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 |
|---|---|---|---|
| 4 | Insider transaction | Nov 6, 2026 | Nov 5, 2026 |
| 4 | Insider transaction | Nov 4, 2026 | Nov 2, 2026 |
| 144 | Notice of proposed sale | Nov 2, 2026 | — |
| 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 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Oct 27, 2026 | — |
| 4 | Insider transaction | Oct 2, 2026 | Sep 30, 2026 |
| 3 | Initial insider ownership | Oct 2, 2026 | Sep 22, 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 |
| 4 | Insider transaction | Sep 2, 2026 | Sep 1, 2026 |
| 4 | Insider transaction | Sep 2, 2026 | Sep 1, 2026 |
| 4 | Insider transaction | Aug 26, 2026 | Aug 24, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 25, 2026 | Aug 25, 2026 |
| 4 | Insider transaction | Aug 24, 2026 | Aug 24, 2026 |
| 4 | Insider transaction | Aug 21, 2026 | Aug 20, 2026 |
| 4 | Insider transaction | Aug 19, 2026 | Aug 17, 2026 |
| 4 | Insider transaction | Aug 14, 2026 | Aug 13, 2026 |
| SCHEDULE 13G | Ownership over 5% (passive) | Aug 14, 2026 | — |
| 4 | Insider transaction | Aug 12, 2026 | Aug 10, 2026 |
| 4 | Insider transaction | Aug 7, 2026 | Aug 6, 2026 |
| 3 | Initial insider ownership | Aug 7, 2026 | Jul 29, 2026 |
| 4 | Insider transaction | Aug 5, 2026 | Aug 3, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 5, 2026 | — |
| 4 | Insider transaction | Aug 3, 2026 | Aug 3, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 3, 2026 | — |
| 144 | Notice of proposed sale | Aug 3, 2026 | — |
| 144 | Notice of proposed sale | Aug 3, 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 |
| 4 | Insider transaction | May 27, 2026 | May 27, 2026 |
| 144 | Notice of proposed sale | May 27, 2026 | — |
| 4 | Insider transaction | May 22, 2026 | May 21, 2026 |
| 8-K |
Current report
Regulation FD disclosure
|
May 22, 2026 | May 22, 2026 |
| 4 | Insider transaction | May 20, 2026 | May 18, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 19, 2026 | May 15, 2026 |
| 4 | Insider transaction | May 15, 2026 | May 14, 2026 |
| 4 | Insider transaction | May 12, 2026 | May 8, 2026 |
| 144 | Notice of proposed sale | May 12, 2026 | — |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 8, 2026 | May 7, 2026 |
| 4 | Insider transaction | May 7, 2026 | May 5, 2026 |
| 4 | Insider transaction | May 4, 2026 | May 1, 2026 |
| 144 | Notice of proposed sale | May 1, 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 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Mar 27, 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 |
| 4 | Insider transaction | Mar 4, 2026 | Mar 4, 2026 |
| 4 | Insider transaction | Mar 3, 2026 | Mar 1, 2026 |
| 4 | Insider transaction | Mar 3, 2026 | Mar 1, 2026 |
| 4 | Insider transaction | Mar 2, 2026 | Mar 2, 2026 |
| 4 | Insider transaction | Feb 27, 2026 | Feb 26, 2026 |
| 4 | Insider transaction | Feb 25, 2026 | Feb 24, 2026 |
| 4 | Insider transaction | Feb 20, 2026 | Feb 19, 2026 |
| 4 | Insider transaction | Feb 18, 2026 | Feb 17, 2026 |
| 4 | Insider transaction | Feb 13, 2026 | Feb 12, 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 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 12, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 12, 2026 | — |
| 4 | Insider transaction | Feb 11, 2026 | Feb 9, 2026 |
| 4 | Insider transaction | Feb 6, 2026 | Feb 4, 2026 |
| 4 | Insider transaction | Feb 4, 2026 | Feb 2, 2026 |
| 144 | Notice of proposed sale | Feb 2, 2026 | — |
| 3 | Initial insider ownership | Jan 7, 2026 | Jan 2, 2026 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure
|
Jan 5, 2026 | Jan 2, 2026 |
| 4 | Insider transaction | Dec 30, 2025 | Dec 29, 2025 |
| 144 | Notice of proposed sale | Dec 29, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 23, 2025 | Dec 23, 2025 |
| 4 | Insider transaction | Dec 15, 2025 | Dec 12, 2025 |
| 8-K |
Current report
Other events
|
Dec 5, 2025 | Dec 5, 2025 |
| 4 | Insider transaction | Nov 26, 2025 | Nov 24, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 25, 2025 | Nov 25, 2025 |
| 4 | Insider transaction | Nov 24, 2025 | Nov 20, 2025 |
| 4 | Insider transaction | Nov 20, 2025 | Nov 18, 2025 |
| 4 | Insider transaction | Nov 18, 2025 | Nov 15, 2025 |
| 4 | Insider transaction | Nov 18, 2025 | Nov 15, 2025 |
| 4 | Insider transaction | Nov 18, 2025 | Nov 15, 2025 |
| 4 | Insider transaction | Nov 18, 2025 | Nov 15, 2025 |
| 4 | Insider transaction | Nov 18, 2025 | Nov 14, 2025 |
| 4 | Insider transaction | Nov 14, 2025 | Nov 12, 2025 |
| 4 | Insider transaction | Nov 12, 2025 | Nov 7, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 12, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 12, 2025 | — |
| 4 | Insider transaction | Nov 7, 2025 | Nov 5, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Nov 5, 2025 | Nov 5, 2025 |
| 4 | Insider transaction | Nov 5, 2025 | Nov 3, 2025 |
| 144 | Notice of proposed sale | Nov 3, 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 |
| 4 | Insider transaction | Sep 2, 2025 | Sep 1, 2025 |
| 4 | Insider transaction | Sep 2, 2025 | Sep 1, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 29, 2025 | Aug 29, 2025 |
| 4 | Insider transaction | Aug 27, 2025 | Aug 25, 2025 |
| 4 | Insider transaction | Aug 22, 2025 | Aug 20, 2025 |
| 4 | Insider transaction | Aug 19, 2025 | Aug 15, 2025 |
| 4 | Insider transaction | Aug 14, 2025 | Aug 12, 2025 |
| 4 | Insider transaction | Aug 11, 2025 | Aug 7, 2025 |
| 4 | Insider transaction | Aug 6, 2025 | Aug 4, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
Aug 5, 2025 | Aug 5, 2025 |
| 144 | Notice of proposed sale | Aug 4, 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 |
| 4 | Insider transaction | Jun 30, 2025 | Jun 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 |
| 4 | Insider transaction | May 27, 2025 | May 22, 2025 |
| 4 | Insider transaction | May 21, 2025 | May 19, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 19, 2025 | May 15, 2025 |
| 4 | Insider transaction | May 16, 2025 | May 15, 2025 |
| 144 | Notice of proposed sale | May 16, 2025 | — |
| 4 | Insider transaction | May 15, 2025 | May 13, 2025 |
| 8-K |
Current report
Officer or director change, Shareholder vote results
|
May 14, 2025 | May 9, 2025 |
| 4 | Insider transaction | May 13, 2025 | May 9, 2025 |
| 4 | Insider transaction | May 13, 2025 | May 12, 2025 |
| 144 | Notice of proposed sale | May 12, 2025 | — |
| 4 | Insider transaction | May 9, 2025 | May 7, 2025 |
| 4 | Insider transaction | May 7, 2025 | May 5, 2025 |
| 8-K |
Current report
Regulation FD disclosure
|
May 7, 2025 | May 7, 2025 |
| 4 | Insider transaction | May 5, 2025 | May 1, 2025 |
| 144 | Notice of proposed sale | May 1, 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 |
| 4 | Insider transaction | Mar 17, 2025 | Mar 13, 2025 |
| 8-K |
Current report
Other events
|
Mar 14, 2025 | Mar 14, 2025 |
| 4 | Insider transaction | Mar 13, 2025 | Mar 11, 2025 |
| 4 | Insider transaction | Mar 6, 2025 | Mar 5, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Aug 31, 2024 |
| 4 | Insider transaction | Mar 4, 2025 | Feb 28, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Mar 1, 2025 |
| 4 | Insider transaction | Mar 4, 2025 | Sep 2, 2024 |
| 4 | Insider transaction | Feb 28, 2025 | Feb 26, 2025 |
| 10-K | Annual report | Feb 28, 2025 | Dec 31, 2024 |
| 4 | Insider transaction | Feb 26, 2025 | Feb 24, 2025 |
| 8-K |
Current report
Results of operations, Regulation FD disclosure
|
Feb 26, 2025 | Feb 26, 2025 |
| 4 | Insider transaction | Feb 24, 2025 | Feb 20, 2025 |
| 4 | Insider transaction | Feb 20, 2025 | Feb 18, 2025 |
| 4 | Insider transaction | Feb 18, 2025 | Feb 14, 2025 |
| 4 | Insider transaction | Feb 14, 2025 | Feb 12, 2025 |
| 4 | Insider transaction | Feb 12, 2025 | Feb 10, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 12, 2025 | — |
| 4 | Insider transaction | Feb 10, 2025 | Feb 6, 2025 |
| 4 | Insider transaction | Feb 6, 2025 | Feb 4, 2025 |
| 4 | Insider transaction | Feb 4, 2025 | Feb 3, 2025 |
| 144 | Notice of proposed sale | Feb 3, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Jan 31, 2025 | Jan 31, 2025 |
| 3 | Initial insider ownership | Jan 10, 2025 | Jan 1, 2025 |
| 4 | Insider transaction | Dec 27, 2024 | Dec 26, 2024 |
| 4 | Insider transaction | Dec 16, 2024 | Dec 13, 2024 |
| 8-K |
Current report
Regulation FD disclosure
|
Dec 13, 2024 | Dec 13, 2024 |
| 144 | Notice of proposed sale | Dec 13, 2024 | — |
| 4 | Insider transaction | Dec 12, 2024 | Dec 6, 2024 |
| 4 | Insider transaction | Dec 10, 2024 | Dec 6, 2024 |
| 8-K |
Current report
Officer or director change
|
Dec 10, 2024 | Dec 6, 2024 |
| SC 13G | Ownership over 5% (passive) | Dec 10, 2024 | — |
| 8-K |
Current report
Officer or director change, Other events
|
Dec 6, 2024 | Dec 3, 2024 |
| 4 | Insider transaction | Dec 3, 2024 | Nov 29, 2024 |
| 4 | Insider transaction | Nov 27, 2024 | Nov 26, 2024 |
| 4 | Insider transaction | Nov 26, 2024 | Nov 22, 2024 |
| 4 | Insider transaction | Nov 22, 2024 | Nov 20, 2024 |
| 4 | Insider transaction | Nov 20, 2024 | Nov 18, 2024 |
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.
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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
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Source: SEC EDGAR filings. This is company-reported data, not investment advice.