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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 2023-06-13 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
2023-06-13 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 Regulation FD Disclosure and detailed Q&A responses to investor questions about the company's financials, operations, and outlook. The document is not a full annual or quarterly report but rather a current report providing updates and disclosures. It contains no full financial statements or comprehensive financial analysis typical of Annual Reports (10-K) or Interim Reports (IR). It is not an earnings release (ER) as it does not present summarized quarterly results. It is not a proxy statement, audit report, or other specialized filing. The content fits the description of a Regulatory Filing (RNS), which is a general category for miscellaneous filings that do not fit other specific categories. The document length (12,764 characters) and detailed content confirm it is not a brief announcement or report publication notice. Therefore, the best classification is Regulatory Filings (RNS).
2023-06-12 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-06-09 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-06-07 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-06-05 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-06-01 English

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