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.
The Morningstar, Inc. (NASDAQ: MORN) SEC filings page on Stock Titan provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. These filings offer detailed insight into Morningstar’s financial condition, risk factors, capital structure, governance changes, and material corporate events, complementing its role as a provider of independent investment insights.
Recent 8-K filings illustrate how Morningstar uses SEC reports to disclose significant developments. Examples include announcements of quarterly and annual financial results, investor question-and-answer materials, changes in executive leadership, dividend declarations, and share repurchase authorizations. An 8-K dated October 31, 2025, describes a new multi-currency Credit Agreement with a revolving credit facility and term loans, including covenants related to consolidated net leverage and interest coverage ratios and guarantees by key subsidiaries.
Other 8-K filings report on the board’s approval of a new three-year share repurchase program, quarterly cash dividends, and a definitive agreement to acquire the Center for Research in Security Prices, LLC, subject to customary closing conditions and regulatory approvals. Additional filings provide Regulation FD disclosures, such as investor Q&A documents and shareholder letters, which are furnished to ensure broad access to information.
On Stock Titan, Morningstar’s filings are updated as they become available from EDGAR. Users can review 8-K current reports for material events, along with other core filings such as annual reports on Form 10-K and quarterly reports on Form 10-Q when they are filed. These documents typically contain discussions of Morningstar’s business segments, risk factors, management’s analysis, and notes on items such as indebtedness, dividend policy, and capital allocation.
AI-powered tools on Stock Titan help interpret lengthy filings by summarizing key sections, highlighting important terms, and surfacing items related to topics such as leverage, liquidity, governance, and risk disclosures. Investors can also use the filings page to track board and executive changes, dividend announcements, credit facility updates, acquisitions, and other events that Morningstar reports through the SEC.
Morningstar, Inc. director files initial ownership report with no holdings
Morningstar, Inc. director Anne L. Bramman filed an initial ownership report as a director of the company, with an event date of 01/02/2026. The filing states in the remarks that no securities are beneficially owned, meaning she reports no direct or indirect ownership of Morningstar stock or derivative securities at this time.
Morningstar, Inc. reported an insider transaction by a director, 10% owner, and Executive Chairman involving 27,775 shares of common stock on 12/12/2025, coded "G" at a price of $0 per share. After this transaction, the reporting person beneficially owned 8,238,232 shares directly, 6,282,935 shares indirectly through a trust, and 150,000 shares indirectly through another trust.
The notes explain that in the fourth quarter of 2025 the reporting person contributed 1,500,000 Morningstar shares to a grantor retained annuity trust for the benefit of the reporting person and his children, and 1,165,192 shares were distributed to the reporting person from similar trusts, shifting some holdings from indirect to direct. The grantor retained annuity trusts are for the benefit of the reporting person and his children, with the reporting person serving as trustee, while separate trusts for the children are administered by the reporting person’s spouse.
Morningstar, Inc. (MORN) filed a Form 8-K to share an updated Investor Q&A with the market. The company is furnishing, rather than filing, investor questions received through November 5, 2025, and its responses as Exhibit 99.1, meaning this information is provided for transparency but is not incorporated into its formal financial statements.
The filing is accompanied by an extensive forward-looking statements disclaimer. Morningstar highlights a wide range of business risks, including completing the Center for Research in Security Prices (CRSP) acquisition, protecting its brand and independence, cybersecurity and data protection, impacts of changing economic conditions and interest rates, regulatory and compliance risks, the effects of artificial intelligence on its products, execution of strategic transactions, indebtedness and rising interest rates, tax complexity, ESG-related liabilities, and the need to retain talent and maintain client relationships.
Morningstar, Inc. (MORN)November 20–21, 2025. The transactions were coded as sales and were carried out under a Rule 10b5-1 trading plan adopted on November 15, 2024. Shares were sold in numerous trades at weighted average prices reported between $209.8223 and $214.8368, with underlying trade prices ranging from $209.2200 to $215.0000. Following these transactions, the reporting person beneficially owns 8,602,417 shares directly and 5,948,127 and 150,000 shares indirectly through grantor retained annuity trusts and other trusts for family members.
Morningstar, Inc. (MORN) executive chairman and 10% owner reported open-market sales of company common stock. On November 18 and 19, 2025, the reporting person sold multiple blocks of Morningstar common stock at weighted average prices ranging from about $206.73 to $211.59, all coded as open-market sales under transaction code "S." These trades were carried out pursuant to a Rule 10b5-1 trading plan adopted on November 15, 2024, meaning the sales followed a pre-established schedule.
After these transactions, the reporting person continued to hold 8,616,917 shares directly, as well as large indirect positions held through various trusts, including 5,948,127 shares in grantor retained annuity trusts and 150,000 shares in trusts for the reporting person’s children.
Morningstar, Inc. (MORN) reported insider activity by its Chief Revenue Officer on a Form 4. On 11/15/2025, the officer acquired 346 shares of common stock at $0 through the vesting of a market stock unit grant originally awarded on November 15, 2022. On the same date, the officer disposed of 154 shares of common stock at a price of $211.95 per share. Following these transactions, the officer directly owned 14,851 shares of Morningstar common stock.
Morningstar, Inc. CEO Form 4 details equity award activity. On 11/15/2025, the reporting person acquired 1,861 shares of Morningstar common stock through the vesting of previously granted market stock units at a stated price of
In addition, 10,810 new market stock units were acquired, which may convert into common stock based on the company’s cumulative total shareholder return over a three-year performance period ending on
Morningstar, Inc. (MORN) reported insider equity awards and related share activity for an officer serving as CAO & PAO. On November 15, 2025, the officer received 471 restricted stock units, each representing one share of common stock, which will vest in four equal annual installments beginning November 15, 2026. The filing also shows 12 market stock units converted into common stock earned from a prior grant, and a sale of 28 common shares at $211.95 per share, typically used to cover taxes. In addition, the officer was granted 294 new market stock units tied to total shareholder return over a three-year performance period ending November 14, 2028, leaving 1,871 common shares and 294 market stock units beneficially owned directly after these transactions.
Morningstar, Inc. (MORN) CFO reported equity award activity involving common stock and market stock units on 11/15/2025. The filing shows 163 shares of common stock were acquired at $0 upon vesting of a prior market stock unit grant, and 73 shares were disposed of at $211.95, typically reflecting shares withheld to cover obligations. After these transactions, the CFO directly owned 5,592 shares of common stock.
The report also discloses derivative awards. A prior market stock unit award tied to 163 shares was settled, leaving no remaining balance from that grant. In addition, 1,946 market stock units were acquired, each linked to one share of common stock and expiring on 11/14/2028. The number of units ultimately earned will depend on Morningstar’s cumulative total shareholder return over the three-year performance period ending November 14, 2028.
Morningstar, Inc. (MORN)6,969 shares of common stock on 11/14/2025 at a weighted average price of $213.3175, and 1,070 shares on 11/17/2025 at a weighted average price of $211.1233, both coded as open-market sales. These transactions were made under a pre-arranged Rule 10b5-1 trading plan adopted on November 15, 2024. After the reported sales, the insider beneficially owns 8,631,417 shares directly, plus 5,948,127 shares held by grantor retained annuity trusts and 150,000 shares held in additional trusts.
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