Morningstar, Inc.
- CIK: 0001289419
- EIN: 36-3297908
- Business address: 22 WEST WASHINGTON STREET, CHICAGO, Illinois, 60602
About Morningstar, Inc.
Morningstar, Inc. (CIK: 0001289419) is an American company incorporated in the state of Illinois. Head office is located at 22 WEST WASHINGTON STREET, CHICAGO, Illinois, 60602. Work in the industry 6282 - (CF Office: Office of Finance) INVESTMENT ADVICE. Morningstar, Inc. is a public company and trade via Over-The-Counter (OTC).Ownership
| Owner | Filings | Transaction Date | Type of Owner |
|---|---|---|---|
| JOYNT STEPHEN | 0001112639 | May-15-2022 | director |
| FRANCIS CHERYL A | 0001197386 | May-15-2022 | director |
| Kaplan Steven N | 0001324001 | May-15-2022 | director |
| Lyons William M | 0001411724 | May-15-2022 | director |
| McGarry Kimberly J | 0001570351 | May-15-2022 | officer: Global Controller & CAO |
| Landis Gail S | 0001576093 | May-15-2022 | director |
| TSAY CAROLINE J | 0001628434 | May-15-2022 | director |
| Diamonte Robin | 0001660012 | May-15-2022 | director |
| Sutton Doniel | 0001842360 | May-15-2022 | director |
| Desmond Bevin | 0001323954 | Nov-15-2021 | officer: Head of Talent and Culture |
| Kapoor Kunal | 0001451293 | Nov-15-2021 | director, officer: CEO |
| Dunn Daniel Joseph | 0001692166 | Nov-15-2021 | officer: Chief Revenue Officer |
| DUBINSKY JASON | 0001712782 | Nov-15-2021 | officer: Chief Financial Officer |
| Mansueto Joseph D | 0001324069 | Nov-11-2021 | director, 10 percent owner, officer: Executive Chairman |
| Rothschild Tricia | 0001693979 | Jan-01-2017 | officer: Chief Product Officer |
| Maloney Patrick J | 0001677356 | Jun-13-2016 | officer: General Counsel |
| Needham Daniel | 0001631881 | Feb-02-2015 | officer: Pres., Investment Management |
| Pinkerton Robert B | 0001630535 | Jan-12-2015 | officer: Chief Marketing Officer |
| Kelly Haywood | 0001595495 | Jan-01-2014 | officer: Head of Global Fund Research |
| Biehler Stephane | 0001420221 | Nov-15-2013 | officer: CFO |
| Tanner James | 0001566839 | Jan-07-2013 | officer: Global Head of Sales/Bus. Dev. |
| Idzorek Thomas | 0001551269 | May-31-2012 | officer: Pres., Investment Management |
| Goff Gregory R | 0001530634 | Oct-03-2011 | officer: Chief Technology Officer |
| ZENTMYER HUGH J | 0001180977 | Jan-29-2010 | director |
| Cooley Richard Scott | 0001406840 | Aug-10-2007 | officer: Chief Financial Officer |
| PTAK FRANK S | 0001180975 | Feb-09-2007 | director |
| Chen Peng | 0001371454 | Aug-02-2006 | officer: Pres. & CIO, Ibbotson Assoc. |
| Henkel Michael C | 0001355202 | Mar-01-2006 | officer: President, Ibbotson Associates |
| Robbins Richard E | 0001335062 | Aug-01-2005 | officer: General Counsel and Secretary |
| SOFTBANK CORP | 0001065521 | May-02-2005 | 10 percent owner |
| NOONAN JACK | 0001205346 | May-02-2005 | director |
| Armour Timothy K | 0001323907 | May-02-2005 | officer: Managing Director |
| Boruff Christopher P | 0001323950 | May-02-2005 | officer: President, Advisor Business |
| Williams David W | 0001323956 | May-02-2005 | officer: Managing Director, Design |
| Boudos Martha Dustin | 0001323958 | May-02-2005 | officer: CFO and Secretary |
| Kirscher Elizabeth | 0001323964 | May-02-2005 | officer: Pres., Data Services Business |
| Lutschaunig Arthur J | 0001323965 | May-02-2005 | officer: Pres. & CIO, Morningstar Inv. |
| Phillips Donald James II | 0001323982 | May-02-2005 | director, officer: Managing Director |
| Rekenthaler John A | 0001323983 | May-02-2005 | officer: VP, Research & New Prod. Dev. |
| Reinkemeyer Patrick J | 0001323984 | May-02-2005 | officer: President, Morningstar Assocs. |
| Sturm Paul W | 0001323988 | May-02-2005 | director |
| Huang Tao | 0001324003 | May-02-2005 | officer: Chief Operating Officer |
| Odelbo Catherine Gillis | 0001324067 | May-02-2005 | officer: President, Individual Business |
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Recent SEC Filings
Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Morningstar, Inc.
| Filings | Format | Description | Filed/Effective | File/Film Number |
|---|---|---|---|---|
| ARS | Document | Annual report to security holders Acc-no: 0001289419-26-000017 (34 Act) Size: KB |
Mar-27-2026 | 26807708 |
| DEFA14A | Document | Additional definitive proxy solicitation materials Acc-no: 0001193125-26-129102 (34 Act) Size: KB |
Mar-27-2026 | 26807636 |
| DEF 14A | Document | Definitive proxy statements Acc-no: 0001193125-26-129081 (34 Act) Size: KB |
Mar-27-2026 | 26807590 |
| SCHEDULE 13G/A | Document | Acc-no: 0000102909-26-001889 (34 Act) Size: KB | Mar-27-2026 | 26802460 |
| DEFA14A | Document | Additional definitive proxy solicitation materials Acc-no: 0001104659-26-034530 (34 Act) Size: KB |
Mar-25-2026 | 26792646 |
| 8-K | Document | Current report filing Acc-no: 0001104659-26-034527 (34 Act) Size: KB |
Mar-25-2026 | 26792625 |
| 8-K | Document | Current report filing Acc-no: 0001289419-26-000015 (34 Act) Size: KB |
Mar-13-2026 | 26752951 |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0002050530-26-000004 ( Act) Size: 0 KB |
Mar-04-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0002050530-26-000002 ( Act) Size: 0 KB |
Mar-03-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0002015224-26-000002 ( Act) Size: 0 KB |
Mar-03-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001324069-26-000018 ( Act) Size: 0 KB |
Mar-02-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001324069-26-000016 ( Act) Size: 0 KB |
Feb-27-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001324069-26-000014 ( Act) Size: 0 KB |
Feb-25-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001324069-26-000012 ( Act) Size: 0 KB |
Feb-20-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001324069-26-000010 ( Act) Size: 0 KB |
Feb-18-2026 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001324069-26-000008 ( Act) Size: 0 KB |
Feb-13-2026 | |
| 10-K | Document | Annual report pursuant to section 13 and 15(d) Acc-no: 0001289419-26-000013 (34 Act) Size: KB |
Feb-13-2026 | 26633246 |
| 8-K | Document | Current report filing Acc-no: 0001289419-26-000009 (34 Act) Size: KB |
Feb-12-2026 | 26626909 |
| SCHEDULE 13G/A | Document | Acc-no: 0001104659-26-014328 (34 Act) Size: KB | Feb-12-2026 | 26626832 |
| SCHEDULE 13G/A | Document | Acc-no: 0001104659-26-014323 (34 Act) Size: KB | Feb-12-2026 | 26626774 |
Recent 20 filings. View all Morningstar, Inc. filings
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