---
schema_version: "secwatch.filing_event.v1"
accession: "0001289419-24-000038"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2024-05-15T23:59:59+00:00"
generated_at: "2026-06-01T22:45:22.319972+00:00"
event_type: "other"
sentiment: "neutral"
materiality_score: 0.05
calibrated_materiality_score: 0.05
confidence: "high"
source: SEC EDGAR
---

# Morningstar shareholders elect all 10 director nominees, approve say-on-pay, ratify KPMG

## Summary
- All 10 director nominees elected; Joe Mansueto received 38.3M votes, Steve Joynt 28.8M.
- Advisory vote on executive compensation approved: 38.4M for, 346k against.
- Ratification of KPMG as independent auditor for 2024 passed: 39.4M for, 185k against.
- Annual meeting held May 10, 2024; total voting shares approximately 39.6M.

## SEC filing metadata
- accession: 0001289419-24-000038
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2024-05-15T23:59:59+00:00
- event_type: other
- sentiment: neutral
- materiality_score: 0.05
- calibrated_materiality_score: 0.05
- confidence: high
- sec_items: 5.07
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000038/0001289419-24-000038-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000038/morn-20240510.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001289419-24-000038
- JSON: https://secwatch.observer/filing/0001289419-24-000038.json
- Plain text: https://secwatch.observer/filing/0001289419-24-000038.txt

## Key facts
- Shareholder Votes
  Morningstar, Inc. shareholders approved Advisory vote on Morningstar's executive compensation at the 2024-05-10 meeting.
  - Proposal: say on pay
  - Outcome: passed
  - Meeting: 2024-05-10
  source text: Morningstar's executive compensation was approved, on an advisory basis, with the voting as follows: Votes For Votes Against Abstentions Broker Non-Votes 38,378,684 346,649 14,959 838,544
  evidence_url: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000038/0001289419-24-000038-index.htm
- Shareholder Votes
  Morningstar, Inc. shareholders approved Ratification of appointment of KPMG LLP as independent registered public accounting firm at the 2024-05-10 meeting.
  - Proposal: auditor ratification
  - Outcome: passed
  - Meeting: 2024-05-10
  source text: The appointment of KPMG as Morningstar's independent registered public accounting firm for 2024 was ratified with the voting as follows: Votes For Votes Against Abstentions 39,387,232 184,850 6,754
  evidence_url: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000038/0001289419-24-000038-index.htm
- Shareholder Votes
  Morningstar, Inc. shareholders approved Election of Directors at the 2024-05-10 meeting.
  - Proposal: director election
  - Outcome: passed
  - Meeting: 2024-05-10
  source text: Each of the nominees for director, as listed in the proxy statement, was elected with the number of votes set forth below:
  evidence_url: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000038/0001289419-24-000038-index.htm

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