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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 2023-11-07 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
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-11-07 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-11-03 English
Regulatory Filings 2023
Regulatory Filings Classification · 95% confidence The document is a letter from the company's CFO to the SEC referencing the company's Form 10-K for the fiscal year ended December 31, 2022. It discusses the company's response to SEC staff comments and the timing of filing the next quarterly report (Form 10-Q). The document is short (1324 characters) and is primarily a correspondence or certification letter rather than the actual 10-K report itself. It does not contain financial statements or substantive financial data. Therefore, it should be classified as a Regulatory Filing (RNS) rather than the Annual Report (10-K).
2023-11-02 English
Director's Dealing 2023
Director's Dealing Classification · 100% confidence The document text includes detailed information about securities sold by an officer/director (Joseph D. Mansueto) of Morningstar, Inc., including share quantities, dates, and related metadata. The presence of terms like 'Securities Sold During The Past 3 Months' and references to insider transactions strongly indicate this is a report of personal share transactions by company directors and executives. There is no indication of financial statements, earnings data, or other report types. The document length is substantial and contains actual transaction data, not just an announcement or certification. Therefore, the document fits the definition of Director's Dealing (DIRS).
2023-11-01 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report pursuant to the Securities Exchange Act of 1934. It includes an announcement of the company's financial results for the third quarter ended September 30, 2023, a press release, a supplemental presentation, and a shareholder letter. The document states that these exhibits are "furnished, not filed," indicating that the actual detailed financial results and presentations are attached as exhibits rather than contained fully within this document. The Form 8-K is primarily an announcement of these materials rather than the full financial report itself. Given the length (8154 characters) and the nature of the content, this is a regulatory filing announcing financial results and related materials, not the full earnings release or quarterly report itself. Therefore, the best classification is Regulatory Filings (RNS), which is the fallback category for miscellaneous filings that do not fit other specific categories and includes Form 8-K filings announcing results and related exhibits.
2023-10-26 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC by Morningstar, Inc. The Form 8-K is a Current Report used to announce major events that shareholders should know about. The text includes detailed responses to investor questions, forward-looking statements, and updates on various business aspects such as compensation, tax rates, SEC enforcement actions, and business segment performance. It is not a full annual or quarterly report, nor is it a transcript of a call or a presentation. It is a regulatory filing that provides current information and updates but does not contain comprehensive financial statements or detailed management discussion typical of annual or interim reports. Therefore, the document fits the category of Regulatory Filings (RNS), which is the fallback category for miscellaneous filings that do not fit other specific categories.
2023-10-23 English

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