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. furnished an Investor Q&A covering investor questions received through July 31, 2025 and attached it as Exhibit 99.1 to this Form 8-K; the Q&A is furnished, not filed, and website materials referenced are not incorporated by reference. The company also disclosed that James Rhodes, President of Direct Platform, will leave on Sept. 12, 2025. Frannie Besztery, Chief Operating Officer of Direct Platform, will serve as interim head until a permanent successor is appointed. The 8-K focuses on Reg FD disclosure and a leadership transition in the Direct Platform business.
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.