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Morningstar, Inc. (MORN) SEC Filings & Filing Highlights
Morningstar, Inc. provides independent investment insights for investors in the United States. Review MORN SEC filings, filing highlights, and disclosure activity on Finoriq.
Company Snapshot
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
- Company
- Morningstar, Inc. (MORN)
- Ticker
- MORN
- Market Cap
- $6.6B
- Latest Price
- $172.36
- Industry
- Asset Management
Morningstar, Inc. (MORN) Recent SEC Filing Highlights
Recent SEC filings, filing events, and disclosure highlights indexed for Morningstar, Inc. (MORN).
| Event | Form | Date |
|---|---|---|
| Information or documents on the Company's website referred to in the Investor Q&A are not incor...In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions rece... | 8-K7.01 | 2026-06-25 |
| Morningstar, Inc.: Corporate updateOn June 18, 2026, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of... | 8-K8.01 | 2026-06-18 |
| Information or documents on the Company's website referred to in the Investor Q&A are not incor...In accordance with Morningstar, Inc.’s (the “Company”) policy regarding public disclosure of corporate information, investor questions rece... | 8-K7.01 | 2026-05-22 |
| Each of the nominees for director, as listed in the proxy statement, was elected with the numbe...On May 7, 2026, the Company held its Annual Shareholders’ Meeting, for the purpose of electing directors, providing an advisory vote on Mor... | 8-K5.07 | 2026-05-08 |
| As previously disclosed in the definitive proxy statement on Schedule 14A filed by Morningstar,...As previously disclosed in the definitive proxy statement on Schedule 14A filed by Morningstar, Inc. (the "Company" or "Morningstar") with... | 8-K5.02 | 2026-05-08 |
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