Morningstar, Inc. (MORN) — research page
US · us-cm-kg/NASDAQ/MORN · as of 2026-11-08
Identity and listing
The issuer is Morningstar, Inc., listed on NASDAQ under the ticker MORN, with ISIN US6177001095 and LEI 529900YGNQPOVAXQ7F29. Its security type is Corporate and its sector is 6282 Investment Advice. Its jurisdiction is United States, Illinois. Segment is not on the record. Its listing status is listed, not halted.
| field | value | source · read date |
|---|---|---|
| name | Morningstar, Inc. | source · 2026-11-08 |
| exchange | NASDAQ | source · 2026-11-08 |
| ticker | MORN | source · 2026-11-08 |
| ISIN | US6177001095 | source · 2026-11-08 |
| LEI | 529900YGNQPOVAXQ7F29 | source · 2026-11-08 |
| security type | Corporate | source · 2026-11-08 |
| segment | not on the record | |
| sector | 6282 Investment Advice | source · 2026-11-08 |
| jurisdiction | United States — Illinois | source · 2026-11-08 |
| status | listed, not halted | source · 2026-11-08 |
The disclosure read
The record holds 101 filings in the twelve months to 2026-11-08, across 63 filing days. The median gap between filing days is 3.0 days. The latest filing is dated 2026-11-06, two days before the record date, and is of type directors_dealings. The NASDAQ median is 52 filings, a median cadence gap of 6.0 days and a median latency of 5.0 days across 4359 issuers. The 6282 Investment Advice median is 79 filings, a median cadence gap of 5.0 days and a median latency of 3 days across 65 issuers.
| filings | median gap between filing days | days from latest filing to as-of | |
|---|---|---|---|
| this issuer | 101 | 3 | 2 |
| exchange median: NASDAQ (4359 issuers) | 52 | 6 | 5 |
| sector median: 6282 Investment Advice (65 issuers) | 79 | 5 | 3 |
| date | type | category | filing |
|---|---|---|---|
| 2026-11-06 | directors_dealings | 4 | 4 — FORM 4 |
| 2026-11-04 | directors_dealings | 4 | 4 — FORM 4 |
| 2026-11-02 | regulatory_filing | 144 | 144 |
| 2026-10-28 | results | 8-K | 8-K — 8-K (items 2.02,7.01,9.01) |
| 2026-10-28 | results | 10-Q | 10-Q — 10-Q |
window 2025-11-08 to 2026-11-08 · the node's disclosure lines, as get_filings serves them
Auditor
The auditor of record is not on the record, because the latest annual report cover carries no auditor name tag. The auditor's location is not on the record. The record holds no auditor changes.
Events and halts
The record holds no listing, delisting or name change lines. Domicile change is not on the record. Segment move is not on the record. The issuer is listed, not halted.
Orderability
The outcome is not determinable, because the chapter's orderability section carries no client categories. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.
rule acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1 · chapter as of 2026-11-04 · the full outcome: get_orderability
Coverage
No research houses were found on the issuer's investor-relations pages read.
Open research
No openly published research notes were found on the record.
Licensed
Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.
| licensor | entitlement | title | date | source |
|---|---|---|---|---|
| none loaded |
As-of depth
The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.
Sources
8 source pages are named on this page; every value above carries its own source page and read date in the numbers.
- 10.1
- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)
- 10.2
- https://mapping.gleif.org/api/v2/isin-lei/latest (identity.isin)
- 10.3
- https://data.sec.gov/submissions/CIK0001289419.json (identity.jurisdiction)
- 10.4
- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)
- 10.5
- https://mcp.us-cm-kg.ai/events/NASDAQ/MORN (the disclosure lines)
- 10.6
- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)
- 10.7
- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)
- 10.8
- https://mcp.us-cm-kg.ai/record/NASDAQ/MORN (the record)
Read it by agent
The same page, signed and receipted: get_research at https://mcp.getissuer.ai/mcp with {"isin":"US6177001095"}. Twins: .md · .json. Written: Claude through the platform account, Haiku class; one pass; checked against the numbers. Page hash sha256:96195f67ec68f1e2.