UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
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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:
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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).
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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. ¨
Securities registered pursuant to Section 12(b) of the Act:
| Title of Each Class | Trading Symbol | Name
of Each Exchange on Which Registered |
| Item 2.02. | Results of Operations and Financial Condition. |
On July 27, 2023, Morningstar, Inc. (the “Company”) issued an amended press release announcing its financial results for the second quarter ended June 30, 2023. A copy of the amended press release is attached hereto as Exhibit 99.1.
| Item 7.01. | Regulation FD Disclosure. |
On July 26, 2023, the Company published a Supplemental Presentation. The Supplemental Presentation is included as Exhibit 99.2 to this Form 8-K. On July 26, 2023, the Company published a Shareholder letter. The Shareholder letter is included as Exhibit 99.3 to this Form 8-K. The information set forth under Item 2.02, "Results of Operations and Financial Condition" is incorporated herein by reference.
| Item 9.01. | Financial Statements and Exhibits. |
Include the following information:
| (d) | Exhibits: |
| Exhibit No. | Description | |
| 99.1 | Amended Press Release dated July 27, 2023. | |
| 99.2 | Supplemental Presentation dated July 26, 2023. | |
| 99.3 | Shareholder letter dated July 26, 2023. | |
| 104 | The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101). |
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EXHIBIT INDEX
| Exhibit No. | Description | |
| 99.1 | Amended Press Release dated July 27, 2023. | |
| 99.2 | Supplemental Presentation dated July 26, 2023. | |
| 99.3 | Shareholder letter dated July 26, 2023. | |
| 104 | The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101). |
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SIGNATURES
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.
| MORNINGSTAR, INC. | ||
| Date: July 28, 2023 | By: | /s/ Jason Dubinsky |
| Name: | Jason Dubinsky | |
| Title: | Chief Financial Officer | |
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