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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 2024-02-01 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
2024-02-01 English
Major Shareholding Notification 2024
Major Shareholding Notification
2024-01-29 English
FORM 8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The content specifically reports the departure of a Chief Accounting Officer, which is a change in senior management. The document does not contain financial statements or detailed financial data, nor is it an earnings release or annual report. It is not a proxy statement or voting result announcement. The key event is a management change, so the appropriate classification is Board/Management Information (MANG). The document length is 3380 characters, which is typical for an 8-K filing announcing management changes. Therefore, the filing type code is MANG with high confidence.
2024-01-04 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC by Morningstar, Inc., dated December 19, 2023. It is titled 'Current Report' and includes detailed disclosures under Item 7.01 Regulation FD Disclosure. The content includes forward-looking statements, investor Q&A about professional fees, budgeting, expense growth, headcount, and capital structure. The document is a regulatory filing providing current information about the company but does not contain full financial statements or comprehensive financial performance data typical of Annual Reports (10-K) or Interim Reports (IR). It is not a transcript, proxy, or other specific report type. Given it is a Form 8-K current report with detailed disclosures, the appropriate classification is Regulatory Filings (RNS).
2023-12-19 English
Regulatory Filings 2023
Regulatory Filings Classification · 95% confidence The document is a detailed response letter from Morningstar, Inc. to the SEC regarding comments on their Annual Report on Form 10-K for the fiscal year ended December 31, 2022. It discusses segment reporting, measures of profit or loss, and references specific accounting standards (ASC 280). The letter is not the 10-K report itself but a correspondence related to it, containing detailed explanations and clarifications. The document is lengthy (15,000 characters) and contains substantive financial and management discussion, indicating it is not a mere announcement or certification. Given the nature of the content—responses to SEC comments on the 10-K and detailed financial explanations—this fits best under Regulatory Filings (RNS), as it is a regulatory correspondence and not the actual 10-K report or a certification letter. Therefore, the classification is RNS with high confidence.
2023-12-15 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-12-06 English

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