{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-24-000107","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2024-10-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:07.985199+00:00","generated_at":"2026-05-30T10:59:37.201404+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Morningstar Q3 revenue up 10.5% to $569M, EPS $2.77; CFO Dubinsky to depart","bullets":["Q3 revenue $569.4M, +10.5% YoY; operating income $115.5M, +65%; Diluted EPS $2.77 (incl $1.05 gain from business sale).","Adjusted EPS $2.00, +56.3%; adjusted operating margin 22.9% vs 17.8% YoY.","Morningstar Credit revenue +34% to $70.9M, leading growth across segments.","CFO Jason Dubinsky to step down Dec 31, 2024; will consult through June 2025; succession search underway.","Free cash flow $155.8M, +53.6% YoY; debt reduced $35M."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-24-000107","json":"https://secwatch.observer/filing/0001289419-24-000107.json","markdown":"https://secwatch.observer/filing/0001289419-24-000107.md","text":"https://secwatch.observer/filing/0001289419-24-000107.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000107/0001289419-24-000107-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000107/morn-20241023.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T10:59:37.201404+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":"a6fe6442d6","claim":"Jason Dubinsky departed as Chief Financial Officer at Morningstar, Inc..","evidence_excerpt":"On October 23, 2024, the Company announced that Jason Dubinsky, chief financial officer, will be stepping down from his role with the company effective December 31, 2024, after which he will serve in a consulting capacity through June 30, 2025.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000107/0001289419-24-000107-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"stepping down"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}