{"@context":{"@vocab":"https://schema.org/","dcterms":"http://purl.org/dc/terms/","prov":"http://www.w3.org/ns/prov#"},"@type":"ItemList","@id":"https://api.morvs.ai/api/v1/entity/MORN/timeline","_source":{"data_provider":"AI Analytics","brand_name":"MORVS","brand_url":"https://morvs.ai/","data_provider_url":"https://api.morvs.ai","license":"https://api.morvs.ai/license","usage_info":"https://api.morvs.ai/license","rights":"Source-specific terms apply; free or keyless access does not alter them.","generated_at":"2026-09-29T04:09:09.734Z","methodology_url":"https://api.morvs.ai/datasets/","primary_sources":{"sec.*":"https://www.sec.gov/edgar","fda.*":"https://api.fda.gov/","contracts":"https://api.usaspending.gov/","clinical.trials":"https://clinicaltrials.gov/","lobbying.filings":"https://lda.senate.gov/","epa.facilities":"https://echo.epa.gov/","court.dockets":"https://www.courtlistener.com/","cfpb.complaints":"https://www.consumerfinance.gov/data-research/consumer-complaints/","nih.grants":"https://api.reporter.nih.gov/","fed.enforcement":"https://www.federalreserve.gov/supervisionreg/enforcementactions.htm","nhtsa.recalls":"https://api.nhtsa.gov/recalls/"}},"entity":{"entity_id":499,"canonical_name":"Morningstar, Inc.","cik":"0001289419","uei":null,"lei":null,"duns":null,"ticker":"MORN"},"window_days":180,"min_importance":0,"sources_queried":["sec.filings","sec.insider","sec.form144","sec.13dg","fda.recalls","fda.labels","contracts","clinical.trials","lobbying.filings","epa.facilities","uspto.patents","court.dockets","cfpb.complaints","nih.grants","fed.enforcement","nhtsa.recalls","doj.press","dol.form5500"],"importance_reference":{"fda.recall Class I":100,"clinical trial terminated":80,"securities class action":80,"antitrust suit":75,"schedule 13D":75,"patent litigation":70,"form144 large ($50M+)":75,"10-K restatement":75,"phase3 trial completed":70,"EPA significant violator":70,"phase3 trial in progress":60,"insider purchase":50,"phase2 trial":45,"8-K":35,"lobbying filing":30,"fda.label":30,"phase1 trial":30,"fda.recall Class III":25},"vertical_counts":{"sec":66},"count":66,"timeline":[{"ts":"2026-06-18","kind":"sec.filing","form_type":"8-K","title":"8-K — Morningstar, Inc. — 2026-06-18","url_slug":"/sec/cik-0001289419/8-k/0001289419-26-000033","accession_number":"0001289419-26-000033","importance":35},{"ts":"2026-05-20","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":5704,"price_per_share":171.3247,"usd_value":977236,"security_title":"Common Stock","importance":35.9772360888},{"ts":"2026-05-20","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1255,"price_per_share":172.3331,"usd_value":216278,"security_title":"Common Stock","importance":35.2162780405},{"ts":"2026-05-20","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":291,"price_per_share":173.1127,"usd_value":50376,"security_title":"Common Stock","importance":35.0503757957},{"ts":"2026-05-20","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-20","url_slug":"/sec/cik-0001289419/4/0001324069-26-000028","accession_number":"0001324069-26-000028","importance":30},{"ts":"2026-05-19","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":2629,"price_per_share":176.6647,"usd_value":464451,"security_title":"Common Stock","importance":35.4644514963},{"ts":"2026-05-19","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1726,"price_per_share":180.3891,"usd_value":311352,"security_title":"Common Stock","importance":35.3113515866},{"ts":"2026-05-19","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1446,"price_per_share":178.061,"usd_value":257476,"security_title":"Common Stock","importance":35.257476206},{"ts":"2026-05-19","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":676,"price_per_share":179.0768,"usd_value":121056,"security_title":"Common Stock","importance":35.1210559168},{"ts":"2026-05-19","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":227,"price_per_share":181.0465,"usd_value":41098,"security_title":"Common Stock","importance":35.0410975555},{"ts":"2026-05-19","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":24,"price_per_share":182.135,"usd_value":4371,"security_title":"Common Stock","importance":35.00437124},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001324001-26-000002","accession_number":"0001324001-26-000002","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001411724-26-000002","accession_number":"0001411724-26-000002","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001451293-26-000002","accession_number":"0001451293-26-000002","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001628434-26-000002","accession_number":"0001628434-26-000002","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001637584-26-000004","accession_number":"0001637584-26-000004","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001660012-26-000002","accession_number":"0001660012-26-000002","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0001842360-26-000002","accession_number":"0001842360-26-000002","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0002015224-26-000004","accession_number":"0002015224-26-000004","importance":30},{"ts":"2026-05-19","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-19","url_slug":"/sec/cik-0001289419/4/0002050530-26-000006","accession_number":"0002050530-26-000006","importance":30},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":3515,"price_per_share":176.8454,"usd_value":621612,"security_title":"Common Stock","importance":35.621611581},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1620,"price_per_share":175.8026,"usd_value":284800,"security_title":"Common Stock","importance":35.284800212},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":640,"price_per_share":177.4179,"usd_value":113547,"security_title":"Common Stock","importance":35.113547456},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":559,"price_per_share":171.3338,"usd_value":95776,"security_title":"Common Stock","importance":35.0957755942},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":500,"price_per_share":174.514,"usd_value":87257,"security_title":"Common Stock","importance":35.087257},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":300,"price_per_share":172.4283,"usd_value":51728,"security_title":"Common Stock","importance":35.05172849},{"ts":"2026-05-18","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":116,"price_per_share":173.3755,"usd_value":20112,"security_title":"Common Stock","importance":35.020111558},{"ts":"2026-05-15","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":4237,"price_per_share":169.5902,"usd_value":718554,"security_title":"Common Stock","importance":35.7185536774},{"ts":"2026-05-15","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1525,"price_per_share":168.6649,"usd_value":257214,"security_title":"Common Stock","importance":35.2572139725},{"ts":"2026-05-15","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":704,"price_per_share":167.4899,"usd_value":117913,"security_title":"Common Stock","importance":35.1179128896},{"ts":"2026-05-15","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":584,"price_per_share":170.7436,"usd_value":99714,"security_title":"Common Stock","importance":35.0997142624},{"ts":"2026-05-15","kind":"sec.insider.s","reporter":"Holt Michael","title":"Chief Financial Officer","shares":270,"price_per_share":166.05,"usd_value":44834,"security_title":"Common Stock","importance":35.0448335},{"ts":"2026-05-15","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":200,"price_per_share":171.47,"usd_value":34294,"security_title":"Common Stock","importance":35.034294},{"ts":"2026-05-15","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-15","url_slug":"/sec/cik-0001289419/4/0001324069-26-000026","accession_number":"0001324069-26-000026","importance":30},{"ts":"2026-05-15","kind":"sec.insider.f","reporter":"Kapoor Kunal","title":"CEO","shares":3699,"price_per_share":166.05,"usd_value":614219,"security_title":"Common Stock","importance":15.61421895},{"ts":"2026-05-15","kind":"sec.insider.f","reporter":"Wiersema Conan","title":"CAO & PAO","shares":105,"price_per_share":166.05,"usd_value":17435,"security_title":"Common Stock","importance":15.01743525},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"JOYNT STEPHEN","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"FRANCIS CHERYL A","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Kaplan Steven N","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Lyons William M","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Kapoor Kunal","title":"CEO","shares":1177,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Kapoor Kunal","title":"CEO","shares":11359,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.m","reporter":"Kapoor Kunal","title":"CEO","shares":2108,"price_per_share":0,"usd_value":0,"security_title":"Common Stock","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"TSAY CAROLINE J","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Diamonte Robin","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"BRAMMAN ANNE L","title":null,"shares":1505,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Wiersema Conan","title":"CAO & PAO","shares":903,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Wiersema Conan","title":"CAO & PAO","shares":13,"price_per_share":0,"usd_value":0,"security_title":"Common Stock","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Sutton Doniel","title":null,"shares":1144,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.a","reporter":"Holt Michael","title":"Chief Financial Officer","shares":2860,"price_per_share":0,"usd_value":0,"security_title":"Common Stock (Restricted Stock Units)","importance":15},{"ts":"2026-05-15","kind":"sec.insider.m","reporter":"Holt Michael","title":"Chief Financial Officer","shares":243,"price_per_share":0,"usd_value":0,"security_title":"Common Stock","importance":15},{"ts":"2026-05-14","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":3373,"price_per_share":168.9652,"usd_value":569920,"security_title":"Common Stock","importance":35.5699196196},{"ts":"2026-05-14","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1236,"price_per_share":166.8096,"usd_value":206177,"security_title":"Common Stock","importance":35.2061766656},{"ts":"2026-05-14","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1138,"price_per_share":165.6008,"usd_value":188454,"security_title":"Common Stock","importance":35.1884537104},{"ts":"2026-05-14","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":794,"price_per_share":167.7387,"usd_value":133185,"security_title":"Common Stock","importance":35.1331845278},{"ts":"2026-05-14","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":709,"price_per_share":169.5198,"usd_value":120190,"security_title":"Common Stock","importance":35.1201895382},{"ts":"2026-05-12","kind":"sec.form144","reporter":"Landis Gail S","title":"Former Affiliate","shares":728,"usd_value":129551,"security_title":"Common","approx_sale_date":"2026-05-12","accession_number":"0001921094-26-000463","importance":40.0259102},{"ts":"2026-05-12","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":3530,"price_per_share":177.9596,"usd_value":628197,"security_title":"Common Stock","importance":35.628197388},{"ts":"2026-05-12","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1988,"price_per_share":176.0053,"usd_value":349899,"security_title":"Common Stock","importance":35.3498985364},{"ts":"2026-05-12","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":1732,"price_per_share":177.1577,"usd_value":306837,"security_title":"Common Stock","importance":35.3068371364},{"ts":"2026-05-12","kind":"sec.filing","form_type":"144","title":"144 — Morningstar, Inc. — 2026-05-12","url_slug":"/sec/cik-0001289419/144/0001921094-26-000463","accession_number":"0001921094-26-000463","importance":30},{"ts":"2026-05-12","kind":"sec.filing","form_type":"4","title":"4 — Morningstar, Inc. — 2026-05-12","url_slug":"/sec/cik-0001289419/4/0001324069-26-000024","accession_number":"0001324069-26-000024","importance":30},{"ts":"2026-05-11","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":7232,"price_per_share":175.9569,"usd_value":1272520,"security_title":"Common Stock","importance":36.2725203008},{"ts":"2026-05-11","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":18,"price_per_share":176.715,"usd_value":3181,"security_title":"Common Stock","importance":35.00318087},{"ts":"2026-05-08","kind":"sec.insider.s","reporter":"Mansueto Joseph D","title":"Executive Chairman","shares":4002,"price_per_share":177.0801,"usd_value":708675,"security_title":"Common Stock","importance":35.7086745602},{"ts":"2026-05-08","kind":"sec.filing","form_type":"8-K","title":"8-K — Morningstar, Inc. — 2026-05-08","url_slug":"/sec/cik-0001289419/8-k/0001289419-26-000028","accession_number":"0001289419-26-000028","importance":35}]}