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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 2025-11-05 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
FORM 4
Director's Dealing
2025-11-05 English
Regulatory Filings 2025
Regulatory Filings
2025-11-03 English
FORM 8-K
Capital/Financing Update Classification · 100% 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 content describes the entry into a new Credit Agreement, termination of a previous credit agreement, and related financial obligations. It includes detailed terms of the credit facility, interest rates, covenants, and guarantees. The document does not contain comprehensive financial statements or a full financial performance report, but rather a specific update on financing activities. This matches the definition of a Capital/Financing Update (CAP). The document length is 8521 characters, which is sufficient to contain substantive detail, not just a brief announcement. Therefore, the correct classification is CAP with high confidence.
2025-10-31 English
10-Q
Interim / Quarterly Report Q3 2025
2025-10-30 English
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 major events that shareholders should know about. The text explicitly states that the company issued an Earnings Release and a Supplemental Presentation on October 29, 2025, and these are attached as exhibits and incorporated by reference. The document itself does not contain the full financial statements or detailed financial data but rather announces and furnishes these materials. It also announces the termination of a previous share repurchase program and the initiation of a new one. The document is about reporting events and furnishing related materials, not the full financial report itself. According to the rules, such a document is best classified as a Regulatory Filing (RNS) because it is a current report announcing events and furnishing documents rather than the report itself. The length (9675 characters) is moderate but the content is primarily an announcement and furnishing of other documents, not the full report. Therefore, the appropriate classification is Regulatory Filings (RNS).
2025-10-29 English
8-K
Board/Management Information Classification · 100% confidence The document is a Form 8-K Current Report filed with the SEC, dated October 8, 2025. The key content is the announcement of the departure of a Chief Revenue Officer and the appointment of a new Head of Global Sales. This clearly relates to changes in senior management. There are no financial statements or detailed financial data included, and the document length is relatively short (3509 characters). The primary focus is on management changes, which fits the Board/Management Information category. Therefore, the appropriate classification is MANG (Board/Management Information).
2025-10-14 English

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