Morningstar, Inc. — Investor Relations & Filings
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 | 2022-09-26 | English | |
| FORM 8-K | 2022-09-23 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2022-09-22 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2022-09-20 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2022-09-16 | English | |
| STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 2022-09-14 | English |
Browse filings by year
17 yearsMarket data
Market data not available
Price history
Peer group · Other activities auxiliary to financial service activities, except insurance and pension funding
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Morningstar, Inc. via the API
Pull this company's filings, identifiers, and metadata as JSON or Markdown. Authenticate with your API key, then query by company ID, ISIN, or LEI. Full schema documented in the OpenAPI spec.
Endpoints
| GET | /api/companies/30609/ | Company identity, sector, listing, identifiers |
| GET | /api/filings/?company=30609 | Paginated list of all filings (filterable by type, date, language) |
| GET | /api/filings/{id}/ | Single filing — metadata, document URL, processing status |
| GET | /api/filings/{id}/markdown/ | Filing content as Markdown (PDF → text/tables/figures) |
| GET | /api/isins/?company=30609 | All ISINs registered to this company |
| GET | /api/filing-types/ | Reference: every filing-type code + category |
cURL
$ curl https://api.financialreports.eu/api/filings/?company=30609 \ -H "x-api-key: $FR_API_KEY" \ -H "Accept: application/json"
Python
import requests r = requests.get( "https://api.financialreports.eu/api/filings/", params={"company": 30609}, headers={"x-api-key": API_KEY}, ) filings = r.json()["results"]
MCP server
// MCP server URL https://mcp.financialfilings.com/mcp // Once connected, the LLM can query this company directly: "Pull the latest 5 filings for Morningstar, Inc. (id: 30609)"
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