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AI brief of an SEC Form 8-K · Morningstar (MORN)

Morningstar CRO Daniel Dunn to depart; Julie Willoughby to replace him November 21

Neutral Impact 4 of 5 leadership Written later

Morningstar said Chief Revenue Officer Daniel Dunn informed the company on October 8, 2025, that he will leave to pursue another opportunity, effective November 21, 2025. Julie Willoughby, Head of Global Sales with over 25 years at the company, will replace him in the role on the same date.

Key points

  • Daniel Dunn, Chief Revenue Officer, departs effective November 21, 2025, to pursue another opportunity
  • Julie Willoughby, Head of Global Sales, will replace Dunn effective November 21, 2025
  • Willoughby has over 25 years of experience at Morningstar in client-facing and sales roles
  • The filing does not disclose financial results or a reason beyond the new opportunity

The filing

CompanyMorningstar (MORN)
Form8-K, current report
Filed with the SECOct 14, 2025, 7:03 AM ET
Accession number0001289419-25-000161

Items reported: 5.02 Director / Officer Change7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 14, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.