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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
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 May 5, 2026, 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 websi…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As previously disclosed in the definitive proxy statement on Schedule 14A filed by Morningstar, Inc. (the "Company" or "Morningstar") with the Securities and Exchange Commission on March 27, 2026, Director Gail Landis, who had reached mandatory retirement age under the Company’s director retirement policy by the Company’s Annual Shareholders’ Meeti…
Regulation FD Disclosure The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference. Information or documents on the Company's website referred to in this Report or in the exhibits to this Report are not incorporated by reference into this Report. Cautionary Note Regarding Forward-Looking Statements This Report contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. Th…
Results of Operations and Financial Condition. On April 29, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended March 31, 2026 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on April 29, 2026, the Company published a Supplemental Presentation and a Shareholder Letter. A copy of the Supplemental Presentation and Shareholder L…
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 March 5, 2026, 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 web…
Other Events. On March 13, 2026, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 50 cents per share payable April 30, 2026 to shareholders of record as of April 3, 2026. A copy of the press release is filed as Exhibit 99.1 to this Form 8-K.
Regulation FD Disclosure On February 12, 2026 the Company published a Shareholder Letter. The Shareholder Letter is included as Exhibit 99.3 to this Report and incorporated herein by reference. The Shareholder Letter shall be deemed furnished, not filed, for purposes of this Report. The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference. Information or documents on the Company's website referred to in this Report or in th…
Results of Operations and Financial Condition. On February 12, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on February 12, 2026, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached heret…
Departure of Directors of Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The matter disclosed in Item 7.01(a) of this Current Report on Form 8-K is incorporated herein by reference.
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