---
schema_version: "secwatch.filing_event.v1"
accession: "0001289419-25-000161"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2025-10-14T23:59:59+00:00"
generated_at: "2026-05-17T03:51:18.202080+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Morningstar announces CRO departure and internal replacement effective Nov 21, 2025

## Summary
- Daniel Dunn, Chief Revenue Officer, will depart on November 21, 2025 to pursue another opportunity.
- Julie Willoughby, Head of Global Sales, appointed as CRO effective November 21, 2025.
- Willoughby has over 25 years of experience at Morningstar in client-facing and sales roles.

## SEC filing metadata
- accession: 0001289419-25-000161
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2025-10-14T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000128941925000161/0001289419-25-000161-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000128941925000161/morn-20251008.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001289419-25-000161
- JSON: https://secwatch.observer/filing/0001289419-25-000161.json
- Plain text: https://secwatch.observer/filing/0001289419-25-000161.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.