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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 2024-03-18 Director's Dealing
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
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-03-18 English
8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated March 15, 2024. It announces a change in a senior officer position (appointment of a new principal accounting officer) and also includes an announcement of a quarterly cash dividend. The primary content is about management changes and dividend declaration. The document is not a full financial report but a regulatory filing reporting specific events. According to the filing definitions, announcements of changes in senior management fall under Board/Management Information (MANG), and dividend announcements fall under Notice of Dividend Amount (DIV). However, since the main body focuses on the appointment of a new principal accounting officer and the dividend announcement is included as a press release exhibit, the primary classification is Board/Management Information (MANG). The document length is about 4800 characters, which is short and typical for an 8-K filing reporting management changes and dividend announcements. Therefore, the best fit is MANG with high confidence.
2024-03-15 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-03-14 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-03-12 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2024-03-12 English
Regulatory Filings 2024
Regulatory Filings
2024-03-11 English

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