{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-24-000049","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2024-07-18T23:59:59+00:00","discovered_at":"2026-05-14T18:03:12.482326+00:00","generated_at":"2026-05-31T19:33:58.475649+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Morningstar Q&A: aims for adjusted op margins above historical peaks; PitchBook President named","bullets":["Goal to increase adjusted operating margins to recent historical peaks (~low 20% range) and higher over long term.","Compensation and benefits over two-thirds of 2023 operating expenses; $52.8M stock-based compensation.","PitchBook's Rod Diefendorf promoted to President; John Gabert departs; leadership team remains stable.","LCD integration substantially complete; ~85% of contracts renewed; retention in line with broader PitchBook.","PitchBook renewal rates fell from 121% avg (2017-2022) to 112% in 2023; corporate clients weakest."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-24-000049","json":"https://secwatch.observer/filing/0001289419-24-000049.json","markdown":"https://secwatch.observer/filing/0001289419-24-000049.md","text":"https://secwatch.observer/filing/0001289419-24-000049.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000049/0001289419-24-000049-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000049/morn-20240718.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T19:33:58.475649+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}