Source-grounded facts extracted from Morningstar, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Gail Landis departed as Director at Morningstar, Inc..
“Director Gail Landis, who had reached mandatory retirement age under the Company’s director retirement policy by the Company’s Annual Shareholders’ Meeting held on May 7, 2026 (the “Annual Shareholders’ Meeting”), did not stand for re-election to the Board of Directors of the Company (the “Board”) in accordance with such policy.”
Morningstar, Inc. reported the quarter ended March 31, 2026 results: revenue $644.8 million, EPS $2.73.
“First-Quarter 2026 Financial Highlights • Reported revenue increased 10.8% to $644.8 million compared to the prior-year period; organic revenue increased 7.6%. • Reported operating income increased 36.6% to $155.9 million; adjusted operating income increased 31.9%. • Diluted net income per share increased 50.0% to $2.73; adjusted diluted net income per share increased 42.6% to $3.18.”
Morningstar, Inc. incurred term loan of $375.0 million with Bank of America, N.A. at will include an applicable margin for such loans (ranging between 1.05% and 1.42 maturing three years.
“redit Agreement (the “Credit Agreement”) with Bank of America, N.A., as Administrative Agent, L/C Issuer and Swingline Lender (the “Agent”) and the other lenders party thereto.”
Morningstar, Inc. incurred term loan of $375.0 million with Bank of America, N.A. at will include an applicable margin for such loans (ranging between 1.05% and 1.42 maturing five years.
“redit Agreement (the “Credit Agreement”) with Bank of America, N.A., as Administrative Agent, L/C Issuer and Swingline Lender (the “Agent”) and the other lenders party thereto.”
Morningstar, Inc. incurred revolving credit of $750.0 million with Bank of America, N.A. at will include an applicable margin for such loans (ranging between 1.05% and 1.42 maturing five years.
“redit Agreement (the “Credit Agreement”) with Bank of America, N.A., as Administrative Agent, L/C Issuer and Swingline Lender (the “Agent”) and the other lenders party thereto.”
Jason Dubinsky departed as Chief Financial Officer at Morningstar, Inc..
“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.”
Morningstar, Inc. shareholders approved Ratification of appointment of KPMG LLP as independent registered public accounting firm at the 2024-05-10 meeting.
“The appointment of KPMG as Morningstar's independent registered public accounting firm for 2024 was ratified with the voting as follows: Votes For Votes Against Abstentions 39,387,232 184,850 6,754”
Morningstar, Inc. shareholders approved Advisory vote on Morningstar's executive compensation at the 2024-05-10 meeting.
“Morningstar's executive compensation was approved, on an advisory basis, with the voting as follows: Votes For Votes Against Abstentions Broker Non-Votes 38,378,684 346,649 14,959 838,544”
Morningstar, Inc. shareholders approved Election of Directors at the 2024-05-10 meeting.
“Each of the nominees for director, as listed in the proxy statement, was elected with the number of votes set forth below:”
Morningstar, Inc. reported first quarter ended March 31, 2024 results: revenue $542.8 million, net income $64.2 million, EPS $1.49 per diluted share.
“context on its quarterly results and business and can be found at shareholders.morningstar.com. First-Quarter 2024 Financial Highlights • Reported revenue increased 13.2% to $542.8 million compared to the prior-year period; organic revenue grew 12.9%. • Reported operating income increased to $92.6 million from $24.5 million; adjusted operating income increased”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.