Purchase Order FA805223P0050
- Not listed
- The Department of Defense Education Activity awarded a firm fixed price purchase order to Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., for an Investment Research Center Database. The $1,381,739.00 contract has a completion date of September 29, 2022 and was originally awarded on September 30, 2019. This contract does not have a set-aside designation. Morningstar, as a leading independent investment research provider, has been awarded similar data and analytics...
- This federal contract award is a purchase order issued by the National Office (a civilian government agency) to Morningstar Inc., a global financial services firm headquartered in Chicago, Illinois. The purpose of this $888,514.04 firm-fixed-price contract is to provide financial data subscription services. This contract does not have a small business set-aside designation, indicating Morningstar competes as a large, established provider. The contract supports critical government functions...
- This is a firm-fixed-price purchase order contract awarded by the Department of the Treasury Departmental Offices to Morningstar Inc. for a dataset subscription. The $3,459,031 contract has a period of performance through May 16, 2026 and supports the Committee on Foreign Investment in the United States (CFIUS) by providing access to Morningstar's financial data and analytics platforms, including the Pitchbook Platform. This data and tools enable CFIUS to conduct investment analysis, assess...
- This is a firm-fixed-price purchase order contract awarded by the Department of Labor (DOL) to Morningstar, Inc. for $289,625.00 to provide financial data subscription services in support of the DOL's Employee Benefits Security Administration (EBSA). The contract has an ultimate completion date of September 14, 2018. Morningstar is a leading provider of independent investment research, financial data, and analytics solutions. This contract does not have a set-aside designation. Morningstar has...
- This is a firm-fixed-price purchase order awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to Morningstar Inc. for Morningstar Advisor Workstation licenses. The $21,400.00 contract has a period of performance through September 29, 2026 and does not utilize a small business set-aside designation. Morningstar, a global financial services firm headquartered in Chicago, has been awarded numerous federal contracts across civilian and defense agencies to...
- This firm-fixed-price purchase order worth $75,500.00 was awarded by the Securities and Exchange Commission (SEC) to Morningstar Inc., a leading provider of independent investment research. The contract is for access to Morningstar's hedge fund database to support the SEC's oversight and regulatory functions. The award has no set-aside designation and the period of performance runs through April 30, 2020. Morningstar is a for-profit organization that has provided specialized financial data,...
- The U.S. Department of Defense has awarded a firm fixed-price purchase order to Pitchbook Data Inc., a subsidiary of Morningstar, Inc., for a $170,000.00 Pitchbook subscription renewal. The contract provides ongoing access to Pitchbook's financial data and analytics platform, which includes private company profiles, investment deal details, people analytics, and other market intelligence. Pitchbook has been awarded numerous similar federal contracts as a prime contractor, providing data services...
- This is a $661,080.96 firm fixed-price purchase order contract awarded by the Air Education and Training Command (AETC), a component of the U.S. Department of Defense (DoD), to ProQuest LLC, a foreign-owned for-profit company based in Ann Arbor, Michigan. The contract provides access to the ANCESTRY FOLD3 LIBRARY DATABASE for DoD members, with a period of performance through September 29, 2029. This award is not associated with a set-aside program. ProQuest LLC holds several significant...
- The Securities and Exchange Commission (SEC) awarded a firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, for the provision of Morningstar API data. The $2,908,000.00 contract, which has no set-aside designation, will run through June 30, 2022. Morningstar has provided similar subscriptions and data services to other federal agencies such as the Department of the Treasury and Department of Labor to support market oversight, economic...
- This is a $719,821.85 firm-fixed-price purchase order contract awarded by the Bureau of Administration, a civilian agency, to Pitchbook Data Inc., a subsidiary of Morningstar, Inc. The contract provides subscription-based access to Pitchbook's comprehensive financial data, software, and research services focused on private capital markets. This includes detailed analytics on venture capital, private equity, mergers and acquisitions, and private company profiles. The contract supports critical...
This is a $1,613,795.00 firm-fixed-price purchase order contract awarded by the Air Education and Training Command, a defense agency, to Morningstar Investment Management LLC. The contract is for financial planning, investment research, and access to the Ancestry Fold3 library database for Department of Defense members. This contract does not have a set-aside designation. Morningstar Investment Management LLC is a subsidiary of the parent company Morningstar Inc., which is a global financial services firm that has been awarded numerous federal contracts to provide financial data, analytics, and subscription-based services across civilian and defense agencies. The contract supports critical government functions like investment analysis, due diligence, and national security-related oversight of foreign investments.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00002 | Exercise an Option | $559.2k | 7/3/25 | |
| P00001 | Exercise an Option | $537.7k | 9/21/24 | |
| Not listed | Not listed | $517.0k | 9/27/23 |