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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 2023-02-02 Board/Management Inform…
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/A
Board/Management Information Classification · 95% confidence The document is a Form 8-K/A (Amendment No. 1) filed with the SEC, which is a Current Report. It provides an update on the departure and transition of a senior officer, Bevin Desmond, including details about her contract services agreement and separation agreement. The content focuses on management changes and related agreements rather than financial results or comprehensive reports. The document does not contain financial statements or detailed financial analysis but rather announces management changes and related contractual arrangements. Therefore, it fits the category of Board/Management Information (MANG). The document length is 4815 characters, which is consistent with a detailed management change announcement rather than a full report or earnings release.
2023-02-02 English
FORM 8-K
Capital/Financing Update Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce major events that shareholders should know about. The text describes a termination agreement and a tender offer agreement involving Morningstar, Inc. and its Japanese subsidiary, including details about share transactions and contract termination. There are no financial statements or comprehensive financial data presented, nor is this an annual or quarterly report. The content focuses on a significant corporate event related to capital structure and agreements, fitting the category of Capital/Financing Update. The document length is 4674 characters, which is consistent with a detailed 8-K filing rather than a brief announcement. Therefore, the appropriate classification is Capital/Financing Update (CAP).
2023-01-31 English
FORM 8-K
Regulatory Filings Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is a Current Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. It contains disclosures about Morningstar, Inc.'s Regulation FD Disclosure, including forward-looking statements, investor Q&A, and other corporate information. The document does not contain comprehensive financial statements or detailed financial performance data typical of Annual Reports (10-K) or Interim Reports (IR). It is not an earnings release, proxy statement, or management discussion. The Form 8-K is a regulatory filing used to report significant events or disclosures between periodic reports. Therefore, this document fits the category of Regulatory Filings (RNS). The document length (13,193 characters) and content confirm it is a full filing, not just an announcement or certification.
2023-01-24 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-01-04 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2023-01-03 English
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
Director's Dealing
2022-12-29 English

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