Morningstar, Inc.

MORN
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001289419

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateInsiderTransactionSharesAvg priceValueShares afterHolding changeFiling
Aug 24, 20265:15 PM ETAug 24, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−5.66K$218.8362−$1.24M7.94M−0.1%SEC10b5-1
Aug 21, 20264:47 PM ETAug 20 – Aug 21, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−11.35K$215.0937−$2.44M7.94M−0.1%SEC10b5-1
Aug 19, 20265:31 PM ETAug 17 – Aug 19, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.75K$210.245−$4.57M7.96M−0.3%SEC10b5-1
Aug 14, 20265:56 PM ETAug 13 – Aug 14, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$202.4006−$2.93M7.98M−0.2%SEC10b5-1
Aug 12, 20266:54 PM ETAug 10 – Aug 12, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−15.47K$198.6655−$3.07M7.99M−0.2%SEC10b5-1
Aug 7, 20267:12 PM ETAug 6 – Aug 7, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−9.52K$199.3302−$1.9M8.01M−0.1%SEC10b5-1
Aug 5, 20265:35 PM ETAug 3 – Aug 5, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.75K$199.9766−$4.35M8.02M−0.3%SEC10b5-1
Aug 3, 20266:15 PM ETAug 3, 2026Lyons William MDirectorSSaleCommon Stock−1K$199.00−$199K12.9K−7.2%SEC
May 27, 2026May 27, 2026Lyons William MDirectorSSaleCommon Stock−700$179.00−$125.3K13.9K−4.8%SEC
May 22, 2026May 21 – May 22, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−9.52K$173.5282−$1.65M8.04M−0.1%SEC10b5-1
May 20, 2026May 18 – May 20, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.23K$175.1694−$3.72M8.05M−0.3%SEC10b5-1
May 19, 2026May 15, 2026Holt MichaelChief Financial OfficerSSaleCommon Stock−270$166.05−$44.83K12.33K−2.1%SEC
May 15, 2026May 14 – May 15, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$168.6634−$2.45M8.07M−0.2%SEC10b5-1
May 12, 2026May 8 – May 12, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−18.5K$176.7023−$3.27M8.09M−0.2%SEC10b5-1
May 7, 2026May 5 – May 7, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.75K$168.7755−$3.67M8.11M−0.3%SEC10b5-1
May 4, 2026May 1 – May 4, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$170.4994−$2.47M8.13M−0.2%SEC10b5-1
Mar 4, 2026Mar 4, 2026Holt MichaelChief Financial OfficerPPurchaseCommon Stock+1K$186.59+$186.59K9.48K+11.8%SEC
Mar 2, 2026Mar 2, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−3.12K$182.32−$569.2K8.14M0.0%SEC10b5-1
Feb 27, 2026Feb 26 – Feb 27, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$179.7996−$2.61M8.14M−0.2%SEC10b5-1
Feb 25, 2026Feb 24 – Feb 25, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$162.1863−$2.35M8.16M−0.2%SEC10b5-1
Feb 20, 2026Feb 19 – Feb 20, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−13.86K$161.6165−$2.24M8.17M−0.2%SEC10b5-1
Feb 18, 2026Feb 17 – Feb 18, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.04K$159.8881−$2.24M8.18M−0.2%SEC10b5-1
Feb 13, 2026Feb 12 – Feb 13, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.19K$155.4903−$2.21M8.2M−0.2%SEC10b5-1
Feb 11, 2026Feb 9 – Feb 10, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−4.87K$163.5756−$796.12K8.21M−0.1%SEC10b5-1
Feb 6, 2026Feb 4 – Feb 6, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−20.07K$178.6669−$3.59M8.22M−0.2%SEC10b5-1
Feb 4, 2026Feb 2, 2026Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−857$202.3821−$173.44K8.24M0.0%SEC10b5-1
Dec 30, 2025Dec 29, 2025TSAY CAROLINE JDirectorSSaleCommon Stock−600$218.48−$131.09K3.74K−13.8%SEC
Nov 26, 2025Nov 24 – Nov 25, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−1.6K$212.8975−$341.06K8.6M0.0%SEC10b5-1
Nov 24, 2025Nov 20 – Nov 21, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$211.0562−$3.06M8.6M−0.2%SEC10b5-1
Nov 20, 2025Nov 18 – Nov 19, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$208.7734−$3.03M8.62M−0.2%SEC10b5-1
Nov 18, 2025Nov 14 – Nov 17, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−8.04K$213.0272−$1.71M8.63M−0.1%SEC10b5-1
Nov 14, 2025Nov 12 – Nov 13, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.1K$215.1679−$3.03M8.64M−0.2%SEC10b5-1
Nov 12, 2025Nov 7 – Nov 11, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.75K$214.2587−$4.66M8.65M−0.3%SEC10b5-1
Nov 7, 2025Nov 5 – Nov 6, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−11.34K$211.2447−$2.4M8.68M−0.1%SEC10b5-1
Nov 5, 2025Nov 3 – Nov 4, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.17K$212.8175−$3.02M8.69M−0.2%SEC10b5-1
Aug 27, 2025Aug 25 – Aug 27, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−11.88K$260.9603−$3.1M9.31M−0.1%SEC10b5-1
Aug 22, 2025Aug 20 – Aug 22, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−15.51K$262.0994−$4.07M9.32M−0.2%SEC10b5-1
Aug 19, 2025Aug 15 – Aug 19, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.75K$258.7709−$5.63M9.34M−0.2%SEC10b5-1
Aug 14, 2025Aug 12 – Aug 14, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−18.44K$257.8722−$4.76M9.36M−0.2%SEC10b5-1
Aug 11, 2025Aug 7 – Aug 11, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−21.08K$260.9571−$5.5M9.38M−0.2%SEC10b5-1
Aug 6, 2025Aug 4 – Aug 6, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−11.33K$268.4663−$3.04M9.4M−0.1%SEC10b5-1
May 27, 2025May 22 – May 27, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−9.79K$306.3572−$3M9.43M−0.1%SEC10b5-1
May 21, 2025May 19 – May 20, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−12.35K$309.9543−$3.83M9.44M−0.1%SEC10b5-1
May 19, 2025May 16, 2025TSAY CAROLINE JDirectorSSaleCommon Stock−200$309.84−$61.97K4.34K−4.4%SEC
May 16, 2025May 15 – May 16, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$307.7819−$4.46M9.45M−0.2%SEC10b5-1
May 15, 2025May 13 – May 14, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−9.47K$309.1162−$2.93M9.46M−0.1%SEC10b5-1
May 13, 2025May 9 – May 12, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$307.0895−$4.45M9.47M−0.2%SEC10b5-1
May 13, 2025May 12, 2025Holt MichaelChief Financial OfficerSSaleCommon Stock−353$309.01−$109.08K4.58K−7.2%SEC
May 9, 2025May 7 – May 8, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−14.5K$300.889−$4.36M9.49M−0.2%SEC10b5-1
May 7, 2025May 5 – May 6, 2025Mansueto Joseph DExecutive ChairmanSSaleCommon Stock−10.46K$294.879−$3.08M9.5M−0.1%SEC10b5-1