---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-034527"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2026-03-25T23:59:59+00:00"
generated_at: "2026-05-15T08:58:46.130074+00:00"
event_type: "other"
sentiment: "neutral"
materiality_score: 0.1
calibrated_materiality_score: 0.1
confidence: "low"
source: SEC EDGAR
---

# Morningstar files Investor Q&A but attached exhibit lacks substantive answers

## Summary
- Filing furnishes Investor Q&A responses for questions received through March 5, 2026.
- Attached exhibit (Ex-99.1) contains only an introductory note, no specific Q&A content.
- Company also reminds shareholders of 2026 Annual Meeting record date of March 9, 2026.
- Document includes standard forward-looking statement cautionary language.

## SEC filing metadata
- accession: 0001104659-26-034527
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2026-03-25T23:59:59+00:00
- event_type: other
- sentiment: neutral
- materiality_score: 0.1
- calibrated_materiality_score: 0.1
- confidence: low
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000110465926034527/0001104659-26-034527-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000110465926034527/tm269740d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-034527
- JSON: https://secwatch.observer/filing/0001104659-26-034527.json
- Plain text: https://secwatch.observer/filing/0001104659-26-034527.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.