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SEC submissions · retrieved 2026-09-07 · 8010 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-08-25 · 0001289419-26-000044 · Items 7.01,9.01

  2. 4 · Ownership change

    Report date 2026-08-24 · 0001324069-26-000045

  3. 4 · Ownership change

    Report date 2026-08-20 · 0001324069-26-000043

  4. 4 · Ownership change

    Report date 2026-08-17 · 0001324069-26-000041

  5. 4 · Ownership change

    Report date 2026-08-13 · 0001324069-26-000039

  6. 4 · Ownership change

    Report date 2026-08-10 · 0001324069-26-000037

  7. 4 · Ownership change

    Report date 2026-08-06 · 0001324069-26-000035

  8. 4 · Ownership change

    Report date 2026-08-03 · 0001324069-26-000032

  9. 4 · Ownership change

    Report date 2026-08-03 · 0001411724-26-000006

  10. 8-K · Current report

    Report date 2026-07-29 · 0001289419-26-000042 · Items 2.02,7.01,9.01

  11. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001289419-26-000041

  12. 8-K · Current report

    Report date 2026-06-25 · 0001289419-26-000035 · Items 7.01,9.01

  13. 8-K · Current report

    Report date 2026-06-18 · 0001289419-26-000033 · Items 8.01,9.01

  14. 8-K · Current report

    Report date 2026-05-22 · 0001289419-26-000031 · Items 7.01,9.01

  15. 8-K · Current report

    Report date 2026-05-07 · 0001289419-26-000028 · Items 5.02,5.07

  16. 8-K · Current report

    Report date 2026-04-29 · 0001289419-26-000026 · Items 2.02,7.01,9.01

  17. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001289419-26-000025

  18. DEF 14A · Proxy statement

    Report date 2026-05-07 · 0001193125-26-129081

  19. 8-K · Current report

    Report date 2026-03-25 · 0001104659-26-034527 · Items 7.01,9.01

  20. 8-K · Current report

    Report date 2026-03-13 · 0001289419-26-000015 · Items 8.01,9.01

  21. 10-K · Annual report

    Report date 2025-12-31 · 0001289419-26-000013

  22. 8-K · Current report

    Report date 2026-02-12 · 0001289419-26-000009 · Items 2.02,7.01,9.01

  23. 8-K · Current report

    Report date 2026-01-02 · 0001289419-26-000005 · Items 5.02,7.01,9.01

  24. 8-K · Current report

    Report date 2025-12-23 · 0001289419-25-000178 · Items 7.01,9.01

  25. 8-K · Current report

    Report date 2025-12-05 · 0001289419-25-000176 · Items 8.01,9.01

  26. 8-K · Current report

    Report date 2025-11-25 · 0001289419-25-000174 · Items 7.01,9.01

  27. 8-K · Current report

    Report date 2025-11-05 · 0001289419-25-000171 · Items 7.01,9.01

  28. 8-K · Current report

    Report date 2025-10-31 · 0001104659-25-104692 · Items 1.01,1.02,2.03,3.03,9.01

  29. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001289419-25-000168

  30. 8-K · Current report

    Report date 2025-10-29 · 0001289419-25-000166 · Items 2.02,7.01,9.01

  31. 8-K · Current report

    Report date 2025-10-08 · 0001289419-25-000161 · Items 5.02,7.01,9.01

  32. 8-K · Current report

    Report date 2025-09-26 · 0001289419-25-000158 · Items 7.01,9.01

  33. 8-K · Current report

    Report date 2025-09-23 · 0001289419-25-000156 · Items 7.01,9.01

  34. 8-K · Current report

    Report date 2025-09-19 · 0001289419-25-000154 · Items 8.01,9.01

  35. 8-K · Current report

    Report date 2025-08-29 · 0001104659-25-085675 · Items 7.01,9.01

  36. 8-K · Current report

    Report date 2025-08-05 · 0001289419-25-000148 · Items 7.01,9.01

  37. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001289419-25-000145

  38. 8-K · Current report

    Report date 2025-07-30 · 0001289419-25-000142 · Items 2.02,7.01,9.01

  39. 8-K · Current report

    Report date 2025-06-27 · 0001289419-25-000135 · Items 7.01,9.01

  40. 8-K · Current report

    Report date 2025-06-20 · 0001289419-25-000132 · Items 8.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 72 transaction rows72SGrant / award: 16 transaction rows16AExercise / conversion: 5 transaction rows5MTax / exercise payment: 2 transaction rows2FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

95 matching transaction rows. Showing 1–50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-05-27
2026-05-27
Lyons William MS · Sale
Disposed
Common Stock700.0179.0
2026-05-22
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock293.0178.39
2026-05-22
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock578.0177.08
2026-05-22
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock741.0176.3
2026-05-22
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock114.0174.98
2026-05-22
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock227.0179.52
2026-05-22
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock317.0174.09
2026-05-21
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1935.0172.87
2026-05-21
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5081.0172.33
2026-05-21
2026-05-22
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock234.0174.07
2026-05-20
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1255.0172.33
2026-05-20
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5704.0171.32
2026-05-20
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock291.0173.11
2026-05-19
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2629.0176.66
2026-05-19
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1446.0178.06
2026-05-19
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock676.0179.08
2026-05-19
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1726.0180.39
2026-05-19
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock227.0181.05
2026-05-19
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock24.0182.14
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock300.0172.43
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock116.0173.38
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock500.0174.51
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1620.0175.8
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock640.0177.42
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock559.0171.33
2026-05-18
2026-05-20
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3515.0176.85
2026-05-15
2026-05-19
Holt MichaelM · Exercise / conversion
Acquired
Common Stock243.00.0
2026-05-15
2026-05-19
Holt MichaelA · Grant / award
Acquired
Common Stock (Restricted Stock Units)2860.00.0
2026-05-15
2026-05-19
Holt MichaelS · Sale
Disposed
Common Stock270.0166.05
2026-05-15
2026-05-19
Holt MichaelM · Exercise / conversion
Disposed
Market Stock Units
Derivative security
243.0—
2026-05-15
2026-05-19
Holt MichaelA · Grant / award
Acquired
Market Stock Units
Derivative security
4290.0—
2026-05-15
2026-05-19
Wiersema ConanA · Grant / award
Acquired
Common Stock13.00.0
2026-05-15
2026-05-19
Wiersema ConanA · Grant / award
Acquired
Common Stock (Restricted Stock Units)903.00.0
2026-05-15
2026-05-19
Wiersema ConanF · Tax / exercise payment
Disposed
Common Stock105.0166.05
2026-05-15
2026-05-19
Wiersema ConanA · Grant / award
Acquired
Market Stock Units
Derivative security
451.00.0
2026-05-15
2026-05-19
Wiersema ConanM · Exercise / conversion
Disposed
Market Stock Units
Derivative security
13.0—
2026-05-15
2026-05-19
Sutton DonielA · Grant / award
Acquired
Common Stock (Restricted Stock Units)1144.00.0
2026-05-15
2026-05-19
Diamonte RobinA · Grant / award
Acquired
Common Stock (Restricted Stock Units)1144.00.0
2026-05-15
2026-05-19
BRAMMAN ANNE LA · Grant / award
Acquired
Common Stock (Restricted Stock Units)1505.00.0
2026-05-15
2026-05-19
TSAY CAROLINE JA · Grant / award
Acquired
Common Stock (Restricted Stock Units)1144.00.0
2026-05-15
2026-05-19
Kapoor KunalF · Tax / exercise payment
Disposed
Common Stock3699.0166.05
2026-05-15
2026-05-19
Kapoor KunalM · Exercise / conversion
Acquired
Common Stock2108.00.0
2026-05-15
2026-05-19
Kapoor KunalA · Grant / award
Acquired
Common Stock (Restricted Stock Units)1177.00.0
2026-05-15
2026-05-19
Kapoor KunalA · Grant / award
Acquired
Common Stock (Restricted Stock Units)11359.00.0
2026-05-15
2026-05-19
Kapoor KunalA · Grant / award
Acquired
Market Stock Units
Derivative security
17039.0—
2026-05-15
2026-05-19
Kapoor KunalM · Exercise / conversion
Disposed
Market Stock Units
Derivative security
2108.0—
2026-05-15
2026-05-19
Lyons William MA · Grant / award
Acquired
Common Stock (Restricted Stock Units)1144.00.0
2026-05-15
2026-05-15
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock704.0167.49
2026-05-15
2026-05-15
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1525.0168.66
2026-05-15
2026-05-15
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock584.0170.74

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001289419Morningstar, Inc.

No parent relationship is available in this import; this is not proof of independence.

Legal Entity Identifier
529900YGNQPOVAXQ7F29
GLEIF legal name
MORNINGSTAR, INC.
Entity / LEI registration status
ACTIVE / ISSUED
Reference data updated
2026-01-06T18:26:27Z

direct-parent: no parent LEI supplied

ultimate-parent: no parent LEI supplied

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • Morning star · alias · wikidata
  • Morning star research · alias · wikidata
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$2.28B$2.42B
2023-12-31$2.04B$2.23B
2022-12-31$1.87B$2.13B
2021-12-31$1.70B$2.09B
2020-12-31$1.39B$1.79B
2019-12-31$1.18B$1.54B
2018-12-31$1.02B$1.36B
2017-12-31$911.70M$1.24B

Bureau of Labor Statistics · retrieved 2026-09-07 · 9 selected series; gaps remain missing

Explore the CPI history ↗