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, Inc.'s SEC filings document formal disclosures for a public investment-research, data, ratings, indexes, and advisory-services company. Recent 8-K reports cover operating results, supplemental presentations, shareholder letters, Regulation FD investor Q&A materials, quarterly dividend declarations, and other material-event reporting.
Proxy and annual meeting filings document board composition, director elections, advisory executive-compensation votes, auditor ratification, and related governance matters. The company's filings also discuss capital-structure items, material agreements, and risk factors tied to brand independence, cybersecurity, data and information liability, artificial intelligence, strategic transactions, indebtedness, regulatory conditions, and business continuity.
Morningstar, Inc. announced that its board of directors has declared a quarterly cash dividend of 50 cents per share, the same level as the dividend paid in January. The dividend will be paid on April 30, 2026 to shareholders of record as of April 3, 2026.
Morningstar describes itself as a leading provider of independent investment insights with approximately $378 billion in assets under management and advisement as of December 31, 2025, operating through wholly-owned subsidiaries in 32 countries.
Morningstar, Inc. Chief Financial Officer Michael Holt reported an open-market purchase of company stock. On March 4, 2026, he bought 1,000 shares of Morningstar common stock at an average price of $186.59 per share, increasing his direct ownership to 9,480 shares.
Holt Michael reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. reported that its Chief Financial Officer, Michael Holt, received a grant of 684 restricted stock units of common stock for no cash payment. Each unit represents the right to receive one Morningstar share and vests in full on September 1, 2027.
After this award, Holt directly holds 8,480 shares and units in total. This figure includes 2,204 securities that were listed in his initial Form 3 but were inadvertently left out of the beneficial ownership totals in later Form 4 filings.
Holt Michael reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. reported that its Chief Financial Officer, Michael Holt, received a grant of 684 restricted stock units of common stock for no cash payment. Each unit represents the right to receive one Morningstar share and vests in full on September 1, 2027.
After this award, Holt directly holds 8,480 shares and units in total. This figure includes 2,204 securities that were listed in his initial Form 3 but were inadvertently left out of the beneficial ownership totals in later Form 4 filings.
Wiersema Conan reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. chief accounting and principal accounting officer Conan Wiersema reported an award of 301 restricted stock units of common stock on March 1, 2026. These units carry no purchase price and vest in full on September 1, 2027 under the award agreement.
After this grant, Wiersema beneficially owns 2,286 shares, including 114 restricted stock units from a May 15, 2025 grant that were previously omitted from reported holdings in later filings.
Wiersema Conan reported acquisition or exercise transactions in this Form 4 filing.
Morningstar, Inc. chief accounting and principal accounting officer Conan Wiersema reported an award of 301 restricted stock units of common stock on March 1, 2026. These units carry no purchase price and vest in full on September 1, 2027 under the award agreement.
After this grant, Wiersema beneficially owns 2,286 shares, including 114 restricted stock units from a May 15, 2025 grant that were previously omitted from reported holdings in later filings.
Morningstar, Inc. Executive Chairman and major shareholder Joseph D. Mansueto reported an open-market sale of 3,122 shares of common stock at a weighted average price of $182.3161 per share. The trades were executed in multiple lots between $182.14 and $182.83 under a pre-arranged Rule 10b5-1 trading plan adopted on November 15, 2024.
After this sale, Mansueto directly owned 8,138,232 common shares. He also had indirect holdings through trusts, including 6,282,935 shares in grantor retained annuity trusts for his and his children's benefit, where he serves as trustee, and 150,000 shares in trusts for his children, where his spouse is trustee.
Morningstar, Inc.’s executive chairman and major shareholder Joseph D. Mansueto reported open-market sales of 14,500 shares of common stock in late February. The trades, all coded as sales, were executed on February 26 and 27, 2026 at prices generally between the mid‑$170s and low‑$180s per share.
The filing notes these sales were made under a Rule 10b5-1 trading plan adopted on November 15, 2024. After the transactions, Mansueto directly holds 8,141,354 Morningstar shares, and additional shares are held indirectly through trusts, including 6,282,935 shares in grantor retained annuity trusts and 150,000 shares in trusts for his children.
Morningstar, Inc. Executive Chairman and 10% owner Joseph D. Mansueto reported open-market sales of 14,500 shares of Morningstar common stock. The sales occurred on February 24 and 25, 2026, across multiple trades, with individual transactions such as 1,395 shares at $162.3243 and 3,650 shares at $164.7189.
According to a footnote, these sales were effected under a Rule 10b5-1 trading plan adopted on November 15, 2024. After the reported sales, Mansueto directly owned 8,155,854 shares. He also indirectly held 6,282,935 shares in grantor retained annuity trusts for himself and his children and 150,000 shares in trusts for his children.
Morningstar, Inc. Executive Chairman and 10% owner Joseph D. Mansueto reported open-market sales of a total of 13,858 shares of Morningstar common stock on February 19–20, 2026. The trades, all coded "S," were executed at weighted average prices around $161–$162 per share under a Rule 10b5-1 trading plan adopted on November 15, 2024.
After these sales, his reported direct ownership stood at 8,170,354 shares. The filing also notes indirect holdings of 6,282,935 shares in grantor retained annuity trusts for his and his children’s benefit, where he serves as trustee, and 150,000 shares in trusts for his children where his spouse is trustee.
Morningstar, Inc. Executive Chairman Joseph D. Mansueto reported open-market sales of 14,041 shares of Morningstar common stock in mid-February. The transactions were executed on February 17 and 18, 2026 under a pre-arranged Rule 10b5-1 trading plan adopted on November 15, 2024.
The reported sales were broken into multiple trades, with weighted-average prices generally between approximately $157 and $163 per share, as detailed in the filing footnotes. All reported transactions involve non-derivative common stock and are classified as open-market sales.
Morningstar, Inc. Executive Chairman Joseph D. Mansueto, a director and more than 10% owner, reported open-market sales of 14,189 shares of common stock on February 12–13, 2026, executed under a pre-arranged Rule 10b5-1 trading plan.
The weighted average sale prices ranged from $154.3500 to $160.1250 across multiple trades. Following these transactions, Mansueto directly holds 8,198,253 Morningstar shares, with additional indirect holdings of 6,282,935 shares in grantor retained annuity trusts and 150,000 shares in trusts for his children.