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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Morningstar's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Morningstar's regulatory disclosures and financial reporting.
Morningstar, Inc. furnished an investor Q&A as part of a Regulation FD current report, giving more detail on how clients use its data, ratings, and platforms. The Q&A explains that Morningstar ratings and research are widely used in due diligence and can influence fund flows, supported by prior research on star ratings and the analyst-driven Medalist Rating.
Morningstar describes Essentials as usually part of a broader relationship in which asset managers also license additional managed investment or equity data and tools like Morningstar Direct. The Q&A highlights PitchBook’s client mix by segment and notes encouraging adoption of Model Context Protocol (MCP) connectors, with 17% of PitchBook client accounts accessing the connector in early 2026 and hundreds of Morningstar Direct clients doing the same. The MCP connectors are positioned as a strategically important distribution channel into AI workflows while preserving subscription-based access to premium content.
Morningstar, Inc. announced that its board of directors has declared a quarterly cash dividend of 50 cents per share. The dividend is payable on July 31, 2026, to shareholders of record as of July 10, 2026, and is consistent with the dividend paid in April.
Morningstar describes itself as a leading provider of independent investment insights serving investors and institutions globally, with approximately $370 billion in assets under management and advisement as of March 31, 2026.
Morningstar, Inc. director William M. Lyons reported an open-market sale of 700 shares of Common Stock at $179.00 per share. After this transaction, he continues to directly hold 13,904 shares, indicating this was a relatively small adjustment to his overall position.
Morningstar, Inc. Executive Chairman Joseph D. Mansueto reported open-market sales of a total of 9,520 shares of Morningstar common stock on May 21–22, 2026. The sales were made at prices ranging from $171.6700 to $179.8600 per share and were executed under a Rule 10b5-1 trading plan adopted on November 19, 2025.
After these transactions, Mansueto continues to hold more than 8 million Morningstar shares directly and also has indirect holdings through grantor retained annuity trusts and trusts for his children, which hold 150,000 shares and 6,277,675 shares, respectively.
Morningstar, Inc. furnished an investor Q&A that explains recent strategic, data, and financial topics. The company highlights its PitchBook integration with Perplexity, which lets paid Perplexity users with PitchBook subscriptions pull extensive private‑markets data into AI workflows, while non‑subscribers see only limited basic data.
The Q&A outlines CRSP’s index and data licensing business model, Morningstar’s data sourcing and cleaning processes, and how it gathers information on SMAs, CITs, and model portfolios. It also clarifies 2025 incentive targets and reports 2025 adjusted operating income of $582.9 million on revenue of $2.4 billion, up 7.5% (8.0% organic) versus 2024. Morningstar explains its remaining performance obligations, which rose from $1.489 billion as of March 31, 2025 to about $1.7 billion as of March 31, 2026.
Morningstar, Inc. Executive Chairman Joseph D. Mansueto reported open-market sales of 21,228 shares of Common Stock over May 18–20, 2026. Reported sale prices include $173.1127 and $180.3891 per share, based on multiple trades each day.
The filing states these sales were made under a Rule 10b5-1 trading plan adopted on November 19, 2025, indicating they were pre-arranged rather than timed discretionarily. Following the sales, he holds 8,053,012 shares directly.
In addition, the filing shows indirect holdings of 150,000 shares in grantor retained annuity trusts for his benefit and his children, where he serves as trustee, and 6,277,675 shares in trusts for his children, where his spouse is trustee.
BRAMMAN ANNE L reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. director Anne L. Bramman received a grant of 1,505 restricted stock units, each representing a right to one share of Morningstar common stock. These units were awarded at no cash cost to her and increase her direct holdings to 1,505 shares-equivalent.
The restricted stock units vest in three equal annual installments beginning on May 15, 2027, meaning the award will fully vest over three years if service-based conditions are met. This is a routine, compensation-related equity grant rather than an open-market stock purchase or sale.
TSAY CAROLINE J reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. director Caroline J. Tsay received an equity grant of 1,144 restricted stock units, each representing the right to receive one share of Morningstar common stock. These units vest in three equal annual installments beginning on May 15, 2027. Following this award, she holds 4,888.5115 shares directly.
Kaplan Steven N reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. director Steven N. Kaplan received a grant of 1,144 restricted stock units of common stock as equity compensation. The award was recorded at a price of $0.0000 per unit, reflecting that it is a grant rather than a market purchase. After this grant, Kaplan directly holds 43,080 shares of Morningstar common stock. Each restricted stock unit represents the right to receive one share of common stock and will vest in three equal annual installments beginning on May 15, 2027, meaning the value of the award depends on Kaplan remaining eligible through the vesting dates and the future share price.