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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 2023-03-31 Proxy Solicitation & In…
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
DEF 14A
Proxy Solicitation & Information Statement
2023-03-31 English
ARS
Annual Report
2023-03-31 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC by Morningstar, Inc., dated March 29, 2023. It is titled 'Current Report' and includes disclosures pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. The content includes Regulation FD Disclosure, forward-looking statements, and detailed answers to investor questions about company operations, stock-based compensation, and contract renewals. There are no full financial statements or comprehensive financial performance data typical of Annual Reports (10-K) or Interim Reports (IR). The document is a current report providing updates and disclosures outside of periodic filings. Therefore, it fits the category of Regulatory Filings (RNS), which is the fallback for miscellaneous SEC filings like Form 8-K that do not fit other specific categories.
2023-03-29 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC by Morningstar, Inc. It is dated March 23, 2023, and contains detailed disclosures under Item 7.01 Regulation FD Disclosure. The content includes forward-looking statements, investor Q&A, and detailed discussion of financial and strategic priorities, margins, and investment philosophy. The document is not a full annual or quarterly report but a current report providing material information to investors. It is not an earnings release, proxy statement, or management change announcement. The presence of detailed financial discussion and investor Q&A in a Form 8-K context aligns with a Regulatory Filing (RNS) as a general regulatory announcement and disclosure that does not fit other specific categories. The document length (15,000 characters) and content confirm it is not a brief announcement or a full financial report but a regulatory filing with substantive information.
2023-03-23 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-03-23 English
FORM 8-K
Notice of Dividend Amount Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated March 17, 2023. It announces that the Board of Directors approved a quarterly cash dividend and references a press release about the dividend. The document is short (3372 characters) and primarily serves as an announcement of the dividend amount and payment details. It does not contain full financial statements or detailed financial analysis. Therefore, it fits the category of a Notice of Dividend Amount rather than a full financial report or other filing types.
2023-03-21 English

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