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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 2025-08-15 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
2025-08-15 English
FORM 4
Director's Dealing
2025-08-12 English
FORM 4
Director's Dealing
2025-08-07 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 disclose material events or corporate information between periodic reports. The text includes an 'Item 7.01 Regulation FD Disclosure' section describing an attached Investor Q&A document, which is furnished but not filed. The document does not contain comprehensive financial statements or detailed financial analysis typical of Annual Reports (10-K) or Interim Reports (IR). It also does not fit categories like Earnings Release or Management Reports as it mainly provides a disclosure of investor Q&A and forward-looking statements caution. The document length is 8330 characters, which is moderate but the content is primarily a regulatory disclosure. Therefore, the best classification is Regulatory Filings (RNS), which is the fallback category for miscellaneous SEC filings that do not fit other specific categories.
2025-08-05 English
Regulatory Filings 2025
Regulatory Filings
2025-08-04 English
10-Q
Interim / Quarterly Report Q2 2025
2025-07-31 English

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17 years

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