20230224
5.77 MB
3
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Name: xdx; ID: xdx_02A_US%2DGAAP%2D2021 --> <!-- Field: Set; Name: xdx; ID: xdx_030_morn_morningstar.com_20230223 --> <!-- Field: Set; Name: xdx; ID: xdx_04F_20230223_20230223 --> <!-- Field: Set; Name: xdx; ID: xdx_05B_edei%2D%2DEntityCentralIndexKey_0001289419 --> <!-- Field: Set; Name: xdx; ID: xdx_059_edei%2D%2DAmendmentFlag_false --> <!-- Field: Set; Name: xdx; ID: xdx_06B_USD_1_iso4217%2D%2DUSD --> <!-- Field: Set; Name: xdx; ID: xdx_062_Shares_2_xbrli%2D%2Dshares --> <!-- Field: Set; Name: xdx; ID: xdx_06D_USDPShares_3_iso4217%2D%2DUSD_xbrli%2D%2Dshares --> <body style="font: 10pt Times New Roman, Times, Serif"> <div style="display: none"> <ix:header> <ix:hidden> <ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityCentralIndexKey">0001289419</ix:nonNumeric> <ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:AmendmentFlag">false</ix:nonNumeric> </ix:hidden> <ix:references> <link:schemaRef xlink:href="#morn-20230223.xsd" xlink:type="simple" /> </ix:references> <ix:resources> <xbrli:context id="From2023-02-23to2023-02-23"> <xbrli:entity> <xbrli:identifier scheme="http://www.sec.gov/CIK">0001289419</xbrli:identifier> </xbrli:entity> <xbrli:period> <xbrli:startDate>2023-02-23</xbrli:startDate> <xbrli:endDate>2023-02-23</xbrli:endDate> </xbrli:period> </xbrli:context> <xbrli:unit id="USD"> <xbrli:measure>iso4217:USD</xbrli:measure> </xbrli:unit> <xbrli:unit id="Shares"> <xbrli:measure>xbrli:shares</xbrli:measure> </xbrli:unit> <xbrli:unit id="USDPShares"> <xbrli:divide> <xbrli:unitNumerator> <xbrli:measure>iso4217:USD</xbrli:measure> </xbrli:unitNumerator> <xbrli:unitDenominator> <xbrli:measure>xbrli:shares</xbrli:measure> </xbrli:unitDenominator> </xbrli:divide> </xbrli:unit> </ix:resources> </ix:header> </div> <p style="margin: 0; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="margin: 0; font-family: Arial, Helvetica, Sans-Serif"></p> <!-- Field: Rule-Page --><div style="width: 100%; font-family: Arial, Helvetica, Sans-Serif"><div style="border-top: Black 2pt solid; border-bottom: Black 1pt solid; font: 1pt Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></div></div><!-- Field: /Rule-Page --> <p style="margin: 0; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: bold 14pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 122pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">UNITED STATES</span></p> <p style="font: 14pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 122pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>SECURITIES AND EXCHANGE COMMISSION</b></span></p> <p style="font: bold 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 122pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">Washington, D.C. 20549</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"></span></p> <!-- Field: Rule-Page --><div style="margin: 0 auto; width: 25%"><div style="border-top: Black 1pt solid; font-size: 1pt"> </div></div><!-- Field: /Rule-Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 14pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.85pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>FORM <span id="xdx_906_edei--DocumentType_c20230223__20230223_z3R5FabkyUwb"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:DocumentType">8-K</ix:nonNumeric></span></b></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p><p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"></span></p> <!-- Field: Rule-Page --><div style="margin: 0 auto; width: 25%"><div style="border-top: Black 1pt solid; font-size: 1pt"> </div></div><!-- Field: /Rule-Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.9pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif; font-size: 14pt"><b>CURRENT REPORT</b></span><span style="font-size: 14pt"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.9pt; text-align: center"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 202pt 0pt 201.8pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>Pursuant to Section 13 or 15(d) of<br /> the Securities Exchange Act of 1934</b></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"><b> </b></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.85pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">Date of Report (Date of earliest event reported): <b><span id="xdx_906_edei--DocumentPeriodEndDate_c20230223__20230223_zJd17ZbgNiHd"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt:datemonthdayyearen" name="dei:DocumentPeriodEndDate">February 23, 2023</ix:nonNumeric></span></b></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"><b> </b></span></p> <p style="font: bold 14pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 122pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_90B_edei--EntityRegistrantName_c20230223__20230223_zkcgNXyfjTXg"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityRegistrantName">MORNINGSTAR, INC.</ix:nonNumeric></span></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.95pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">(Exact name of registrant as specified in its charter)</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellspacing="0" cellpadding="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; border-collapse: collapse"> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="width: 33%; font-weight: bold; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_90F_edei--EntityIncorporationStateCountryCode_c20230223__20230223_zylSKgK1tMvi"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt-sec:stateprovnameen" name="dei:EntityIncorporationStateCountryCode">Illinois</ix:nonNumeric></span></span></td> <td style="width: 34%; font-weight: bold; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_90A_edei--EntityFileNumber_c20230223__20230223_zLUXzP3E9jPg"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityFileNumber">000-51280</ix:nonNumeric></span></span></td> <td style="width: 33%; font-weight: bold; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_90B_edei--EntityTaxIdentificationNumber_c20230223__20230223_zjkuK7lHRjq3"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityTaxIdentificationNumber">36-3297908</ix:nonNumeric></span></span></td></tr> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="padding-top: 1pt; padding-right: 4.65pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">(State</span> or other <span style="font-family: Arial, Helvetica, Sans-Serif">jurisdiction</span><br /> <span style="font-family: Arial, Helvetica, Sans-Serif">of</span> incorporation)</td> <td style="padding-top: 1pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">(Commission <br /> File Number)</span></td> <td style="padding-top: 1pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">(I.R.S. Employer<br /> Identification No.)<span style="font-family: Arial, Helvetica, Sans-Serif"> </span></span></td></tr> </table> <p style="margin: 0; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellspacing="0" cellpadding="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; border-collapse: collapse"> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="width: 33%"> </td> <td style="font-weight: bold; text-align: center; width: 34%; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_90D_edei--EntityAddressAddressLine1_c20230223__20230223_zGW3dXL4sY2f"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityAddressAddressLine1">22 West Washington Street</ix:nonNumeric></span></span></td> <td style="font-weight: bold; text-align: center; width: 33%; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></td></tr> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td> </td> <td style="padding-top: 0.3pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font: 10pt Arial, Helvetica, Sans-Serif"><b><span id="xdx_900_edei--EntityAddressCityOrTown_c20230223__20230223_zIKOtYDgvtL"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityAddressCityOrTown">Chicago</ix:nonNumeric></span>, <span id="xdx_90F_edei--EntityAddressStateOrProvince_c20230223__20230223_ze9c0S8ELGw3"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt-sec:stateprovnameen" name="dei:EntityAddressStateOrProvince">Illinois</ix:nonNumeric></span></b></span></td> <td style="padding-top: 0.3pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font: 10pt Arial, Helvetica, Sans-Serif"><b><span id="xdx_90B_edei--EntityAddressPostalZipCode_c20230223__20230223_ztEsk1Z6kvFf"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:EntityAddressPostalZipCode">60602</ix:nonNumeric></span></b></span></td></tr> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td> </td> <td style="padding-top: 0.3pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">(Address of principal executive offices)</span></td> <td style="padding-top: 0.3pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">(Zip Code)</span></td></tr> </table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: bold 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.9pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">(<span id="xdx_90F_edei--CityAreaCode_c20230223__20230223_zgrntJZm8Hng"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:CityAreaCode">312</ix:nonNumeric></span>) <span id="xdx_90C_edei--LocalPhoneNumber_c20230223__20230223_zhD4CUmp0aed"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:LocalPhoneNumber">696-6000</ix:nonNumeric></span></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-bottom: 0pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">(Registrant’s telephone number, including area code)</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: bold 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.95pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">N/A</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 122.05pt 0pt 121.95pt; text-align: center"><span style="font-family: Arial, Helvetica, Sans-Serif">(Former name or former address, if changed since last report)</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p><p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"></span></p> <!-- Field: Rule-Page --><div style="margin: 0 auto; width: 25%"><div style="border-top: Black 1pt solid; font-size: 1pt"> </div></div><!-- Field: /Rule-Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-right: 5.15pt; margin-bottom: 0pt; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif">Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellpadding="0" cellspacing="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; margin-top: 0pt; margin-bottom: 0pt"><tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="width: 22.65pt; font-family: Arial, Helvetica, Sans-Serif"></td><td style="width: 26.3pt; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Wingdings"><span id="xdx_904_edei--WrittenCommunications_c20230223__20230223_zP2JD4OSs4Pd"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt:booleanfalse" name="dei:WrittenCommunications">¨</ix:nonNumeric></span></span></span></td><td style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)</span></td></tr></table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellpadding="0" cellspacing="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; margin-top: 0pt; margin-bottom: 0pt"><tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="width: 22.65pt; font-family: Arial, Helvetica, Sans-Serif"></td><td style="width: 26.3pt; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Wingdings"><span style="font-family: Wingdings"><span id="xdx_90B_edei--SolicitingMaterial_c20230223__20230223_zg5p1Lsepepk"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt:booleanfalse" name="dei:SolicitingMaterial">¨</ix:nonNumeric></span></span></span></td><td style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)</span></td></tr></table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellpadding="0" cellspacing="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; margin-top: 0pt; margin-bottom: 0pt"><tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="width: 22.65pt; font-family: Arial, Helvetica, Sans-Serif"></td><td style="width: 26.3pt; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Wingdings"><span id="xdx_906_edei--PreCommencementTenderOffer_c20230223__20230223_zIH8sPMKJBv4"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt:booleanfalse" name="dei:PreCommencementTenderOffer">¨</ix:nonNumeric></span></span></span></td><td style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))</span></td></tr></table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellpadding="0" cellspacing="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; margin-top: 0pt; margin-bottom: 0pt"><tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="width: 22.65pt; font-family: Arial, Helvetica, Sans-Serif"></td><td style="width: 26.3pt; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Wingdings"><span id="xdx_90B_edei--PreCommencementIssuerTenderOffer_c20230223__20230223_z53OcCfvNXD5"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt:booleanfalse" name="dei:PreCommencementIssuerTenderOffer">¨</ix:nonNumeric></span></span></span></td><td style="font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif">Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))</span></td></tr></table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-right: 5.15pt; margin-bottom: 0pt; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif">Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).</span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-right: 0; margin-bottom: 0pt; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif">Emerging growth company <span style="font-family: Wingdings"><span id="xdx_90B_edei--EntityEmergingGrowthCompany_c20230223__20230223_zuNJkzjEwgJf"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt:booleanfalse" name="dei:EntityEmergingGrowthCompany">¨</ix:nonNumeric></span></span></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-right: 5.15pt; margin-bottom: 0pt; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif">If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. <span style="font-family: Wingdings">¨</span></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-right: 5.15pt; margin-bottom: 0pt; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-right: 5.15pt; margin-bottom: 0pt; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif">Securities registered pursuant to Section 12(b) of the Act:</span></p> <p style="font: 1pt Arial, Helvetica, Sans-Serif; margin: 0pt 5.15pt 0pt 5.5pt"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <table cellspacing="0" cellpadding="0" style="font: 10pt Arial, Helvetica, Sans-Serif; width: 100%; border-collapse: collapse"> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="border: Black 1pt solid; width: 36%; padding-right: 5.15pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>Title of Each Class</b></span></td> <td style="border-top: Black 1pt solid; border-right: Black 1pt solid; border-bottom: Black 1pt solid; width: 24%; padding-right: 5.15pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>Trading Symbol</b></span></td> <td style="border-top: Black 1pt solid; border-right: Black 1pt solid; border-bottom: Black 1pt solid; width: 40%; padding-right: 5.15pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>Name of Each Exchange on Which <br /> Registered</b></span></td></tr> <tr style="vertical-align: top; font-family: Arial, Helvetica, Sans-Serif"> <td style="border-right: Black 1pt solid; border-bottom: Black 1pt solid; border-left: Black 1pt solid; padding-right: 5.15pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_901_edei--Security12bTitle_c20230223__20230223_zKz1aH1uIsxk"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:Security12bTitle">Common stock, no par value</ix:nonNumeric></span></span></td> <td style="border-right: Black 1pt solid; border-bottom: Black 1pt solid; padding-right: 5.15pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_907_edei--TradingSymbol_c20230223__20230223_zUY5vSq0PLyc"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" name="dei:TradingSymbol">MORN</ix:nonNumeric></span></span></td> <td style="border-right: Black 1pt solid; border-bottom: Black 1pt solid; padding-right: 5.15pt; text-align: center; font-family: Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"><span id="xdx_908_edei--SecurityExchangeName_c20230223__20230223_zFL7HDfLQ6O2"><ix:nonNumeric contextRef="From2023-02-23to2023-02-23" format="ixt-sec:exchnameen" name="dei:SecurityExchangeName">The Nasdaq Stock Market LLC</ix:nonNumeric></span></span></td></tr> </table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 5.15pt 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <!-- Field: Rule-Page --><div style="width: 100%; font-family: Arial, Helvetica, Sans-Serif"><div style="border-top: Black 1pt solid; border-bottom: Black 2pt solid; font: 1pt Arial, Helvetica, Sans-Serif"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></div></div><!-- Field: /Rule-Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"> </span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0 0pt 5.4pt"></p> <!-- Field: Page; Sequence: 1 --> <div style="border-bottom: Black 1pt solid; margin-top: 12pt; margin-bottom: 6pt"><p style="margin: 0pt"> </p></div> <div style="break-before: page; margin-top: 6pt; margin-bottom: 12pt"><p style="margin: 0pt"> </p></div> <!-- Field: /Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-bottom: 0pt"> <b>Item 2.02.</b> <b>Results of Operations and Financial Condition.*</b></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0">On February 23, 2023, Morningstar, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter ended December 31, 2022. A copy of the press release is attached hereto as Exhibit 99.1.</p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><b>Item 7.01. Regulation FD Disclosure.</b></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0">The Company also published a Supplemental Presentation on its investor relations website at https://shareholders.morningstar.com/investor-relations/financials/financial-summary/. The presentation is included as Exhibit 99.2 to this Form 8-K. The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference.</p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>Item 9.01. Financial Statements and Exhibits.</b></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"><b> </b></span></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><span style="font-family: Arial, Helvetica, Sans-Serif"><b></b></span>Include the following information:</p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0; text-indent: 0.5in">(d)       Exhibits:</p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0; text-indent: 0.5in"> </p> <table cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 100%"> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; padding-left: 0.5in; text-align: left"><span style="font-size: 10pt"><span style="text-decoration: underline">Exhibit No.</span></span></td><td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"><span style="text-decoration: underline">Description</span></span></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; padding-left: 0.5in; text-align: left"><span style="font-size: 10pt"> </span></td><td><span style="font-size: 10pt"> </span></td> <td><span style="font-size: 10pt"> </span></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; padding-left: 0.5in; width: 18%; text-align: left"><a href="#tm237750d1_ex99-1.htm"><span style="font-size: 10pt">99.1*</span></a></td><td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 2%"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 80%; text-align: left"><a href="#tm237750d1_ex99-1.htm"><span style="font-size: 10pt">Press Release dated February 23, 2023.</span></a></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; padding-left: 0.5in; text-align: left"><a href="#tm237750d1_ex99-2.htm"><span style="font-size: 10pt">99.2*</span></a></td><td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><a href="#tm237750d1_ex99-2.htm"><span style="font-size: 10pt">Supplemental Presentation dated February 23, 2022.</span></a></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; padding-left: 0.5in; text-align: left"><span style="font-size: 10pt">104</span></td><td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt">The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101).</span></td></tr> </table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <!-- Field: Rule-Page --><div style="margin-top: 0; margin-bottom: 0; width: 25%"><div style="border-top: Black 1pt solid; font-size: 1pt"> </div></div><!-- Field: /Rule-Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <table cellpadding="0" cellspacing="0" style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0; margin-bottom: 0; width: 100%"><tr style="vertical-align: top; text-align: justify"> <td style="width: 0in"></td><td style="width: 0.15in; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>*</b></span></td><td style="text-align: left">The information furnished under Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.</td> </tr></table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0; text-align: center"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0; text-align: center"></p> <!-- Field: Page; Sequence: 2; Options: NewSection; Value: 2 --> <div style="border-bottom: Black 1pt solid; margin-top: 12pt; margin-bottom: 6pt"><p style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: center; margin-top: 0pt; margin-bottom: 0pt"><!-- Field: Sequence; Type: Arabic; Name: PageNo -->2<!-- Field: /Sequence --></p></div> <div style="break-before: page; margin-top: 6pt; margin-bottom: 12pt"><p style="margin: 0pt"> </p></div> <!-- Field: /Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-bottom: 0pt; text-align: center"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0; text-align: center"><b>EXHIBIT INDEX</b></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <table cellpadding="0" cellspacing="0" style="border-collapse: collapse; width: 100%"> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt"><span style="text-decoration: underline">Exhibit No.</span></span></td><td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"><span style="text-decoration: underline">Description</span></span></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt"> </span></td><td><span style="font-size: 10pt"> </span></td> <td><span style="font-size: 10pt"> </span></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 13%; text-align: left"><span style="font-size: 10pt"><a href="#tm237750d1_ex99-1.htm">99.1*</a></span></td><td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 2%"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 85%; text-align: left"><span style="font-size: 10pt"><a href="#tm237750d1_ex99-1.htm">Press Release dated February 23, 2023.</a></span></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt"><a href="#tm237750d1_ex99-2.htm">99.2*</a></span></td><td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt"><a href="#tm237750d1_ex99-2.htm">Supplemental Presentation dated February 23, 2023.</a></span></td></tr> <tr style="vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt">104</span></td><td style="font: 10pt Arial, Helvetica, Sans-Serif"><span style="font-size: 10pt"> </span></td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left"><span style="font-size: 10pt">The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101).</span></td></tr> </table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><b> </b></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><b></b></p> <!-- Field: Rule-Page --><div style="margin-top: 0; margin-bottom: 0; width: 25%"><div style="border-top: Black 1pt solid; font-size: 1pt"> </div></div><!-- Field: /Rule-Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"><b></b></p> <table cellpadding="0" cellspacing="0" style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0; margin-bottom: 0; width: 100%"><tr style="vertical-align: top; text-align: justify"> <td style="width: 0in"></td><td style="width: 0.15in; text-align: left"><span style="font-family: Arial, Helvetica, Sans-Serif"><b>*</b></span></td><td style="text-align: left">The information furnished under Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.</td> </tr></table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <!-- Field: Page; Sequence: 3; Value: 2 --> <div style="border-bottom: Black 1pt solid; margin-top: 12pt; margin-bottom: 6pt"><p style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: center; margin-top: 0pt; margin-bottom: 0pt"><!-- Field: Sequence; Type: Arabic; Name: PageNo -->3<!-- Field: /Sequence --></p></div> <div style="break-before: page; margin-top: 6pt; margin-bottom: 12pt"><p style="margin: 0pt"> </p></div> <!-- Field: /Page --> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin-top: 0pt; margin-bottom: 0pt; text-align: center"><b>SIGNATURE<span style="text-transform: uppercase">S</span></b></p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0; text-indent: 0.5in">Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.</p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <table cellpadding="0" cellspacing="0" style="font-size: 10pt; border-collapse: collapse; width: 100%"> <tr style="font-size: 10pt; vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif"> </td> <td colspan="2" style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left">MORNINGSTAR, INC.</td></tr> <tr style="font-size: 10pt; vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif"> </td> <td style="font-size: 10pt; text-align: left"> </td> <td style="font-size: 10pt; text-align: left"> </td></tr> <tr style="font-size: 10pt; vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 50%">Date: February 24, 2023</td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; width: 5%">By:</td> <td style="border-bottom: Black 1pt solid; font: 10pt Arial, Helvetica, Sans-Serif; width: 45%; text-align: left">/s/ Jason Dubinsky</td></tr> <tr style="font-size: 10pt; vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif"> </td> <td style="font: 10pt Arial, Helvetica, Sans-Serif">Name:</td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left">Jason Dubinsky</td></tr> <tr style="font-size: 10pt; vertical-align: bottom"> <td style="font: 10pt Arial, Helvetica, Sans-Serif"> </td> <td style="font: 10pt Arial, Helvetica, Sans-Serif">Title:</td> <td style="font: 10pt Arial, Helvetica, Sans-Serif; text-align: left">Chief Financial Officer</td></tr> </table> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"> </p> <p style="font: 10pt Arial, Helvetica, Sans-Serif; margin: 0pt 0"></p> <!-- Field: Page; Sequence: 4; Options: NewSection Last; 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