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Morningstar, Inc. (MORN) SEC Filing 10-K Annual Report for the fiscal year ending Friday, December 31, 2021

SEC Filings

MORN Annual Reports

Morningstar, Inc.

CIK: 1289419 Ticker: MORN
Cover Page Cover - USD ($)
$ in Billions
12 Months Ended
Dec. 31, 2021
Feb. 11, 2022
Jun. 30, 2021
Cover [Abstract]   
Document Type10-K  
Document Annual Reporttrue  
Document Period End DateDec. 31, 2021  
Document Transition Reportfalse  
Entity File Number000-51280  
Entity Registrant NameMORNINGSTAR, INC.  
Entity Incorporation, State or Country CodeIL  
Entity Tax Identification Number36-3297908  
Entity Address, Address Line One22 West Washington Street  
Entity Address, City or TownChicago  
Entity Address, State or ProvinceIL  
Entity Address, Postal Zip Code60602  
City Area Code312  
Local Phone Number696-6000  
Title of 12(b) SecurityCommon stock, no par value  
Trading SymbolMORN  
Security Exchange NameNASDAQ  
Entity Well-known Seasoned IssuerYes  
Entity Voluntary FilersNo  
Entity Current Reporting StatusYes  
Entity Interactive Data CurrentYes  
Entity Filer CategoryLarge Accelerated Filer  
Entity Small Businessfalse  
Entity Emerging Growth Companyfalse  
Entity Shell Companyfalse  
Entity Public Float  $ 6.2
Entity Common Stock, Shares Outstanding 42,962,319 
Entity Central Index Key0001289419  
Current Fiscal Year End Date--12-31  
Document Fiscal Year Focus2021  
Document Fiscal Period FocusFY  
Amendment Flagfalse  
Documents Incorporated by Reference [Text Block]Certain parts of the registrant's Definitive Proxy Statement for the 2022 Annual Meeting of Shareholders are incorporated into Part III of this Form 10-K.  
ICFR Auditor Attestation Flagtrue  
Auditor Firm ID185  
Auditor LocationChicago, IL  
Auditor NameKPMG LLP  

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Assess how Morningstar, Inc.'s management team is paid from their Annual Proxy

Definitive Proxy Statement (Form DEF 14A)
Screenshot example of actual Proxy Statement

Morningstar, Inc.'s Definitive Proxy Statement (Form DEF 14A) filed after their 2022 10-K Annual Report includes:

  • Voting Procedures
  • Board Members
  • Executive Team
  • Salaries, Bonuses, Perks
  • Peers / Competitors

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Inside Morningstar, Inc.'s 10-K Annual Report:

Financial Statements, Disclosures and Schedules

Inside this 10-K Annual Report

Cover Page Cover
Consolidated Balance Sheets
Consolidated Balance Sheets (Parenthetical)
Consolidated Statement Of Equity
Consolidated Statement Of Equity (Parenthetical)
Consolidated Statements Of Cash Flows
Consolidated Statements Of Comprehensive Income
Consolidated Statements Of Income
Acquisitions, Goodwill, And Other Intangible Assets
Acquisitions, Goodwill, And Other Intangible Assets (Allocation Of Acquired Intangible Assets) (Details)
Acquisitions, Goodwill, And Other Intangible Assets (Amortization Expense) (Details)
Acquisitions, Goodwill, And Other Intangible Assets (Narrative) (Details)
Acquisitions, Goodwill, And Other Intangible Assets (Purchase Price Allocation) (Details) (Details)
Acquisitions, Goodwill, And Other Intangible Assets (Schedule Of Goodwill) (Details)
Acquisitions, Goodwill, And Other Intangible Assets (Schedule Of Intangible Assets) (Details)
Acquisitions, Goodwill, And Other Intangible Assets (Tables)
Acquisitions, Goodwill, And Other Intangible Assets Acquisition, Goodwill, And Other Intangible Assets - Pro Forma (Details)
Contingencies
Contingencies Settlement (Details)
Credit Arrangements
Credit Arrangements (Details)
Credit Arrangements (Tables)
Defined Contribution Plan
Defined Contribution Plan (Details)
Defined Contribution Plan (Tables)
Description Of Business
Description Of Business (Details)
Income Per Share
Income Per Share (Details)
Income Per Share (Tables)
Income Taxes
Income Taxes (Accounting For Uncertainty In Tax Positions) (Details)
Income Taxes (Narrative) (Details)
Income Taxes (Schedule Of Components Of Income Tax Expense) (Details)
Income Taxes (Schedule Of Deferred Tax Assets And Liabilities Included In Consolidated Balance Sheets) (Details)
Income Taxes (Schedule Of Deferred Tax Assets And Liabilities) (Details)
Income Taxes (Schedule Of Effective Income Tax Rate Reconciliation) (Details)
Income Taxes (Schedule Of Income Before Income Taxes And Equity In Net Income Of Unconsolidated Entities) (Details)
Income Taxes (Schedule Of Income Tax Expense And Effective Tax Rate) (Details)
Income Taxes (Summary Of Income Tax Examinations) (Details)
Income Taxes (Summary Of Operating Loss Carryforwards - U.S And Non-U.S) (Details)
Income Taxes (Tables)
Investments And Fair Value Measurements
Investments And Fair Value Measurements (Classification Of Securities) (Details)
Investments And Fair Value Measurements (Cost And Fair Value Of Securities) (Details)
Investments And Fair Value Measurements (Fair Value Of Assets) (Details)
Investments And Fair Value Measurements (Gains (Losses) On Investments) (Details)
Investments And Fair Value Measurements (Tables)
Investments And Fair Value Measurements (Unrealized Gains On Trading Securities) (Details)
Investments In Unconsolidated Entities
Investments In Unconsolidated Entities (Details)
Investments In Unconsolidated Entities (Tables)
Leases
Leases (Operating Leases) (Details)
Leases (Schedule Of Operating Lease Assets And Liabilities) (Details)
Leases Leases (Tables)
Property, Equipment, And Capitalized Software
Property, Equipment, And Capitalized Software (Details)
Property, Equipment, And Capitalized Software (Tables)
Recent Accounting Pronouncements
Recent Accounting Pronouncements Recent Accounting Pronouncements (Recently Adopted Accounting Pronouncements) (Details)
Revenue
Revenue (Contract Liabilities, Expected Recognition) (Details)
Revenue (Contract Liabilities, Narrative) (Details)
Revenue (Disaggregation Of Revenue) (Details)
Revenue (Disaggregation Of Revenue, Narrative) (Details)
Revenue (Summary Of Contract Assets) (Details)
Revenue (Tables)
Revenue Contract Liabilities (Details)
Segment And Geographical Area Information
Segment And Geographical Area Information (External Revenue And Long-Lived Assets) (Details)
Segment And Geographical Area Information (Operating Lease Assets) (Details)
Segment And Geographical Area Information (Tables)
Selected Quarterly Financial Data - Schedule Of Quarterly Financial Data (Details)
Share Repurchase Program
Share Repurchase Program (Details)
Stock-Based Compensation
Stock-Based Compensation (Additional Information On Options) (Details)
Stock-Based Compensation (Allocation Of Stock-Based Compensation Costs) (Details)
Stock-Based Compensation (Assumptions For Black-Scholes Option Pricing Model) (Details)
Stock-Based Compensation (Assumptions Used To Estimate Fair Value Of Market Units (Details)
Stock-Based Compensation (Market Units) (Details)
Stock-Based Compensation (Narrative) (Details)
Stock-Based Compensation (Pitchbook Bonus Plan) (Details)
Stock-Based Compensation (Restricted Stock Units Activity) (Details)
Stock-Based Compensation (Shares Available For Future Grants) (Details)
Stock-Based Compensation (Stock Option Activity) (Details)
Stock-Based Compensation (Tables)
Stock-Based Compensation (Total Stock-Based Compensation Expense) (Details)
Stock-Based Compensation (Unrecognized Stock-Based Compensation Expense) (Details)
Summary Of Significant Accounting Policies
Summary Of Significant Accounting Policies (Details)
Summary Of Significant Accounting Policies (Policies)
Summary Of Significant Accounting Policies (Tables)
Ticker: MORN
CIK: 1289419
Form Type: 10-K Annual Report
Accession Number: 0001289419-22-000005
Submitted to the SEC: Fri Feb 25 2022 3:33:03 PM EST
Accepted by the SEC: Fri Feb 25 2022
Period: Friday, December 31, 2021
Industry: Investment Advice

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