Morningstar Files Regulation FD Disclosure; Publishes Investor Q&A

What Happened

• Morningstar, Inc. (MORN) filed a Current Report on Form 8‑K on September 25, 2026, furnishing (not filing) an Investor Q&A as Exhibit 99.1 that describes the company’s public disclosure policy and includes investor questions received through September 4, 2026 and the company’s responses.
• The filing reiterates customary cautionary language about forward‑looking statements and points investors to risk disclosures in Morningstar’s Form 10‑K for year ended December 31, 2025 and its 2026 Form 10‑Q filings.

Key Details

• Filing date: September 25, 2026; investor questions covered through: September 4, 2026.
• Exhibit provided: 99.1 — Investor Q&A (deemed furnished, not filed). The cover page is included in Inline XBRL as Exhibit 104.
• The 8‑K was signed by Michael Holt, Chief Financial Officer, on September 25, 2026.
• The filing emphasizes a broad list of potential risks (brand/reputation, cybersecurity, market conditions, AI integration, regulatory risks, etc.) and directs readers to prior SEC filings for fuller detail.

Why It Matters

• This is a Regulation FD disclosure, not an earnings release or corporate-action notice; it provides transparency on how Morningstar handles public disclosures and supplies investors with the company’s formal answers to recent investor questions.
• Furnishing the Investor Q&A can help retail investors understand Morningstar’s communication practices and see management’s responses to specific investor concerns, while the reiterated forward‑looking statement caveats remind investors to consult Morningstar’s SEC filings for comprehensive risk information.