{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-24-000160","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2024-12-13T23:59:59+00:00","discovered_at":"2026-05-14T18:03:07.986253+00:00","generated_at":"2026-05-29T03:21:26.399314+00:00","sec_items":["7.01","9.01"],"event_type":"leadership","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Morningstar names Michael Holt as CFO; dividend raised 12.3% to $0.455","bullets":["CFO Jason Dubinsky to step down Dec 31, 2024; Michael Holt (current Chief Strategy Officer) succeeds Jan 1, 2025.","Quarterly dividend increased 12.3% to $0.455 per share for 2025; payable date not specified.","Leverage reduced to ~1.2x funded indebtedness/EBITDA as of Sep 30, 2024; debt paydown completes.","Divested Commodity & Energy data business in Q3 2024; TAMP transfer to AssetMark completed Dec 1, 2024.","Morningstar Credit revenue rose 35.7% in nine months through Sep 30, 2024 vs prior year."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-24-000160","json":"https://secwatch.observer/filing/0001289419-24-000160.json","markdown":"https://secwatch.observer/filing/0001289419-24-000160.md","text":"https://secwatch.observer/filing/0001289419-24-000160.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000160/0001289419-24-000160-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941924000160/morn-20241213.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-29T03:21:26.399314+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"}