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| LEI | 529900YGNQPOVAXQ7F29 |
| CIK | 1289419 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Morningstar, Inc.
SEC Filings (Chronological Order)
本頁面提供了一個完整的、按時間順序排列的美國證券交易委員會（SEC）申報文件列表，不包括我們在其他地方提供的所有權申報。
| May 22, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-329 |
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| May 22, 2026 |
investorquestionsthrough Investor Questions and Answers: May 22, 2026 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| May 8, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3297 |
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| April 29, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| April 29, 2026 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| April 29, 2026 |
morningstarq126ceoletter © April 29, 2026. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor First-Quarter Earnings 2026 Dear Morningstar shareholders, Morningstar reported strong results to open 2026, with first quarter revenue increasing 10.8%, or 7.6% on an organic basis, while operating income and adjusted operating income increased 36.6% and 31.9%, respectively. We remained activ |
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| April 29, 2026 |
morningstarq1x2026xsupp First-Quarter 2026 Supplemental Presentation April 29, 2026 2 This presentation contains forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995. |
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| April 29, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2026 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MO |
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| March 27, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1 |
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| March 27, 2026 |
a2025annualreport 2025 Annual Report Morningstar, Inc.2025 Annual Report Letter to Shareholders 2 Our Compounding Capabilities Are Built for an AI Future 3 2025 Recap 7 Company Goals Update 14 Delivering insights across asset classes to public and 15 private market investors Leveraging advances in artificial intelligence to drive innovation 16 across internal and external products and services Dri |
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| March 27, 2026 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6( |
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| March 25, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 25, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| March 25, 2026 |
Investor Questions and Answers: March 25, 2026 Exhibit 99.1 Investor Questions and Answers: March 25, 2026 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. The following answers respond to selected questions received through March 5, 2026. We retain the discretion to combine answers for duplicate or similar que |
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| March 25, 2026 |
Investor Questions and Answers: March 25, 2026 Exhibit 99.1 Investor Questions and Answers: March 25, 2026 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. The following answers respond to selected questions received through March 5, 2026. We retain the discretion to combine answers for duplicate or similar que |
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| March 25, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 25, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| March 13, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 13, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| March 13, 2026 |
dividendpr031326 Contact: Landon Hudson, +1 312 696-6037, [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share CHICAGO, March 13, 2026 – The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividen |
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| February 13, 2026 |
EXHIBIT 21.1 The information below is presented as of the date of this filing. Listed below are all the subsidiaries of Morningstar, Inc., except certain subsidiaries which are not included in the listing because, considered in the aggregate, they do not constitute a significant subsidiary as of the date compiled. Subsidiaries of Morningstar, Inc. Subsidiary Jurisdiction of Formation Ownership Inf |
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| February 13, 2026 |
mornexhibitx191x1231202 © 2025 Morningstar. All Rights Reserved. This Insider Trading Policy (“Policy”) has been adopted by the Board of Directors (“Board”) of Morningstar, Inc. (“Morningstar” or the “Company”) to promote compliance with insider trading laws. This Policy applies to all Covered Parties (as defined in section 1), globally. However, substantial additional requirements relating to sec |
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| February 13, 2026 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGS |
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| February 13, 2026 |
MORNINGSTAR, INC. INCENTIVE PLAN (As Amended and Restated Effective January 1, 2026) ARTICLE 1 Statement of Purpose The compensation policies of Morningstar, Inc. (the "Company") are intended to support the Company's overall objective of enhancing shareholder value. In furtherance of this philosophy, the Company has designed this Morningstar, Inc. Incentive Plan (the "Plan") to provide incentives |
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| February 12, 2026 |
morningstarq4x2025xsupp Fourth-Quarter 2025 Supplemental Presentation February 12, 2026 2 This presentation contains forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995. |
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| February 12, 2026 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| February 12, 2026 |
ceoletterdraftq425final © February 12, 2026. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Fourth-Quarter Earnings 2025 Dear Morningstar shareholders, Morningstar closed the year with strength across multiple areas of the business, supporting 8.5% consolidated revenue growth in the fourth quarter compared to the prior-year period, or 8.1% on an organic basis, while operating incom |
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| February 12, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 12, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| January 5, 2026 |
pr-brammanboardannouncem Contact: Stephanie Lerdall, +1 312 696-6037, newsroom@morningstar. |
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| January 5, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 2, 2026 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36- |
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| December 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 23, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| December 23, 2025 |
investorquestions122325f Investor Questions and Answers: December 23, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| December 5, 2025 |
dividendpr120525 Contact: Landon Hudson, +1 312 696-6037, [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Increases Quarterly Dividend to 50 Cents Per Share CHICAGO, Dec. 05, 2025 – The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, an increase of approximatel |
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| December 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 5, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36 |
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| November 25, 2025 |
a112525investorquestions Investor Questions and Answers: November 25, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| November 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 25, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| November 5, 2025 |
investorquestions115258k 1 Investor Questions and Answers: November 5, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| November 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 5, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36 |
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| October 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 31, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| October 31, 2025 |
Exhibit 10.1 EXECUTION VERSION Published CUSIP Number (Deal): 61774PAD2 Published CUSIP Number (Revolver): 61774PAE0 Published CUSIP Number (Term A-1): 61774PAF7 Published CUSIP Number (Term A-2): 61774PAG5 CREDIT AGREEMENT Dated as of October 31, 2025 among MORNINGSTAR, INC., as the Company and a Borrower, CERTAIN SUBSIDIARIES OF THE COMPANY as Designated Borrowers, CERTAIN SUBSIDIARIES OF THE BO |
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| October 30, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-5128 |
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| October 29, 2025 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| October 29, 2025 |
morningstarq325ceoletter © October 29, 2025. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Third-Quarter Earnings 2025 Dear Morningstar shareholders, Morningstar Credit had a standout third quarter, which, together with meaningful contributions from Morningstar Direct Platform and PitchBook, helped drive 8.4% consolidated revenue growth (9.0% organic) compared to the prior-year pe |
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| October 29, 2025 |
morningstarq3x2025xsupp Third-Quarter 2025 Supplemental Presentation October 29, 2025 2 This presentation contains forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995. |
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| October 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 29, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36 |
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| October 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 8, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36- |
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| September 26, 2025 |
investorquestions9262025 Investor Questions and Answers: September 26, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| September 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 26, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) |
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| September 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 23, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) |
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| September 23, 2025 |
bwmornxcrspx92325 Media Contacts: Sarah Wirth, +1 312 696-6037 or newsroom@morningstar. |
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| September 19, 2025 |
dividendpr091925 Contact: Landon Hudson, +1 312 696-6037, [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share CHICAGO, 2025 Sept. 19 – The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the divi |
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| September 19, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 19, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) |
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| August 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 29, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| August 29, 2025 |
Investor Questions and Answers: August 29, 2025 Exhibit 99.1 Investor Questions and Answers: August 29, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. The following answers respond to selected questions primarily received through July 31, 2025. We retain the discretion to combine answers for duplicate or |
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| August 5, 2025 |
responsestoinvestorquest Investor Questions and Answers: August 5, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| August 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| July 31, 2025 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENT MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENT THIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is mad |
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| July 31, 2025 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN STRETCH PERFORMANCE STOCK UNIT AWARD AGREEMENT THIS STRETCH PERFORMANCE STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the |
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| July 31, 2025 |
MORNINGSTAR, INC. EXECUTIVE SEVERANCE POLICY (Effective May 9, 2025) MORNINGSTAR, INC. EXECUTIVE SEVERANCE POLICY (Effective May 9, 2025) In order to encourage the retention of key management employees, the Compensation Committee of the Board of Directors (the “Committee”) of Morningstar, Inc., an Illinois corporation (the “Company”), has adopted this Executive Severance Policy (as it may be amended pursuant to the terms hereof, this “Policy”). SECTION 1. Definitio |
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| July 31, 2025 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT THIS DIRECTOR RESTRICTED STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein (together, the “Award Agreement”), is made under the Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan, as am |
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| July 31, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MOR |
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| July 31, 2025 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT THIS RESTRICTED STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”) |
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| July 30, 2025 |
Second-Quarter 2025 Supplemental Presentation July 30, 2025 2 This presentation contains forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995. |
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| July 30, 2025 |
© July 30, 2025. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Second-Quarter Earnings 2025 Dear Morningstar shareholders, PitchBook, Morningstar Direct Platform, and Morningstar Credit were the key drivers of our 5.8% revenue growth (5.9% organic) in the second quarter, compared to the prior-year period. Organic revenue growth declined relative to recent quarters, reflecting slow |
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| July 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| July 30, 2025 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| June 27, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 27, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| June 27, 2025 |
Investor Questions and Answers: June 27, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| June 20, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 20, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| June 20, 2025 |
1 of 2 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share CHICAGO, June 20, 2025— The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividen |
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| May 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3297 |
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| May 7, 2025 |
Investor Questions and Answers: May 7, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| May 7, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3297 |
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| May 1, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MO |
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| April 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| April 30, 2025 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| April 30, 2025 | ||
| April 30, 2025 |
First-Quarter 2025 Supplemental Presentation April 30, 2025 2 This presentation contains forward-looking statements within the meaning of Private Securities Litigation Reform Act of 1995. |
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| April 29, 2025 |
Investor Questions and Answers: April 28, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| April 29, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| March 28, 2025 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6( |
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| March 28, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1 |
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| March 28, 2025 |
2024 Annual Report Morningstar, Inc. Letter to Shareholders 3 Company Goals Update Delivering insights across asset classes to public- and 6 private-market investors Leveraging advances in artificial intelligence to drive innovation 8 across internal and external products and services Driving operational excellence and scalability to support 9 growth targets Building an amazing culture that suppor |
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| March 25, 2025 |
Investor Questions and Answers: March 25, 2025 Exhibit 99.1 Investor Questions and Answers: March 25, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. The following answers respond to selected questions primarily received through January 31, 2025. We retain the discretion to combine answers for duplicate o |
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| March 25, 2025 |
Exhibit 99.1 Investor Questions and Answers: March 25, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. The following answers respond to selected questions primarily received through January 31, 2025. We retain the discretion to combine answers for duplicate o |
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| March 25, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 25, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| March 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 25, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| March 14, 2025 |
1 of 2 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share CHICAGO, March 14, 2025— The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, consistent with the divide |
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| March 14, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| February 28, 2025 |
EXHIBIT 21.1 The information below is presented as of the date of this filing. Listed below are all the subsidiaries of Morningstar, Inc., except certain subsidiaries which are not included in the listing because, considered in the aggregate, they do not constitute a significant subsidiary as of the date compiled. Subsidiaries of Morningstar, Inc. Subsidiary Jurisdiction of Formation Ownership Inf |
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| February 28, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGS |
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| February 28, 2025 |
© 2024 Morningstar. All Rights Reserved. This Insider Trading Policy (“Policy”) has been adopted by the Board of Directors of Morningstar, Inc. (“Morningstar” or the “Company”) to promote compliance with insider trading laws. This Policy applies to all Covered Parties (as defined in section I), globally. However, substantial additional requirements relating to securities laws may apply to certain |
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| February 26, 2025 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| February 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| February 26, 2025 |
© February 26, 2025. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Fourth-Quarter Earnings 2024 Dear Morningstar shareholders, In the fourth quarter, revenue grew 9.7%, or 10.6% on an organic basis, with higher operating margins compared to the prior-year period. Adjusted operating margin decreased slightly due in large part to a jump in bonus expense, primarily in Morningstar Cre |
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| February 26, 2025 |
Fourth-Quarter 2024 Supplemental Presentation February 26, 2025 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| January 31, 2025 |
Investor Questions and Answers: January 31, 2025 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| January 31, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 31, 2025 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36 |
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| December 13, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 13, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| December 13, 2024 |
Investor Questions and Answers: December 13, 2024 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| December 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 6, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| December 10, 2024 |
Offer Letter between Morningstar, Inc. and Michael Holt dated December 6, 2024. EXHIBIT 10.1 12/6/2024 Michael Holt c/o Morningstar 22 West Washington Street Chicago, IL 60602 Dear Mike, Morningstar, Inc., is pleased to extend an offer to you for the Chief Financial Officer position, reporting to me, effective January 1, 2025. Cash Compensation The annual base salary for the Chief Financial Officer role will be $450,000 paid semi-monthly. You will also be eligible to particip |
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| December 10, 2024 |
Morningstar Appoints Michael Holt as Chief Financial Officer Exhibit 99.1 Investor Relations Contact: Sarah Bush, [email protected] Media Relations Contact: Stephanie Lerdall, [email protected] DRAFT – NOT FOR IMMEDIATE RELEASE Morningstar Appoints Michael Holt as Chief Financial Officer CHICAGO, December 10, 2024—Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael |
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| December 10, 2024 |
MORN / Morningstar, Inc. / Mansueto Daniel - SC 13G Passive Investment SC 13G 1 tm2430062d1sc13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700 10 9 (CUSIP Number) December 04, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
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| December 6, 2024 |
Contract Services Agreement dated December 3, 2024 Execution Version CONTRACT SERVICES AGREEMENT This Contract Services Agreement (“Agreement”) is made by and between Morningstar, Inc. |
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| December 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 3, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36 |
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| December 6, 2024 |
Separation Agreement dated December 3, 2024 EXECUTION VERSION SEPARATION AGREEMENT AND GENERAL RELEASE This Separation Agreement and General Release (the “Agreement”) is made by and between Jason Dubinsky and his heirs, agents, and assigns (hereinafter, “Employee”) and Morningstar, Inc. |
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| December 6, 2024 |
1 of 2 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share CHICAGO, Dec. 6, 2024— The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, payable Jan. 31, 2025, to s |
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| November 14, 2024 |
SC 13G/A 1 s013024a.htm SCHEDULE 13G (AMENDMENT NO. 5) SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of This Statement) Check the appropriat |
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| November 14, 2024 |
EX-99.1 2 s013024b.htm EXHIBIT 99.1 EXHIBIT 99.1 The identity and the Item 3 classification of the relevant subsidiary are: Select Equity Group, L.P., which is an Investment Adviser in accordance with Rule 13d-1(b)(1)(ii)(E). |
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| November 12, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 12, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| November 12, 2024 |
MORN / Morningstar, Inc. / Mansueto Joseph D - SC 13G/A Passive Investment SC 13G/A 1 tm2428057d1sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 19)* Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700 10 9 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the approp |
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| November 12, 2024 |
Investor Questions and Answers: November 12, 2024 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| October 25, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-5128 |
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| October 23, 2024 |
Third-Quarter 2024 Supplemental Presentation October 23, 2024 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| October 23, 2024 |
© Oct. 23, 2024. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Third-Quarter Earnings 2024 Dear Morningstar shareholders, In the third quarter of 2024, revenue increased 10.5%, or 10.1% on an organic basis. Operating margins and cash flow grew significantly compared to the prior-year period. Before I dive into an update, we announced today that Jason Dubinsky, our chief financial |
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| October 23, 2024 |
News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| October 23, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36 |
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| October 23, 2024 |
1 of 2 Investor Relations Contact: Sarah Bush, [email protected] Media Relations Contact: Stephanie Lerdall, [email protected] FOR IMMEDIATE RELEASE Morningstar Chief Financial Officer Jason Dubinsky to Depart CHICAGO, Oct. 23, 2024—Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Jason Dubinsky, chief financial officer, will s |
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| October 1, 2024 |
Investor Questions and Answers: October 1, 2024 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| October 1, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 1, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36- |
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| September 18, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 18, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) |
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| September 18, 2024 |
1 of 2 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share CHICAGO, Sept. 18, 2024— The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the divide |
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| August 26, 2024 |
Investor Questions and Answers: August 26, 2024 On June 20th we announced that we had entered a strategic alliance with AssetMark. |
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| August 26, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 26, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36- |
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| July 26, 2024 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT THIS RESTRICTED STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”) |
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| July 26, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MOR |
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| July 26, 2024 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENT MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENT THIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is mad |
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| July 26, 2024 |
MORNINGSTAR, INC. ELT POLICY ON RECOUPMENT OF COMPENSATION MORNINGSTAR, INC. ELT POLICY ON RECOUPMENT OF COMPENSATION Introduction The Compensation Committee (the “Compensation Committee”) of the Board of Directors (the “Board”) of Morningstar, Inc. (the “Company”) has adopted this ELT Policy on Recoupment of Compensation (this “Policy”), which provides for the recoupment of compensation in certain circumstances. This Policy is intended to operate togethe |
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| July 26, 2024 |
Execution Version THIRD AMENDMENT TO CREDIT AGREEMENT This Third Amendment to Credit Agreement (this “Amendment”) is entered into as of June 27, 2024 by and among MORNINGSTAR, INC. |
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| July 26, 2024 |
MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN STRETCH PERFORMANCE STOCK UNIT AWARD AGREEMENT THIS STRETCH PERFORMANCE STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the |
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| July 25, 2024 |
News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| July 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 24, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| July 25, 2024 |
Second-Quarter 2024 Supplemental Presentation July 24, 2024 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| July 25, 2024 |
© 2024 Morningstar. All Rights Reserved. Morningstar Wealth and AssetMark Strategic Alliance Frequently Asked Questions Updated July 24, 2024 What is happening? AssetMark and Morningstar have entered into an agreement in which AssetMark will acquire approximately $12 billion in assets administered on the Morningstar Wealth Turnkey Asset Management Platform (TAMP). Financial advisors and clients on |
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| July 25, 2024 |
© July 24, 2024. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Second-Quarter Earnings 2024 Dear Morningstar shareholders, In the second quarter of 2024, revenue increased 13.3%, or 13.6% on an organic basis. Operating margins and cash flow grew significantly compared to the prior-year period. A Rebound in Credit Issuance We saw growth across our business segments in the quarter, |
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| July 18, 2024 |
EX-99.1 2 investorquestions71824v2.htm EX-99.1 Investor Questions and Answers: July 18, 2024 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. The following answers respond to selected questions received through June 3, 2024. We retain the discretion to combine answ |
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| July 18, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 18, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| June 20, 2024 |
Morningstar Wealth and AssetMark Strategic Alliance Exhibit 99.2 Morningstar Wealth and AssetMark Strategic Alliance Investor Q&A June 20, 2024 What is happening? AssetMark and Morningstar have entered into an agreement in which AssetMark will acquire approximately $12 billion in assets from the Morningstar Wealth Turnkey Asset Management Platform (TAMP). Financial advisors and clients on Morningstar Wealth’s TAMP will be able to have their account |
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| June 20, 2024 |
AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business Exhibit 99.1 AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business Concord, CA – June 20, 2024 – Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth, a division of independent |
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| June 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 20, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Nu |
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| June 18, 2024 |
1 of 2 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share CHICAGO, June 18, 2024— The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividen |
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| June 18, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 18, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| June 14, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 14, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-32 |
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| June 14, 2024 |
Investor Questions and Answers: June 14, 2024 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. |
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| May 15, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-329 |
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| May 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3297 |
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| April 26, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MO |
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| April 25, 2024 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 24, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| April 25, 2024 |
First-Quarter 2024 Supplemental Presentation April 24, 2024 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| April 25, 2024 |
© April 24, 2024. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor First-Quarter Earnings 2024 Dear Morningstar shareholders, We began 2024 with broad-based growth, increasing revenue 13.2% or 12.9% on an organic basis. Margins and cash flow also grew significantly compared to the prior-year period. In this quarter’s letter, I’ll provide an update on our business, followed by a focus |
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| March 28, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by R |
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| March 28, 2024 |
2023 Annual Report 2023 Annual Report Morningstar, Inc. Canada United States Mexico Brazil Chile Australia China India Japan Singapore South Korea Thailand United Arab Emirates Letter to Shareholders 2 2023 Recap 4 Financial Highlights 7 Company Goals Delivering insights across asset classes to public 12 and private market investors Establishing leading ESG positions across each business 15 Drivin |
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| March 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ |
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| March 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 22, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| March 15, 2024 |
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| March 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 15, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 36-3 |
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| February 29, 2024 |
The following tables present information about the company’s reportable segments for the three and nine months ended September 30, 2023 and 2022, along with the items necessary to reconcile the segment information to the totals reported in the accompanying consolidated financial statements. |
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| February 29, 2024 |
Fourth Quarter 2023 Supplemental Presentation Update February 29, 2024 This presentation dated February 29, 2024 includes an update (the “Update”) to the Morningstar Fourth Quarter 2023 Supplemental Presentation dated February 22, 2024 (the “Original Supplemental Materials”) to provide detail on the reporting segments reflected in Morningstar’s Annual Report on Form 10-K for the year ended December 31, 2023. |
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| February 29, 2024 |
MORNINGSTAR, INC. DODD-FRANK POLICY ON RECOUPMENT OF INCENTIVE COMPENSATION Exhibit 97 MORNINGSTAR, INC. DODD-FRANK POLICY ON RECOUPMENT OF INCENTIVE COMPENSATION Introduction The Board of Directors (the “Board”) of Morningstar, Inc. (the “Company”) has adopted this Dodd-Frank Policy on Recoupment of Incentive Compensation (this “Policy”), which provides for the recoupment of compensation in certain circumstances in the event of a restatement of financial results by the C |
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| February 29, 2024 |
EXHIBIT 21.1 The information below is presented as of December 31, 2023. Listed below are all the subsidiaries of Morningstar, Inc., except certain subsidiaries which are not included in the listing because, considered in the aggregate, they do not constitute a significant subsidiary as of the date compiled. Subsidiaries of Morningstar, Inc. Subsidiary Jurisdiction of Formation Ownership Informati |
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| February 29, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGS |
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| February 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 29, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| February 28, 2024 |
United States securities and exchange commission logo February 28, 2024 Jason Dubinsky Chief Financial Officer Morningstar, Inc. |
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| February 23, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois (State or other jurisdiction of incorporation) 000-51280 (Commission File Number) 3 |
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| February 23, 2024 |
© February 22, 2024. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Fourth-Quarter Earnings 2023 Dear Morningstar shareholders, I am pleased to share our 2023 fourth-quarter results. Revenue increased 13.4% (up 12.6% organically) with broad-based growth. Margins also grew meaningfully compared to the prior-year period as did operating and free cash flows, which were up 33.1% and 59 |
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| February 23, 2024 |
Fourth Quarter 2023 Supplemental Presentation February 22, 2024 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| February 23, 2024 |
22 West Washington Street Telephone: +1 312 696-6000 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. |
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| February 21, 2024 |
FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83). This letter requests confidential treatment of the bracketed portions of this letter (designated by “[***]"). February 21, 2024 Via EDGAR Cara Lubitz Marc Thomas Office of Finance Division of Corporation Finance U.S. Securities & Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Morningst |
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| February 14, 2024 |
EX-99.1 2 s013024b.htm EXHIBIT 99.1 EXHIBIT 99.1 The identity and the Item 3 classification of the relevant subsidiary are: Select Equity Group, L.P., which is an Investment Adviser in accordance with Rule 13d-1(b)(1)(ii)(E). |
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| February 14, 2024 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700109 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Sched |
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| February 13, 2024 |
MORN / Morningstar, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01486-morningstarinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: Morningstar Inc Title of Class of Securities: Common Stock CUSIP Number: 617700109 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the |
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| February 13, 2024 |
BANK OF AMERICA CORPORATION LIMITED POWER OF ATTORNEY EX-99 2 bacpoa.htm BANK OF AMERICA CORPORATION LIMITED POWER OF ATTORNEY BANK OF AMERICA CORPORATION, a Delaware corporation (the "Corporation"), does hereby make, constitute, and appoint each of Szabina Biro, Hannah Chae, Andres Ortiz Custodio, Kamil Dziedzic, Krishnan Harihanran, Kelvin Kwok, Frank Lui, James Todd, Michelle Wong, and Monica Yako as an attorney-in-fact for the Corporation acting |
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| February 13, 2024 |
MORN / Morningstar, Inc. / BANK OF AMERICA CORP /DE/ Passive Investment SC 13G/A 1 doc1.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 01)* Morningstar, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 617700109 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursu |
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| February 7, 2024 |
United States securities and exchange commission logo February 7, 2024 Jason Dubinsky Chief Financial Officer Morningstar, Inc. |
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| February 6, 2024 |
MORN / Morningstar, Inc. / Mansueto Joseph D - SC 13G/A Passive Investment SC 13G/A 1 tm245240d1sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 18)* Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700 10 9 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropri |
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| February 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 5, 2024 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| January 29, 2024 |
MORN / Morningstar, Inc. / BlackRock Inc. Passive Investment SC 13G 1 us6177001095012924.txt us6177001095012924.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: ) Morningstar, Inc. - (Name of Issuer) Common Stock - (Title of Class of Securities) 617700109 - (CUSIP Number) December 31, 2023 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| January 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 22, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission Fil |
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| December 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 19, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission Fil |
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| December 15, 2023 |
FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83). This letter requests confidential treatment of the bracketed portions of this letter (designated by “[***]”). December 15, 2023 Via EDGAR Cara Lubitz Marc Thomas Office of Finance Division of Corporation Finance U.S. Securities & Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Morningst |
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| December 1, 2023 |
Exhibit 99.1 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share CHICAGO, Dec. 1, 2023— The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, an increase of 8 perce |
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| December 1, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 1, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| November 28, 2023 |
November 28, 2023 VIA EDGAR Office of Finance Division of Corporate Finance U.S. Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Morningstar, Inc. Form 10-K for the Fiscal Year Ended December 31, 2022 Response dated November 9, 2023 File No. 000-51280 Dear Ms. Lubit and Mr. Thomas, Morningstar, Inc., an Illinois corporation (the “Company”), is in receipt of your lett |
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| November 17, 2023 |
United States securities and exchange commission logo November 17, 2023 Jason Dubinsky Chief Financial Officer Morningstar, Inc. |
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| November 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 9, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| November 13, 2023 |
Exhibit 99.1 Third Quarter 2023 Supplemental Presentation Update November 9, 2023 This presentation dated November 9, 2023 includes an update (the “Update”) to the Morningstar Third Quarter 2023 Supplemental Presentation dated October 25, 2023 (the “Original Supplemental Materials”) to provide detail on the reporting segments reflected in Morningstar’s Quarterly Report on Form 10-Q for the quarter |
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| November 9, 2023 |
FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83). This letter requests confidential treatment of the bracketed portions of this letter (designated by “[***]”). November 9, 2023 Via EDGAR Cara Lubitz Marc Thomas Office of Finance Division of Corporation Finance U.S. Securities & Exchange Commission 100 F Street, NE Washington, D.C. 20549 FOIA CONFIDENT |
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| November 9, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 |
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| November 2, 2023 |
November 2, 2023 VIA EDGAR Office of Finance Division of Corporate Finance U.S. Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Morningstar, Inc. Form 10-K for the Fiscal Year Ended December 31, 2022 Filed February 24, 2023 File No. 000-51280 Dear Ms. Lubit and Mr. Thomas, Morningstar, Inc., an Illinois corporation (the “Company”), is in receipt of your letter dated |
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| October 26, 2023 |
Exhibit 99.1 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. Reports Third-Quarter 2023 Financial Results CHICAGO, Oct. 25, 2023 - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid third-quarter revenue growth, driven primarily by the perfo |
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| October 26, 2023 |
Exhibit 99.3 © October 25, 2023. Morningstar. All Rights Reserved. Letter from CEO Kunal Kapoor Third-Quarter Results 2023 Dear Morningstar shareholders, Our third-quarter results demonstrate durable growth and increasing profitability. Revenue grew 10.1% to $515.5 million in the quarter (up 9.3% organically) and margins grew meaningfully. I am also pleased that operating cash flow increased 28.0% |
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| October 26, 2023 |
Exhibit 99.2 Third Quarter 2023 Supplemental Presentation October 25, 2023 This presentation contains forward-looking statements within the meaning of 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 degre |
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| October 26, 2023 |
Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 25, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| October 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 23, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| October 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 2, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| September 27, 2023 |
United States securities and exchange commission logo September 27, 2023 Jason Dubinsky Chief Financial Officer Morningstar, Inc. |
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| September 15, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission Fi |
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| September 15, 2023 |
Exhibit 99.1 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share CHICAGO, Sept. 15, 2023—The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the d |
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| September 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 8, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission Fil |
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| August 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 21, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| July 28, 2023 |
Exhibit 99.2 Second Quarter 2023 Supplemental Presentation July 26, 2023 This presentation contains forward-looking statements within the meaning of 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 |
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| July 28, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORN |
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| July 28, 2023 |
Exhibit 99.3 © July 26, 2023. Morningstar. All Rights Reserved. Letter from Kunal Kapoor Second-Quarter Earnings 2023 Dear Morningstar shareholders, It was good to see many of you at this year’s shareholder meeting. A number of you shared that you’d like to hear from me more frequently, so, starting this quarter, I’ll pen a letter alongside our earnings release that addresses a few timely themes. |
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| July 28, 2023 |
Morningstar, Inc. Reports Second-Quarter 2023 Financial Results Exhibit 99.1 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 Correction Notice: On July 27, 2023, Morningstar, Inc. (Nasdaq: MORN) issued this amended press release (originally published on July 26, 2023), which corrects the calculation and related percentage changes of adjusted diluted net income per share for the quarter-ended J |
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| July 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 26, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Nu |
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| July 21, 2023 |
FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83) FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83) July 21, 2023 Via EDGAR Cara Lubitz Marc Thomas Office of Finance Division of Corporation Finance U.S. Securities & Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Morningstar, Inc. Form 10-K for the Fiscal Year Ended December 31, 2022 Filed February 24, 2023 File No. 000-51280 |
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| July 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 6, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Num |
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| June 16, 2023 |
Exhibit 99.1 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share CHICAGO, June 16, 2023—The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the di |
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| June 16, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 16, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Nu |
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| June 15, 2023 |
United States securities and exchange commission logo June 15, 2023 Jason Dubinsky Chief Financial Officer Morningstar, Inc. |
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| June 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 12, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Nu |
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| May 31, 2023 |
FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83) FOIA Confidential Treatment Request by Morningstar, Inc. Pursuant to Rule 83 (17 C.F.R. 200.83) May 31, 2023 Via EDGAR Cara Lubitz Marc Thomas Office of Finance Division of Corporation Finance U.S. Securities & Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Morningstar, Inc. Form 10-K for the Fiscal Year Ended December 31, 2022 Filed February 24, 2023 File No. 000-51280 Dear Ladie |
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| May 18, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 12, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Num |
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| May 11, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Num |
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| April 28, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MOR |
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| April 28, 2023 |
EXHIBIT 10.1 MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT THIS RESTRICTED STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Awar |
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| April 28, 2023 |
April 28, 2023 VIA EDGAR U.S. Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, NE Washington, D.C. 20549 Attn: Marc Thomas Cara Lubit Re: Morningstar, Inc. Form 10-K for the Fiscal Year ended December 31, 2022 Filed February 24, 2023 File No. 000-51280 Dear Mr. Thomas and Ms. Lubit: On behalf of Morningstar, Inc. (the “Company”), we acknowledge the |
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| April 27, 2023 |
Morningstar, Inc. Reports First-Quarter 2023 Financial Results Exhibit 99.1 FOR IMMEDIATE RELEASE Morningstar, Inc. Reports First-Quarter 2023 Financial Results CHICAGO, April 26, 2023 - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted positive first-quarter revenue growth, driven by the performance of the license-based areas of the business. "Despite continued strength in our license-based product areas, soft cr |
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| April 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 26, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| April 27, 2023 |
Supplemental Presentation dated April 26, 2023. EX-99.2 3 tm2313913d1ex99-2.htm EXHIBIT 99.2 Exhibit 99.2 |
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| April 24, 2023 |
United States securities and exchange commission logo April 24, 2023 Jason Dubinsky Chief Financial Officer Morningstar, Inc. |
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| April 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 14, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| April 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 5, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File Nu |
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| March 31, 2023 |
DEFA14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| March 31, 2023 |
2022 Annual ReportLetter to shareholders 3 Financial Highlights 7 Morningstar Wealth 10 Company Goals 12 'HOLYHULQJ'LĭHUHQWLDWHG,QVLJKWV$FURVV$VVHW&ODVVHVWR3XE OLF DQG3ULYDWH0DUNHW,QYHVWRUV (VWDEOLVKLQJ/HDGLQJ(6*3RVLWLRQV$FURVV(DFK%XVLQHVV 'ULYLQJ2SHUDWLRQDO([FHOOHQFHDQG6FDODELOLW\WR*URZWK 17 %XLOGLQJDQ,QFOXVLYH&XOWXUH7KDW6XSSRUWV([FHSWLRQDO7DOHQ W 18 3HRSOH+LJKOLJKWVDQG7UDQVLWLRQV 19 &ORVLQJ7KRXJKWV 21 866HFXULWLHVDQG([FKDQJH&RPPLVVLRQ)RUP. |
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| March 31, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as per mit ted by Rule 1 |
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| March 29, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 29, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| March 23, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File N |
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| March 21, 2023 |
Exhibit 99.1 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share CHICAGO, March 17, 2023—The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the d |
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| March 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 17, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction (Commission File Number) (I.R.S. Emp |
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| February 24, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGS |
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| February 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 24, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction (Commission File Number) (I.R.S. |
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| February 24, 2023 |
EXHIBIT 21.1 The information below is presented as of December 31, 2022. Listed below are all the subsidiaries of Morningstar, Inc., except certain subsidiaries which are not included in the listing because, considered in the aggregate, they do not constitute a significant subsidiary as of the date compiled. Subsidiaries of Morningstar, Inc. Subsidiary Jurisdiction of Formation Ownership Informati |
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| February 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 23, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission Fil |
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| February 24, 2023 |
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2022 Financial Results Exhibit 99.1 News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2022 Financial Results CHICAGO, Feb. 23, 2023 - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted positive fourth-quarter revenue growth as continued m |
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| February 24, 2023 |
Exhibit 99.2 Fourth Quarter 2022 Supplemental Presentation Feb. 23, 2023 This presentation contains forward-looking statements within the meaning of 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 |
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| February 14, 2023 |
EX-99.1 2 s60900429b.htm THE IDENTITY AND THE ITEM 3 CLASSIFICATION OF THE RELEVANT SUBSIDIARY EXHIBIT 99.1 The identity and the Item 3 classification of the relevant subsidiary are: Select Equity Group, L.P., which is an Investment Adviser in accordance with Rule 13d-1(b)(1)(ii)(E). |
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| February 14, 2023 |
MORN / Morningstar, Inc. / BANK OF AMERICA CORP /DE/ Passive Investment SC 13G 1 doc1.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. N/A)* MORNINGSTAR, INC. (Name of Issuer) Common Stock (Title of Class of Securities) 617700109 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant |
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| February 14, 2023 |
BANK OF AMERICA CORPORATION LIMITED POWER OF ATTORNEY BANK OF AMERICA CORPORATION EX-99 2 boa-poa2.htm BANK OF AMERICA CORPORATION LIMITED POWER OF ATTORNEY BANK OF AMERICA CORPORATION, a Delaware corporation (the "Corporation"), does hereby make, constitute, and appoint each of Kelvin Kwok, Tolu Tade, Andres Ortiz Custodio, Frank Lui, James Todd, Zainab Tarteel, Hannah Chae and Monica Yako as an attorney-in-fact for the Corporation acting for the Corporation and in the Corpora |
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| February 14, 2023 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700109 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Sched |
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| February 13, 2023 |
MORN / Morningstar, Inc. / Mansueto Joseph D - SC 13G/A Passive Investment SC 13G/A 1 tm236607d1sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 17)* Morningstar, Inc. (Name of Issuer) Common Stock, no par value (Title of Class of Securities) 617700 10 9 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropri |
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| February 9, 2023 |
MORN / Morningstar, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01452-morningstarinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Morningstar Inc. Title of Class of Securities: Common Stock CUSIP Number: 617700109 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate th |
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| February 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2022 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) ( |
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| February 2, 2023 |
Contract Services Agreement, dated February 1, 2023, between Morningstar, Inc. and Bevin Desmond. EX-10.1 2 tm235278d1ex10-1.htm EXHIBIT 10.1 Exhibit 10.1 CONTRACT SERVICES AGREEMENT This Contract Services Agreement (“Agreement”) is made by and between Morningstar, Inc. and Bevin Desmond ("Contractor") as of this 1st day of February, 2023. 1. SERVICES TO BE PROVIDED Contractor is hereby retained to perform the specific services identified in Exhibit A hereto (hereafter, the “Services”). Contra |
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| February 2, 2023 |
EX-10.2 3 tm235278d1ex10-2.htm EXHIBIT 10.2 Exhibit 10.2 SEPARATION AGREEMENT AND GENERAL RELEASE This Separation Agreement and General Release (the “Agreement”) is made by and between Bevin Desmond and his/her heirs, agents, and assigns (hereinafter, “Employee”) and Morningstar, Inc. and its affiliates, directors, officers, employees, agents, successors, and assigns (hereinafter, the “Company”). |
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| January 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 31, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission File |
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| January 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 24, 2023 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction (Commission File Number) (I.R.S. E |
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| December 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 22, 2022 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction (Commission File Number) (I.R.S. |
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| December 9, 2022 |
Other Events, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 6, 2022 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction (Commission (I.R.S. Employer of in |
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| December 9, 2022 |
Exhibit 99.1 Media Contact: Landon Hudson, +1 312 696-6037 or [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share and Authorizes New $500 Million Share Repurchase Program CHICAGO, Dec. 6, 2022?The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly |
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| November 18, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 18, 2022 MORNINGSTAR, INC. (Exact name of registrant as specified in its charter) Illinois 000-51280 36-3297908 (State or other jurisdiction of incorporation) (Commission Fil |
