Company facts
- Industry
- Investment Advice
- Headquarters
- Chicago, Illinois
- Most recent report
- 8-K, filed Jul 29, 2026
- Incorporated
- Illinois
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 1289419
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 28
News 8 of 146
- 8-K Quarterly results Jul 29, 2026
- 8-K Current report on a material event Jun 25, 2026
- 8-K Other events Jun 18, 2026
- 8-K Current report on a material event May 22, 2026
- 8-K Leadership change May 8, 2026
- 8-K Quarterly results Apr 29, 2026
- 8-K Current report on a material event Mar 25, 2026
- 8-K Other events Mar 13, 2026
Prospectuses and Registrations 1
Proxies 8 of 18
- DEFA14A Extra proxy material Mar 27, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 27, 2026
- DEFA14A Extra proxy material Mar 25, 2026
- DEFA14A Extra proxy material Mar 28, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2025
- DEFA14A Extra proxy material Mar 25, 2025
- DEFA14A Extra proxy material Mar 28, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2024
Ownership 8 of 787
- 4 Insider reported a trade Aug 19, 2026
- 4 Insider reported a trade Aug 14, 2026
- SCHEDULE 13G Large holder reported a passive stake Aug 14, 2026
- 4 Insider reported a trade Aug 12, 2026
- 4 Insider reported a trade Aug 7, 2026
- 3 Insider reported their initial holding Aug 7, 2026
- 4 Insider reported a trade Aug 5, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 5, 2026
Other 8 of 21
- ARS Annual report sent to shareholders Mar 27, 2026
- ARS Annual report sent to shareholders Mar 28, 2025
- ARS Annual report sent to shareholders Mar 28, 2024
- UPLOAD Comment letter from SEC staff Feb 28, 2024
- CORRESP Reply to SEC staff Feb 21, 2024
- UPLOAD Comment letter from SEC staff Feb 7, 2024
- CORRESP Reply to SEC staff Dec 15, 2023
- CORRESP Reply to SEC staff Nov 28, 2023
Everything here comes from Morningstar, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour.