Morningstar, Inc. Files 8-K for Financial Updates

TL;DR

Morningstar dropped its 8-K on 4/24, check financials.

AI Summary

On April 24, 2024, Morningstar, Inc. filed an 8-K report detailing its financial results and other relevant information. The filing includes financial statements and exhibits, indicating a regular disclosure of operational and financial condition updates.

Why It Matters

This filing provides investors with crucial, up-to-date information on Morningstar's financial performance and operational status, enabling informed investment decisions.

Risk Assessment

Risk Level: low — This is a routine financial disclosure filing and does not inherently present new risks.

Key Players & Entities

• Morningstar, Inc. (company) — Registrant
• April 24, 2024 (date) — Date of earliest event reported
• 22 West Washington Street Chicago, Illinois 60602 (address) — Principal executive offices
• 36-3297908 (identifier) — I.R.S. Employer Identification No.

FAQ

Filing Documents

• morn-20240424.htm (8-K) — 34KB
• exhibit991-pressrelease_03.htm (EX-99.1) — 350KB
• morningstar_q1x2024xsupp.htm (EX-99.2) — 26KB
• shareholderletter-q124.htm (EX-99.3) — 17KB
• image_0.jpg (GRAPHIC) — 4KB
• image_1.jpg (GRAPHIC) — 16KB
• morningstar_q1x2024xsupp001.jpg (GRAPHIC) — 389KB
• morningstar_q1x2024xsupp002.jpg (GRAPHIC) — 294KB
• morningstar_q1x2024xsupp003.jpg (GRAPHIC) — 301KB
• morningstar_q1x2024xsupp004.jpg (GRAPHIC) — 345KB
• morningstar_q1x2024xsupp005.jpg (GRAPHIC) — 398KB
• morningstar_q1x2024xsupp006.jpg (GRAPHIC) — 402KB
• morningstar_q1x2024xsupp007.jpg (GRAPHIC) — 334KB
• morningstar_q1x2024xsupp008.jpg (GRAPHIC) — 442KB
• morningstar_q1x2024xsupp009.jpg (GRAPHIC) — 436KB
• morningstar_q1x2024xsupp010.jpg (GRAPHIC) — 301KB
• shareholderletter-q124001.jpg (GRAPHIC) — 177KB
• shareholderletter-q124002.jpg (GRAPHIC) — 272KB
• shareholderletter-q124003.jpg (GRAPHIC) — 187KB
• shareholderletter-q124004.jpg (GRAPHIC) — 126KB
• 0001289419-24-000025.txt ( ) — 6711KB
• morn-20240424.xsd (EX-101.SCH) — 2KB
• morn-20240424_def.xml (EX-101.DEF) — 14KB
• morn-20240424_lab.xml (EX-101.LAB) — 24KB
• morn-20240424_pre.xml (EX-101.PRE) — 15KB
• morn-20240424_htm.xml (XML) — 3KB

02. Results of Operations and Financial Condition

Item 2.02. Results of Operations and Financial Condition. On April 24, 2024, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the first quarter ended March 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1. Additionally, on April 24, 2024, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2. The Press Release and Supplemental Presentation shall be deemed furnished, not filed, for purposes of this Current Report on Form 8-K (this "Report").

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure. On April 24, 2024, the Company published a Shareholder Letter. The Shareholder Letter is included as Exhibit 99.3 to this Report. The Shareholder Letter shall be deemed furnished, not filed, for purposes of this Report. The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference. Cautionary Note Regarding Forward-Looking Statements This Report contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. These statements are based on our current expectations about future events or future financial performance. Forward-looking statements by their nature address matters that are, to different degrees, uncertain, and often contain words such as "consider," "future," "maintain," "may," "expect," "potential," "anticipate," "believe," "continue," "will," or the negative thereof, and similar expressions. These statements involve known and unknown risks and uncertainties that may cause the events we discuss not to occur or to differ significantly from what we expect. For us, these risks and uncertainties include, among others, failing to maintain and protect our brand, independence, and reputation; failure to prevent and/or mitigate cybersecurity events and the failure to protect confidential information, including personal information about individuals; compliance failures, regulatory action, or changes in laws applicable to our credit ratings operations, investment advisory, environmental, social, and governance (ESG) and index businesses; failing to innovate our product and service offerings, or anticipate our clients' changing needs; the impact of artificial intelligence (AI) and related technologies on our business, legal and regulatory exposure profile and reputation; failing to detect errors in our products or the failure of our products to perform properly due to defects, malfunctions or similar problems;

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits: Exhibit No. Description 99.1 Press Release dated April 24, 2024. 99.2 Supplemental Presentation dated April 24, 2024. 99.3 Shareholder Letter dated April 24, 2024. 104 The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101). _____________________________________________________________________________________

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. MORNINGSTAR, INC. Date: April 25, 2024 By:/s/ Jason Dubinsky Name: Jason Dubinsky Title: Chief Financial Officer 3

View Full Filing

View this 8-K filing on SEC EDGAR