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
DEFA14A Additional proxy material Mar 27, 2026 —
DEF 14A Proxy statement Mar 27, 2026 May 7, 2026
DEFA14A Additional proxy material Mar 25, 2026 —
DEFA14A Additional proxy material Mar 28, 2025 —
DEF 14A Proxy statement Mar 28, 2025 May 9, 2025
DEFA14A Additional proxy material Mar 25, 2025 —
DEFA14A Additional proxy material Mar 28, 2024 —
DEF 14A Proxy statement Mar 28, 2024 May 10, 2024
DEFA14A Additional proxy material Mar 31, 2023 —
DEF 14A Proxy statement Mar 31, 2023 —
DEFA14A Additional proxy material Apr 1, 2022 —
DEF 14A Proxy statement Apr 1, 2022 May 13, 2022
DEFA14A Additional proxy material Apr 1, 2021 —
DEF 14A Proxy statement Apr 1, 2021 May 14, 2021
DEFA14A Additional proxy material Apr 24, 2020 —
DEFA14A Additional proxy material Apr 23, 2020 —
DEFA14A Additional proxy material Apr 3, 2020 —
DEF 14A Proxy statement Apr 3, 2020 May 15, 2020

Showing 18 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.