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Morningstar, Inc.

MORN
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001289419

In the last 90 days, Morningstar, Inc. insiders filed 0 open-market purchases and 8 sales; 420 institutions reported holding it in 13F filings for Q2 2026, worth $3.79B in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Morningstar, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
8 filings
2 insiders, $20.7M in total
Insiders trading
2
Net value
−$20.7M
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Morningstar, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Morningstar, Inc.
NameTitleLast reported holdingLast filingFilings, past year
Wiersema ConanCAO & PAO3,068Sep 2, 20264
Holt MichaelChief Financial Officer12,272Sep 2, 20265
Mansueto Daniel10% Owner3,483,827IndirectAug 26, 20261
Mansueto Joseph DExecutive Chairman7,938,192Aug 24, 202631
Lyons William MDirector12,904Aug 3, 20263
Joynt StephenDirector6,282May 19, 20261
Francis Cheryl ADirector36,934May 19, 20261
Kaplan Steven NDirector43,080May 19, 20261
Kapoor KunalCEO151,275May 19, 20262
Tsay Caroline JDirector4,889May 19, 20262
Bramman Anne LDirector1,505May 19, 20261
Diamonte RobinDirector11,338May 19, 20261
Sutton DonielDirector4,970May 19, 20261
Dunn Daniel JosephChief Revenue Officer14,851Nov 18, 20251
Landis Gail SDirector6,069May 19, 20250
Dubinsky JasonChief Financial Officer17,304Dec 16, 20240
McGarry Kimberly JChief Accounting Officer2,307Nov 20, 20230
Desmond BevinChief Talent & Culture Officer24,774Nov 21, 20220

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 dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Jul 1, 2021 (view filing)Jun 29-302 daysMansueto Joseph DExecutive ChairmanSSale−20.5K$256.45−$5.25M−0.1%18.4M after10 lots
Jul 6, 2021 (view filing)Jul 1-25 daysMansueto Joseph DExecutive ChairmanSSale−12.1K$255.92−$3.11M−0.1%18.4M after7 lots
Jul 8, 2021 (view filing)Jul 6-72 daysMansueto Joseph DExecutive ChairmanSSale−18.2K$257.68−$4.68M−0.1%18.4M after7 lots
Jul 13, 2021 (view filing)Jul 9-124 daysMansueto Joseph DExecutive ChairmanSSale−15.1K$252.52−$3.81M−0.1%18.4M after4 lots
Jul 15, 2021 (view filing)Jul 13-142 daysMansueto Joseph DExecutive ChairmanSSale−1.79K$252.19−$452.4K0.0%18.4M after2 lots
Jul 19, 2021 (view filing)Jul 15-164 daysMansueto Joseph DExecutive ChairmanSSale−10.7K$247.81−$2.64M−0.1%18.4M after5 lots
Jul 21, 2021 (view filing)Jul 201 dayMansueto Joseph DExecutive ChairmanSSale−10.8K$250.78−$2.70M−0.1%18.4M after8 lots
Jul 23, 2021 (view filing)Jul 21-222 daysMansueto Joseph DExecutive ChairmanSSale−8.76K$252.83−$2.21M0.0%18.4M after5 lots
Jul 27, 2021 (view filing)Jul 234 daysMansueto Joseph DExecutive ChairmanSSale−3.64K$249.06−$906.3K0.0%18.4M after4 lots
Aug 4, 2021 (view filing)Aug 2-32 daysMansueto Joseph DExecutive ChairmanSSale−24.0K$258.72−$6.22M−0.1%18.3M after13 lots
Aug 4, 2021 (view filing)Aug 22 daysMansueto Joseph DExecutive ChairmanSSaleCommon Stoick−4.46K$258.33−$1.15M0.0%18.3M after
Aug 4, 2021 (view filing)Aug 22 daysDunn Daniel JosephChief Revenue OfficerSSale−600$253.23−$151.9K−5.9%9.51K after
Aug 6, 2021 (view filing)Aug 4-52 daysMansueto Joseph DExecutive ChairmanSSale−10.6K$267.09−$2.83M−0.1%18.3M after9 lots
Aug 6, 2021 (view filing)Aug 42 daysMansueto Joseph DExecutive ChairmanSSaleCommon Stoick−5.41K$268.07−$1.45M0.0%18.3M after
Aug 10, 2021 (view filing)Aug 6-94 daysMansueto Joseph DExecutive ChairmanSSale−18.5K$262.16−$4.84M−0.1%18.3M after8 lots
Aug 12, 2021 (view filing)Aug 10-112 daysMansueto Joseph DExecutive ChairmanSSale−9.52K$261.95−$2.49M−0.1%18.3M after5 lots
Aug 12, 2021 (view filing)Aug 111 dayKaplan Steven NDirectorSSale−1.00K$261.94−$261.9K−2.2%45.1K after
Aug 16, 2021 (view filing)Aug 12-134 daysMansueto Joseph DExecutive ChairmanSSale−13.9K$260.57−$3.63M−0.1%18.3M after6 lots
Aug 18, 2021 (view filing)Aug 16-172 daysMansueto Joseph DExecutive ChairmanSSale−15.6K$265.61−$4.14M−0.1%18.3M after10 lots
Aug 20, 2021 (view filing)Aug 18-192 daysMansueto Joseph DExecutive ChairmanSSale−11.1K$259.60−$2.89M−0.1%18.2M after6 lots
Aug 24, 2021 (view filing)Aug 20-234 daysMansueto Joseph DExecutive ChairmanSSale−16.6K$262.34−$4.35M−0.1%18.2M after7 lots
Aug 26, 2021 (view filing)Aug 24-252 daysMansueto Joseph DExecutive ChairmanSSale−14.6K$264.08−$3.85M−0.1%13.7M after6 lots
Aug 30, 2021 (view filing)Aug 26-274 daysMansueto Joseph DExecutive ChairmanSSale−6.04K$263.34−$1.59M0.0%13.7M after4 lots
Sep 1, 2021 (view filing)Aug 30-312 daysMansueto Joseph DExecutive ChairmanSSale−21.0K$266.70−$5.60M−0.2%13.7M after12 lots
Sep 3, 2021 (view filing)Sep 1-22 daysMansueto Joseph DExecutive ChairmanSSale−23.7K$276.95−$6.58M−0.2%13.7M after19 lots
Sep 8, 2021 (view filing)Sep 3-75 daysMansueto Joseph DExecutive ChairmanSSale−18.8K$279.14−$5.25M−0.1%13.6M after8 lots
Sep 10, 2021 (view filing)Sep 8-92 daysMansueto Joseph DExecutive ChairmanSSale−20.1K$280.13−$5.64M−0.1%13.6M after7 lots
Sep 14, 2021 (view filing)Sep 10-134 daysMansueto Joseph DExecutive ChairmanSSale−7.37K$281.48−$2.07M−0.1%13.6M after6 lots
Sep 16, 2021 (view filing)Sep 14-152 daysMansueto Joseph DExecutive ChairmanSSale−20.1K$273.70−$5.50M−0.1%13.6M after8 lots
Sep 20, 2021 (view filing)Sep 16-174 daysMansueto Joseph DExecutive ChairmanSSale−12.0K$276.19−$3.30M−0.1%13.6M after6 lots
Sep 22, 2021 (view filing)Sep 20-212 daysMansueto Joseph DExecutive ChairmanSSale−6.59K$273.51−$1.80M0.0%13.6M after5 lots
Sep 24, 2021 (view filing)Sep 22-232 daysMansueto Joseph DExecutive ChairmanSSale−18.0K$274.58−$4.95M−0.1%13.6M after9 lots
Sep 28, 2021 (view filing)Sep 24-274 daysMansueto Joseph DExecutive ChairmanSSale−9.88K$278.17−$2.75M−0.1%13.5M after5 lots
Sep 30, 2021 (view filing)Sep 28-292 daysMansueto Joseph DExecutive ChairmanSSale−3.75K$269.14−$1.01M0.0%13.5M after5 lots
Oct 4, 2021 (view filing)Sep 30-Oct 14 daysMansueto Joseph DExecutive ChairmanSSale−12.4K$261.41−$3.25M−0.1%13.5M after10 lots
Oct 6, 2021 (view filing)Oct 51 dayMansueto Joseph DExecutive ChairmanSSale−10.3K$260.67−$2.69M−0.1%13.5M after9 lots
Oct 8, 2021 (view filing)Oct 6-72 daysMansueto Joseph DExecutive ChairmanSSale−19.0K$268.40−$5.11M−0.1%13.5M after10 lots
Oct 13, 2021 (view filing)Oct 8-125 daysMansueto Joseph DExecutive ChairmanSSale−19.7K$289.91−$5.70M−0.1%13.5M after9 lots
Oct 15, 2021 (view filing)Oct 13-142 daysMansueto Joseph DExecutive ChairmanSSale−15.8K$269.26−$4.25M−0.1%13.5M after7 lots
Oct 19, 2021 (view filing)Oct 15-184 daysMansueto Joseph DExecutive ChairmanSSale−11.1K$274.21−$3.05M−0.1%13.5M after7 lots
Nov 3, 2021 (view filing)Nov 1-22 daysMansueto Joseph DExecutive ChairmanSSale−6.02K$316.03−$1.90M0.0%13.5M after6 lots
Nov 5, 2021 (view filing)Nov 3-42 daysMansueto Joseph DExecutive ChairmanSSale−14.6K$312.66−$4.58M−0.1%13.4M after8 lots
Nov 9, 2021 (view filing)Nov 5-84 daysMansueto Joseph DExecutive ChairmanSSale−7.00K$312.89−$2.19M−0.1%13.4M after6 lots
Nov 12, 2021 (view filing)Nov 111 dayKaplan Steven NDirectorSSale−1.00K$312.87−$312.9K−2.2%44.1K after
Nov 12, 2021 (view filing)Nov 9-103 daysMansueto Joseph DExecutive ChairmanSSale−16.2K$312.19−$5.07M−0.1%13.4M after6 lots
Nov 12, 2021 (view filing)May 1, 2020560 daysFrancis Cheryl ADirectorSSale−874$151.83−$132.7K−2.7%31.3K afterAmended
Nov 12, 2021 (view filing)Feb 1284 daysTsay Caroline JDirectorPPurchase+4.91$234.68+$1.15K+0.1%6.04K afterAmended
Nov 15, 2021 (view filing)Nov 11-124 daysMansueto Joseph DExecutive ChairmanSSale−19.6K$315.72−$6.20M−0.1%13.4M after10 lots
Nov 17, 2021 (view filing)Nov 15-162 daysMansueto Joseph DExecutive ChairmanSSale−12.1K$319.26−$3.85M−0.1%13.4M after11 lots
Nov 19, 2021 (view filing)Nov 17-182 daysMansueto Joseph DExecutive ChairmanSSale−14.2K$321.86−$4.57M−0.1%13.4M after9 lots