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Morningstar, Inc. SEC filings

In the twelve months since 9 October 2025 Morningstar, Inc. filed 28 documents with the SEC of the kinds listed here: 20 current reports (8-K), about 14 regulation fd disclosure; 4 other events; 4 results of operations; 3 officer or director change; 1 shareholder vote; 3 quarterly reports (10-Q), 2 additional proxy materials (DEFA14A), 1 annual report to shareholders (ARS), 1 proxy statement (DEF 14A), 1 annual report (10-K). The latest, filed 25 September 2026: 8-K, regulation fd disclosure.

FiledFormWhat it was aboutPeriod or event dateFiling
25 September 20268-KRegulation FD disclosure25 September 2026EDGAR
18 September 20268-KOther events18 September 2026EDGAR
25 August 20268-KRegulation FD disclosure25 August 2026EDGAR
29 July 20268-KResults of operations, Regulation FD disclosure29 July 2026EDGAR
29 July 202610-Qquarterly report30 June 2026EDGAR
25 June 20268-KRegulation FD disclosure25 June 2026EDGAR
18 June 20268-KOther events18 June 2026EDGAR
22 May 20268-KRegulation FD disclosure22 May 2026EDGAR
8 May 20268-KOfficer or director change, Shareholder vote7 May 2026EDGAR
29 April 20268-KResults of operations, Regulation FD disclosure29 April 2026EDGAR
29 April 202610-Qquarterly report31 March 2026EDGAR
27 March 2026ARSannual report to shareholders27 March 2026EDGAR
27 March 2026DEFA14Aadditional proxy materialEDGAR
27 March 2026DEF 14Aproxy statement7 May 2026EDGAR
25 March 2026DEFA14Aadditional proxy materialEDGAR
25 March 20268-KRegulation FD disclosure25 March 2026EDGAR
13 March 20268-KOther events13 March 2026EDGAR
13 February 202610-Kannual report31 December 2025EDGAR
12 February 20268-KResults of operations, Regulation FD disclosure12 February 2026EDGAR
5 January 20268-KOfficer or director change, Regulation FD disclosure2 January 2026EDGAR
23 December 20258-KRegulation FD disclosure23 December 2025EDGAR
5 December 20258-KOther events5 December 2025EDGAR
25 November 20258-KRegulation FD disclosure25 November 2025EDGAR
5 November 20258-KRegulation FD disclosure5 November 2025EDGAR
31 October 20258-KMaterial agreement, Termination of a material agreement, New financial obligation, Change to security holders' rights31 October 2025EDGAR
30 October 202510-Qquarterly report30 September 2025EDGAR
29 October 20258-KResults of operations, Regulation FD disclosure29 October 2025EDGAR
14 October 20258-KOfficer or director change, Regulation FD disclosure8 October 2025EDGAR
An 8-K is what a company files within four business days of a material event; the SEC numbers the events, and the words here are the SEC's own headings, shortened.
Read moreForm 4, Form 144, 13F and Schedule 13D and 13G have their own pages. Prospectus supplements and correspondence are not listed.

Source

The company's filing index on EDGAR, read from the SEC's submissions feed.

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