MORNINGSTAR, INC. logo

MORNINGSTAR, INC.

59 Marks
Corp.
First Filed:Sep 29, 1980Latest Filed:Feb 2, 2026Address:22 West Washington Street, Chicago, IL 60602

Portfolio Overview

Registered
14(24%)
Pending
1(2%)
Dead
44(75%)
Previous
4

Top Classes

Class 36
Insurance, Financial Services & Real Estate
22(37%)
Class 9
Electronics, Software & Scientific Equipment
10(17%)
Class 16
Paper Goods and Printed Matter
8(14%)

TTAB Proceedings

Total Proceedings
2
As Plaintiff
0(0%)
As Defendant
2(100%)

Top Firms

DLA Piper LLP (US)(May 2014)
14
Tolpin & Partners PC(Jan 2015)
3
K&L Gates LLP(May 2000)
2
Lowenstein Sandler LLP(Apr 2010)
2
Goodwin Procter LLP(Jun 2014)
1

Trademark Activity Timeline(1980 – 2026)

Trademark Portfolio

63 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
NOTHING IN YOUR WAY
NOTHING IN YOUR WAY
Service Mark
Word
ITU
PENDING
Owner:
Serial:99629413
Filed:Feb 2, 2026
Classes:36, 41
Goods & Services
Class 036: Providing by any means: (i) financial and investment information; (ii) financial management and advisory services in the nature of investment research and portfolio construction, analysis and management; (iii) financial and investment products and services, whether based on proprietary methodologies or otherwise, for use alone or in indexes, investment vehicles of all types, including, without limitation, managed funds, exchange traded funds, trusts, private accounts, debt instruments, alternative investment vehicles, derivatives, structured products, and other investment vehicles; information services relating to financial news and information, securities, securities markets and the energy brokerage industry; objectively rating securities, namely, providing financial information in the nature of security ratings; providing analyses of securities markets and models that objectively rate securities; information services relating to financial news and energy brokerage services; information services relating to finance and securities markets; news reporting services in the field of financial news.; Class 041: Educational services, namely conducting classes, seminars, workshops and conferences in the field of finance and investments; providing a website featuring information in the fields of news, business, finance, securities, securities markets, and the energy industry.
SUITABILITYPRO
SUITABILITYPRO
Trademark
Word
REGISTERED
Owner:
Serial:88132822
Filed:Sep 26, 2018
Classes:9, 36, 42
Registration:5952885
Registered:Jan 7, 2020
Goods & Services
Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals; Computer software for monitoring the implementation of financial plans for individuals, and for recommending strategies based on the risk profile of the individual; Personalized investment counselling; personalized risk assessment services; Software as a service (SAAS) services featuring software for generating risk profiles for individuals; Software as a service (SAAS) services featuring software for generating financial plans for individuals; Software as a service (SAAS) services featuring software for monitoring the implementation of financial plans for individuals and the performance of financial products, namely, investments, insurance, and loans, and for providing notifications and recommendations based on an analysis of monitored implementation and performance
86496652
86496652
Service Mark
Design
ABANDONED
Owner:
Serial:86496652
Filed:Jan 6, 2015
Classes:35
86496635
86496635
Service Mark
Design
ABANDONED
Owner:
Serial:86496635
Filed:Jan 6, 2015
Classes:35
86496624
86496624
Service Mark
Design
ABANDONED
Owner:
Serial:86496624
Filed:Jan 6, 2015
Classes:35
RIGHTPOND
RIGHTPOND
Service Mark
Word
CANCELLED
Owner:
Serial:86297849
Filed:Jun 2, 2014
Classes:36
Registration:4923444
Registered:Mar 22, 2016
DEALVIEW
DEALVIEW
Service Mark
Word
REGISTERED
Owner:
Serial:86270681
Filed:May 2, 2014
Classes:35
Registration:4860478
Registered:Nov 24, 2015
Goods & Services
Preparation of reports relating to finance and investments, in the field of structured finance securities, featuring credit research, analysis and ratings; Preparing financial reports for others, in the field of structured finance securities, featuring credit research, analysis and ratings | Providing on-line publications in the nature of reports in the field of structured finance securities, featuring credit research, analysis, ratings and reports
TOTAL REBALANCE EXPERT
TOTAL REBALANCE EXPERT
Service Mark
Word
REGISTERED
Owner:
Serial:77502399
Filed:Jun 18, 2008
Classes:42
Registration:3693721
Registered:Oct 6, 2009
Goods & Services
Providing temporary use of non-downloadable computer software for financial management in the field of investment management
TRX
TRX
Service Mark
Word
REGISTERED
Owner:
Serial:77502385
Filed:Jun 18, 2008
Classes:42
Registration:3690306
Registered:Sep 29, 2009
Goods & Services
Providing temporary use of non-downloadable computer software for financial management in the field of investment management
ANNUITY INTELLIGENCE REPORT
ANNUITY INTELLIGENCE REPORT
Service Mark
Word
REGISTERED
Owner:
Serial:78969126
Filed:Sep 7, 2006
Classes:35
Registration:3676526
Registered:Sep 1, 2009
Goods & Services
Class 035: Providing information in the field of annuity products, namely, product guides featuring information regarding analysis and summaries of annuity contracts
FINAMETRICA
FINAMETRICA
Service Mark
Word
REGISTERED
Owner:
Serial:78414590
Filed:May 6, 2004
Classes:36, 44
Registration:3048884
Registered:Jan 24, 2006
Goods & Services
Financial and monetary affairs namely analysis, assessment and evaluation of financial risk tolerance; financial planning; financial advising; financial analysis, assessment and evaluation services; analysis, assessment and evaluation of financial risk; financial risk profiling services; providing information in the fields of financial planning, financial advising, financial analysis, assessment and evaluation services, analysis, assessment and evaluation of financial risk and financial risk profiling; Psychological and psychometric analysis assessment, evaluation and testing services relating to financial risk tolerance
OWNERSHIP ZONE
OWNERSHIP ZONE
Trademark
Word
ABANDONED
Owner:
Serial:76396130
Filed:Apr 15, 2002
Classes:16, 36, 42
Goods & Services
Printed publications, namely, books, newsletters, reports, pamphlets and flip-charts related to the field of finance and investment services; Providing financial and investment information; financial advisory services in the nature of investment research, portfolio construction and analysis and portfolio management; Computer services, namely, providing on-line books, newsletters, reports, magazines, pamphlets and articles regarding financial and investment information via a global computer network and other electronic means
MORNINGSTAR
MORNINGSTAR
Service Mark
Stylized
REGISTERED
Owner:
Serial:76360423
Filed:Jan 17, 2002
Classes:36
Registration:2803140
Registered:Jan 6, 2004
Goods & Services
Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice and financial and investment analysis; Financial services in the nature of financial and investment instruments and providing indices of financial and investment instruments and rules for such indices
MORNINGSTAR
MORNINGSTAR
Service Mark
Word
REGISTERED
Owner:
Serial:76358352
Filed:Jan 11, 2002
Classes:36
Registration:2798668
Registered:Dec 23, 2003
Goods & Services
Financial services in the nature of financial and investment instruments and providing indices of financial and investment instruments and rules for such indices; [USE BASIS] Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice and financial and investment analysis
DATALAB
DATALAB
Service Mark
Word
CANCELLED
Owner:
Serial:76323758
Filed:Oct 10, 2001
Classes:36
Registration:2649043
Registered:Nov 12, 2002
Goods & Services
Financial and investment information provided by electronic means
ENCORR
ENCORR
Trademark
Word
CANCELLED
Owner:
Serial:76150263
Filed:Oct 19, 2000
Classes:9
Registration:2750872
Registered:Aug 12, 2003
76086630
76086630
Certification
Design
CANCELLED
Owner:
Serial:76086630
Filed:Jul 11, 2000
Classes:N/A
Registration:2577458
Registered:Jun 11, 2002
76087148
76087148
Certification
Design
CANCELLED
Owner:
Serial:76087148
Filed:Jul 11, 2000
Classes:N/A
Registration:2596975
Registered:Jul 23, 2002
76087130
76087130
Certification
Design
CANCELLED
Owner:
Serial:76087130
Filed:Jul 11, 2000
Classes:N/A
Registration:2596974
Registered:Jul 23, 2002
76086858
76086858
Certification
Design
CANCELLED
Owner:
Serial:76086858
Filed:Jul 11, 2000
Classes:N/A
Registration:2587389
Registered:Jul 2, 2002
76086694
76086694
Certification
Design
CANCELLED
Owner:
Serial:76086694
Filed:Jul 11, 2000
Classes:N/A
Registration:2577460
Registered:Jun 11, 2002
76086666
76086666
Certification
Design
CANCELLED
Owner:
Serial:76086666
Filed:Jul 11, 2000
Classes:N/A
Registration:2575361
Registered:Jun 4, 2002
76086648
76086648
Certification
Design
CANCELLED
Owner:
Serial:76086648
Filed:Jul 11, 2000
Classes:N/A
Registration:2575360
Registered:Jun 4, 2002
76086634
76086634
Certification
Design
CANCELLED
Owner:
Serial:76086634
Filed:Jul 11, 2000
Classes:N/A
Registration:2577459
Registered:Jun 11, 2002
76086413
76086413
Certification
Design
CANCELLED
Owner:
Serial:76086413
Filed:Jul 11, 2000
Classes:N/A
Registration:2584535
Registered:Jun 25, 2002
12345
12345
Certification
Combined
CANCELLED
Owner:
Serial:76086417
Filed:Jul 11, 2000
Classes:N/A
Registration:2584536
Registered:Jun 25, 2002
12345
12345
Certification
Combined
CANCELLED
Owner:
Serial:76086420
Filed:Jul 11, 2000
Classes:N/A
Registration:2587387
Registered:Jul 2, 2002
12345
12345
Certification
Combined
CANCELLED
Owner:
Serial:76086839
Filed:Jul 11, 2000
Classes:N/A
Registration:2584537
Registered:Jun 25, 2002
12345
12345
Certification
Combined
CANCELLED
Owner:
Serial:76087149
Filed:Jul 11, 2000
Classes:N/A
Registration:2596976
Registered:Jul 23, 2002
12345
12345
Certification
Combined
CANCELLED
Owner:
Serial:76087159
Filed:Jul 11, 2000
Classes:N/A
Registration:2584540
Registered:Jun 25, 2002
PORTFOLIO X-RAY
PORTFOLIO X-RAY
Service Mark
Word
REGISTERED
Owner:
Serial:76086693
Filed:Jul 11, 2000
Classes:36
Registration:2596971
Registered:Jul 23, 2002
Goods & Services
Class 036: financial and investment information provided by electronic means
BYALLACCOUNTS
BYALLACCOUNTS
Service Mark
Word
REGISTERED
Owner:
Serial:76066633
Filed:Jun 9, 2000
Classes:36
Registration:2487240
Registered:Sep 11, 2001
Goods & Services
Aggregation, organization and presentation of banking, investment, and other financial information for confidential access and viewing via on-line or wireless communication networks
MORNINGSTARADVISOR.COM
MORNINGSTARADVISOR.COM
Service Mark
Word
CANCELLED
Owner:
Serial:76041349
Filed:May 4, 2000
Classes:38
Registration:2560081
Registered:Apr 9, 2002
MORNINGSTARADVISOR.COM
MORNINGSTARADVISOR.COM
Service Mark
Word
CANCELLED
Owner:
Serial:76042391
Filed:May 4, 2000
Classes:41
Registration:2560089
Registered:Apr 9, 2002
MORNINGSTARADVISOR.COM
MORNINGSTARADVISOR.COM
Service Mark
Word
CANCELLED
Owner:
Serial:76042398
Filed:May 4, 2000
Classes:36
Registration:2574385
Registered:May 28, 2002
MORNINGSTARADVISOR.COM
MORNINGSTARADVISOR.COM
Service Mark
Word
CANCELLED
Owner:
Serial:76042415
Filed:May 4, 2000
Classes:35
Registration:2560090
Registered:Apr 9, 2002
BEFORE YOU INVEST, INVESTIGATE
BEFORE YOU INVEST, INVESTIGATE
Service Mark
Word
CANCELLED
Owner:
Serial:75849148
Filed:Nov 12, 1999
Classes:36
Registration:2720282
Registered:Jun 3, 2003
Goods & Services
financial and investment information provided by electronic means
MORNINGSTAR YOUR FIRST SECOND OPINION
MORNINGSTAR YOUR FIRST SECOND OPINION
Service Mark
Word
CANCELLED
Owner:
Serial:75849149
Filed:Nov 12, 1999
Classes:36
Registration:2391697
Registered:Oct 3, 2000
Goods & Services
financial and investment information provided by electronic means
75821199
75821199
Trademark
Design
CANCELLED
Owner:
Serial:75821199
Filed:Oct 13, 1999
Classes:16
Registration:2452647
Registered:May 22, 2001
Goods & Services
printed publications, namely, books, newsletters, reports, pamphlets and flip-charts related to the field of finance and investment services
MORNINGSTAR ANSWERS
MORNINGSTAR ANSWERS
Trademark
Word
CANCELLED
Owner:
Serial:75811477
Filed:Sep 28, 1999
Classes:16
Registration:2436579
Registered:Mar 20, 2001
Goods & Services
Printed publications, namely, books, newsletters, reports, pamphlets, and flip-charts containing financial and investment information
MORNINGSTAR.COM
MORNINGSTAR.COM
Service Mark
Word
REGISTERED
Owner:
Serial:75764850
Filed:Jul 30, 1999
Classes:36
Registration:2518215
Registered:Dec 11, 2001
Goods & Services
financial and investment information provided by electronic means
MORNINGSTAR SELECT ALLIANCE
MORNINGSTAR SELECT ALLIANCE
Service Mark
Word
ABANDONED
Owner:
Serial:75744526
Filed:Jul 6, 1999
Classes:36
Goods & Services
financial and investment information services provided by electronic means
MORNINGSTAR PROWEB
MORNINGSTAR PROWEB
Service Mark
Word
ABANDONED
Owner:
Serial:75719835
Filed:Jun 3, 1999
Classes:36
Goods & Services
financial and investment information provided by electronic means
401(K) 400
401(K) 400
Trademark
Word
ABANDONED
Owner:
Serial:75613298
Filed:Dec 29, 1998
Classes:9, 36
Goods & Services
computer software for analyzing financial and investment information; financial and investment information provided by electronic means; "401 (K)"
MORNINGSTAR
MORNINGSTAR
Trademark
Combined
REGISTERED
Owner:
Serial:75558619
Filed:Sep 24, 1998
Classes:9, 16, 36, +1
Registration:2307303
Registered:Jan 11, 2000
Goods & Services
Educational services, namely, conducting classes, seminars, workshops and conferences in the field of finances and investments; computer software for analyzing financial and investment information; books, newsletters, reports, magazines, newspapers, pamphlets and manuals regarding financial and investment information; financial and investment information provided by electronic means
MORNINGSTAR
MORNINGSTAR
Trademark
Word
REGISTERED
Owner:
Serial:75557589
Filed:Sep 24, 1998
Classes:9, 36, 41
Registration:2331418
Registered:Mar 21, 2000
Goods & Services
EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, SEMINARS, WORKSHOPS AND CONFERENCES IN THE FIELD OF FINANCE AND INVESTMENTS; computer software for analyzing financial and investment information; financial and investment information provided by electronic means
MORNINGSTAR.NET
MORNINGSTAR.NET
Service Mark
Word
CANCELLED
Owner:
Serial:75495159
Filed:Jun 2, 1998
Classes:36
Registration:2251506
Registered:Jun 8, 1999
Goods & Services
financial and investment information provided by electronic means
PORTFOLIO X-RAYS
PORTFOLIO X-RAYS
Service Mark
Word
CANCELLED
Owner:
Serial:75495084
Filed:Jun 2, 1998
Classes:36
Registration:2249713
Registered:Jun 1, 1999
Goods & Services
financial and investment information provided by electronic means; "PORTFOLIO"
QUICKTAKE
QUICKTAKE
Service Mark
Word
CANCELLED
Owner:
Serial:75453167
Filed:Mar 19, 1998
Classes:36
Registration:2238886
Registered:Apr 13, 1999
Goods & Services
financial and investment information provided by electronic means
STOCKTOOLS
STOCKTOOLS
Trademark
Word
CANCELLED
Owner:
Serial:75288497
Filed:Apr 15, 1997
Classes:9
Registration:2161915
Registered:Jun 2, 1998
Goods & Services
software used to analyze financial investments
FUNDTOOLS
FUNDTOOLS
Trademark
Word
ABANDONED
Owner:
Serial:75287757
Filed:Apr 11, 1997
Classes:9
Goods & Services
software used to analyze financial investments
MORNINGSTAR ASCENT
MORNINGSTAR ASCENT
Trademark
Word
CANCELLED
Owner:
Serial:75038901
Filed:Dec 20, 1995
Classes:9
Registration:2100140
Registered:Sep 23, 1997
Goods & Services
computer software to analyze financial investments
PRINCIPIA
PRINCIPIA
Trademark
Word
CANCELLED
Owner:
Serial:74700096
Filed:Jul 12, 1995
Classes:9
Registration:2183211
Registered:Aug 25, 1998
Goods & Services
software used by financial intermediaries to analyze financial investments
74566461
74566461
Trademark
Design
ABANDONED
Owner:
Serial:74566461
Filed:Aug 15, 1994
Classes:16
Goods & Services
printed periodicals, namely newsletters regarding mutual fund investments and mutual fund investment reports
MORNINGSTAR
MORNINGSTAR
Trademark
Word
REGISTERED
Owner:
Serial:74350680
Filed:Jan 19, 1993
Classes:9, 16
Registration:1866773
Registered:Dec 13, 1994
Goods & Services
financial investment publications recorded in electronically readable formats; printed publications; namely, newsletters regarding financial investments, and financial investments reports
SYSTEM ONE
SYSTEM ONE
Trademark
Word
CANCELLED
Owner:
Serial:73426853
Filed:May 20, 1983
Classes:16
Registration:1309961
Registered:Dec 18, 1984
Goods & Services
Manuals Dealing with Marketing and Retail Sales and Three Ring Binders Therefore, Blank Order Forms, Reorder Record Books, Blank Inventory Forms, Cardboard Stock Control Dividers, Business Reply Envelopes and Postcards, Appointment Confirmation Cards, and Catalogs Offering the Foregoing Business Supplies
SYSTEM ONE
SYSTEM ONE
Service Mark
Word
CANCELLED
Owner:
Serial:73425989
Filed:May 16, 1983
Classes:35
Registration:1302026
Registered:Oct 23, 1984
Goods & Services
Business Management Services-Namely, Operating and Implementing an Inventory Control and Reorder Program for Greeting Card Retail Stores
THE MORNING STAR
THE MORNING STAR
Trademark
Word
CANCELLED
Owner:
Serial:73334755
Filed:Oct 29, 1981
Classes:16
Registration:1236249
Registered:May 3, 1983
Goods & Services
Newsletters Pertaining to Religion, the Promotion and Sale of Goods by Christian Bookstores, and Religious Topics
MORNING STAR
MORNING STAR
Trademark
Word
CANCELLED
Owner:
Serial:73279600
Filed:Sep 29, 1980
Classes:20
Registration:1189344
Registered:Feb 9, 1982
Goods & Services
Ornamental Buttons/Pins
ANDEX
ANDEX
Trademark
Word
Previous
REGISTERED
Owner:
Serial:85023419
Filed:Apr 26, 2010
Classes:16
Registration:3889918
Registered:Dec 14, 2010
Goods & Services
Printed charts that provide stock market, economic and financial data
ANDEX
ANDEX
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:85023469
Filed:Apr 26, 2010
Classes:36
Registration:4109487
Registered:Mar 6, 2012
Goods & Services
Providing financial information derived from or based upon historical indices and/or investment statistics | Providing on-line charts, reports, periodicals and newsletters featuring financial data on the economy and various financial markets
FIELD BUILDER
FIELD BUILDER
Trademark
Word
Previous
CANCELLED
Owner:
Serial:75428895
Filed:Feb 4, 1998
Classes:9
Registration:2239985
Registered:Apr 13, 1999
Goods & Services
COMPUTER SOFTWARE USED IN ANALYSIS OF FINANCIAL INVESTMENTS; "FIELD"
PASS IT ON
PASS IT ON
Trademark
Word
Previous
CANCELLED
Owner:
Serial:73078511
Filed:Feb 26, 1976
Classes:16
Registration:1084716
Registered:Feb 7, 1978
Goods & Services
NEWSLETTERS, INFORMATION SHEETS, BIBLE STUDY WORKSHEETS, EDUCATIONAL AND INSPIRATIONAL BOOKS, AND CATALOGS

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