Morningstar Files 8-K Report
Ticker: MORN · Form: 8-K · Filed: Aug 26, 2024 · CIK: 1289419
| Field | Detail |
|---|---|
| Company | Morningstar, Inc. (MORN) |
| Form Type | 8-K |
| Filed Date | Aug 26, 2024 |
| Risk Level | low |
| Pages | 4 |
| Reading Time | 4 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: filing, regulation-fd, exhibits
Related Tickers: MORN
TL;DR
Morningstar filed an 8-K, standard procedure, no major news.
AI Summary
On August 26, 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 reporting itself.
Why It Matters
This filing serves as a procedural update for Morningstar, Inc., informing the SEC of its reporting status and filing necessary exhibits.
Risk Assessment
Risk Level: low — The filing is a routine procedural report and does not contain any new material information that would impact the company's risk profile.
Key Players & Entities
- Morningstar, Inc. (company) — Registrant
- August 26, 2024 (date) — Date of earliest event reported
- 22 West Washington Street (location) — Principal executive offices address
- Chicago, Illinois (location) — Principal executive offices city and state
- 60602 (location) — Principal executive offices zip code
FAQ
What is the primary purpose of this 8-K filing by Morningstar, Inc.?
The primary purpose is to comply with reporting obligations under Regulation FD and to file financial statements and exhibits as required.
What is the date of the earliest event reported in this filing?
The date of the earliest event reported is August 26, 2024.
Where are Morningstar, Inc.'s principal executive offices located?
Morningstar, Inc.'s principal executive offices are 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 8-K filing disclose any new financial results or material business developments?
No, this 8-K filing primarily serves as a procedural report and does not disclose specific new financial results or material business developments.
Filing Stats: 1,055 words · 4 min read · ~4 pages · Grade level 16.2 · Accepted 2024-08-26 16:42:34
Filing Documents
- morn-20240826.htm (8-K) — 34KB
- investorquestions826.htm (EX-99.1) — 11KB
- investorquestions826001.jpg (GRAPHIC) — 256KB
- investorquestions826002.jpg (GRAPHIC) — 313KB
- investorquestions826003.jpg (GRAPHIC) — 122KB
- 0001289419-24-000081.txt ( ) — 1152KB
- morn-20240826.xsd (EX-101.SCH) — 2KB
- morn-20240826_def.xml (EX-101.DEF) — 14KB
- morn-20240826_lab.xml (EX-101.LAB) — 24KB
- morn-20240826_pre.xml (EX-101.PRE) — 15KB
- morn-20240826_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 30, 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
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: August 26, 2024 By:/s/ Jason Dubinsky Name: Jason Dubinsky Title: Chief Financial Officer 3