Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company through August 5, 2026, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's we…

Regulation FD Disclosure The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference. Information or documents on the Company's website referred to in this Report or in the exhibits to this Report are not incorporated by reference into this Report. Cautionary Note Regarding Forward-Looking Statements This Report contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. Th…

Results of Operations and Financial Condition. On July 29, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended June 30, 2026 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on July 29, 2026, the Company published a Supplemental Presentation and a Shareholder Letter. A copy of the Supplemental Presentation and Shareholder Lett…

Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company through June 5, 2026, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's webs…

Other Events. On June 18, 2026, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 50 cents per share payable July 31, 2026 to shareholders of record as of July 10, 2026. A copy of the press release is filed as Exhibit 99.1 to this Form 8-K.

Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company through May 5, 2026, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's websi…

Director — Gail Landis: Director Gail Landis did not stand for re-election due to reaching mandatory retirement age.

Regulation FD Disclosure The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference. Information or documents on the Company's website referred to in this Report or in the exhibits to this Report are not incorporated by reference into this Report. Cautionary Note Regarding Forward-Looking Statements This Report contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. Th…

Results of Operations and Financial Condition. On April 29, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended March 31, 2026 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on April 29, 2026, the Company published a Supplemental Presentation and a Shareholder Letter. A copy of the Supplemental Presentation and Shareholder L…

Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company through March 5, 2026, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's web…

Other Events. On March 13, 2026, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 50 cents per share payable April 30, 2026 to shareholders of record as of April 3, 2026. A copy of the press release is filed as Exhibit 99.1 to this Form 8-K.

Regulation FD Disclosure On February 12, 2026 the Company published a Shareholder Letter. The Shareholder Letter is included as Exhibit 99.3 to this Report and incorporated herein by reference. The Shareholder Letter shall be deemed furnished, not filed, for purposes of this Report. The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference. Information or documents on the Company's website referred to in this Report or in th…

Results of Operations and Financial Condition. On February 12, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on February 12, 2026, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached heret…

Director — Anne Bramman: The filing discloses the appointment of a new director to a newly created board seat, which is a routine governance action rather than an executive departure.

Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company through December 5, 2025, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's…

Other Events. On December 5, 2025, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 50 cents per share payable January 30, 2026 to shareholders of record as of January 2, 2026. A copy of the press release is filed as Exhibit 99.1 to this Form 8-K.

Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company through November 5, 2025, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's…

Regulation FD Disclosure In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions received by the Company primarily through September 30, 2025, and Company responses (the “Investor Q&A”) are attached to this Current Report on Form 8-K (this “Report”) as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on th…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement. The information set forth in

Entry into a Material Definitive Agreement. On October 31, 2025 Morningstar, Inc. (“Morningstar” or the “Company”), certain foreign subsidiaries of the Company as designated borrowers (the “Designated Borrowers”) and certain subsidiaries of the Company as guarantors entered into a new Credit Agreement (the “Credit Agreement”) with Bank of America, N.A., as Administrative Agent, L/C Issuer and Swingline Lender (the “Agent”) and the other lenders party thereto. The Credit Agreement provides Mor…

Material Modification to Rights of Security Holders. The information set forth in

Termination of a Material Definitive Agreement. The information set forth in

Regulation FD Disclosure On October 29, 2025, the Company published a Shareholder Letter. The Shareholder Letter is included as Exhibit 99.3 to this Report and incorporated herein by reference. The Shareholder Letter shall be deemed furnished, not filed, for purposes of this Report. Additionally, on October 29, 2025, the Company's Board of Directors approved (i) the termination of the Company's three-year $500 million share repurchase program effective January 1, 2023, under which repurchases…

Results of Operations and Financial Condition. On October 29, 2025, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended September 30, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on October 29, 2025, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2…

The filing appears to be about compensatory arrangements, which is not a management change.