Skip to main content
Morningstar, Inc. logo

Morningstar, Inc. — Investor Relations & Filings

Ticker · MORN ISIN · US6177001095 LEI · 529900YGNQPOVAXQ7F29 US Financial and insurance activities
Open in API
Filings indexed 2,565 across all filing types
Latest filing 2023-02-27 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
2023-02-27 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 used to announce unscheduled material events or corporate changes. The text includes a Regulation FD Disclosure section with forward-looking statements and a Q&A section addressing regulatory questions. There are no detailed financial statements or comprehensive financial analysis typical of Annual Reports (10-K) or Interim Reports (IR). The document is not an earnings release, proxy statement, or management discussion. It is a regulatory filing providing current information about the company, consistent with the purpose of Form 8-K filings. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length (7504 characters) and content confirm it is not merely an announcement of a report but a substantive regulatory disclosure.
2023-02-24 English
10-K
Annual Report FY 2022
2023-02-24 English
FORM 8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated February 23, 2023, by Morningstar, Inc. It announces the issuance of a press release with financial results for the fourth quarter ended December 31, 2022, and references a supplemental presentation available on the investor relations website. The document explicitly states it is a "Current Report" pursuant to the Securities Exchange Act of 1934 and includes exhibits such as the press release and supplemental presentation. The content is an announcement of financial results and related materials, not the full financial report itself. The document length is about 5409 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, this filing is best classified as an Earnings Release (ER), which is the initial announcement of quarterly financial results with key highlights only.
2023-02-24 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-02-23 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-02-21 English

Browse filings by year

17 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.