MORN research notebook

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

1. 2026-10-02
   4 · Ownership change

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

2. 2026-09-25
   8-K · Current report

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

3. 2026-09-18
   8-K · Current report

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

4. 2026-09-02
   4 · Ownership change

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

5. 2026-09-02
   4 · Ownership change

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

6. 2026-08-26
   4 · Ownership change

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

7. 2026-08-25
   8-K · Current report

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

8. 2026-08-24
   4 · Ownership change

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

9. 2026-08-21
   4 · Ownership change

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

10. 2026-08-19
    4 · Ownership change

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

11. 2026-08-14
    4 · Ownership change

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

12. 2026-07-29
    8-K · Current report

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

13. 2026-07-29
    10-Q · Quarterly report

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

14. 2026-06-25
    8-K · Current report

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

15. 2026-06-18
    8-K · Current report

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

16. 2026-05-22
    8-K · Current report

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

17. 2026-05-08
    8-K · Current report

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

18. 2026-04-29
    8-K · Current report

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

19. 2026-04-29
    10-Q · Quarterly report

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

20. 2026-03-27
    DEF 14A · Proxy statement

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

21. 2026-03-25
    8-K · Current report

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

22. 2026-03-13
    8-K · Current report

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

23. 2026-02-13
    10-K · Annual report

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

24. 2026-02-12
    8-K · Current report

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

25. 2026-01-05
    8-K · Current report

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

26. 2025-12-23
    8-K · Current report

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

27. 2025-12-05
    8-K · Current report

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

28. 2025-11-25
    8-K · Current report

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

29. 2025-11-05
    8-K · Current report

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

30. 2025-10-31
    8-K · Current report

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

31. 2025-10-30
    10-Q · Quarterly report

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

32. 2025-10-29
    8-K · Current report

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

33. 2025-10-14
    8-K · Current report

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

34. 2025-09-26
    8-K · Current report

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

35. 2025-09-23
    8-K · Current report

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

36. 2025-09-19
    8-K · Current report

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

37. 2025-08-29
    8-K · Current report

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

38. 2025-08-05
    8-K · Current report

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

39. 2025-07-31
    10-Q · Quarterly report

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

40. 2025-07-30
    8-K · Current report

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

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.

70 matching transaction rows. Showing 51 to 70.

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.

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

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.

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