# Filing Detail

Form 8-K - Current report:
SEC Accession No. 0001289419-26-000042
Filing Date
2026-07-29
Accepted
2026-07-29 16:28:40
Documents
37
Period of Report
2026-07-29
Items
Item 2.02: Results of Operations and Financial Condition
Item 7.01: Regulation FD Disclosure
Item 9.01: Financial Statements and Exhibits

Document Format Files

Seq | Description | Document | Type | Size
--- | --- | --- | --- | ---
1 | 8-K | morn-20260729.htm iXBRL | 8-K | 36318
2 | EX-99.1 | exhibit991-pressrelease_06.htm | EX-99.1 | 457554
3 | EX-99.2 | morningstar_q2x2026xsupp.htm | EX-99.2 | 42515
4 | EX-99.3 | morningstarceoletterq226.htm | EX-99.3 | 18469
9 |  | image_0.jpg | GRAPHIC | 3907
10 |  | image_1.jpg | GRAPHIC | 15958
11 |  | morningstar_q2x2026xsupp001.jpg | GRAPHIC | 375216
12 |  | morningstar_q2x2026xsupp002.jpg | GRAPHIC | 229774
13 |  | morningstar_q2x2026xsupp003.jpg | GRAPHIC | 269271
14 |  | morningstar_q2x2026xsupp004.jpg | GRAPHIC | 307772
15 |  | morningstar_q2x2026xsupp005.jpg | GRAPHIC | 308958
16 |  | morningstar_q2x2026xsupp006.jpg | GRAPHIC | 314064
17 |  | morningstar_q2x2026xsupp007.jpg | GRAPHIC | 419590
18 |  | morningstar_q2x2026xsupp008.jpg | GRAPHIC | 276505
19 |  | morningstar_q2x2026xsupp009.jpg | GRAPHIC | 248248
20 |  | morningstar_q2x2026xsupp010.jpg | GRAPHIC | 294543
21 |  | morningstar_q2x2026xsupp011.jpg | GRAPHIC | 421093
22 |  | morningstar_q2x2026xsupp012.jpg | GRAPHIC | 425179
23 |  | morningstar_q2x2026xsupp013.jpg | GRAPHIC | 297559
24 |  | morningstar_q2x2026xsupp014.jpg | GRAPHIC | 48689
25 |  | morningstarceoletterq226001.jpg | GRAPHIC | 199441
26 |  | morningstarceoletterq226002.jpg | GRAPHIC | 197894
27 |  | morningstarceoletterq226003.jpg | GRAPHIC | 152336
28 |  | morningstarceoletterq226004.jpg | GRAPHIC | 174440
29 |  | morningstarceoletterq226005.jpg | GRAPHIC | 85954
30 |  | morningstarceoletterq226006.jpg | GRAPHIC | 122309
| Complete submission text file | 0001289419-26-000042.txt |  | 7897157

Data Files

Seq | Description | Document | Type | Size
--- | --- | --- | --- | ---
5 | XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT | morn-20260729.xsd | EX-101.SCH | 2048
6 | XBRL TAXONOMY EXTENSION DEFINITION LINKBASE DOCUMENT | morn-20260729_def.xml | EX-101.DEF | 14312
7 | XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT | morn-20260729_lab.xml | EX-101.LAB | 25073
8 | XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT | morn-20260729_pre.xml | EX-101.PRE | 14900
40 | EXTRACTED XBRL INSTANCE DOCUMENT | morn-20260729_htm.xml | XML | 2701

Mailing Address 22 WEST WASHINGTON STREET CHICAGO IL 60602
Business Address 22 WEST WASHINGTON STREET CHICAGO IL 60602 (312) 696-6000
Morningstar, Inc. (Filer) CIK: 0001289419 (see all company filings)

EIN.: 363297908 | State of Incorp.: IL | Fiscal Year End: 1231
Type: 8-K | Act: 34 | File No.: 000-51280 | Film No.: 261218060
SIC: 6282 Investment Advice
(CF Office: 02 Finance)