Morningstar, Inc.

Nasdaq:MORN

Investment Advice·CHICAGO, IL

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984.

CFO

Holt Michael

Financials

20 shown

Type	Period	Ended	Filed
10-K	FY 2025	12/31/25	2/13/26	→
10-Q	Q3 2025	9/30/25	10/30/25	→
10-Q	Q2 2025	6/30/25	7/31/25	→
10-Q	Q1 2025	3/31/25	5/1/25	→
10-K	FY 2024	12/31/24	2/28/25	→
10-Q	Q3 2024	9/30/24	10/25/24	→
↓

Earnings Releases (8-K)

16 shown

Filed	Period
2/12/26	Q1 FY2026	→
10/29/25	Q3 FY2025	→
7/30/25	Q2 FY2025	→
4/30/25	Q1 FY2025	→
2/26/25	Q1 FY2025	→
10/23/24	Q3 FY2024	→
↓

News (8-K)

64 shown

Filed	Type	Description
1/5/26	Exec Change	Departure or Appointment of Directors or Certain Officers	→
12/23/25	Reg FD	Regulation FD Disclosure	→
12/5/25	Other	Other Events	→
11/25/25	Reg FD	Regulation FD Disclosure	→
11/5/25	Reg FD	Regulation FD Disclosure	→
10/31/25	Agreement	Entry into a Material Definitive Agreement	→
↓

Prospectuses & Registrations

4 shown

Filed	Form	Description
3/28/25	ARS	ARS	→
3/28/24	ARS	ARS	→
3/31/23	ARS	ARS	→
7/30/21	S-8	S-8	→

Proxies

15 shown

Filed	Form	Description
3/28/25	DEFA14A	DEFA14A	→
3/28/25	DEF 14A	DEF 14A	→
3/25/25	DEFA14A	DEFA14A	→
3/28/24	DEFA14A	DEFA14A	→
3/28/24	DEF 14A	DEF 14A	→
3/31/23	DEFA14A	DEFA14A	→
↓

Filing History(1002 filings)

TypeDateAccessionPeriodSize

Mar 4, 2026

0002050530-26-000004FORM 4

Mar 4, 2026

4.3 KB

Mar 3, 2026

0002050530-26-000002FORM 4

Mar 1, 2026

5.0 KB

Mar 3, 2026

0002015224-26-000002FORM 4

Mar 1, 2026

5.0 KB

Mar 2, 2026

0001324069-26-000018FORM 4

Mar 2, 2026

6.8 KB

Feb 27, 2026

0001324069-26-000016FORM 4

Feb 26, 2026

26.0 KB

Feb 25, 2026

0001324069-26-000014FORM 4

Feb 24, 2026

35.2 KB

Feb 20, 2026

0001324069-26-000012FORM 4

Feb 19, 2026

11.9 KB

Feb 18, 2026

0001324069-26-000010FORM 4

Feb 17, 2026

21.0 KB

Feb 13, 2026

0001324069-26-000008FORM 4

Feb 12, 2026

21.5 KB

10-K

Feb 13, 2026

0001289419-26-00001310-K

Dec 31, 2025

16.3 MB

8-K

Feb 12, 2026

0001289419-26-0000098-K

Feb 12, 2026

7.8 MB

SCHEDULE 13G/A

Feb 12, 2026

0001104659-26-014328

—

7.1 KB

SCHEDULE 13G/A

Feb 12, 2026

0001104659-26-014323

—

5.6 KB

Feb 11, 2026

0001324069-26-000006FORM 4

Feb 9, 2026

10.5 KB

Feb 6, 2026

0001324069-26-000004FORM 4

Feb 4, 2026

30.6 KB

Feb 4, 2026

0001324069-26-000002FORM 4

Feb 2, 2026

8.7 KB

144

Feb 2, 2026

0001921094-26-000073

—

14.4 KB

Jan 7, 2026

0001637584-26-000002FORM 3

Jan 2, 2026

331.3 KB

8-K

Jan 5, 2026

0001289419-26-0000058-K

Jan 2, 2026

478.3 KB

Dec 30, 2025

0001628434-25-000004FORM 4

Dec 29, 2025

4.3 KB

144

Dec 29, 2025

0001921094-25-001589

—

4.6 KB

8-K

Dec 23, 2025

0001289419-25-0001788-K

Dec 23, 2025

415.2 KB

Dec 15, 2025

0001324069-25-000028FORM 4

Dec 12, 2025

6.9 KB

8-K

Dec 5, 2025

0001289419-25-0001768-K

Dec 5, 2025

846.4 KB

Nov 26, 2025

0001324069-25-000026FORM 4

Nov 24, 2025

14.1 KB

25 filings shown

Morningstar, Inc.

Financials

Earnings Releases (8-K)

News (8-K)

Prospectuses & Registrations

Proxies

Filing History(1002 filings)

Ownership

Other Filings

Filed	Form	Description
3/4/26	4	4	→
3/3/26	4	4	→
3/3/26	4	4	→
3/2/26	4	4	→
2/27/26	4	4	→
2/25/26	4	4	→
↓