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 | — |
| 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 |
| 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 |
| 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 | — |
| 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 |
| 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 | — |
| 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 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Mar 27, 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 |
| 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 |
| 4 | Insider transaction | Dec 30, 2025 | Dec 29, 2025 |
| 144 | Notice of proposed sale | Dec 29, 2025 | — |
| 4 | Insider transaction | Dec 15, 2025 | Dec 12, 2025 |
| 4 | Insider transaction | Nov 26, 2025 | Nov 24, 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 |
| 4 | Insider transaction | Nov 5, 2025 | Nov 3, 2025 |
| 144 | Notice of proposed sale | Nov 3, 2025 | — |
| 4 | Insider transaction | Sep 2, 2025 | Sep 1, 2025 |
| 4 | Insider transaction | Sep 2, 2025 | Sep 1, 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 |
| 144 | Notice of proposed sale | Aug 4, 2025 | — |
| 4 | Insider transaction | Jun 30, 2025 | Jun 30, 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 |
| 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 |
| 4 | Insider transaction | May 5, 2025 | May 1, 2025 |
| 144 | Notice of proposed sale | May 1, 2025 | — |
| 4 | Insider transaction | Mar 17, 2025 | Mar 13, 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 |
| 4 | Insider transaction | Feb 26, 2025 | Feb 24, 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 | — |
| 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 |
| 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 |
| SC 13G | Ownership over 5% (passive) | Dec 10, 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 |
| 4 | Insider transaction | Nov 20, 2024 | Nov 18, 2024 |
| 4 | Insider transaction | Nov 19, 2024 | Nov 15, 2024 |
| 4 | Insider transaction | Nov 19, 2024 | Nov 15, 2024 |
| 4 | Insider transaction | Nov 19, 2024 | Nov 15, 2024 |
| 4 | Insider transaction | Nov 19, 2024 | Nov 15, 2024 |
| 4 | Insider transaction | Nov 18, 2024 | Nov 14, 2024 |
| 4 | Insider transaction | Nov 14, 2024 | Nov 12, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 14, 2024 | — |
| 4 | Insider transaction | Nov 12, 2024 | Nov 8, 2024 |
| 4 | Insider transaction | Nov 12, 2024 | Nov 11, 2024 |
| SC 13G/A | Amended ownership over 5% (passive) | Nov 12, 2024 | — |
| 144 | Notice of proposed sale | Nov 12, 2024 | — |
| 4 | Insider transaction | Nov 8, 2024 | Nov 6, 2024 |
| 4 | Insider transaction | Nov 6, 2024 | Nov 4, 2024 |
| 4 | Insider transaction | Nov 4, 2024 | Nov 1, 2024 |
| 144 | Notice of proposed sale | Nov 1, 2024 | — |
| 4 | Insider transaction | Oct 30, 2024 | Oct 30, 2024 |
| 144 | Notice of proposed sale | Oct 30, 2024 | — |
| 4 | Insider transaction | Sep 30, 2024 | Sep 30, 2024 |
| 144 | Notice of proposed sale | Sep 30, 2024 | — |
| 4 | Insider transaction | Sep 12, 2024 | Sep 10, 2024 |
| 4 | Insider transaction | Sep 10, 2024 | Sep 6, 2024 |
| 4 | Insider transaction | Sep 6, 2024 | Sep 3, 2024 |
| 4 | Insider transaction | Sep 3, 2024 | Aug 30, 2024 |
| 4 | Insider transaction | Sep 3, 2024 | Aug 29, 2024 |
| 144 | Notice of proposed sale | Aug 30, 2024 | — |
| 4 | Insider transaction | Aug 29, 2024 | Aug 27, 2024 |
| 4 | Insider transaction | Aug 27, 2024 | Aug 23, 2024 |
| 4 | Insider transaction | Aug 23, 2024 | Aug 21, 2024 |
| 4 | Insider transaction | Aug 21, 2024 | Aug 19, 2024 |
| 4 | Insider transaction | Aug 19, 2024 | Aug 15, 2024 |
| 4 | Insider transaction | Aug 15, 2024 | Aug 13, 2024 |
| 4 | Insider transaction | Aug 13, 2024 | Aug 9, 2024 |
| 4 | Insider transaction | Aug 13, 2024 | Aug 12, 2024 |
| 144 | Notice of proposed sale | Aug 12, 2024 | — |
| 4 | Insider transaction | Aug 9, 2024 | Aug 7, 2024 |
| 4 | Insider transaction | Aug 7, 2024 | Aug 6, 2024 |
| 4 | Insider transaction | Aug 5, 2024 | Aug 1, 2024 |
| 144 | Notice of proposed sale | Aug 1, 2024 | — |
| 4 | Insider transaction | Jul 31, 2024 | Jul 30, 2024 |
| 4 | Insider transaction | Jul 31, 2024 | Jul 31, 2024 |
| 144 | Notice of proposed sale | Jul 31, 2024 | — |
| 144 | Notice of proposed sale | Jul 30, 2024 | — |
| 4 | Insider transaction | Jul 2, 2024 | Jul 2, 2024 |
| 144 | Notice of proposed sale | Jul 2, 2024 | — |
| 4 | Insider transaction | Jul 1, 2024 | Jun 28, 2024 |
| 144 | Notice of proposed sale | Jun 28, 2024 | — |
| 4 | Insider transaction | Jun 25, 2024 | Jun 24, 2024 |
| 144 | Notice of proposed sale | Jun 24, 2024 | — |
| 4 | Insider transaction | Jun 6, 2024 | Jun 4, 2024 |
| 4 | Insider transaction | Jun 6, 2024 | May 15, 2024 |
| 4 | Insider transaction | Jun 4, 2024 | May 31, 2024 |
| 144 | Notice of proposed sale | Jun 4, 2024 | — |
| 4 | Insider transaction | May 31, 2024 | May 29, 2024 |
| 4 | Insider transaction | May 29, 2024 | May 28, 2024 |
| 4 | Insider transaction | May 28, 2024 | May 23, 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
Other Investment Advice companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.