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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
May 5, 2025 (view filing)May 1-24 daysMansueto Joseph DExecutive ChairmanSSale−14.4K$288.07−$4.15M−0.2%9.51M after9 lots10b5-1
Mar 17, 2025 (view filing)Mar 13-144 daysMansueto Joseph DExecutive ChairmanSSale−1.37K$286.20−$392.7K0.0%10.0M after7 lots10b5-1
Mar 13, 2025 (view filing)Mar 11-122 daysMansueto Joseph DExecutive ChairmanSSale−18.1K$283.38−$5.14M−0.2%10.0M after10 lots10b5-1
Mar 6, 2025 (view filing)Mar 51 dayMansueto Joseph DExecutive ChairmanSSale−9.06K$301.10−$2.73M−0.1%10.0M after7 lots10b5-1
Mar 4, 2025 (view filing)Feb 28-Mar 34 daysMansueto Joseph DExecutive ChairmanSSale−16.2K$312.48−$5.05M−0.2%10.1M after8 lots10b5-1
Feb 28, 2025 (view filing)Feb 26-272 daysMansueto Joseph DExecutive ChairmanSSale−4.45K$323.09−$1.44M0.0%10.1M after5 lots10b5-1
Feb 26, 2025 (view filing)Feb 24-252 daysMansueto Joseph DExecutive ChairmanSSale−17.7K$322.71−$5.70M−0.2%10.1M after6 lots10b5-1
Feb 24, 2025 (view filing)Feb 20-214 daysMansueto Joseph DExecutive ChairmanSSale−9.80K$327.70−$3.21M−0.1%10.1M after4 lots10b5-1
Feb 20, 2025 (view filing)Feb 18-192 daysMansueto Joseph DExecutive ChairmanSSale−14.2K$327.40−$4.65M−0.1%10.1M after7 lots10b5-1
Feb 18, 2025 (view filing)Feb 144 daysMansueto Joseph DExecutive ChairmanSSale−3.21K$328.89−$1.05M0.0%10.1M after3 lots10b5-1
Feb 14, 2025 (view filing)Feb 12-132 daysMansueto Joseph DExecutive ChairmanSSale−9.77K$325.36−$3.18M−0.1%10.1M after10 lots10b5-1
Feb 12, 2025 (view filing)Feb 102 daysMansueto Joseph DExecutive ChairmanSSale−1.70K$325.53−$551.8K0.0%10.1M after2 lots10b5-1
Feb 10, 2025 (view filing)Feb 6-74 daysMansueto Joseph DExecutive ChairmanSSale−9.34K$326.61−$3.05M−0.1%10.1M after5 lots10b5-1
Feb 6, 2025 (view filing)Feb 4-52 daysMansueto Joseph DExecutive ChairmanSSale−8.43K$326.44−$2.75M−0.1%10.1M after8 lots10b5-1
Feb 4, 2025 (view filing)Feb 31 dayMansueto Joseph DExecutive ChairmanSSale−1.72K$327.89−$562.7K0.0%10.2M after10b5-1
Dec 16, 2024 (view filing)Dec 133 daysDubinsky JasonChief Financial OfficerSSale−3.22K$352.89−$1.14M−15.7%17.3K after5 lots
Dec 3, 2024 (view filing)Nov 29-Dec 24 daysMansueto Joseph DExecutive ChairmanSSale−311$354.97−$110.4K0.0%10.7M after6 lots10b5-1
Nov 27, 2024 (view filing)Nov 26-271 dayMansueto Joseph DExecutive ChairmanSSale−17.2K$355.04−$6.10M−0.2%10.7M after9 lots10b5-1
Nov 26, 2024 (view filing)Nov 22-254 daysMansueto Joseph DExecutive ChairmanSSale−18.1K$347.59−$6.30M−0.2%10.7M after12 lots10b5-1
Nov 22, 2024 (view filing)Nov 20-212 daysMansueto Joseph DExecutive ChairmanSSale−13.6K$337.61−$4.60M−0.1%10.8M after6 lots10b5-1
Nov 20, 2024 (view filing)Nov 18-192 daysMansueto Joseph DExecutive ChairmanSSale−9.34K$334.97−$3.13M−0.1%10.8M after5 lots10b5-1
Nov 18, 2024 (view filing)Nov 14-154 daysMansueto Joseph DExecutive ChairmanSSale−3.00K$346.06−$1.04M0.0%10.8M after4 lots10b5-1
Nov 14, 2024 (view filing)Nov 12-132 daysMansueto Joseph DExecutive ChairmanSSale−9.98K$350.69−$3.50M−0.1%10.8M after8 lots10b5-1
Nov 12, 2024 (view filing)Nov 8-114 daysMansueto Joseph DExecutive ChairmanSSale−16.3K$348.99−$5.68M−0.2%10.8M after10 lots10b5-1
Nov 8, 2024 (view filing)Nov 6-72 daysMansueto Joseph DExecutive ChairmanSSale−10.3K$340.13−$3.52M−0.1%10.8M after10 lots10b5-1
Nov 6, 2024 (view filing)Nov 4-52 daysMansueto Joseph DExecutive ChairmanSSale−17.7K$331.60−$5.88M−0.2%10.8M after10 lots10b5-1
Nov 4, 2024 (view filing)Nov 13 daysMansueto Joseph DExecutive ChairmanSSale−9.06K$328.22−$2.97M−0.1%10.8M after3 lots10b5-1
Oct 30, 2024 (view filing)Oct 30Same dayLyons William MDirectorSSale−750$331.88−$248.9K−5.5%12.8K after10b5-1
Sep 30, 2024 (view filing)Sep 30Same dayLyons William MDirectorSSale−750$316.48−$237.4K−5.2%13.6K after10b5-1
Sep 12, 2024 (view filing)Sep 102 daysMansueto Joseph DExecutive ChairmanSSale−345$305.97−$105.6K0.0%10.5M after5 lots10b5-1
Sep 10, 2024 (view filing)Sep 6-94 daysMansueto Joseph DExecutive ChairmanSSale−8.48K$306.23−$2.60M−0.1%10.5M after6 lots10b5-1
Sep 6, 2024 (view filing)Sep 3-53 daysLateMansueto Joseph DExecutive ChairmanSSale−7.24K$312.86−$2.26M−0.1%10.5M after6 lots10b5-1
Sep 3, 2024 (view filing)Aug 304 daysLyons William MDirectorSSale−750$311.60−$233.7K−5.0%14.3K after10b5-1
Sep 3, 2024 (view filing)Aug 29-305 daysMansueto Joseph DExecutive ChairmanSSale−12.9K$312.21−$4.01M−0.1%10.5M after11 lots10b5-1
Aug 29, 2024 (view filing)Aug 27-282 daysMansueto Joseph DExecutive ChairmanSSale−11.4K$311.30−$3.55M−0.1%10.5M after7 lots10b5-1
Aug 27, 2024 (view filing)Aug 23-264 daysMansueto Joseph DExecutive ChairmanSSale−13.0K$313.28−$4.06M−0.1%10.6M after9 lots10b5-1
Aug 23, 2024 (view filing)Aug 21-222 daysMansueto Joseph DExecutive ChairmanSSale−10.7K$312.05−$3.35M−0.1%10.6M after5 lots10b5-1
Aug 21, 2024 (view filing)Aug 19-202 daysMansueto Joseph DExecutive ChairmanSSale−4.05K$315.85−$1.28M0.0%10.6M after5 lots10b5-1
Aug 19, 2024 (view filing)Aug 15-164 daysMansueto Joseph DExecutive ChairmanSSale−14.8K$313.96−$4.66M−0.1%10.6M after8 lots10b5-1
Aug 15, 2024 (view filing)Aug 13-142 daysMansueto Joseph DExecutive ChairmanSSale−10.8K$309.67−$3.33M−0.1%10.6M after8 lots10b5-1
Aug 13, 2024 (view filing)Aug 9-124 daysMansueto Joseph DExecutive ChairmanSSale−10.1K$305.45−$3.09M−0.1%10.6M after5 lots10b5-1
Aug 9, 2024 (view filing)Aug 7-82 daysMansueto Joseph DExecutive ChairmanSSale−11.0K$304.43−$3.36M−0.1%10.6M after13 lots10b5-1
Aug 7, 2024 (view filing)Aug 61 dayMansueto Joseph DExecutive ChairmanSSale−9.06K$302.64−$2.74M−0.1%10.6M after5 lots10b5-1
Aug 5, 2024 (view filing)Aug 14 daysMansueto Joseph DExecutive ChairmanSSale−1.14K$317.03−$362.7K0.0%10.6M after2 lots10b5-1
Jul 31, 2024 (view filing)Jul 31Same dayDunn Daniel JosephChief Revenue OfficerSSale−1.60K$320.89−$513.4K−11.0%13.0K after
Jul 31, 2024 (view filing)Jul 301 dayLyons William MDirectorSSale−750$324.83−$243.6K−4.7%15.1K after10b5-1
Jul 2, 2024 (view filing)Jul 2Same dayDubinsky JasonChief Financial OfficerSSale−3.40K$300.11−$1.02M−14.4%20.2K after10b5-1
Jul 1, 2024 (view filing)Jun 283 daysLyons William MDirectorSSale−750$294.21−$220.7K−4.5%15.8K after10b5-1
Jun 25, 2024 (view filing)Jun 241 dayTsay Caroline JDirectorSSale−290$296.98−$86.1K−6.9%3.92K after
Jun 6, 2024 (view filing)Jun 4-52 daysMansueto Joseph DExecutive ChairmanSSale−7.02K$292.79−$2.05M−0.1%10.6M after9 lots10b5-1