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Morningstar, Inc.

Active Chicago, IL

Morningstar, Inc. Overview

Morningstar, Inc. filed as a Foreign Business Corporation in the State of New York on Tuesday, February 6, 2001 and is approximately twenty-five years old, according to public records filed with New York Department of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

Name
Jason Dubinsky 1 ~ Background Report ~	Chief Executive Officer Chief Financial Officer
E. Daniel ~ Background Report ~	Officer
Heywood Kelly ~ Background Report ~	Officer
Daniel E. Needham 1 ~ Background Report ~	President
Kunal Kapoor 4 ~ Background Report ~	Chief Executive Officer
Patrick Maloney 1 ~ Background Report ~	General Counsel
Bevin Desmond ~ Background Report ~	Officer
Haywood Kelly ~ Background Report ~	Officer
Danny Dunn ~ Background Report ~	Officer
Trica Rothschild ~ Background Report ~	Officer

Name	Status	Role
Jason	Active	CFO
Danny	Active	Officer
Patrick	Active	Gen Counsel

Other Companies for Morningstar, Inc.

Morningstar, Inc. is listed as an officer in four other companies.

Name	Status	Incorporated	Key People	Role
Morningstar Credit Analytics LLC	Active	2022	1	Managing Member
Morningstar Investment Management LLC	Active	2020	2	Member
Morningstar Research Services LLC	Active	2020	1	Member
10-K Wizard Technology, L.L.C.	Inactive	1999	4	Governing Person

New York Department of State

Filing Type:	Foreign Business Corporation
Status:	Active
State:	New York
Foreign State:	Illinois
County:	New York
State ID:	2602848
Date Filed:	Tuesday, February 6, 2001
Source Record	NY DOS

Texas Secretary of State

Filing Type:	Foreign For-Profit Corporation
Status:	Active In existence
State:	Texas
State ID:	802885862
Date Filed:	Monday, December 18, 2017

Corporate Notes

Date	Type	Note
2/6/2001	Name History/Actual	Morningstar, Inc.
2/6/2001	Name History/Actual	Morningstar, Inc.
2/6/2001	Name History/Fictitious	Morningstar Information Associates
2/6/2001	Name History/Fictitious	Morningstar Information Associates
12/18/2017	Application for Registration
12/18/2017	Certificate of Assumed Business Name
12/31/2017	Public Information Report (PIR)
12/31/2018	Public Information Report (PIR)
12/31/2021	Public Information Report (PIR)
12/31/2022	Public Information Report (PIR)

Trademarks for Morningstar, Inc.

	Serial Number: 86496624 Drawing Code: 2000
	Serial Number: 86496635 Drawing Code: 2000
	Serial Number: 86496652 Drawing Code: 2000
	Dealview Serial Number: 86270681 Drawing Code: 4000
	Morningstar Serial Number: 74350680 Drawing Code:
	Morningstar Serial Number: 76358352 Drawing Code: 1000
	Morningstar Serial Number: 76360423 Drawing Code: 5000
	Encorr Serial Number: 76150263 Drawing Code: 1000
	Portfolio X-Ray Serial Number: 76086693 Drawing Code: 1000
	Andex Serial Number: 85023469 Drawing Code: 4000