Welcome to our dedicated page for Morningstar SEC filings (Ticker: MORN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Morningstar’s strength lies in transparent data—but the transparency inside its own SEC disclosures can be hard to spot. Each annual report captures the subscription momentum of its data platforms, the margin profile of its research arm, and the earn-out details of recent ESG acquisitions. That makes the Morningstar annual report 10-K simplified a must-read, yet it still runs hundreds of pages.
Stock Titan distills those pages instantly. Our AI-powered summaries surface segment revenue, retention metrics and capitalised software costs, giving you Morningstar SEC filings explained simply. Need the latest numbers? Every Morningstar quarterly earnings report 10-Q filing arrives here in real time, paired with plain-language trend analysis. Material deals appear as Morningstar 8-K material events explained, while timely alerts flag any Morningstar Form 4 insider transactions real-time. You can even drill into Morningstar insider trading Form 4 transactions to see how executives react to rating methodology changes.
Professionals use these insights to compare quarter-over-quarter data-licensing growth, monitor Morningstar executive stock transactions Form 4 before earnings, and review the Morningstar proxy statement executive compensation for equity-grant policies that influence dilution. Whether you’re modelling recurring revenue or tracking new product launches, our platform turns dense text into clear context—so you spend less time reading and more time deciding, all while enjoying comprehensive coverage of every filing type and continuous EDGAR updates.
Morningstar, Inc. (MORN) Executive Chairman Joseph D. Mansueto reported multiple sales of Common Stock under a Rule 10b5-1 trading plan adopted November 15, 2024. The Form 4 shows eight sale transactions executed August 15, 18 and 19, 2025, totaling 21,750 shares disposed of at reported weighted-average prices ranging approximately from $258.03 to $261.035. Following those transactions the filing shows the reporting person directly beneficially owns 9,340,231 shares and indirectly beneficially owns 5,336,106 shares held by grantor retained annuity trusts plus 150,000 shares held in trusts for the benefit of his children. The filing notes the sales were effected pursuant to the 10b5-1 plan and provides ranges of execution prices for each grouped trade.
Morningstar, Inc. (MORN) insider Joseph D. Mansueto sold shares under a pre-established Rule 10b5-1 plan between August 12-14, 2025. The Form 4 reports multiple open-market dispositions totaling 18,444 shares at weighted-average prices in the approximate range of $254.31 to $261.03. After these sales Mr. Mansueto is shown as directly owning 9,361,981 shares and indirectly holding 5,336,106 shares through grantor retained annuity trusts plus 150,000 shares held in trusts for his children, for total beneficial ownership disclosed on the form of 14,848,087 shares. The filings state the sales were effected pursuant to a 10b5-1 plan adopted November 15, 2024, and the reporting person undertakes to provide trade-level detail upon request.
Joseph D. Mansueto, Executive Chairman, Director and a >10% owner of Morningstar (MORN) reported multiple sales of common stock on 08/07/2025, 08/08/2025 and 08/11/2025 executed pursuant to a Rule 10b5-1 trading plan adopted on November 15, 2024. The Form 4 shows dispositions totaling 21,082 shares sold at weighted-average prices that, across the transactions, ranged approximately from $258.15 to $263.615. After the reported trades the reporting person directly beneficially owns 9,380,425 shares. The filing also discloses indirect trust holdings of 5,336,106 and 150,000 shares and states the filer will provide detailed trade-by-trade information on request.
Morningstar, Inc. (NASDAQ: MORN) filed a Form 8-K dated June 27, 2025. The sole purpose of the filing is to furnish—rather than file—an Investor Q&A (Exhibit 99.1) that consolidates questions received through May 31, 2025 and Morningstar’s responses. The disclosure is made under Item 7.01 (Regulation FD), indicating management’s intent to provide equal access to information for all investors.
No new financial results, guidance, dividends, or strategic transactions are announced. The company reiterates a broad set of forward-looking-statement disclaimers, referencing numerous business, regulatory, technological and macroeconomic risks already detailed in prior 10-K and 10-Q filings. Exhibit 104 delivers the Inline XBRL cover page as required.
Key takeaway: This is a routine compliance communication; it supplies additional color via the Q&A but introduces no quantified metrics or material events likely to affect valuation in the near term.
FAQ
What is the current stock price of Morningstar (MORN)?
What is the market cap of Morningstar (MORN)?
