Morningstar, Inc. SEC filings MORN
Morningstar, Inc. has 1,001 filings in SEC EDGAR's recent list, going back to Sep 27, 2019. Its latest annual report, Form ARS, was filed on Mar 27, 2026 for the period ended Mar 27, 2026. The latest quarterly report (Form 10-Q) was filed on Oct 28, 2026, covering the quarter ended Sep 30, 2026. The most recent current report (Form 8-K) was filed on Oct 28, 2026 (results of operations, regulation fd disclosure). The company's fiscal year ends on December 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 28, 2026 | Oct 28, 2026 |
| 10-Q | Quarterly report | Oct 28, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 25, 2026 | Sep 25, 2026 |
| 8-K |
Current report
Other events
|
Sep 18, 2026 | Sep 18, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 25, 2026 | Aug 25, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 29, 2026 | Jul 29, 2026 |
| 10-Q | Quarterly report | Jul 29, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 25, 2026 | Jun 25, 2026 |
| 8-K |
Current report
Other events
|
Jun 18, 2026 | Jun 18, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
May 22, 2026 | May 22, 2026 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 8, 2026 | May 7, 2026 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 29, 2026 | Apr 29, 2026 |
| 10-Q | Quarterly report | Apr 29, 2026 | Mar 31, 2026 |
| ARS | Annual report to shareholders | Mar 27, 2026 | Mar 27, 2026 |
| DEFA14A | Additional proxy material | Mar 27, 2026 | — |
| DEF 14A | Proxy statement | Mar 27, 2026 | May 7, 2026 |
| DEFA14A | Additional proxy material | Mar 25, 2026 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 25, 2026 | Mar 25, 2026 |
| 8-K |
Current report
Other events
|
Mar 13, 2026 | Mar 13, 2026 |
| 10-K | Annual report | Feb 13, 2026 | Dec 31, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 12, 2026 | Feb 12, 2026 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure
|
Jan 5, 2026 | Jan 2, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 23, 2025 | Dec 23, 2025 |
| 8-K |
Current report
Other events
|
Dec 5, 2025 | Dec 5, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 25, 2025 | Nov 25, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 5, 2025 | Nov 5, 2025 |
| 8-K |
Current report
Material agreement, Agreement ended, New debt, Change to shareholder rights
|
Oct 31, 2025 | Oct 31, 2025 |
| 10-Q | Quarterly report | Oct 30, 2025 | Sep 30, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 29, 2025 | Oct 29, 2025 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure
|
Oct 14, 2025 | Oct 8, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 26, 2025 | Sep 26, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 23, 2025 | Sep 23, 2025 |
| 8-K |
Current report
Other events
|
Sep 19, 2025 | Sep 19, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 29, 2025 | Aug 29, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 5, 2025 | Aug 5, 2025 |
| 10-Q | Quarterly report | Jul 31, 2025 | Jun 30, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 30, 2025 | Jul 30, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 27, 2025 | Jun 27, 2025 |
| 8-K |
Current report
Other events
|
Jun 20, 2025 | Jun 20, 2025 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 14, 2025 | May 9, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
May 7, 2025 | May 7, 2025 |
| 10-Q | Quarterly report | May 1, 2025 | Mar 31, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 30, 2025 | Apr 30, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Apr 29, 2025 | Apr 28, 2025 |
| DEFA14A | Additional proxy material | Mar 28, 2025 | — |
| DEF 14A | Proxy statement | Mar 28, 2025 | May 9, 2025 |
| ARS | Annual report to shareholders | Mar 28, 2025 | Mar 28, 2025 |
| DEFA14A | Additional proxy material | Mar 25, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 25, 2025 | Mar 25, 2025 |
| 8-K |
Current report
Other events
|
Mar 14, 2025 | Mar 14, 2025 |
| 10-K | Annual report | Feb 28, 2025 | Dec 31, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 26, 2025 | Feb 26, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Jan 31, 2025 | Jan 31, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 13, 2024 | Dec 13, 2024 |
| 8-K |
Current report
Officer or director change
|
Dec 10, 2024 | Dec 6, 2024 |
| 8-K |
Current report
Officer or director change, Other events
|
Dec 6, 2024 | Dec 3, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 12, 2024 | Nov 12, 2024 |
| 10-Q | Quarterly report | Oct 25, 2024 | Sep 30, 2024 |
| 8-K |
Current report
Results of operations, Officer or director change, Regulation FD disclosure
|
Oct 23, 2024 | Oct 23, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Oct 1, 2024 | Oct 1, 2024 |
| 8-K |
Current report
Other events
|
Sep 18, 2024 | Sep 18, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 26, 2024 | Aug 26, 2024 |
| 10-Q | Quarterly report | Jul 26, 2024 | Jun 30, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 25, 2024 | Jul 24, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Jul 18, 2024 | Jul 18, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 20, 2024 | Jun 20, 2024 |
| 8-K |
Current report
Other events
|
Jun 18, 2024 | Jun 18, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 14, 2024 | Jun 14, 2024 |
| 8-K |
Current report
Shareholder vote results
|
May 15, 2024 | May 10, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
May 9, 2024 | May 9, 2024 |
| 10-Q | Quarterly report | Apr 26, 2024 | Mar 31, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 25, 2024 | Apr 24, 2024 |
| ARS | Annual report to shareholders | Mar 28, 2024 | Mar 28, 2024 |
| DEFA14A | Additional proxy material | Mar 28, 2024 | — |
| DEF 14A | Proxy statement | Mar 28, 2024 | May 10, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 22, 2024 | Mar 22, 2024 |
| 8-K |
Current report
Officer or director change, Other events
|
Mar 15, 2024 | Mar 15, 2024 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure, Other events
|
Feb 29, 2024 | Feb 29, 2024 |
| 10-K | Annual report | Feb 29, 2024 | Dec 31, 2023 |
| UPLOAD | Letter from the SEC | Feb 28, 2024 | — |
| 8-K |
Current report
Results of operations, Officer or director change, Regulation FD disclosure
|
Feb 23, 2024 | Feb 23, 2024 |
| CORRESP | Letter to the SEC | Feb 21, 2024 | — |
| UPLOAD | Letter from the SEC | Feb 7, 2024 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Feb 5, 2024 | Feb 5, 2024 |
| 8-K |
Current report
Officer or director change
|
Jan 4, 2024 | Dec 22, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 19, 2023 | Dec 19, 2023 |
| CORRESP | Letter to the SEC | Dec 15, 2023 | — |
| 8-K |
Current report
Other events
|
Dec 1, 2023 | Dec 1, 2023 |
| CORRESP | Letter to the SEC | Nov 28, 2023 | — |
| UPLOAD | Letter from the SEC | Nov 17, 2023 | — |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Nov 13, 2023 | Nov 9, 2023 |
| CORRESP | Letter to the SEC | Nov 9, 2023 | — |
| 10-Q | Quarterly report | Nov 9, 2023 | Sep 30, 2023 |
| CORRESP | Letter to the SEC | Nov 2, 2023 | — |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 26, 2023 | Oct 25, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Oct 23, 2023 | Oct 23, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Oct 2, 2023 | Oct 2, 2023 |
| UPLOAD | Letter from the SEC | Sep 27, 2023 | — |
| 8-K |
Current report
Other events
|
Sep 15, 2023 | Sep 15, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 8, 2023 | Sep 8, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 21, 2023 | Aug 21, 2023 |
| 10-Q | Quarterly report | Jul 28, 2023 | Jun 30, 2023 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 28, 2023 | Jul 26, 2023 |
| CORRESP | Letter to the SEC | Jul 21, 2023 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Jul 6, 2023 | Jul 6, 2023 |
| 8-K |
Current report
Other events
|
Jun 16, 2023 | Jun 16, 2023 |
| UPLOAD | Letter from the SEC | Jun 15, 2023 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 12, 2023 | Jun 12, 2023 |
| CORRESP | Letter to the SEC | May 31, 2023 | — |
| 8-K |
Current report
Shareholder vote results
|
May 18, 2023 | May 12, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
May 11, 2023 | May 11, 2023 |
| CORRESP | Letter to the SEC | Apr 28, 2023 | — |
| 10-Q | Quarterly report | Apr 28, 2023 | Mar 31, 2023 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 27, 2023 | Apr 26, 2023 |
| UPLOAD | Letter from the SEC | Apr 24, 2023 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Apr 14, 2023 | Apr 14, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Apr 5, 2023 | Apr 5, 2023 |
| DEFA14A | Additional proxy material | Mar 31, 2023 | — |
| DEF 14A | Proxy statement | Mar 31, 2023 | — |
| ARS | Annual report to shareholders | Mar 31, 2023 | Dec 31, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 29, 2023 | Mar 29, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 23, 2023 | Mar 23, 2023 |
| 8-K |
Current report
Other events
|
Mar 21, 2023 | Mar 17, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Feb 24, 2023 | Feb 24, 2023 |
| 10-K | Annual report | Feb 24, 2023 | Dec 31, 2022 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 24, 2023 | Feb 23, 2023 |
| 8-K/A |
Amended current report
Officer or director change
|
Feb 2, 2023 | May 6, 2022 |
| 8-K |
Current report
Other events
|
Jan 31, 2023 | Jan 31, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Jan 24, 2023 | Jan 24, 2023 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 22, 2022 | Dec 22, 2022 |
| 8-K |
Current report
Other events
|
Dec 9, 2022 | Dec 6, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 18, 2022 | Nov 18, 2022 |
| 10-Q | Quarterly report | Oct 28, 2022 | Sep 30, 2022 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 27, 2022 | Oct 26, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Oct 21, 2022 | Oct 21, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 23, 2022 | Sep 23, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 26, 2022 | Aug 26, 2022 |
| 10-Q | Quarterly report | Jul 29, 2022 | Jun 30, 2022 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 28, 2022 | Jul 27, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Jul 22, 2022 | Jul 22, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Jul 1, 2022 | Jul 1, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 17, 2022 | Jun 17, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 1, 2022 | Jun 1, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
May 27, 2022 | May 27, 2022 |
| 8-K |
Current report
Shareholder vote results, Other events
|
May 16, 2022 | May 13, 2022 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure
|
May 12, 2022 | May 6, 2022 |
| 8-K |
Current report
Material agreement, New debt, Change to shareholder rights
|
May 10, 2022 | May 6, 2022 |
| 10-Q | Quarterly report | Apr 29, 2022 | Mar 31, 2022 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 28, 2022 | Apr 27, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Apr 22, 2022 | Apr 22, 2022 |
| 8-K |
Current report
Material agreement, Regulation FD disclosure, Other events
|
Apr 4, 2022 | Apr 3, 2022 |
| DEFA14A | Additional proxy material | Apr 1, 2022 | — |
| DEF 14A | Proxy statement | Apr 1, 2022 | May 13, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 18, 2022 | Mar 18, 2022 |
| 8-K |
Current report
Other events
|
Mar 2, 2022 | Mar 1, 2022 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 25, 2022 | Feb 24, 2022 |
| 10-K | Annual report | Feb 25, 2022 | Dec 31, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Feb 18, 2022 | Feb 18, 2022 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 22, 2021 | Dec 21, 2021 |
| 8-K |
Current report
Other events
|
Dec 6, 2021 | Dec 3, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 12, 2021 | Nov 12, 2021 |
| 10-Q | Quarterly report | Oct 29, 2021 | Sep 30, 2021 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Oct 28, 2021 | Oct 27, 2021 |
| 8-K |
Current report
Other events
|
Oct 12, 2021 | Oct 8, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 17, 2021 | Sep 17, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 13, 2021 | Aug 13, 2021 |
| S-8 | Employee stock plan registration | Jul 30, 2021 | — |
| 10-Q | Quarterly report | Jul 30, 2021 | Jun 30, 2021 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Jul 29, 2021 | Jul 28, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Jul 9, 2021 | Jul 9, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Jun 11, 2021 | Jun 11, 2021 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 20, 2021 | May 14, 2021 |
| 8-K |
Current report
Other events
|
May 17, 2021 | May 14, 2021 |
| 10-Q | Quarterly report | Apr 30, 2021 | Mar 31, 2021 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Apr 29, 2021 | Apr 28, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Apr 16, 2021 | Apr 16, 2021 |
| DEFA14A | Additional proxy material | Apr 1, 2021 | — |
| DEF 14A | Proxy statement | Apr 1, 2021 | May 14, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 19, 2021 | Mar 19, 2021 |
| 8-K |
Current report
Regulation FD disclosure
|
Mar 12, 2021 | Mar 12, 2021 |
| 10-K | Annual report | Feb 26, 2021 | Dec 31, 2020 |
| 8-K |
Current report
Other events
|
Feb 24, 2021 | Feb 23, 2021 |
| 8-K |
Current report
Results of operations
|
Feb 19, 2021 | Feb 18, 2021 |
| 8-K |
Current report
Other events
|
Dec 7, 2020 | Dec 4, 2020 |
| 10-Q | Quarterly report | Oct 30, 2020 | Sep 30, 2020 |
| 8-K |
Current report
Results of operations
|
Oct 29, 2020 | Oct 28, 2020 |
| 8-K |
Current report
Material agreement, New debt
|
Oct 26, 2020 | Oct 26, 2020 |
| 8-K |
Current report
Other events
|
Oct 5, 2020 | Oct 2, 2020 |
| 8-K |
Current report
Regulation FD disclosure
|
Sep 18, 2020 | Sep 18, 2020 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 14, 2020 | Aug 14, 2020 |
| 10-Q | Quarterly report | Jul 31, 2020 | Jun 30, 2020 |
| 8-K |
Current report
Results of operations
|
Jul 30, 2020 | Jul 29, 2020 |
| UPLOAD | Letter from the SEC | Jul 9, 2020 | — |
| 8-K |
Current report
Material agreement, New debt, Regulation FD disclosure
|
Jul 6, 2020 | Jun 30, 2020 |
| CORRESP | Letter to the SEC | Jun 10, 2020 | — |
| UPLOAD | Letter from the SEC | May 28, 2020 | — |
| 8-K |
Current report
Shareholder vote results, Other events
|
May 19, 2020 | May 15, 2020 |
| 8-K |
Current report
Regulation FD disclosure
|
May 14, 2020 | May 14, 2020 |
| 10-Q | Quarterly report | May 1, 2020 | Mar 31, 2020 |
| 8-K |
Current report
Results of operations
|
Apr 30, 2020 | Apr 29, 2020 |
Showing 200 filings, the most recent 200. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
New to this? Read What Are SEC Filings? 10-K, 10-Q, 8-K and Other Forms Explained.
Company profile
- Industry
- Investment Advice (SIC 6282)
- Listed as
- MORN (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- IL
- Headquarters
- Chicago, IL
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1289419
Other Investment Advice companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.