":"Role","value":"principal accounting officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}