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Morningstar

Company Investment & Securities

Morningstar is listed as a company in Investment & Securities. It has filed 4 comment letters on 4 proposed federal rules between 2022 and 2026, most often with the Securities and Exchange Commission. Of those rules, 1 was withdrawn.

Type
Company
Industry
Investment & Securities
Comment letters
4
Rules commented on
4
First letter
2022-12-27
Latest letter
2026-07-27
Agencies most often
Securities and Exchange Commission (3); Employee Benefits Security Administration (1)

Activity by year

20221
20251
20262

Letters

2026

Enhancement of Emerging Growth Company Accommodations and Simplification of Filer Status for Reporting Companies

S7-2026-18Securities and Exchange Commission · filed 2026-07-27 · filed as “Morningstar, Inc.”

Form N-PORT Reporting

S7-2026-05Securities and Exchange Commission · filed 2026-04-24 · filed as “Morningstar, Inc.”

2025

Pooled Employer Plans: Big Plans for Small Businesses

EBSA-2025-0069Labor Department, Employee Benefits Security Administration · filed 2025-11-17 · filed as “Morningstar, Inc.”

2022

Outsourcing by Investment Adviser

S7-25-22Securities and Exchange Commission · filed 2022-12-27 Withdrawn 2025