A business in context

MORN research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-30 · 0002047675-26-000008

  2. 8-K · Current report

    Report date 2026-09-25 · 0001289419-26-000048 · Items 7.01,9.01

  3. 8-K · Current report

    Report date 2026-09-18 · 0001289419-26-000046 · Items 8.01,9.01

  4. 4 · Ownership change

    Report date 2026-09-01 · 0002050530-26-000008

  5. 4 · Ownership change

    Report date 2026-09-01 · 0002015224-26-000007

  6. 4 · Ownership change

    Report date 2026-08-24 · 0002047675-26-000004

  7. 8-K · Current report

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

  8. 4 · Ownership change

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

  9. 4 · Ownership change

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

  10. 4 · Ownership change

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

  11. 4 · Ownership change

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

  12. 8-K · Current report

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

  13. 10-Q · Quarterly report

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

  14. 8-K · Current report

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

  15. 8-K · Current report

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

  16. 8-K · Current report

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

  17. 8-K · Current report

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

  18. 8-K · Current report

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

  19. 10-Q · Quarterly report

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

  20. DEF 14A · Proxy statement

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

  21. 8-K · Current report

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

  22. 8-K · Current report

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

  23. 10-K · Annual report

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

  24. 8-K · Current report

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

  25. 8-K · Current report

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

  26. 8-K · Current report

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

  27. 8-K · Current report

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

  28. 8-K · Current report

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

  29. 8-K · Current report

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

  30. 8-K · Current report

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

  31. 10-Q · Quarterly report

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

  32. 8-K · Current report

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

  33. 8-K · Current report

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

  34. 8-K · Current report

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

  35. 8-K · Current report

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

  36. 8-K · Current report

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

  37. 8-K · Current report

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

  38. 8-K · Current report

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

  39. 10-Q · Quarterly report

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

  40. 8-K · Current report

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

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: 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: 66 transaction rows66SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 2 transaction rows2FGift: 1 transaction rows1G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

70 matching transaction rows. Showing 1 to 50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-01
2026-09-02
Holt MichaelF · Tax / exercise payment
Disposed
Common Stock54.0218.94
2026-09-01
2026-09-02
Wiersema ConanF · Tax / exercise payment
Disposed
Common Stock29.0218.94
2026-08-24
2026-08-26
Mansueto DanielJ · Other (see filing)
Disposed
Common Stock376969.00.0
2026-08-24
2026-08-24
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1740.0218.43
2026-08-24
2026-08-24
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock226.0221.12
2026-08-24
2026-08-24
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock220.0216.01
2026-08-24
2026-08-24
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1181.0217.26
2026-08-24
2026-08-24
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock978.0219.44
2026-08-24
2026-08-24
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1314.0220.42
2026-08-21
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3827.0216.7
2026-08-21
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock268.0217.57
2026-08-20
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock501.0217.13
2026-08-20
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock295.0216.16
2026-08-20
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1938.0215.18
2026-08-20
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3157.0212.87
2026-08-20
2026-08-21
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1359.0214.17
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1785.0214.81
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3031.0213.96
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock189.0217.01
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock114.0208.21
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock680.0210.24
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock426.0211.52
2026-08-19
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock369.0215.93
2026-08-18
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock913.0208.13
2026-08-18
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1935.0209.48
2026-08-18
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2708.0210.32
2026-08-18
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1588.0211.26
2026-08-18
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock106.0212.2
2026-08-18
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock656.0212.53
2026-08-17
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5749.0206.84
2026-08-17
2026-08-19
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1501.0207.81
2026-08-14
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock277.0209.38
2026-08-14
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3924.0206.28
2026-08-14
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2809.0207.33
2026-08-14
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock240.0208.45
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock26.0199.75
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock430.0198.96
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3498.0197.06
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock2936.0197.88
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock52.0202.09
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock78.0203.79
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock52.0205.66
2026-08-13
2026-08-14
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock178.0206.78
2026-08-12
2026-08-12
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock26.0197.63
2026-08-12
2026-08-12
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock5027.0194.96
2026-08-12
2026-08-12
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock1906.0195.77
2026-08-12
2026-08-12
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock291.0197.09
2026-08-11
2026-08-12
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock974.0200.32
2026-08-10
2026-08-12
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock7250.0201.84
2026-08-07
2026-08-07
Mansueto Joseph D
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock506.0201.53

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 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 2026-10-23 · 1197 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 2026-09 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$2.44B
2023-12-31$2.04B$2.25B
2022-12-31$1.87B$2.15B
2021-12-31$1.70B$2.11B
2020-12-31$1.39B$1.81B
2019-12-31$1.18B$1.55B
2018-12-31$1.02B$1.37B
2017-12-31$911.70M$1.25B

Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

Explore the CPI history ↗