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Morningstar, Inc. — Investor Relations & Filings

Ticker · MORN ISIN · US6177001095 LEI · 529900YGNQPOVAXQ7F29 US Financial and insurance activities
Filings indexed 2,565 across all filing types
Latest filing 2024-09-30 Regulatory Filings
Country US United States of America
Listing US MORN

About Morningstar, Inc.

https://www.morningstar.com/

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
Regulatory Filings 2024
Regulatory Filings
2024-09-30 English
8-K
Notice of Dividend Amount Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated September 18, 2024. It announces that Morningstar's Board of Directors approved a quarterly cash dividend. The document includes a press release as an exhibit and does not contain detailed financial statements or comprehensive financial data. The primary content is an announcement of a dividend amount and payment details. According to the filing definitions, announcements of dividend amounts and payment dates fall under the category 'Notice of Dividend Amount (DIV)'. The document length is 3215 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, the correct classification is DIV with high confidence.
2024-09-18 English
FORM 4
Director's Dealing
2024-09-12 English
FORM 4
Director's Dealing
2024-09-10 English
FORM 4
Director's Dealing
2024-09-06 English
FORM 4
Director's Dealing
2024-09-03 English

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