{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-24-000081","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2024-08-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:12.482875+00:00","generated_at":"2026-05-31T07:35:38.199211+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Morningstar provides Q&A on customer ranking, cash flow surge, M&A stance, subscription trends","bullets":["Top customer groups by ACV: private market investors, advisors/wealth managers, asset managers, fixed-income issuers, retirement market participants.","H1 2024 operating cash flow rose 414% to $246.3M; free cash flow improved to $180.3M from -$11.9M YoY.","Not pursuing Preqin; focus on organic growth but remains opportunistic for strategic M&A meeting IRR hurdles.","Morningstar.com memberships declined from ~180k (2007) to ~100k (Dec 2023); recent uptick from search engine marketing.","No new AssetMark deal details beyond what was disclosed in earlier filings."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-24-000081","json":"https://secwatch.observer/filing/0001289419-24-000081.json","markdown":"https://secwatch.observer/filing/0001289419-24-000081.md","text":"https://secwatch.observer/filing/0001289419-24-000081.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000081/0001289419-24-000081-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000081/morn-20240826.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T07:35:38.199211+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"}