Morningstar, Inc. Files 8-K Report
Ticker: MORN · Form: 8-K · Filed: Oct 1, 2024 · CIK: 1289419
| Field | Detail |
|---|---|
| Company | Morningstar, Inc. (MORN) |
| Form Type | 8-K |
| Filed Date | Oct 1, 2024 |
| Risk Level | low |
| Pages | 4 |
| Reading Time | 4 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: 8-K, financial-statements, exhibits
TL;DR
Morningstar filed an 8-K today, mostly for financial statements and exhibits. No major news yet.
AI Summary
On October 1, 2024, Morningstar, Inc. filed an 8-K report. The filing primarily serves as a notification of financial statements and exhibits, and a Regulation FD Disclosure. No specific financial figures or material events were detailed in the provided excerpt.
Why It Matters
This filing indicates that Morningstar, Inc. is providing updated financial statements and exhibits, which are crucial for investors to assess the company's financial health and performance.
Risk Assessment
Risk Level: low — The provided excerpt is a standard 8-K filing for financial statements and exhibits, not indicating any immediate material adverse events.
Key Players & Entities
- Morningstar, Inc. (company) — Registrant
- October 1, 2024 (date) — Date of earliest event reported
- 22 West Washington Street (address) — Principal executive offices
- Chicago, Illinois (location) — Principal executive offices location
- 60602 (zip_code) — Principal executive offices zip code
FAQ
What is the primary purpose of this 8-K filing by Morningstar, Inc.?
The primary purpose of this 8-K filing is to report financial statements and exhibits, and to make a Regulation FD Disclosure.
When was the earliest event reported in this filing?
The earliest event reported in this filing was on October 1, 2024.
What is the exact name of the registrant as specified in its charter?
The exact name of the registrant is Morningstar, Inc.
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 Morningstar, Inc.'s telephone number?
Morningstar, Inc.'s telephone number is (312) 696-6000.
Filing Stats: 1,056 words · 4 min read · ~4 pages · Grade level 16.2 · Accepted 2024-10-01 16:56:13
Filing Documents
- morn-20241001.htm (8-K) — 34KB
- iq-october12024.htm (EX-99.1) — 49KB
- iq-october12024001.jpg (GRAPHIC) — 252KB
- iq-october12024002.jpg (GRAPHIC) — 247KB
- iq-october12024003.jpg (GRAPHIC) — 349KB
- iq-october12024004.jpg (GRAPHIC) — 320KB
- iq-october12024005.jpg (GRAPHIC) — 321KB
- iq-october12024006.jpg (GRAPHIC) — 271KB
- iq-october12024007.jpg (GRAPHIC) — 307KB
- iq-october12024008.jpg (GRAPHIC) — 329KB
- iq-october12024009.jpg (GRAPHIC) — 314KB
- iq-october12024010.jpg (GRAPHIC) — 305KB
- iq-october12024011.jpg (GRAPHIC) — 116KB
- 0001289419-24-000102.txt ( ) — 4566KB
- morn-20241001.xsd (EX-101.SCH) — 2KB
- morn-20241001_def.xml (EX-101.DEF) — 14KB
- morn-20241001_lab.xml (EX-101.LAB) — 24KB
- morn-20241001_pre.xml (EX-101.PRE) — 15KB
- morn-20241001_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 primarily received by the Company through August 2, 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
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: October 1, 2024 By:/s/ Jason Dubinsky Name: Jason Dubinsky Title: Chief Financial Officer 3