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.

Morningstar, Inc. SEC filings
Form Description Filed Period
ARS Annual report to shareholders Mar 27, 2026 Mar 27, 2026
10-K Annual report Feb 13, 2026 Dec 31, 2025
ARS Annual report to shareholders Mar 28, 2025 Mar 28, 2025
10-K Annual report Feb 28, 2025 Dec 31, 2024
ARS Annual report to shareholders Mar 28, 2024 Mar 28, 2024
10-K Annual report Feb 29, 2024 Dec 31, 2023
ARS Annual report to shareholders Mar 31, 2023 Dec 31, 2022
10-K Annual report Feb 24, 2023 Dec 31, 2022
10-K Annual report Feb 25, 2022 Dec 31, 2021
10-K Annual report Feb 26, 2021 Dec 31, 2020
10-K Annual report Mar 2, 2020 Dec 31, 2019

Showing 11 filings. 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.

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.