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Morningstar, Inc.

MORN
Exchange
Nasdaq
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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
May 9, 2025 (view filing)May 7-82 daysMansueto Joseph DExecutive ChairmanSSale−14.5K$300.89−$4.36M−0.2%9.49M after13 lots10b5-1
May 13, 2025 (view filing)May 121 dayHolt MichaelChief Financial OfficerSSale−353$309.01−$109.1K−7.2%4.58K after
May 13, 2025 (view filing)May 9-124 daysMansueto Joseph DExecutive ChairmanSSale−14.5K$307.09−$4.45M−0.2%9.47M after8 lots10b5-1
May 15, 2025 (view filing)May 13-142 daysMansueto Joseph DExecutive ChairmanSSale−9.47K$309.12−$2.93M−0.1%9.46M after5 lots10b5-1
May 16, 2025 (view filing)May 15-161 dayMansueto Joseph DExecutive ChairmanSSale−14.5K$307.78−$4.46M−0.2%9.45M after7 lots10b5-1
May 19, 2025 (view filing)May 163 daysTsay Caroline JDirectorSSale−200$309.84−$62.0K−4.4%4.34K after
May 21, 2025 (view filing)May 19-202 daysMansueto Joseph DExecutive ChairmanSSale−12.4K$309.95−$3.83M−0.1%9.44M after5 lots10b5-1
May 27, 2025 (view filing)May 22-275 daysMansueto Joseph DExecutive ChairmanSSale−9.79K$306.36−$3.00M−0.1%9.43M after10 lots10b5-1
Aug 6, 2025 (view filing)Aug 4-62 daysMansueto Joseph DExecutive ChairmanSSale−11.3K$268.47−$3.04M−0.1%9.40M after7 lots10b5-1
Aug 11, 2025 (view filing)Aug 7-114 daysMansueto Joseph DExecutive ChairmanSSale−21.1K$260.96−$5.50M−0.2%9.38M after12 lots10b5-1
Aug 14, 2025 (view filing)Aug 12-142 daysMansueto Joseph DExecutive ChairmanSSale−18.4K$257.87−$4.76M−0.2%9.36M after10 lots10b5-1
Aug 19, 2025 (view filing)Aug 15-194 daysMansueto Joseph DExecutive ChairmanSSale−21.8K$258.77−$5.63M−0.2%9.34M after8 lots10b5-1
Aug 22, 2025 (view filing)Aug 20-222 daysMansueto Joseph DExecutive ChairmanSSale−15.5K$262.10−$4.07M−0.2%9.32M after11 lots10b5-1
Aug 27, 2025 (view filing)Aug 25-272 daysMansueto Joseph DExecutive ChairmanSSale−11.9K$260.96−$3.10M−0.1%9.31M after9 lots10b5-1
Nov 5, 2025 (view filing)Nov 3-42 daysMansueto Joseph DExecutive ChairmanSSale−14.2K$212.82−$3.02M−0.2%8.69M after6 lots10b5-1
Nov 7, 2025 (view filing)Nov 5-62 daysMansueto Joseph DExecutive ChairmanSSale−11.3K$211.24−$2.40M−0.1%8.68M after4 lots10b5-1
Nov 12, 2025 (view filing)Nov 7-115 daysMansueto Joseph DExecutive ChairmanSSale−21.8K$214.26−$4.66M−0.3%8.65M after11 lots10b5-1
Nov 14, 2025 (view filing)Nov 12-132 daysMansueto Joseph DExecutive ChairmanSSale−14.1K$215.17−$3.03M−0.2%8.64M after5 lots10b5-1
Nov 18, 2025 (view filing)Nov 14-174 daysMansueto Joseph DExecutive ChairmanSSale−8.04K$213.03−$1.71M−0.1%8.63M after2 lots10b5-1
Nov 20, 2025 (view filing)Nov 18-192 daysMansueto Joseph DExecutive ChairmanSSale−14.5K$208.77−$3.03M−0.2%8.62M after7 lots10b5-1
Nov 24, 2025 (view filing)Nov 20-214 daysMansueto Joseph DExecutive ChairmanSSale−14.5K$211.06−$3.06M−0.2%8.60M after9 lots10b5-1
Nov 26, 2025 (view filing)Nov 24-252 daysMansueto Joseph DExecutive ChairmanSSale−1.60K$212.90−$341.1K0.0%8.60M after5 lots10b5-1
Dec 30, 2025 (view filing)Dec 291 dayTsay Caroline JDirectorSSale−600$218.48−$131.1K−13.8%3.74K after
Feb 4, 2026 (view filing)Feb 22 daysMansueto Joseph DExecutive ChairmanSSale−857$202.38−$173.4K0.0%8.24M after2 lots10b5-1
Feb 6, 2026 (view filing)Feb 4-62 daysMansueto Joseph DExecutive ChairmanSSale−20.1K$178.67−$3.59M−0.2%8.22M after14 lots10b5-1
Feb 11, 2026 (view filing)Feb 9-102 daysMansueto Joseph DExecutive ChairmanSSale−4.87K$163.58−$796.1K−0.1%8.21M after3 lots10b5-1
Feb 13, 2026 (view filing)Feb 12-131 dayMansueto Joseph DExecutive ChairmanSSale−14.2K$155.49−$2.21M−0.2%8.20M after9 lots10b5-1
Feb 18, 2026 (view filing)Feb 17-181 dayMansueto Joseph DExecutive ChairmanSSale−14.0K$159.89−$2.24M−0.2%8.18M after9 lots10b5-1
Feb 20, 2026 (view filing)Feb 19-201 dayMansueto Joseph DExecutive ChairmanSSale−13.9K$161.62−$2.24M−0.2%8.17M after4 lots10b5-1
Feb 25, 2026 (view filing)Feb 24-251 dayMansueto Joseph DExecutive ChairmanSSale−14.5K$162.19−$2.35M−0.2%8.16M after17 lots10b5-1
Feb 27, 2026 (view filing)Feb 26-271 dayMansueto Joseph DExecutive ChairmanSSale−14.5K$179.80−$2.61M−0.2%8.14M after12 lots10b5-1
Mar 2, 2026 (view filing)Mar 2Same dayMansueto Joseph DExecutive ChairmanSSale−3.12K$182.32−$569.2K0.0%8.14M after10b5-1
Mar 4, 2026 (view filing)Mar 4Same dayHolt MichaelChief Financial OfficerPPurchase+1.00K$186.59+$186.6K+11.8%9.48K after
May 4, 2026 (view filing)May 1-43 daysMansueto Joseph DExecutive ChairmanSSale−14.5K$170.50−$2.47M−0.2%8.13M after9 lots10b5-1
May 7, 2026 (view filing)May 5-72 daysMansueto Joseph DExecutive ChairmanSSale−21.8K$168.78−$3.67M−0.3%8.11M after20 lots10b5-1
May 12, 2026 (view filing)May 8-124 daysMansueto Joseph DExecutive ChairmanSSale−18.5K$176.70−$3.27M−0.2%8.09M after6 lots10b5-1
May 15, 2026 (view filing)May 14-151 dayMansueto Joseph DExecutive ChairmanSSale−14.5K$168.66−$2.45M−0.2%8.07M after10 lots10b5-1
May 19, 2026 (view filing)May 154 daysHolt MichaelChief Financial OfficerSSale−270$166.05−$44.8K−2.1%12.3K after
May 20, 2026 (view filing)May 18-202 daysMansueto Joseph DExecutive ChairmanSSale−21.2K$175.17−$3.72M−0.3%8.05M after16 lots10b5-1
May 22, 2026 (view filing)May 21-221 dayMansueto Joseph DExecutive ChairmanSSale−9.52K$173.53−$1.65M−0.1%8.04M after9 lots10b5-1
May 27, 2026 (view filing)May 27Same dayLyons William MDirectorSSale−700$179.00−$125.3K−4.8%13.9K after
Aug 3, 2026 (view filing)6:15 PM ETAug 3Same dayLyons William MDirectorSSale−1.00K$199.00−$199.0K−7.2%12.9K after
Aug 5, 2026 (view filing)5:35 PM ETAug 3-52 daysMansueto Joseph DExecutive ChairmanSSale−21.8K$199.98−$4.35M−0.3%8.02M after13 lots10b5-1
Aug 7, 2026 (view filing)7:12 PM ETAug 6-71 dayMansueto Joseph DExecutive ChairmanSSale−9.52K$199.33−$1.90M−0.1%8.01M after6 lots10b5-1
Aug 12, 2026 (view filing)6:54 PM ETAug 10-122 daysMansueto Joseph DExecutive ChairmanSSale−15.5K$198.67−$3.07M−0.2%7.99M after6 lots10b5-1
Aug 14, 2026 (view filing)5:56 PM ETAug 13-141 dayMansueto Joseph DExecutive ChairmanSSale−14.5K$202.40−$2.93M−0.2%7.98M after12 lots10b5-1
Aug 19, 2026 (view filing)5:31 PM ETAug 17-192 daysMansueto Joseph DExecutive ChairmanSSale−21.8K$210.25−$4.57M−0.3%7.96M after15 lots10b5-1
Aug 21, 2026 (view filing)4:47 PM ETAug 20-211 dayMansueto Joseph DExecutive ChairmanSSale−11.3K$215.09−$2.44M−0.1%7.94M after7 lots10b5-1
Aug 24, 2026 (view filing)5:15 PM ETAug 24Same dayMansueto Joseph DExecutive ChairmanSSale−5.66K$218.84−$1.24M−0.1%7.94M after6 lots10b5-1