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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
Jun 6, 2024 (view filing)Jun 42 daysLyons William MDirectorSSale−750$289.07−$216.8K−4.3%16.6K after10b5-1
Jun 4, 2024 (view filing)May 31-Jun 34 daysMansueto Joseph DExecutive ChairmanSSale−13.6K$288.59−$3.92M−0.1%10.6M after7 lots10b5-1
May 31, 2024 (view filing)May 29-302 daysMansueto Joseph DExecutive ChairmanSSale−5.96K$287.22−$1.71M−0.1%10.7M after4 lots10b5-1
May 29, 2024 (view filing)May 281 dayMansueto Joseph DExecutive ChairmanSSale−236$296.65−$70.0K0.0%10.7M after10b5-1
May 28, 2024 (view filing)May 23-245 daysMansueto Joseph DExecutive ChairmanSSale−6.20K$297.28−$1.84M−0.1%10.7M after7 lots10b5-1
May 23, 2024 (view filing)May 21-222 daysMansueto Joseph DExecutive ChairmanSSale−13.0K$299.03−$3.89M−0.1%10.7M after8 lots10b5-1
May 21, 2024 (view filing)May 17-204 daysMansueto Joseph DExecutive ChairmanSSale−9.52K$299.77−$2.85M−0.1%10.7M after5 lots10b5-1
May 17, 2024 (view filing)May 15-162 daysMansueto Joseph DExecutive ChairmanSSale−10.9K$300.83−$3.27M−0.1%10.7M after8 lots10b5-1
May 15, 2024 (view filing)May 13-142 daysMansueto Joseph DExecutive ChairmanSSale−6.24K$296.85−$1.85M−0.1%10.7M after5 lots10b5-1
May 13, 2024 (view filing)May 9-104 daysMansueto Joseph DExecutive ChairmanSSale−11.5K$298.16−$3.43M−0.1%10.7M after7 lots10b5-1
May 13, 2024 (view filing)May 103 daysKaplan Steven NDirectorSSale−1.25K$298.13−$372.7K−2.8%43.2K after10b5-1
May 9, 2024 (view filing)May 6-83 daysLateMansueto Joseph DExecutive ChairmanSSale−7.76K$300.43−$2.33M−0.1%10.7M after7 lots10b5-1
May 7, 2024 (view filing)May 3-64 daysMansueto Joseph DExecutive ChairmanSSale−16.4K$296.14−$4.87M−0.2%10.7M after9 lots10b5-1
May 3, 2024 (view filing)May 1-22 daysMansueto Joseph DExecutive ChairmanSSale−16.6K$288.42−$4.80M−0.2%10.8M after13 lots10b5-1
Mar 14, 2024 (view filing)Mar 122 daysMansueto Joseph DExecutive ChairmanSSale−8.61K$307.73−$2.65M−0.1%10.8M after6 lots10b5-1
Mar 12, 2024 (view filing)Mar 8-114 daysMansueto Joseph DExecutive ChairmanSSale−5.97K$310.33−$1.85M−0.1%10.8M after4 lots10b5-1
Mar 12, 2024 (view filing)Mar 111 dayKaplan Steven NDirectorSSale−1.25K$306.81−$383.5K−2.7%44.4K after10b5-1
Mar 8, 2024 (view filing)Mar 6-72 daysMansueto Joseph DExecutive ChairmanSSale−18.5K$310.33−$5.75M−0.2%10.8M after12 lots10b5-1
Mar 6, 2024 (view filing)Mar 4-52 daysMansueto Joseph DExecutive ChairmanSSale−21.6K$303.50−$6.55M−0.2%10.8M after9 lots10b5-1
Mar 4, 2024 (view filing)Feb 29-Mar 14 daysMansueto Joseph DExecutive ChairmanSSale−10.4K$298.49−$3.11M−0.1%10.8M after5 lots10b5-1
Feb 29, 2024 (view filing)Feb 27-282 daysMansueto Joseph DExecutive ChairmanSSale−21.0K$295.85−$6.20M−0.2%10.8M after7 lots10b5-1
Feb 27, 2024 (view filing)Feb 23-264 daysMansueto Joseph DExecutive ChairmanSSale−18.8K$298.34−$5.62M−0.2%10.9M after15 lots10b5-1
Feb 23, 2024 (view filing)Feb 21-222 daysMansueto Joseph DExecutive ChairmanSSale−15.5K$275.33−$4.26M−0.1%10.9M after5 lots10b5-1
Feb 21, 2024 (view filing)Feb 201 dayMansueto Joseph DExecutive ChairmanSSale−4.18K$273.07−$1.14M0.0%10.9M after10b5-1
Feb 20, 2024 (view filing)Feb 15-165 daysMansueto Joseph DExecutive ChairmanSSale−8.23K$277.75−$2.29M−0.1%10.9M after5 lots10b5-1
Feb 15, 2024 (view filing)Feb 141 dayMansueto Joseph DExecutive ChairmanSSale−8.99K$275.94−$2.48M−0.1%10.9M after6 lots10b5-1
Feb 13, 2024 (view filing)Feb 9-124 daysMansueto Joseph DExecutive ChairmanSSale−15.1K$280.37−$4.25M−0.1%10.9M after8 lots10b5-1
Feb 9, 2024 (view filing)Feb 7-82 daysMansueto Joseph DExecutive ChairmanSSale−10.8K$277.36−$2.98M−0.1%10.9M after8 lots10b5-1
Feb 7, 2024 (view filing)Feb 5-62 daysMansueto Joseph DExecutive ChairmanSSale−145$276.43−$40.1K0.0%10.9M after2 lots10b5-1
Feb 5, 2024 (view filing)Feb 1-24 daysMansueto Joseph DExecutive ChairmanSSale−7.15K$279.38−$2.00M−0.1%10.9M after4 lots10b5-1
Nov 29, 2023 (view filing)Nov 272 daysMansueto Joseph DExecutive ChairmanSSale−6.26K$277.17−$1.73M−0.1%11.3M after4 lots10b5-1
Nov 27, 2023 (view filing)Nov 243 daysMansueto Joseph DExecutive ChairmanSSale−6.55K$275.86−$1.81M−0.1%11.3M after2 lots10b5-1
Nov 24, 2023 (view filing)Nov 21-223 daysMansueto Joseph DExecutive ChairmanSSale−25.3K$274.94−$6.96M−0.2%11.4M after7 lots10b5-1
Nov 21, 2023 (view filing)Nov 17-204 daysMansueto Joseph DExecutive ChairmanSSale−22.0K$271.50−$5.98M−0.2%11.4M after7 lots10b5-1
Nov 17, 2023 (view filing)Nov 15-162 daysMansueto Joseph DExecutive ChairmanSSale−20.4K$269.76−$5.51M−0.2%11.4M after5 lots10b5-1
Nov 15, 2023 (view filing)Nov 141 dayDiamonte RobinDirectorSSale−400$268.91−$107.6K−4.3%8.94K after
Nov 15, 2023 (view filing)Nov 13-142 daysMansueto Joseph DExecutive ChairmanSSale−21.2K$267.28−$5.68M−0.2%11.4M after6 lots10b5-1
Nov 13, 2023 (view filing)Nov 9-104 daysMansueto Joseph DExecutive ChairmanSSale−12.2K$263.46−$3.21M−0.1%11.4M after9 lots10b5-1
Nov 9, 2023 (view filing)Nov 7-82 daysMansueto Joseph DExecutive ChairmanSSale−15.0K$262.25−$3.94M−0.1%11.5M after5 lots10b5-1
Nov 7, 2023 (view filing)Nov 3-64 daysMansueto Joseph DExecutive ChairmanSSale−20.7K$262.81−$5.44M−0.2%11.5M after7 lots10b5-1
Nov 3, 2023 (view filing)Nov 1-22 daysMansueto Joseph DExecutive ChairmanSSale−25.3K$256.28−$6.48M−0.2%11.5M after9 lots10b5-1
Sep 7, 2023 (view filing)Sep 52 daysLandis Gail SDirectorSSale−580$250.00−$145.0K−10.1%5.15K after10b5-1
Sep 5, 2023 (view filing)Aug 31-Sep 15 daysMansueto Joseph DExecutive ChairmanSSale−24.0K$233.12−$5.61M−0.2%11.5M after11 lots10b5-1
Aug 31, 2023 (view filing)Aug 29-302 daysMansueto Joseph DExecutive ChairmanSSale−16.9K$226.74−$3.84M−0.1%11.5M after8 lots10b5-1
Aug 29, 2023 (view filing)Aug 25-284 daysMansueto Joseph DExecutive ChairmanSSale−25.3K$223.15−$5.65M−0.2%11.6M after10 lots10b5-1
Aug 25, 2023 (view filing)Aug 23-242 daysMansueto Joseph DExecutive ChairmanSSale−18.3K$219.57−$4.01M−0.2%11.2M after8 lots10b5-1
Aug 23, 2023 (view filing)Aug 21-222 daysMansueto Joseph DExecutive ChairmanSSale−13.8K$215.44−$2.97M−0.1%11.2M after5 lots10b5-1
Aug 21, 2023 (view filing)Aug 17-184 daysMansueto Joseph DExecutive ChairmanSSale−12.9K$220.97−$2.84M−0.1%11.2M after6 lots10b5-1
Aug 17, 2023 (view filing)Aug 15-162 daysMansueto Joseph DExecutive ChairmanSSale−13.3K$219.06−$2.91M−0.1%11.2M after4 lots10b5-1
Aug 15, 2023 (view filing)Aug 11-144 daysMansueto Joseph DExecutive ChairmanSSale−8.70K$219.28−$1.91M−0.1%11.2M after4 lots10b5-1