---
schema_version: "secwatch.filing_event.v1"
accession: "0001289419-25-000135"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2025-06-27T23:59:59+00:00"
generated_at: "2026-05-18T15:33:59.516397+00:00"
event_type: "other"
sentiment: "neutral"
materiality_score: 0.2
calibrated_materiality_score: 0.2
confidence: "low"
source: SEC EDGAR
---

# Morningstar issues periodic Investor Q&A; no new material information

## Summary
- Document provides answers to investor questions received up to May 31, 2025.
- No specific financial metrics, guidance updates, or strategic changes are discussed.
- The Q&A includes standard forward-looking statement caution and risk factors.
- The filing does not contain any quarterly earnings or operational results.

## SEC filing metadata
- accession: 0001289419-25-000135
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2025-06-27T23:59:59+00:00
- event_type: other
- sentiment: neutral
- materiality_score: 0.2
- calibrated_materiality_score: 0.2
- confidence: low
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000128941925000135/0001289419-25-000135-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000128941925000135/morn-20250627.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001289419-25-000135
- JSON: https://secwatch.observer/filing/0001289419-25-000135.json
- Plain text: https://secwatch.observer/filing/0001289419-25-000135.txt

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