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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 2023-08-25 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
2023-08-25 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-08-23 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 pursuant to the Securities Exchange Act of 1934, dated August 21, 2023. It contains Regulation FD Disclosure, forward-looking statements, and detailed investor Q&A responses about business segments, product performance, and market conditions. The content is typical of a current report providing updates on corporate information and business developments rather than a full financial report or earnings release. The document is lengthy (15,000 characters) and contains substantive information, but it is not an earnings release (ER) since it does not primarily announce quarterly financial results. It is not an Annual Report (10-K), Interim Report (IR), or Audit Report (AR). It is also not a proxy statement, dividend notice, or management change announcement. The Form 8-K is a regulatory filing used to disclose material corporate events and information. Therefore, the most appropriate classification is Regulatory Filings (RNS).
2023-08-21 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-08-21 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-08-17 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-08-15 English

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