Morningstar, Inc. Files 8-K Report

TL;DR

Morningstar filed an 8-K, mostly standard disclosures and exhibits. No major news.

AI Summary

On August 29, 2025, Morningstar, Inc. filed an 8-K report. The filing primarily concerns Regulation FD Disclosure and the inclusion of Financial Statements and Exhibits. No specific financial transactions or material events were detailed in the provided excerpt.

Why It Matters

This 8-K filing indicates that Morningstar, Inc. is providing updated regulatory disclosures and financial exhibits to the SEC, which is standard practice for public companies.

Risk Assessment

Risk Level: low — The filing is a routine 8-K report for disclosures and exhibits, with no indication of significant new risks or events.

Key Players & Entities

• Morningstar, Inc. (company) — Registrant
• August 29, 2025 (date) — Date of earliest event reported
• Illinois (location) — State of incorporation
• Chicago (location) — City of principal executive offices

FAQ

Filing Documents

• tm2524689d1_8k.htm (8-K) — 47KB
• tm2524689d1_ex99-1.htm (EX-99.1) — 86KB
• 0001104659-25-085675.txt ( ) — 315KB
• morn-20250829.xsd (EX-101.SCH) — 3KB
• morn-20250829_lab.xml (EX-101.LAB) — 33KB
• morn-20250829_pre.xml (EX-101.PRE) — 22KB
• tm2524689d1_8k_htm.xml (XML) — 3KB

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure (a) In accordance with the policy of Morningstar, Inc. (the "Company") regarding public disclosure of corporate information, investor questions received by the Company primarily through July 31, 2025, 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. Information or documents on the Company's website referred to in the Investor Q&A are not incorporated by reference into this Report. (b) James Rhodes, President of Direct Platform, will be leaving the Company on Sept. 12, 2025. Frannie Besztery, Chief Operating Officer of Direct Platform, will serve as interim head until a permanent successor is appointed. 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 "aim," "committed," "consider," "estimate," "future," "goal," " is designed to," "maintain," "may," "objective," "ongoing," "could," "expect," "intend," "plan," "possible," "potential," "seek," "anticipate," "believe," "predict," "prospects," "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

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). 4

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 29, 2025 By:/s/ Michael Holt Name: Michael Holt Title: Chief Financial Officer 5

View Full Filing

View this 8-K filing on SEC EDGAR