Morningstar, Inc. Files 8-K Report
Ticker: MORN · Form: 8-K · Filed: Sep 26, 2025 · CIK: 1289419
| Field | Detail |
|---|---|
| Company | Morningstar, Inc. (MORN) |
| Form Type | 8-K |
| Filed Date | Sep 26, 2025 |
| Risk Level | low |
| Pages | 4 |
| Reading Time | 5 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: disclosure, filing
Related Tickers: MORN
TL;DR
Morningstar filed an 8-K, check for updates.
AI Summary
On September 26, 2025, Morningstar, Inc. filed an 8-K report. The filing primarily concerns Regulation FD disclosures and financial statements and exhibits. No specific financial figures or material events beyond the filing itself were detailed in the provided text.
Why It Matters
This 8-K filing indicates that Morningstar, Inc. is making disclosures to the SEC, which could include material information relevant to investors.
Risk Assessment
Risk Level: low — The provided text is a standard 8-K filing notification and does not contain specific material events or financial data that would indicate high risk.
Key Players & Entities
- Morningstar, Inc. (company) — Registrant
- September 26, 2025 (date) — Date of earliest event reported
- Illinois (location) — State of incorporation
- Chicago (location) — Principal executive office city
- 60602 (postal_code) — Principal executive office zip code
- 312-696-6000 (phone_number) — Registrant's telephone number
FAQ
What is the primary purpose of this 8-K filing by Morningstar, Inc.?
The filing is primarily for Regulation FD Disclosure and to report Financial Statements and Exhibits.
What is the exact date of the earliest event reported in this filing?
The date of the earliest event reported is September 26, 2025.
Where is Morningstar, Inc. incorporated and what is its principal executive office address?
Morningstar, Inc. is incorporated in Illinois, with its principal executive offices 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.
Does this filing indicate any specific new financial results or material events?
The provided text of the 8-K filing does not detail specific new financial results or material events beyond the nature of the filing itself.
Filing Stats: 1,183 words · 5 min read · ~4 pages · Grade level 17.3 · Accepted 2025-09-26 16:24:09
Filing Documents
- morn-20250926.htm (8-K) — 36KB
- investorquestions9262025.htm (EX-99.1) — 40KB
- investorquestions9262025001.jpg (GRAPHIC) — 1095KB
- investorquestions9262025002.jpg (GRAPHIC) — 1136KB
- investorquestions9262025003.jpg (GRAPHIC) — 383KB
- 0001289419-25-000158.txt ( ) — 3837KB
- morn-20250926.xsd (EX-101.SCH) — 2KB
- morn-20250926_def.xml (EX-101.DEF) — 14KB
- morn-20250926_lab.xml (EX-101.LAB) — 24KB
- morn-20250926_pre.xml (EX-101.PRE) — 15KB
- morn-20250926_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 August 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. 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 consummate the CRSP transaction or achieve the intended benefits thereof on a timely basis or at all; 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 informat
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). _____________________________________________________________________________________ 3
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 26, 2025 By:/s/ Michael Holt Name: Michael Holt Title: Chief Financial Officer 4