MORNINGSTAR INC

SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.

MORN

organization

SIC: 6282Active: 2007–2026

Also known as: MORNINGSTAR, INC., Morningstar, Inc.

Contract Awards

$17.1M

69 awards

SEC Insider

$2.47B

26,836 transactions

Summary

MORNINGSTAR INC (MORN) is an organization. Its political footprint includes $17.1 million in government contracts. Their largest government contract source is Securities and Exchange Commission at $12.1 million. Political activity spans from 2007 to 2026.

Cross-Source Financial Activity

These are different money flows and are not added together: contributions and lobbying expenses flow out, while contract awards flow to the organization.

Contract awards $17.1M

Insider Trading

↑ $418K buys↓ $2.37B sales

45 insiders

Political Money Flow

How Money Flows

Government agencies → MORNINGSTAR INC (contracts) → political recipients & lobbying. Hover for details.

Contracts by Agency

7 agencies

#	Agency	Total Awarded	Awards
1	Securities and Exchange Commission	$12.1M	19
2	Department of the Treasury	$3.2M	32
3	Department of Labor	$1.6M	5
4	Department of Defense	$95K	7
5	Pension Benefit Guaranty Corporation	$38K	1
6	Social Security Administration	$21K	2
7	Library of Congress	$0	3

Individual Awards

66 awards (top by amount)

Date	Agency	Description	Amount	NAICS
2026-06-10	Securities and Exchange Commission	ACCESS TO MORNINGSTAR DATA PRODUCTS	$5.3M	COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES
2021-06-07	Securities and Exchange Commission	MORNINGSTAR API DATA	$2.9M	DATA PROCESSING, HOSTING, AND RELATED SERVICES
2026-05-29	Department of the Treasury	MORNINGSTAR, INC. DATASET SUBSCRIPTIONS - 2-MONTH EXTENSION	$1.6M	INTERNET PUBLISHING AND BROADCASTING AND WEB SEARCH PORTALS
2026-06-09	Department of Labor	MORNINGSTAR FINANCIAL SUBSCRIPTION	$893K	COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES
2023-03-30	Securities and Exchange Commission	SUBSCRIPTION TO ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) DATA.	$295K	WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
2021-02-25	Department of the Treasury	MORNINGSTAR ANNUITY INTELLIGENCE	$196K	INTERNET PUBLISHING AND BROADCASTING AND WEB SEARCH PORTALS
2021-08-02	Department of Labor	FINANCIAL GLOBAL DATABASE SUBSCRIPTION SERVICE TO RESEARCH & STUDY ASSET HEALTH OF EMPLOYEE BENEFITS PLANS	$155K	DATA PROCESSING, HOSTING, AND RELATED SERVICES
2020-05-13	Department of Labor	FINANCIAL GLOBAL DATABASE SUBSCRIPTION SERVICE TO RESEARCH AND STUDY ASSET HEALTH OF EMPLOYEE BENEFIT PLANS.	$153K	DATA PROCESSING, HOSTING, AND RELATED SERVICES
2017-05-19	Department of the Treasury	MORNINGSTAR DIRECT	$133K	ALL OTHER INFORMATION SERVICES
2014-05-16	Department of the Treasury	MORNINGSTAR DIRECT	$118K	ALL OTHER INFORMATION SERVICES
2020-04-03	Department of the Treasury	MORNINGSTAR DIRECT SUBSCRIPTION	$113K	ALL OTHER INFORMATION SERVICES
2015-06-12	Department of Labor	FINANCIAL DATA SUBSCRIPTION SERVICES IN SUPPORT OF EBSA. IGF::OT::IGF	$91K	ALL OTHER INFORMATION SERVICES
2024-03-04	Securities and Exchange Commission	HEDGE FUND DATA SUBSCRIPTION	$86K	ALL OTHER INFORMATION SERVICES
2026-06-08	Securities and Exchange Commission	MORNINGSTAR HEDGE FUND DATABASE SUBSCRIPTION	$41K	WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
2014-06-16	Securities and Exchange Commission	IGF::OT::IGF FOR OTHER FUNCTIONS MORNINGSTAR DIRECT LICENSING SERVICE - INTERNET BASED SERVICE NOT AN INHERENTLY GOVERNMENTAL FUNCTION	$41K	ALL OTHER PUBLISHERS
2008-09-28	Pension Benefit Guaranty Corporation	OPEA - PRAD	$38K	ALL OTHER PUBLISHERS
2010-12-16	Securities and Exchange Commission	MORNINGSTARDIRECT FOR 2 USERS, FOLLOW-ON CONTRACT TO SECHQ1-10-P-0026,	$28K	ALL OTHER PUBLISHERS
2009-12-08	Securities and Exchange Commission	MORNINGSTAR - USER LICENSES FOR 2 USERS FOR ACCESS TO INTERNET-BASED SERVICES	$27K	ALL OTHER PUBLISHERS
2012-09-27	Department of the Treasury	MORNINGSTAR DIRECT SUBSCRIPTION	$26K	ALL OTHER PUBLISHERS
2023-09-29	Department of the Treasury	MORNINGSTAR ADVISOR WORKSTATION ASSESS SOLUTION LICENSE SUBSCRIPTION.	$23K	COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES
2009-04-23	Department of Defense	AFSVA-NCF	$22K	INTERNET PUBLISHING AND BROADCASTING AND WEB SEARCH PORTALS
2025-09-30	Department of the Treasury	MORNINGSTAR ADVISOR WORKSTATION LICENSES	$21K	COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES
2008-07-22	Department of Defense	FINGERMAN, J & ASSOCIATES	$21K	INTERNET PUBLISHING AND BROADCASTING AND WEB SEARCH PORTALS
2021-01-26	Department of the Treasury	MORNINGSTAR WORKSTATION ANNUAL SUBSCRIPTION FOR INVESTMENT RESEARCH AND ADVISOR INVESTMENT ANALYSIS FINANCIAL TOOLS.	$21K	SOFTWARE PUBLISHERS
2024-09-30	Department of the Treasury	MORNINGSTAR ADVISOR WORKSTATION ASSESS SOLUTION LICENSE SUBSCRIPTION.	$20K	COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES

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SEC filings: SEC EDGAR

Activity data: USAspending.gov · SEC EDGAR

MORNINGSTAR INC — Contributions, Lobbying & Contracts | Poliscope