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 |
|---|---|---|---|---|
| 8-K | Document | Current report filing Acc-no: 0001289419-24-000097 (34 Act) Size: KB |
Sep-18-2024 | 241307869 |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000095 ( Act) Size: 0 KB |
Sep-12-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000093 ( Act) Size: 0 KB |
Sep-10-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000091 ( Act) Size: 0 KB |
Sep-06-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000089 ( Act) Size: 0 KB |
Sep-03-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000087 ( Act) Size: 0 KB |
Sep-03-2024 | |
| 144 | Document | Filing for proposed sale of securities under Rule 144 Acc-no: 0001921094-24-001130 (33 Act) Size: 0 KB |
Aug-30-2024 | 241270463 |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000085 ( Act) Size: 0 KB |
Aug-29-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000083 ( Act) Size: 0 KB |
Aug-27-2024 | |
| 8-K | Document | Current report filing Acc-no: 0001289419-24-000081 (34 Act) Size: KB |
Aug-26-2024 | 241241982 |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000079 ( Act) Size: 0 KB |
Aug-23-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000077 ( Act) Size: 0 KB |
Aug-21-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000075 ( Act) Size: 0 KB |
Aug-19-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000073 ( Act) Size: 0 KB |
Aug-15-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000071 ( Act) Size: 0 KB |
Aug-13-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000070 ( Act) Size: 0 KB |
Aug-13-2024 | |
| 144 | Document | Filing for proposed sale of securities under Rule 144 Acc-no: 0001921094-24-001019 (33 Act) Size: 0 KB |
Aug-12-2024 | 241197501 |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000068 ( Act) Size: 0 KB |
Aug-09-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000066 ( Act) Size: 0 KB |
Aug-07-2024 | |
| 4 | Document | Statement of changes in beneficial ownership of securities Acc-no: 0001289419-24-000064 ( Act) Size: 0 KB |
Aug-05-2024 |
Recent 20 filings. View all Morningstar, Inc. filings
Reviews
Pelisari
young lad who new his job ansered questions and new what was best for me.
Ryan Storey
Huge help thank you for your help .. y'all make it so much easier
Samuel Ejimofor
It's being easier working on the website. And I recommend, it's a great website
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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.
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