Morningstar, Inc. Files 8-K Report
Ticker: MORN · Form: 8-K · Filed: Jul 18, 2024 · CIK: 1289419
| Field | Detail |
|---|---|
| Company | Morningstar, Inc. (MORN) |
| Form Type | 8-K |
| Filed Date | Jul 18, 2024 |
| Risk Level | low |
| Pages | 4 |
| Reading Time | 4 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: filing, regulation-fd, financial-statements
Related Tickers: MORN
TL;DR
Morningstar filed an 8-K, mostly procedural stuff, no big news.
AI Summary
On July 18, 2024, Morningstar, Inc. filed an 8-K report to disclose information under Regulation FD and to file financial statements and exhibits. The filing does not contain specific financial figures or material events beyond the procedural disclosure of these items.
Why It Matters
This filing serves as a procedural update for Morningstar, Inc., informing the SEC and the public about the submission of required documents, including financial statements and exhibits.
Risk Assessment
Risk Level: low — The filing is a routine procedural disclosure and does not contain any new material information that would impact the company's risk profile.
Key Players & Entities
- Morningstar, Inc. (company) — Registrant
- July 18, 2024 (date) — Date of earliest event reported
- 22 West Washington Street Chicago, Illinois 60602 (address) — Principal executive offices
FAQ
What is the primary purpose of this 8-K filing by Morningstar, Inc.?
The primary purpose is to disclose information under Regulation FD and to file financial statements and exhibits.
On what date was the earliest event reported in this filing?
The earliest event reported was on July 18, 2024.
What is Morningstar, Inc.'s principal executive office address?
Morningstar, Inc.'s principal executive office is located at 22 West Washington Street, Chicago, Illinois 60602.
What is the Commission File Number for Morningstar, Inc.?
The Commission File Number for Morningstar, Inc. is 000-51280.
Does this filing contain specific new financial results or material business updates?
No, this filing primarily serves as a procedural disclosure for Regulation FD and the submission of financial statements and exhibits, without detailing specific new financial results or material business updates.
Filing Stats: 1,055 words · 4 min read · ~4 pages · Grade level 16.2 · Accepted 2024-07-18 17:00:12
Filing Documents
- morn-20240718.htm (8-K) — 34KB
- investorquestions71824v2.htm (EX-99.1) — 33KB
- investorquestions71824v2001.jpg (GRAPHIC) — 265KB
- investorquestions71824v2002.jpg (GRAPHIC) — 302KB
- investorquestions71824v2003.jpg (GRAPHIC) — 351KB
- investorquestions71824v2004.jpg (GRAPHIC) — 331KB
- investorquestions71824v2005.jpg (GRAPHIC) — 267KB
- investorquestions71824v2006.jpg (GRAPHIC) — 320KB
- investorquestions71824v2007.jpg (GRAPHIC) — 278KB
- 0001289419-24-000049.txt ( ) — 3142KB
- morn-20240718.xsd (EX-101.SCH) — 2KB
- morn-20240718_def.xml (EX-101.DEF) — 14KB
- morn-20240718_lab.xml (EX-101.LAB) — 24KB
- morn-20240718_pre.xml (EX-101.PRE) — 15KB
- morn-20240718_htm.xml (XML) — 3KB
01. Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure In accordance with Morningstar, Inc.'s (the "Company") policy regarding public disclosure of corporate information, Investor questions received by the Company through June 3, 2024, and Company responses (the "Investor Q&A") are attached to this Current Report on Form 8-K (this "Report") as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Caution Concerning Forward-Looking Statements This Report, including the document incorporated by reference herein, 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," "estimate," "forecast," "future," "goal," "designed to," "maintain," "may," "objective," "ongoing," "could," "expect," "intend," "plan," "possible," "potential," "anticipate," "believe," "predict," "continue," "strategy," "strive," "will," "would," "determine," "evaluate," 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 o
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. (d) Exhibits: Exhibit No. Description 99.1 Investor Q&A. 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: July 18, 2024 By:/s/ Jason Dubinsky Name: Jason Dubinsky Title: Chief Financial Officer 3