{"schema_version":"secwatch.filing_event.v1","accession":"0001289419-25-000178","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2025-12-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.038424+00:00","generated_at":"2026-05-16T12:13:42.132439+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"confidence":"high","headline":"Morningstar says PitchBook growth increasingly from existing large AUM accounts","bullets":["5-year growth driven by new logos and net renewals; recent shift to expansion with large AUM accounts.","Price increases applied to new clients and at renewals contributed to revenue growth.","PitchBook expects expansion with existing large AUM accounts to outpace new logo growth.","Opportunities include capturing remaining large AUM logos and adding small/mid-sized firms and adjacent segments."],"urls":{"canonical":"https://secwatch.observer/filing/0001289419-25-000178","json":"https://secwatch.observer/filing/0001289419-25-000178.json","markdown":"https://secwatch.observer/filing/0001289419-25-000178.md","text":"https://secwatch.observer/filing/0001289419-25-000178.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000128941925000178/0001289419-25-000178-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000128941925000178/morn-20251223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T12:13:42.132439+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"}