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.
Conan Wiersema, Chief Accounting Officer and Principal Accounting Officer of Morningstar, Inc. (MORN), reported a transaction dated 09/01/2025 on Form 4. The filing shows a transaction coded F at a price of $262.42 and lists 1,416 shares beneficially owned following the reported transaction. The filing explains the transaction "represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2024." The Form 4 was signed via power of attorney on 09/02/2025.
Morningstar, Inc. (MORN) reporting person Michael Holt, identified as Chief Financial Officer and director, disposed of 49 shares of Morningstar common stock on 09/01/2025 at a reported price of $262.42 per share. The filing states the 49 shares were withheld to cover taxes upon the vesting of a restricted stock unit grant originally made on March 1, 2024. After this transaction Holt beneficially owned 5,502 shares in a direct capacity. The Form 4 was signed by Kathleen Peacock by power of attorney on 09/02/2025.
Morningstar, Inc. furnished an Investor Q&A covering investor questions received through
Joseph D. Mansueto, Executive Chairman and >10% owner of Morningstar, Inc. (MORN), sold a total of 11,881 shares of common stock across transactions dated 08/25/2025 to 08/27/2025 executed under a Rule 10b5-1 trading plan. The reported weighted-average sale prices on the disclosed blocks ranged from $259.54 to $265.475. After these disposals his reported direct beneficial ownership is 9,312,836 shares; indirect holdings include 5,336,106 shares held in grantor retained annuity trusts and 150,000 shares held in trusts for his children, totaling 14,798,942 beneficially owned shares.
Morningstar, Inc. (MORN) Form 4: Joseph D. Mansueto, Executive Chairman, reported multiple sales of Morningstar common stock executed under a Rule 10b5-1 trading plan adopted November 15, 2024. Between August 20 and August 22, 2025, the filings show a series of dispositions totaling 15,514 shares across multiple trades with weighted-average prices ranging from about $259.37 to $265.90. The filing records the reporting person’s continuing beneficial ownership after these transactions at approximately 9.32 million shares (directly held) and discloses shares held indirectly in trusts of 5,336,106 and 150,000 for the benefit of the reporting person and his children. All sales are identified with code S and described as effected pursuant to the 10b5-1 plan.
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.
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