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. (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.