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Morningstar, Inc. — Investor Relations & Filings

Ticker · MORN ISIN · US6177001095 LEI · 529900YGNQPOVAXQ7F29 US Financial and insurance activities
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Filings indexed 2,565 across all filing types
Latest filing 2024-07-02 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
2024-07-02 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-07-01 English
Regulatory Filings 2024
Regulatory Filings
2024-06-28 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-06-25 English
Regulatory Filings 2024
Regulatory Filings
2024-06-24 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC by Morningstar, Inc. dated June 20, 2024. It announces a transaction involving the sale of client advisory agreements to AssetMark, Inc. The document includes a joint press release and an investor Q&A as exhibits, which are incorporated by reference and deemed furnished, not filed. The content is primarily an announcement of a material event (an asset purchase agreement) rather than a full financial report or detailed analysis. The document is about a current report on a significant corporate event, typical of Form 8-K filings, which are regulatory filings used to disclose major events promptly. It does not contain comprehensive financial statements or detailed management discussion, so it is not an Annual Report, Interim Report, or Earnings Release. It is not a proxy, governance, or remuneration document. The document is not a report publication announcement since it contains substantive disclosure about the transaction. Therefore, the best classification is Regulatory Filings (RNS), which is the fallback category for SEC Form 8-K current reports that do not fit other specific categories.
2024-06-20 English

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