MORNINGSTAR, INC. OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax
MORNINGSTAR, INC. (MORN) reported OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax of -$1.30 million for the 12-month period ending 2020-12-31, per its 10-K filed 2021-02-26.
Discontinued › Expense Statement › Income Tax
us-gaap:OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax · last filed 2021-02-26
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for the quarter ending 2019-06-30 was $100.00K, a 66.67% decline year-over-year.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for the quarter ending 2019-03-31 was $700.00K.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for the quarter ending 2018-12-31 was -$1.90M.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for the quarter ending 2018-09-30 was $200.00K, a 0.00% change year-over-year.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for fiscal 2020 was -$1.30M, a 285.71% decline from fiscal 2019.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for fiscal 2019 was $700.00K.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for fiscal 2018 was -$1.80M.
- MORNINGSTAR, INC. oci, debt securities, available-for-sale, unrealized holding gain (loss), before adjustment, tax for fiscal 2017 was -$1.80M.
| Period end | OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax 3 month | OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax 6 month | OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax 9 month | OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax 12 month | OCI, Debt Securities, Available-for-Sale, Unrealized Holding Gain (Loss), before Adjustment, Tax 12 month as first filed |
|---|---|---|---|---|---|
| 2020-12-31 | -$1.30M 10-K · filed 2021-02-26 | ||||
| 2019-12-31 | $700.00K 10-K · filed 2021-02-26 | -$1.30M 10-K · filed 2020-03-02 | |||
| 2019-06-30 | $100.00K 10-Q · filed 2019-10-31 | $800.00K derived: sum of 2 quarters · filed 2019-10-31 | -$1.10M derived: sum of 3 quarters · filed 2021-02-26 | -$900.00K derived: sum of 4 quarters · filed 2021-02-26 | |
| 2019-03-31 | $700.00K 10-Q · filed 2019-10-31 | -$1.20M derived: sum of 2 quarters · filed 2021-02-26 | -$1.00M derived: sum of 3 quarters · filed 2021-02-26 | -$700.00K derived: sum of 4 quarters · filed 2021-02-26 | |
| 2018-12-31 | -$1.90M derived: 10-K 12 month − 10-Q 9 month · filed 2021-02-26 | -$1.70M derived: sum of 2 quarters · filed 2021-02-26 | -$1.40M derived: sum of 3 quarters · filed 2021-02-26 | -$1.80M 10-K · filed 2021-02-26 | -$700.00K 10-K · filed 2019-03-01 |
| 2018-09-30 | $200.00K 10-Q · filed 2019-10-31 | $500.00K derived: sum of 2 quarters · filed 2019-10-31 | $100.00K 10-Q · filed 2018-10-26 | -$2.40M derived: sum of 4 quarters · filed 2020-03-02 | |
| 2018-06-30 | $300.00K 10-Q · filed 2019-10-31 | $300.00K 10-Q · filed 2018-07-27 | -$2.60M derived: sum of 3 quarters · filed 2020-03-02 | -$2.40M derived: sum of 4 quarters · filed 2020-03-02 | |
| 2018-03-31 | $0.00 10-Q · filed 2018-05-03 | -$2.90M derived: sum of 2 quarters · filed 2020-03-02 | -$2.70M derived: sum of 3 quarters · filed 2020-03-02 | -$2.40M derived: sum of 4 quarters · filed 2020-03-02 | |
| 2017-12-31 | -$2.90M derived: 10-K 12 month − 10-Q 9 month · filed 2020-03-02 | -$2.70M derived: sum of 2 quarters · filed 2020-03-02 | -$2.40M derived: sum of 3 quarters · filed 2020-03-02 | -$1.80M 10-K · filed 2020-03-02 | $1.80M 10-K · filed 2018-03-01 |
| 2017-09-30 | $200.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2017-10-27 | $500.00K derived: sum of 2 quarters · filed 2017-10-27 | $1.10M 10-Q · filed 2017-10-27 | -$1.20M derived: sum of 4 quarters · filed 2019-03-01 | |
| 2017-06-30 | $300.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2017-07-28 | $900.00K 10-Q · filed 2017-07-28 | -$1.40M derived: sum of 3 quarters · filed 2019-03-01 | -$700.00K derived: sum of 4 quarters · filed 2019-03-01 | |
| 2017-03-31 | $600.00K 10-Q · filed 2017-04-28 | -$1.70M derived: sum of 2 quarters · filed 2019-03-01 | -$1.00M derived: sum of 3 quarters · filed 2019-03-01 | -$1.00M derived: sum of 4 quarters · filed 2019-03-01 | |
| 2016-12-31 | -$2.30M derived: 10-K 12 month − 10-Q 9 month · filed 2019-03-01 | -$1.60M derived: sum of 2 quarters · filed 2019-03-01 | -$1.60M derived: sum of 3 quarters · filed 2019-03-01 | -$1.30M 10-K · filed 2019-03-01 | $1.30M 10-K · filed 2017-03-01 |
| 2016-09-30 | $700.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2016-10-28 | $700.00K derived: sum of 2 quarters · filed 2016-10-28 | $1.00M 10-Q · filed 2016-10-28 | $900.00K derived: sum of 4 quarters · filed 2018-03-01 | |
| 2016-06-30 | $0.00 derived: 10-Q 6 month − 10-Q 3 month · filed 2016-07-29 | $300.00K 10-Q · filed 2016-07-29 | $200.00K derived: sum of 3 quarters · filed 2018-03-01 | $400.00K derived: sum of 4 quarters · filed 2018-03-01 | |
| 2016-03-31 | $300.00K 10-Q · filed 2016-04-29 | $200.00K derived: sum of 2 quarters · filed 2018-03-01 | $400.00K derived: sum of 3 quarters · filed 2018-03-01 | $600.00K derived: sum of 4 quarters · filed 2018-03-01 | |
| 2015-12-31 | -$100.00K derived: 10-K 12 month − 10-Q 9 month · filed 2018-03-01 | $100.00K derived: sum of 2 quarters · filed 2018-03-01 | $300.00K derived: sum of 3 quarters · filed 2018-03-01 | $400.00K 10-K · filed 2018-03-01 | |
| 2015-09-30 | $200.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2015-10-29 | $400.00K derived: sum of 2 quarters · filed 2015-10-29 | $500.00K 10-Q · filed 2015-10-29 | $618.00K derived: sum of 4 quarters · filed 2017-03-01 | |
| 2015-06-30 | $200.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2015-07-30 | $300.00K 10-Q · filed 2015-07-30 | $418.00K derived: sum of 3 quarters · filed 2017-03-01 | $281.00K derived: sum of 4 quarters · filed 2017-03-01 | |
| 2015-03-31 | $100.00K 10-Q · filed 2015-05-01 | $218.00K derived: sum of 2 quarters · filed 2017-03-01 | $81.00K derived: sum of 3 quarters · filed 2017-03-01 | $246.00K derived: sum of 4 quarters · filed 2017-03-01 | |
| 2014-12-31 | $118.00K derived: 10-K 12 month − 10-Q 9 month · filed 2017-03-01 | -$19.00K derived: sum of 2 quarters · filed 2017-03-01 | $146.00K derived: sum of 3 quarters · filed 2017-03-01 | $200.00K 10-K · filed 2017-03-01 | $236.00K 10-K · filed 2015-02-27 |
| 2014-09-30 | -$137.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2014-10-30 | $28.00K derived: sum of 2 quarters · filed 2014-10-30 | $82.00K 10-Q · filed 2014-10-30 | $977.00K derived: sum of 4 quarters · filed 2016-03-01 | |
| 2014-06-30 | $165.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2014-07-31 | $219.00K 10-Q · filed 2014-07-31 | $1.11M derived: sum of 3 quarters · filed 2016-03-01 | $1.57M derived: sum of 4 quarters · filed 2016-03-01 | |
| 2014-03-31 | $54.00K 10-Q · filed 2014-05-01 | $949.00K derived: sum of 2 quarters · filed 2016-03-01 | $1.40M derived: sum of 3 quarters · filed 2016-03-01 | $1.16M derived: sum of 4 quarters · filed 2016-03-01 | |
| 2013-12-31 | $895.00K derived: 10-K 12 month − 10-Q 9 month · filed 2016-03-01 | $1.35M derived: sum of 2 quarters · filed 2016-03-01 | $1.10M derived: sum of 3 quarters · filed 2016-03-01 | $1.50M 10-K · filed 2016-03-01 | $1.47M 10-K · filed 2014-02-28 |
| 2013-09-30 | $454.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2013-11-06 | $207.00K derived: sum of 2 quarters · filed 2013-11-06 | $605.00K 10-Q · filed 2013-11-06 | $425.00K derived: sum of 4 quarters · filed 2015-02-27 | |
| 2013-06-30 | -$247.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2013-07-31 | $151.00K 10-Q · filed 2013-07-31 | -$29.00K derived: sum of 3 quarters · filed 2015-02-27 | $576.00K derived: sum of 4 quarters · filed 2015-02-27 | |
| 2013-03-31 | $398.00K 10-Q · filed 2013-05-01 | $218.00K derived: sum of 2 quarters · filed 2015-02-27 | $823.00K derived: sum of 3 quarters · filed 2015-02-27 | $509.00K derived: sum of 4 quarters · filed 2015-02-27 | |
| 2012-12-31 | -$180.00K derived: 10-K 12 month − 10-Q 9 month · filed 2015-02-27 | $425.00K derived: sum of 2 quarters · filed 2015-02-27 | $111.00K derived: sum of 3 quarters · filed 2015-02-27 | $614.00K 10-K · filed 2015-02-27 | |
| 2012-09-30 | $605.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2012-10-30 | $291.00K derived: sum of 2 quarters · filed 2012-10-30 | $794.00K 10-Q · filed 2012-10-30 | $657.00K derived: sum of 4 quarters · filed 2014-02-28 | |
| 2012-06-30 | -$314.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2012-07-31 | $189.00K 10-Q · filed 2012-07-31 | $52.00K derived: sum of 3 quarters · filed 2014-02-28 | $563.00K derived: sum of 4 quarters · filed 2014-02-28 | |
| 2012-03-31 | $503.00K 10-Q · filed 2012-05-02 | $366.00K derived: sum of 2 quarters · filed 2014-02-28 | $877.00K derived: sum of 3 quarters · filed 2014-02-28 | $739.00K derived: sum of 4 quarters · filed 2014-02-28 | |
| 2011-12-31 | -$137.00K derived: 10-K 12 month − 10-Q 9 month · filed 2014-02-28 | $374.00K derived: sum of 2 quarters · filed 2014-02-28 | $236.00K derived: sum of 3 quarters · filed 2014-02-28 | $447.00K 10-K · filed 2014-02-28 | |
| 2011-09-30 | $511.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2011-11-01 | $373.00K derived: sum of 2 quarters · filed 2011-11-01 | $584.00K 10-Q · filed 2011-11-01 | $808.00K derived: sum of 4 quarters · filed 2013-02-28 | |
| 2011-06-30 | -$138.00K derived: 10-Q 6 month − 10-Q 3 month · filed 2011-08-02 | $73.00K 10-Q · filed 2011-08-02 | $297.00K derived: sum of 3 quarters · filed 2013-02-28 | -$28.00K derived: sum of 4 quarters · filed 2013-02-28 | |
| 2011-03-31 | $211.00K 10-Q · filed 2011-05-04 | $435.00K derived: sum of 2 quarters · filed 2013-02-28 | $110.00K derived: sum of 3 quarters · filed 2013-02-28 | ||
| 2010-12-31 | $224.00K derived: 10-K 12 month − 10-Q 9 month · filed 2013-02-28 | -$101.00K derived: sum of 2 quarters · filed 2013-02-28 | $252.00K 10-K · filed 2013-02-28 | $149.00K 10-K · filed 2011-02-28 | |
| 2010-09-30 | -$325.00K derived: 10-Q 9 month − 10-Q 6 month · filed 2010-11-03 | $28.00K 10-Q · filed 2010-11-03 | |||
| 2010-06-30 | $353.00K 10-Q · filed 2010-08-05 | ||||
| 2009-12-31 | $0.00 10-K · filed 2012-02-24 | $66.00K 10-K · filed 2011-02-28 | |||
| 2008-12-31 | $252.00K 10-K · filed 2011-02-28 |
Similar stocks
| Stock Name | Country | Market Cap | PE Ratio |
|---|---|---|---|
| Victory Capital Holdings, Inc. (VCTR) | United States | $6.526B | 11.23 |
| AFFILIATED MANAGERS GROUP, INC. (AMG) | United States | $9.584B | 10.44 |
| Lazard, Inc. (LAZ) | $4.037B | 17.14 | |
| COHEN & STEERS, INC. (CNS) | United States | $3.859B | 23.25 |
| PJT Partners Inc. (PJT) | United States | $3.699B | |
| Acadian Asset Management Inc. (AAMI) | $3.310B | 21.70 | |
| DigitalBridge Group, Inc. (DBRG) | United States | $2.997B | 11.40 |
| Ares Management Corp (ARES) | United States | $12.414B | 61.60 |
| Invesco Ltd. (IVZ) | United States | $13.539B | -142.96 |
| VIRTUS INVESTMENT PARTNERS, INC. (VRTS) | United States | $0.860B | 8.22 |