Skip to main content

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
Nov 23, 2021 (view filing)Nov 19-224 daysMansueto Joseph DExecutive ChairmanSSale−9.55K$324.75−$3.10M−0.1%13.4M after8 lots
Nov 23, 2021 (view filing)Nov 221 dayDubinsky JasonChief Financial OfficerSSale−3.01K$318.96−$959.1K−14.6%17.5K after5 lots
Nov 26, 2021 (view filing)Nov 23-243 daysMansueto Joseph DExecutive ChairmanSSale−13.8K$317.66−$4.40M−0.1%13.3M after5 lots
Dec 1, 2021 (view filing)Nov 292 daysMansueto Joseph DExecutive ChairmanSSale−10.8K$318.39−$3.45M−0.1%13.3M after8 lots
Dec 3, 2021 (view filing)Dec 1-22 daysMansueto Joseph DExecutive ChairmanSSale−26.4K$316.21−$8.34M−0.2%13.3M after19 lots
Dec 7, 2021 (view filing)Dec 3-64 daysMansueto Joseph DExecutive ChairmanSSale−11.5K$314.88−$3.64M−0.1%13.3M after8 lots
Dec 9, 2021 (view filing)Dec 7-82 daysMansueto Joseph DExecutive ChairmanSSale−18.2K$321.98−$5.85M−0.1%13.3M after14 lots
Dec 13, 2021 (view filing)Dec 9-104 daysMansueto Joseph DExecutive ChairmanSSale−12.9K$321.93−$4.14M−0.1%13.2M after7 lots
Dec 15, 2021 (view filing)Dec 13-142 daysMansueto Joseph DExecutive ChairmanSSale−19.7K$324.17−$6.38M−0.1%13.2M after8 lots
Dec 17, 2021 (view filing)Dec 15-162 daysMansueto Joseph DExecutive ChairmanSSale−32.9K$331.72−$10.9M−0.2%13.2M after15 lots
Dec 21, 2021 (view filing)Dec 17-204 daysMansueto Joseph DExecutive ChairmanSSale−10.1K$335.13−$3.39M−0.1%13.2M after5 lots
Dec 23, 2021 (view filing)Dec 21-222 daysMansueto Joseph DExecutive ChairmanSSale−21.2K$334.95−$7.09M−0.2%13.1M after11 lots
Dec 28, 2021 (view filing)Dec 23-275 daysMansueto Joseph DExecutive ChairmanSSale−18.2K$341.54−$6.23M−0.1%13.1M after12 lots
Dec 30, 2021 (view filing)Dec 28-292 daysMansueto Joseph DExecutive ChairmanSSale−17.1K$345.90−$5.93M−0.1%13.1M after7 lots
Jan 3, 2022 (view filing)Dec 30-31, 20214 daysMansueto Joseph DExecutive ChairmanSSale−12.8K$342.60−$4.38M−0.1%13.1M after5 lots
Jan 5, 2022 (view filing)Jan 3-42 daysMansueto Joseph DExecutive ChairmanSSale−11.5K$336.51−$3.87M−0.1%13.1M after5 lots
Jan 7, 2022 (view filing)Jan 5-62 daysMansueto Joseph DExecutive ChairmanSSale−1.80K$333.82−$601.6K0.0%13.1M after3 lots
Jan 11, 2022 (view filing)Jan 74 daysMansueto Joseph DExecutive ChairmanSSale−786$315.69−$248.1K0.0%13.1M after
Jan 13, 2022 (view filing)Jan 11-122 daysMansueto Joseph DExecutive ChairmanSSale−47.0K$307.36−$14.5M−0.4%13.0M after15 lots
Jan 18, 2022 (view filing)Jan 13-145 daysMansueto Joseph DExecutive ChairmanSSale−2.20K$310.35−$682.8K0.0%13.0M after7 lots
Jan 20, 2022 (view filing)Jan 18-192 daysMansueto Joseph DExecutive ChairmanSSale−6.91K$295.43−$2.04M−0.1%13.0M after6 lots
Jan 24, 2022 (view filing)Jan 20-214 daysMansueto Joseph DExecutive ChairmanSSale−3.61K$291.71−$1.05M0.0%13.0M after8 lots
Jan 26, 2022 (view filing)Jan 242 daysMansueto Joseph DExecutive ChairmanSSale−1.12K$281.22−$313.8K0.0%13.0M after5 lots
Feb 3, 2022 (view filing)Feb 1-22 daysMansueto Joseph DExecutive ChairmanSSale−28.0K$291.20−$8.17M−0.2%13.0M after11 lots
Feb 7, 2022 (view filing)Feb 3-44 daysMansueto Joseph DExecutive ChairmanSSale−13.5K$294.09−$3.96M−0.1%13.0M after9 lots
Feb 9, 2022 (view filing)Feb 7-82 daysMansueto Joseph DExecutive ChairmanSSale−12.5K$295.39−$3.69M−0.1%13.0M after6 lots
Feb 11, 2022 (view filing)Feb 9-102 daysMansueto Joseph DExecutive ChairmanSSale−23.4K$295.72−$6.92M−0.2%12.9M after9 lots
Feb 15, 2022 (view filing)Feb 11-144 daysMansueto Joseph DExecutive ChairmanSSale−5.85K$293.33−$1.72M0.0%12.9M after4 lots
Feb 17, 2022 (view filing)Feb 15-162 daysMansueto Joseph DExecutive ChairmanSSale−18.2K$281.92−$5.13M−0.1%12.9M after7 lots
Feb 23, 2022 (view filing)Feb 18-225 daysMansueto Joseph DExecutive ChairmanSSale−14.4K$273.62−$3.93M−0.1%12.9M after6 lots
Feb 25, 2022 (view filing)Feb 23-242 daysMansueto Joseph DExecutive ChairmanSSale−17.7K$266.51−$4.73M−0.1%12.9M after8 lots
Mar 1, 2022 (view filing)Feb 25-284 daysMansueto Joseph DExecutive ChairmanSSale−31.2K$278.07−$8.69M−0.2%12.9M after18 lots
Mar 3, 2022 (view filing)Mar 1-22 daysMansueto Joseph DExecutive ChairmanSSale−21.7K$271.06−$5.87M−0.2%12.8M after5 lots
Mar 3, 2022 (view filing)Mar 12 daysDubinsky JasonChief Financial OfficerSSale−1.50K$280.04−$420.1K−8.7%15.8K after
Mar 7, 2022 (view filing)Mar 34 daysMansueto Joseph DExecutive ChairmanSSale−11.9K$271.40−$3.24M−0.1%12.8M after5 lots
Mar 9, 2022 (view filing)Mar 7-82 daysMansueto Joseph DExecutive ChairmanSSale−13.7K$257.55−$3.53M−0.1%12.8M after7 lots
Mar 11, 2022 (view filing)Mar 9-102 daysMansueto Joseph DExecutive ChairmanSSale−12.1K$268.78−$3.25M−0.1%12.8M after9 lots
Mar 15, 2022 (view filing)Mar 11-144 daysMansueto Joseph DExecutive ChairmanSSale−23.3K$262.74−$6.12M−0.2%12.8M after13 lots
Mar 17, 2022 (view filing)Mar 15-162 daysMansueto Joseph DExecutive ChairmanSSale−32.7K$264.97−$8.68M−0.3%12.7M after16 lots
Mar 21, 2022 (view filing)Mar 17-184 daysMansueto Joseph DExecutive ChairmanSSale−25.7K$277.02−$7.13M−0.2%12.7M after15 lots
Mar 23, 2022 (view filing)Mar 21-222 daysMansueto Joseph DExecutive ChairmanSSale−12.8K$282.00−$3.62M−0.1%12.7M after8 lots
Mar 25, 2022 (view filing)Mar 241 dayMansueto Joseph DExecutive ChairmanSSale−11.4K$268.72−$3.07M−0.1%12.7M after4 lots
Mar 29, 2022 (view filing)Mar 25-284 daysMansueto Joseph DExecutive ChairmanSSale−19.0K$269.98−$5.14M−0.1%12.7M after10 lots
Mar 31, 2022 (view filing)Mar 29-302 daysMansueto Joseph DExecutive ChairmanSSale−29.8K$279.85−$8.34M−0.2%12.6M after10 lots
Apr 4, 2022 (view filing)Mar 31-Apr 14 daysMansueto Joseph DExecutive ChairmanSSale−5.91K$276.75−$1.63M0.0%12.6M after5 lots
Apr 5, 2022 (view filing)Apr 41 dayMansueto Joseph DExecutive ChairmanSSale−15.1K$273.34−$4.12M−0.1%12.6M after6 lots
May 4, 2022 (view filing)May 2-32 daysMansueto Joseph DExecutive ChairmanSSale−22.4K$254.00−$5.69M−0.2%12.6M after8 lots
May 6, 2022 (view filing)May 42 daysMansueto Joseph DExecutive ChairmanSSale−9.01K$258.11−$2.32M−0.1%12.6M after7 lots
May 10, 2022 (view filing)May 64 daysMansueto Joseph DExecutive ChairmanSSale−100$251.71−$25.2K0.0%12.6M after
May 12, 2022 (view filing)May 10-112 daysMansueto Joseph DExecutive ChairmanSSale−16.0K$237.49−$3.80M−0.1%12.6M after11 lots