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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 2023-07-28 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
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 references to an amended press release announcing financial results for the second quarter ended June 30, 2023, a supplemental presentation, and a shareholder letter, all attached as exhibits. The document itself is 4350 characters, which is relatively short and primarily serves as a notification and attachment of other materials rather than containing detailed financial statements or substantive financial data. According to the 'Menu vs Meal' rule, such a document that announces or attaches other reports but does not itself contain the full financial report should be classified as a Regulatory Filing (RNS).
2023-07-28 English
Regulatory Filings 2023
Regulatory Filings
2023-07-27 English
Audit Report / Information 2023
Audit Report / Information Classification · 95% confidence The document is a detailed response letter from Morningstar, Inc. to the SEC staff regarding comments on the company's Annual Report on Form 10-K for the fiscal year ended December 31, 2022. It references the Form 10-K filing, discusses segment reporting, financial results, budgeting processes, and management's analysis related to the 10-K. The document is lengthy (15,000 characters) and contains substantive discussion and explanations related to the annual report, not merely an announcement or certification. Therefore, it is not a report publication announcement or a regulatory filing. The content aligns with a detailed audit or regulatory response related to the Annual Report (Form 10-K). Given the nature of the document as a response to SEC comments on the 10-K, it is best classified as an Audit Report / Information (AR) because it is a standalone audit-related correspondence and not the full Annual Report itself.
2023-07-21 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-07-11 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-07-07 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC by Morningstar, Inc. dated July 6, 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 business investments, margins, and product details. Form 8-K is a current report used to announce major events or disclosures that are not periodic financial reports like 10-K or 10-Q. The document is not an earnings release, proxy statement, or management discussion report. It is a regulatory filing to disclose material information to investors outside of regular periodic filings. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length is substantial (15,000 characters), and it contains substantive disclosure, not just a brief announcement or certification, supporting a high confidence score.
2023-07-06 English

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