Morningstar, Inc. Files 8-K: Regulation FD and Exhibits

Ticker: MORN · Form: 8-K · Filed: Sep 23, 2025 · CIK: 1289419

Morningstar, Inc. 8-K Filing Summary
FieldDetail
CompanyMorningstar, Inc. (MORN)
Form Type8-K
Filed DateSep 23, 2025
Risk Levellow
Pages2
Reading Time2 min
Key Dollar Amounts$375.0 million
Sentimentneutral

Sentiment: neutral

Topics: regulatory-filing, disclosure

Related Tickers: MORN

TL;DR

Morningstar filed a routine 8-K for disclosures and exhibits.

AI Summary

On September 23, 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 filing indicates Morningstar, Inc. is adhering to regulatory disclosure requirements, which is standard practice for publicly traded companies.

Risk Assessment

Risk Level: low — The filing appears to be a standard regulatory disclosure without any immediately apparent negative or positive material events.

Key Players & Entities

  • Morningstar, Inc. (company) — Registrant
  • September 23, 2025 (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 for Morningstar, Inc.?

The primary purpose of this 8-K filing is for Regulation FD Disclosure and to report Financial Statements and Exhibits.

What is the exact name of the registrant as specified in its charter?

The exact name of the registrant is Morningstar, Inc.

In which state was Morningstar, Inc. incorporated?

Morningstar, Inc. was incorporated in Illinois.

What is the Commission File Number for Morningstar, Inc.?

The Commission File Number for Morningstar, Inc. is 000-51280.

What is the business address and phone number of Morningstar, Inc.?

The business address is 22 West Washington Street, Chicago, Illinois 60602, and the telephone number is (312) 696-6000.

Filing Stats: 480 words · 2 min read · ~2 pages · Grade level 10.4 · Accepted 2025-09-23 07:49:08

Key Financial Figures

  • $375.0 million — diary of the University of Chicago, for $375.0 million. The transaction, which is subject to c

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure On September 23, 2025, Morningstar, Inc. ("Morningstar") issued a press release announcing that it has entered into a definitive agreement to acquire the Center for Research in Security Prices, LLC, a subsidiary of the University of Chicago, for $375.0 million. The transaction, which is subject to customary closing conditions, including regulatory approval, is expected to close in the fourth quarter of 2025. A copy of the press release is included as Exhibit 99.1 to this Current Report on Form 8-K and incorporated herein by reference.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits: Exhibit No . Description 99.1 Press Release dated September 23, 2025. 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: September 23, 2025 By:/s/ Michael Holt Name: Michael Holt Title: Chief Financial Officer

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