Morningstar, Inc. — Investor Relations & Filings
Filings indexed
2,565
across all filing types
Latest filing
2024-12-10
Major Shareholding Noti…
Country
US
United States of America
Listing
US
MORN
Morningstar, Inc. is a financial services firm specializing in independent investment research. The company provides comprehensive data, research insights, and proprietary ratings on a wide range of investment offerings, including stocks, mutual funds, and exchange-traded funds (ETFs). It offers portfolio management tools, software, and services for individual investors, financial advisors, and institutional clients. Leveraging one of the industry's largest investment databases, Morningstar aims to empower investor success by providing the analysis and technology needed to support informed financial decision-making.
Recent filings
| Filing | Released | Lang | Actions |
|---|---|---|---|
| SC 13G | 2024-12-10 | English | |
| 8-K | 2024-12-06 | English | |
| FORM 4 | 2024-12-03 | English | |
| FORM 4 | 2024-11-28 | English | |
| FORM 4 | 2024-11-26 | English | |
| FORM 4 | 2024-11-22 | English |
Browse filings by year
17 years| ID | Filing | Released | Lang | Actions | |
|---|---|---|---|---|---|
|
2024
15 filings
| |||||
| 11691645 | SC 13G | 2024-12-10 | English | ||
| 11691646 | 8-K | 2024-12-06 | English | ||
| 11691647 | FORM 4 | 2024-12-03 | English | ||
| 11691648 | FORM 4 | 2024-11-28 | English | ||
| 11691649 | FORM 4 | 2024-11-26 | English | ||
| 11691650 | FORM 4 | 2024-11-22 | English | ||
| 11691651 | FORM 4 | 2024-11-20 | English | ||
| 11691652 | FORM 4 | 2024-11-20 | English | ||
| 11691653 | FORM 4 | 2024-11-20 | English | ||
| 11691654 | FORM 4 | 2024-11-20 | English | ||
| 11691655 | FORM 4 | 2024-11-20 | English | ||
| 11691657 | FORM 4 | 2024-11-20 | English | ||
| 11691656 | FORM 4 | 2024-11-18 | English | ||
| 11691658 | FORM 4 | 2024-11-14 | English | ||
| 11691660 | SCHEDULE 13G (AMENDMENT NO. 5) | 2024-11-14 | English | ||
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Morningstar, Inc. via the API
Pull this company's filings, identifiers, and metadata as JSON or Markdown. Authenticate with your API key, then query by company ID, ISIN, or LEI. Full schema documented in the OpenAPI spec.
Endpoints
| GET | /api/companies/30609/ | Company identity, sector, listing, identifiers |
| GET | /api/filings/?company=30609 | Paginated list of all filings (filterable by type, date, language) |
| GET | /api/filings/{id}/ | Single filing — metadata, document URL, processing status |
| GET | /api/filings/{id}/markdown/ | Filing content as Markdown (PDF → text/tables/figures) |
| GET | /api/isins/?company=30609 | All ISINs registered to this company |
| GET | /api/filing-types/ | Reference: every filing-type code + category |
Full reference: API reference · OpenAPI schema
cURL
$ curl https://api.financialreports.eu/api/filings/?company=30609 \ -H "x-api-key: $FR_API_KEY" \ -H "Accept: application/json"
Python
import requests r = requests.get( "https://api.financialreports.eu/api/filings/", params={"company": 30609}, headers={"x-api-key": API_KEY}, ) filings = r.json()["results"]
MCP server
// MCP server URL https://mcp.financialfilings.com/mcp // Once connected, the LLM can query this company directly: "Pull the latest 5 filings for Morningstar, Inc. (id: 30609)"
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