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MORNINGSTAR, INC.: filings

Every MORNINGSTAR, INC. annual and quarterly report in the SEC record with the published financial measures it tagged, 66 filings, each linked to its SEC index.

Filings with published measures

Each page shows what one filing reported, as tagged in that filing, with the periods it covered. Later filings can restate a value; the company overview shows the latest-filed value per period.

FormFiledFiscal periodMeasuresFactsSEC accession
10-Q2026-07-29fiscal Q2 2026451290001289419-26-000041
10-Q2026-04-29fiscal Q1 202645930001289419-26-000025
10-K2026-02-13fiscal FY 2025511340001289419-26-000013
10-Q2025-10-30fiscal Q3 2025461340001289419-25-000168
10-Q2025-07-31fiscal Q2 2025461290001289419-25-000145
10-Q2025-05-01fiscal Q1 202546940001289419-25-000073
10-K2025-02-28fiscal FY 2024501300001289419-25-000041
10-Q2024-10-25fiscal Q3 2024451300001289419-24-000111
10-Q2024-07-26fiscal Q2 2024451260001289419-24-000059
10-Q2024-04-26fiscal Q1 202444900001289419-24-000028
10-K2024-02-29fiscal FY 2023501300001289419-24-000010
10-Q2023-11-09fiscal Q3 2023451300001289419-23-000020
10-Q2023-07-28fiscal Q2 2023451260001289419-23-000015
10-Q2023-04-28fiscal Q1 202345920001289419-23-000010
10-K2023-02-24fiscal FY 2022501300001289419-23-000005
10-Q2022-10-28fiscal Q3 2022451300001289419-22-000019
10-Q2022-07-29fiscal Q2 2022451260001289419-22-000014
10-Q2022-04-29fiscal Q1 202245920001289419-22-000010
10-K2022-02-25fiscal FY 2021501310001289419-22-000005
10-Q2021-10-29fiscal Q3 2021451310001289419-21-000261
10-Q2021-07-30fiscal Q2 2021451270001289419-21-000186
10-Q2021-04-30fiscal Q1 202145930001289419-21-000081
10-K2021-02-26fiscal FY 2020511810001289419-21-000039
10-Q2020-10-30fiscal Q3 2020451310001289419-20-000218
10-Q2020-07-31fiscal Q2 2020451270001289419-20-000161
10-Q2020-05-01fiscal Q1 202045930001289419-20-000077
10-K2020-03-02fiscal FY 2019491750001289419-20-000041
10-Q2019-10-31fiscal Q3 2019441270001289419-19-000225
10-Q2019-07-26fiscal Q2 2019421190001289419-19-000162
10-Q2019-04-29fiscal Q1 201942860001289419-19-000070
10-K2019-03-01fiscal FY 2018451770001289419-19-000035
10-Q2018-10-26fiscal Q3 2018401100001289419-18-000163
10-Q2018-07-27fiscal Q2 2018401100001289419-18-000092
10-Q2018-05-03fiscal Q1 201840820001289419-18-000014
10-K2018-03-01fiscal FY 2017441660001289419-18-000008
10-Q2017-10-27fiscal Q3 2017371000001289419-17-000077
10-Q2017-07-28fiscal Q2 2017371000001289419-17-000065
10-Q2017-04-28fiscal Q1 201737760001289419-17-000013
10-K2017-03-01fiscal FY 2016441660001289419-17-000009
10-Q2016-10-28fiscal Q3 2016401120001289419-16-000294
10-Q2016-07-29fiscal Q2 2016401120001289419-16-000279
10-Q2016-04-29fiscal Q1 201640820001289419-16-000268
10-K2016-03-01fiscal FY 2015451690001289419-16-000256
10-K2016-02-26fiscal FY 2015451690001289419-16-000250
10-Q2015-10-29fiscal Q3 2015401120001289419-15-000188
10-Q2015-07-30fiscal Q2 2015401120001289419-15-000157
10-Q2015-05-01fiscal Q1 201539800001289419-15-000069
10-K2015-02-27fiscal FY 2014451690001289419-15-000044
10-Q2014-10-30fiscal Q3 2014391100001289419-14-000194
10-Q2014-07-31fiscal Q2 2014391080001289419-14-000144
10-Q2014-05-01fiscal Q1 201439800001289419-14-000089
10-K2014-02-28fiscal FY 2013461950001289419-14-000044
10-Q2013-11-06fiscal Q3 2013391100001289419-13-000303
10-Q2013-07-31fiscal Q2 2013401140001289419-13-000202
10-Q2013-05-01fiscal Q1 201340820001289419-13-000084
10-K2013-02-28fiscal FY 2012472000001289419-13-000059
10-Q2012-10-30fiscal Q3 2012391100001289419-12-000332
10-Q2012-07-31fiscal Q2 2012391100001289419-12-000229
10-Q2012-05-02fiscal Q1 201239800001289419-12-000119
10-K2012-02-24fiscal FY 2011461970001289419-12-000063
10-Q2011-11-01fiscal Q3 2011401120001289419-11-000346
10-Q2011-08-02fiscal Q2 2011391090001289419-11-000257
10-Q2011-05-04fiscal Q1 201137760001104659-11-025754
10-K2011-02-28fiscal FY 2010381010001104659-11-010974
10-Q2010-11-03fiscal Q3 2010371080001104659-10-055619
10-Q2010-08-05fiscal Q2 2010371080001104659-10-042335

Inspect the source

Entity
MORNINGSTAR, INC. / CIK 0001289419
Captured
2026-09-20T07:49:53.198Z
SEC response SHA-256
f44913455438e9c0ab8a06a12e326d50209b0ef9ae7e4c377ab9bf54c95241d1

Current SEC company facts · Download the original response snapshot (gzip) · Download the selected JSON

Every published concept a filing tagged, with the periods it covered, as reported in that filing at capture time. Forms 10-K, 10-K/A, 10-Q, 10-Q/A, 20-F, 20-F/A, 40-F, 40-F/A. A filing page needs at least 8 published concepts. Later filings can restate these values; the company history pages show the latest-filed value per period.

Public company accounting reference, not market prices, returns, an investment recommendation, or ALPHAC performance. Validate a separately constructed return series with the validation API; accounting values are not returns.

Use this in research

A financial period ends before its results become public. Use the filing date as a minimum availability boundary, inspect amendments, and retain the original filing vintage when testing historical signals. This latest-filed selection can contain information unavailable at the time.

These pages do not supply prices, total-return histories, corporate-action adjustments or a tradable universe. Build those inputs separately before evaluating a strategy. A profitable backtest can still reflect selection bias or costs that were left out.

Research methodology · Execution and cost assumptions · Check backtest overfitting

Build with the open-source tools

Use these accounting records as inspectable inputs. When you have constructed a return series, the validation tools can help test its statistical evidence and preserve the result with its limitations.

Read the published dataset with Python
import json
from urllib.request import urlopen

with urlopen("https://canlicapital.com/company-data/0001289419.json") as response:
    record = json.load(response)
print(record["fetched_at"])
print(record["policy"])
for concept in record["concepts"]:
    print(concept["tag"], next(iter(concept["observations"])))