{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-25-000005","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2025-01-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.225915+00:00","generated_at":"2026-05-27T04:36:34.645086+00:00","sec_items":["7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Morningstar updates on CFO selection, index assets growth, and Mansueto pledge reduction","bullets":["CFO Michael Holt selected after rigorous internal/external search; led DBRS, Sustainalytics, LCD acquisitions.","Assets linked to Morningstar indexes total $228.2B as of Sep 30, 2024, up 37.5% YoY, with 70% in ETFs.","Joe Mansueto's pledged shares reduced to 1M (6.5% of beneficial ownership) from 3M in 2021; no amounts drawn.","Market commentary: anticipates strong U.S. structured finance issuance; private credit activity in asset-based lending, CRE."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-25-000005","json":"https://secwatch.observer/filing/0001289419-25-000005.json","markdown":"https://secwatch.observer/filing/0001289419-25-000005.md","text":"https://secwatch.observer/filing/0001289419-25-000005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941925000005/0001289419-25-000005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941925000005/morn-20250131.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-27T04:36:34.645086+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"}