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End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 25, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Sep 18, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Aug 25, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record4,3049 flagged findings
Reported transactions (Form 4)80since Nov 15, 2023 · and 24 other holdings
Corporate events (8-K)30since Dec 28, 2018
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
The 25 most recent filings (of 4,304)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 2, 26Form 4 ↗Insider transaction
- Oct 2, 26Form 3 ↗Insider transaction
- Sep 25, 268-K ↗Current report · Communication to the market
- Sep 18, 268-K ↗Current report · Other events
- Aug 25, 268-K ↗Current report · Communication to the market
- Aug 14, 26SCHEDULE 13G ↗Passive stake · Baron Capital Group, Inc. · 9.2% · event on Jun 30, 26
- Aug 12, 26Form 4 ↗Insider transaction
- Aug 7, 26Form 3 ↗Insider transaction
- Aug 5, 26SCHEDULE 13G/A ↗Passive stake · Joseph D. Mansueto · 39.2% · event on Jun 30, 26 · amendment
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Aug 3, 26Form 144 ↗Notice of proposed sale
- Aug 3, 26Form 144 ↗Notice of proposed sale
- Aug 3, 26Form 4 ↗Insider transaction
- Aug 3, 26SCHEDULE 13G/A ↗Passive stake · Daniel Mansueto · 10.0% · event on Jul 29, 26 · amendment
- Jul 29, 268-K ↗Current report · Results · Communication to the market
- Jul 29, 2610-Q ↗Quarterly report
- Jun 25, 268-K ↗Current report · Communication to the market
4,304 filings on record, the oldest from May 2, 05.
Listing the 25 most recent filings of the 4,304 on record.
12644
- May 8, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 5, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 31, 25Entered a material agreement+4 more in the same filing8-K 1.01 ↗
10 senior executive changes2022 – 2025show all 10hide
- Oct 14, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 14, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 10, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 6, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 23, 24A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Mar 15, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Feb 23, 24A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Jan 4, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 2, 23A senior executive left or was appointed+1 more in the same filing8-K/A 5.02 ↗
- May 12, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 10, 22Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Apr 4, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- May 20, 21A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 26, 20Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Jul 6, 20Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Dec 9, 19A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Oct 30, 19A senior executive left or was appointed8-K 5.02 ↗
3 material agreements entered2018 – 2019show all 3hide
- Jul 3, 19Entered a material agreement+4 more in the same filing8-K 1.01 ↗
- Jun 3, 19Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Dec 28, 18Entered a material agreement+2 more in the same filing8-K 1.01 ↗
The record reaches back to Nov 30, 05.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Oct 16, 09Listing notice (8-K 3.01)8-K 3.01 ↗
The full record holds 1 stress filing.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Joseph D. Mansueto39.2%Jun 30, 26SCHEDULE 13G/A ↗3 earlier filings
- Daniel Mansueto10.0%Jul 29, 26SCHEDULE 13G/A ↗2 earlier filings
- Baron Capital Group, Inc.9.2%Jun 30, 26SCHEDULE 13G ↗4 co-filers on this document — the figure is the largest single stake, not their sum.
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Aug 3, Mansueto Joseph D filed notice of intent to sell up to $19.9M. That is about 0.27% of shares outstanding. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $20.5M across 65 trades, between Aug 3 and Aug 24, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+1 more recent notices · 1 with a later sale
- Aug 24, 26Sell$48KJoseph D MansuetoExecutive Chairman↗
- Aug 24, 26Sell$257KJoseph D MansuetoExecutive Chairman↗
- Aug 24, 26Sell$380KJoseph D MansuetoExecutive Chairman↗
- Aug 24, 26Sell$215KJoseph D MansuetoExecutive Chairman↗
- Aug 24, 26Sell$290KJoseph D MansuetoExecutive Chairman↗
- Aug 24, 26Sell$50KJoseph D MansuetoExecutive Chairman↗
- Aug 21, 26Sell$829KJoseph D MansuetoExecutive Chairman↗
- Aug 21, 26Sell$58KJoseph D MansuetoExecutive Chairman↗
- Aug 20, 26Sell$672KJoseph D MansuetoExecutive Chairman↗
- Aug 20, 26Sell$291KJoseph D MansuetoExecutive Chairman↗
- Aug 20, 26Sell$417KJoseph D MansuetoExecutive Chairman↗
- Aug 20, 26Sell$64KJoseph D MansuetoExecutive Chairman↗
There are 24 more transactions in this stretch.
Stock compensation, tax and giftsshow the 4 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
The full record holds 1,312 transactions and goes back to Dec 29, 22.
Its sector and its market
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
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- 250 clean closes in the period.
- SEC records
- 4,304 documents on file, from May 2, 2005 to Oct 2, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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