Morningstar, Inc. (MORN)
Nasdaq: MORN · Investment Advice · Chicago, IL · filing with the SEC since 2004
Grade6.1
◀ Past 7.4● Present 5.7▶ Future 5.3
Filings
327 filings since 2017 beside 992 insider forms · Large accelerated filer · read from EDGAR on Nov 13, 2026Due nextLarge accelerated filer
10-K
Annual report for the fiscal year ending Dec 31, 2026Large accelerated filers have 60 days after the fiscal year ends.
by Mar 1, 2027
10-Q
Quarterly report for the quarter ending Mar 31, 2027Large accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end.
by May 10, 2027
A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 28 days after the quarter ended. The proxy statement was last filed Mar 27, 2026.
Filings a yearinsider forms included
16316017415113714510386
2026 counts to Nov 13, 2026.
Officer or director change (8-K item 5.02): 10 times in the last 36 months, the newest May 8, 2026.SEC letters: 6 in the last 36 months, the newest Feb 28, 2024.
Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.
FiledFormWhat it is, in plain wordsPeriodAsk
Oct 28, 2026
8-K items 2.02, 7.01, 9.01
Results released; Investor disclosure (Regulation FD) · Current report
Jul 29, 2026
8-K items 2.02, 7.01, 9.01
Results released; Investor disclosure (Regulation FD) · Current report
May 8, 2026
8-K items 5.02, 5.07
Officer or director change; Shareholder vote · Current report
May 7, 2026
Apr 29, 2026
8-K items 2.02, 7.01, 9.01
Results released; Investor disclosure (Regulation FD) · Current report
Feb 12, 2026
8-K items 2.02, 7.01, 9.01
Results released; Investor disclosure (Regulation FD) · Current report
Jan 5, 2026
8-K items 5.02, 7.01, 9.01
Officer or director change; Investor disclosure (Regulation FD) · Current report
Jan 2, 2026
Oct 31, 2025
8-K items 1.01, 1.02, 2.03, 3.03, 9.01
Major agreement signed; Major agreement ended; New debt or obligation taken on; Change to shareholders' rights · Current report
Oct 29, 2025
8-K items 2.02, 7.01, 9.01
Results released; Investor disclosure (Regulation FD) · Current report
40 of 327 shown
Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.