Item 7.01. Regulation FD Disclosure.

On April 21, 2020, Morningstar, Inc. issued a press release announcing that it has entered into a definitive agreement to acquire Sustainalytics Holding B.V., a globally recognized leader in environmental, social, governance (ESG) ratings and research. Morningstar currently owns an approximate 40% ownership stake in Sustainalytics, first acquired in 2017, and will purchase the remaining approximate 60% of Sustainalytics shares upon closing of the transaction. A copy of the press release is filed as Exhibit 99.1.

Morningstar also published a document with questions and answers and a presentation regarding the transaction, copies of which are filed as Exhibits 99.2 and 99.3.

Item 9.01. Financial Statements and Exhibits.

Include the following information:





(d)    Exhibits:



Exhibit No.   Description

  99.1          Press Release issued April 21, 2020.
  99.2          Questions and Answers issued April 21, 2020.
  99.3          Presentation issued April 21, 2020.
              The Cover page from this Current Report on Form 8-K formatted in
104           Inline XBRL (included as Exhibit 101).




                                       2

© Edgar Online, source Glimpses