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Executive ChangeItem 5.02 · 8-KMEDIUM RiskNeutral

MORNINGSTAR, INC.

A senior executive or director joined, left, or changed roles. An 8-K is the notice a US public company must file within four business days of a major event.

www.morningstar.com
Filed: Oct 8, 2025SeoulCIK: 0001289419Financial Services
Full company profileView on SEC.gov

2 executive changes at Morningstar in the last 90 days. Clusters like this usually mean more senior seats open over the next few months.

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AI Executive Summary

AI-powered analysis of 8-K filing content

Morningstar's Chief Revenue Officer, Daniel Dunn, will leave the company effective November 21, 2025, to pursue another opportunity. Head of Global Sales Julie Willoughby, who has more than 25 years at the company, will succeed him in the role on the same date.

Key Takeaways

Daniel Dunn, Chief Revenue Officer, informed Morningstar on October 8, 2025, that he will depart effective November 21, 2025, to pursue another opportunity.

Julie Willoughby, currently Head of Global Sales, will replace Mr. Dunn as Chief Revenue Officer effective November 21, 2025.

2 more takeaways

Related Filings (19)

19 more filings from MORNINGSTAR, INC. in the last 90 days

Filing Overview

Form Type8-K
Filing DateOct 8, 2025
Item5.02
CategoryExecutive Change
CIK0001289419
Accession #0001289419
Risk LevelMEDIUM
SentimentNeutral
Signalinformational
Topics
executive departureexecutive hireleadership transition

What This Means

A senior executive (CEO, CFO, etc.) has joined, departed, or changed roles. Leadership changes can significantly impact strategy.
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MORNINGSTAR, INC. filed with the SEC. Fundz turns 8-K material events into an alert with the right executive attached.

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