---
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"
generated_at: "2026-06-04T16:47:25.797705+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Morningstar appoints Conan Wiersema as principal accounting officer; declares $0.405 quarterly dividend

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 5.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001289419-24-000014
- JSON: https://secwatch.observer/filing/0001289419-24-000014.json
- Plain text: https://secwatch.observer/filing/0001289419-24-000014.txt

## Key facts
- Executive change
  Conan Wiersema was appointed as principal accounting officer at Morningstar, Inc..
  - Action: appointed
  - Role: principal accounting officer
  source text: Effective March 15, 2024, Morningstar, Inc. (the “Company”) appointed Conan Wiersema as principal accounting officer
  evidence_url: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000014/0001289419-24-000014-index.htm
- Executive change
  Jason Dubinsky changed role as principal accounting officer at Morningstar, Inc..
  - Action: replaced
  - Role: principal accounting officer
  source text: replacing Jason Dubinsky who has been serving as our principal accounting officer since February 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000014/0001289419-24-000014-index.htm

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