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Securities and Exchange Commission Awarded a Contract to MORNINGSTAR INC for $5,352,800.00

Signed on

6/29/2022, 12:00 AM

MORNINGSTAR INC Government Contract #50310222P0036

MORNINGSTAR INC was awarded a contract with the United States Government for $5,352,800.00. The contract was awarded by the agency office SECURITIES AND EXCHANGE COMMISSION, which is a division with the Securities and Exchange Commission within the Securities and Exchange Commission.

Summary of Award

The recipient of the federal contract is Morningstar Inc, a U.S.-owned business based in Chicago, Illinois. The contract is for accessing Morningstar data products, funded by the Securities and Exchange Commission with a total value of $4,184,600. Notable transactions include multiple payments to Morningstar Inc, with the latest transaction amounting to $1,070,700.

Contract Details

Contract ID50310222P0036
Contract TypeB
Total Obligation$4,184,600.00
Exercised Options$4,184,600.00
Base Amount + Options$5,352,800.00
Date Signed2022-06-29
Contract DescriptionACCESS TO MORNINGSTAR DATA PRODUCTS
Start Date2022-07-01
End Date2026-06-30

Agency Details

Awarding AgencySecurities and Exchange Commission
Awarding Sub AgencySecurities and Exchange Commission
Awarding OfficeSECURITIES AND EXCHANGE COMMISSION
Funding AgencySecurities and Exchange Commission
Funding Sub AgencySecurities and Exchange Commission
Funding OfficeSECURITIES AND EXCHANGE COMMISSION

Recipient Details

RecipientMORNINGSTAR INC
Recipient Location22 W WASHINGTON ST CHICAGO ILLINOIS, UNITED STATES
Business CategoriesCategory Business, Corporate Entity Not Tax Exempt, Not Designated a Small Business, Special Designations, U.S.-Owned Business

Comments

Award Transactions

Transaction #P00004 | $1,070,700.00May 27, 2025

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,070,700.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #P00003 | $0.00April 29, 2025

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $0.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

This payment could indicate a change to the existing contract.

Transaction #P00002 | $1,068,700.00June 25, 2024

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,068,700.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #P00001 | $1,038,800.00June 21, 2023

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,038,800.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #0 | $1,006,400.00June 29, 2022

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,006,400.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #P00006 | $1,104,100.00June 10, 2026

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,104,100.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #P00005 | $0.00June 8, 2026

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $0.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

This payment could indicate a change to the existing contract.

Transaction #P00004 | $1,070,700.00May 27, 2025

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,070,700.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #P00003 | $0.00April 29, 2025

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $0.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

This payment could indicate a change to the existing contract.

Transaction #P00002 | $1,068,700.00June 25, 2024

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,068,700.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #P00001 | $1,038,800.00June 21, 2023

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,038,800.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.

Transaction #0 | $1,006,400.00June 29, 2022

Securities and Exchange Commission, a sub agency of Securities and Exchange Commission, issued a payment of $1,006,400.00 to MORNINGSTAR INC. The payment included a Subsidy Cost of $0.00.