Source-grounded facts extracted from Morningstar, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Morningstar, Inc. shareholders approved Ratification of appointment of KPMG LLP as independent registered public accounting firm for 2026 at the 2026-05-07 meeting.
“The appointment of KPMG as Morningstar's independent registered public accounting firm for 2026 was ratified with the voting as follows: Votes For Votes Against Abstentions 34,861,651 89,355 37,809”
Morningstar, Inc. shareholders approved Advisory vote on Morningstar's executive compensation at the 2026-05-07 meeting.
“Morningstar's executive compensation was approved, on an advisory basis, with the voting as follows: Votes For Votes Against Abstentions Broker Non-Votes 32,474,755 1,206,815 26,093 1,281,152”
Morningstar, Inc. shareholders approved Election of Directors at the 2026-05-07 meeting.
“Each of the nominees for director, as listed in the proxy statement, was elected with the number of votes set forth below: Name Votes For Votes Against Abstentions Broker Non-Votes Joe Mansueto 33,192,034 508,755 6,874 1,281,152 Kunal Kapoor 33,502,488 198,311 6,864 1,281,152 Anne Bramman 33,646,764 46,318 14,581 1,281,152 Robin Diamonte 33,147,696 552,518 7,449 1,281,152 Cheryl Francis 32,212,413 1,462,628 32,622 1,281,152 Steve Joynt 33,420,268 279,943 7,452 1,281,152 Steve Kaplan 32,236,110 1,464,664 6,889 1,281,152 Bill Lyons 31,265,595 2,434,521 7,547 1,281,152 Doniel Sutton 33,126,385 473,192 108,086 1,281,152 Caroline Tsay 33,262,359 437,726 7,578 1,281,152”
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”
Jason Dubinsky changed role as principal accounting officer at Morningstar, Inc..
“replacing Jason Dubinsky who has been serving as our principal accounting officer since February 2024.”
Conan Wiersema was appointed as principal accounting officer at Morningstar, Inc..
“Effective March 15, 2024, Morningstar, Inc. (the “Company”) appointed Conan Wiersema as principal accounting officer”
Morningstar, Inc. reported Full-Year 2023 results: revenue $2.0 billion, EPS $3.29 per diluted share.
“business. For the full year, the Company reported positive revenue growth, with particular strength in its license-based products. "We finished 2023 on a strong note, crossing $2 billion in revenue for the fiscal year and delivering meaningful increases in organic revenue, margins, and cash flow for the quarter" said Kunal Kapoor, Morningstar's chief executive”
Morningstar, Inc. reported the fourth quarter ended December 31, 2023 results: revenue $538.7 million, net income $73.5 million, or $1.71 per diluted share, EPS $1.71 per diluted share.
“context on its quarterly results and business and can be found at shareholders.morningstar.com. Fourth-Quarter 2023 Financial Highlights • Reported revenue increased 13.4% to $538.7 million compared to the prior-year period; organic revenue increased 12.6%. • Reported operating income increased 165.9% to $94.4 million; adjusted operating income increased 70.2%. •”
Jason Dubinsky changed role as principal accounting officer (in addition to Chief Financial Officer) at Morningstar, Inc..
“the Company designated Jason Dubinsky (age 50) as principal accounting officer, in addition to his current role as Chief Financial Officer (and principal financial officer) of the Company.”
Kimberly McGarry departed as Chief Accounting Officer at Morningstar, Inc..
“Kimberly McGarry, Chief Accounting Officer (Principal Accounting Officer) of Morningstar, Inc. (the “Company”), has informed the Company that she will depart the Company to pursue another opportunity effective January 19, 2024.”
Morningstar, Inc. reported third quarter ended September 30, 2023 results: revenue $515.5 million, net income $0.91, EPS $1.28.
“context on its quarterly results and business and can be found at shareholders.morningstar.com. Third-Quarter 2023 Financial Highlights · Reported revenue increased 10.1% to $515.5 million compared to the prior-year period; organic revenue grew 9.3%. · Reported operating income increased to $70.0 million from $22.0 million; adjusted operating income increased”
Morningstar, Inc. reported second quarter ended June 30, 2023 results: revenue $504.7 million, EPS $0.84.
“more context on its quarterly results and business, which can be found at shareholders.morningstar.com. Second-Quarter 2023 Financial Highlights • Reported revenue grew 7.3% to $504.7 million; organic revenue grew 5.1%. • Reported operating income declined 22.6% to $41.7 million; adjusted operating income declined 5.0%. Reported results included $4.0 million in”
Morningstar, Inc. shareholders approved Ratification of appointment of KPMG LLP as independent registered public accounting firm for 2023 at the 2023-05-12 meeting.
“The appointment of KPMG as Morningstar’s independent registered public accounting firm for 2023 was ratified with the voting as follows: Votes For Votes Against Abstentions 37,117,724 239,449 63,514”
Morningstar, Inc. shareholders approved Advisory vote on the frequency of future advisory votes on executive compensation at the 2023-05-12 meeting.
“A one year frequency for the frequency of votes on executive compensation was recommended, on an advisory basis, with the voting as follows: 1 Year Votes 2 Years Votes 3 Years Votes Abstain Votes Broker Non-Votes 36,173,863 10,038 388,058 34,512 814,216”
Morningstar, Inc. shareholders approved Advisory vote on executive compensation at the 2023-05-12 meeting.
“Morningstar’s executive compensation was approved, on an advisory basis, with the voting as follows: Votes For Votes Against Abstentions Broker Non-Votes 36,048,167 521,906 36,396 814,216”
Morningstar, Inc. shareholders approved Election of Directors at the 2023-05-12 meeting.
“Each of the nominees for director, as listed in the proxy statement, was elected with the number of votes set forth below: Name Votes For Votes Against Abstentions Broker Non-Votes Joe Mansueto 36,007,677 559,148 39,646 814,216 Kunal Kapoor 36,197,227 392,476 16,768 814,216 Robin Diamonte 30,635,244 5,859,156 112,071 814,216 Cheryl Francis 29,980,742 6,608,452 17,277 814,216 Steve Joynt 28,418,251 8,164,430 23,790 814,216 Steve Kaplan 35,701,696 887,546 17,229 814,216 Gail Landis 28,847,455 7,647,573 111,443 814,216 Bill Lyons 34,838,178 1,744,486 23,807 814,216 Doniel Sutton 30,473,609 6,020,559 112,303 814,216 Caroline Tsay 30,651,721 5,937,474 17,276 814,216”
Morningstar, Inc. reported the first quarter of 2023 results: revenue $479.7 million, net income $7.6 million, EPS ($0.18) per diluted share.
“we believe they provide our clients with even more compelling reasons to extend their use of our capabilities.” First-Quarter 2023 Financial Highlights ● Revenue grew 5.0% to $479.7 million; organic revenue grew 2.8%. ● Operating income declined 56.6% to $24.5 million; adjusted operating income declined 37.2%. ● Diluted net income (loss) per share was ($0.18)”
Morningstar, Inc. reported the full year ended December 31, 2022 results: revenue $1.9 billion, EPS $1.64.
“Revenue increased 10.1% to $1.9 billion; organic revenue increased 10.8%. · Operating income decreased 34.7% to $167.8 million; adjusted operating income decreased 17.7%. Results included higher stock-based compensation due primarily to the overachievement of targets under the PitchBook management bonus plan, which contributed 10.5 percentage points to the operating income decline and 7.4 percentage points to the adjusted operating income decline. · Diluted net income per share decreased 63.1% to $1.64 versus $4.45 in the prior-year period. Adjusted diluted net income per share decreased by 39.2%.”
Morningstar, Inc. reported the fourth quarter ended December 31, 2022 results: revenue $475.0 million, EPS $0.08.
“Revenue increased 2.8% to $475.0 million; organic revenue increased 2.2%. · Operating income decreased 52.5% to $35.5 million; adjusted operating income decreased 27.2%. Reported results included higher stock-based compensation expense primarily due to the overachievement of targets under the PitchBook management bonus plan, which contributed 13.2 percentage points to the operating income decline and 10.9 percentage points to the adjusted operating income decline. · Diluted net income per share decreased 93.8% to $0.08 versus $1.30 in the prior-year period. Adjusted diluted net income per share decreased 61.3% to $0.58.”
Bevin Desmond departed as Chief Talent and Culture Officer at Morningstar, Inc..
“Ms. Desmond’s last day of employment as Morningstar’s Chief Talent and Culture Officer was January 31, 2023”
Morningstar, Inc. reported the third quarter ended September 30, 2022 results: revenue $468.2 million, net income ($0.21) per diluted share, EPS ($0.21) per diluted share.
“product areas. We are being prudent and moderating hiring activity as we navigate the current environment.” Third-Quarter 2022 Financial Highlights · Revenue grew 9.2% to $468.2 million; organic revenue grew 8.5%. · Operating income declined 67.6% to $22.0 million; adjusted operating income declined 8.3%. The Company began to incur costs from a significant”
Morningstar, Inc. shareholders approved Ratification of appointment of KPMG as independent registered public accounting firm for 2022 at the 2022-05-13 meeting.
“The appointment of KPMG as Morningstar’s independent registered public accounting firm for 2022 was ratified with the voting as follows: Votes For Votes Against Abstentions 33,894,817 179,381 103,012”
Morningstar, Inc. shareholders approved Advisory vote on executive compensation at the 2022-05-13 meeting.
“Morningstar’s executive compensation was approved, on an advisory basis, with the voting as follows: Votes For Votes Against Abstentions Broker Non- Votes 32,732,639 507,847 13,330 923,394”
Morningstar, Inc. shareholders approved Election of Directors at the 2022-05-13 meeting.
“Each of the nominees for director, as listed in the proxy statement, was elected with the number of votes set forth below: Name Votes For Votes Against Abstentions Broker Non- Votes Joe Mansueto 32,857,397 367,062 29,357 923,394 Kunal Kapoor 33,045,152 198,574 10,090 923,394 Robin Diamonte 26,352,609 6,852,256 48,951 923,394 Cheryl Francis 25,376,211 7,869,228 8,377 923,394 Steve Joynt 33,001,535 243,889 8,392 923,394 Steve Kaplan 32,716,360 529,621 7,835 923,394 Gail Landis 26,385,491 6,859,997 8,328 923,394 Bill Lyons 31,462,508 1,782,886 8,422 923,394 Doniel Sutton 26,336,003 6,865,325 52,488 923,394 Caroline Tsay 26,351,760 6,893,655 8,401 923,394”
Bevin Desmond departed as Chief Talent and Culture Officer at Morningstar, Inc..
“On May 6, 2022, Bevin Desmond, the Chief Talent and Culture Officer of Morningstar, Inc. (“Morningstar”), informed Morningstar’s Chief Executive Officer that she has decided to depart Morningstar in August 2022 to focus more time on her family.”
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.