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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
Aug 11, 2023 (view filing)Aug 9-102 daysMansueto Joseph DExecutive ChairmanSSale−12.0K$219.43−$2.63M−0.1%11.3M after6 lots10b5-1
Aug 9, 2023 (view filing)Aug 7-82 daysMansueto Joseph DExecutive ChairmanSSale−14.6K$221.04−$3.22M−0.1%11.3M after7 lots10b5-1
Aug 7, 2023 (view filing)Aug 3-44 daysMansueto Joseph DExecutive ChairmanSSale−10.5K$225.02−$2.35M−0.1%11.3M after4 lots10b5-1
Aug 3, 2023 (view filing)Aug 21 dayDunn Daniel JosephChief Revenue OfficerSSale−2.00K$224.93−$449.9K−13.5%12.8K after
Aug 3, 2023 (view filing)Aug 1-22 daysMansueto Joseph DExecutive ChairmanSSale−4.82K$229.90−$1.11M0.0%11.3M after4 lots10b5-1
Jul 28, 2023 (view filing)Jul 271 dayLandis Gail SDirectorSSale−395$225.00−$88.9K−6.5%5.73K after10b5-1
Jul 11, 2023 (view filing)Jul 7-104 daysMansueto Joseph DExecutive ChairmanSSale−22.9K$197.82−$4.53M−0.2%11.3M after10 lots10b5-1
Jul 7, 2023 (view filing)Jul 5-62 daysMansueto Joseph DExecutive ChairmanSSale−6.81K$193.81−$1.32M−0.1%11.3M after3 lots10b5-1
Jul 5, 2023 (view filing)Jul 32 daysMansueto Joseph DExecutive ChairmanSSale−6.95K$195.80−$1.36M−0.1%11.3M after2 lots10b5-1
Jul 3, 2023 (view filing)Jun 29-304 daysMansueto Joseph DExecutive ChairmanSSale−25.3K$192.64−$4.87M−0.2%11.3M after11 lots10b5-1
Jun 29, 2023 (view filing)Jun 27-282 daysMansueto Joseph DExecutive ChairmanSSale−20.3K$187.98−$3.81M−0.2%11.4M after5 lots10b5-1
Jun 27, 2023 (view filing)Jun 23-264 daysMansueto Joseph DExecutive ChairmanSSale−2.83K$195.73−$553.7K0.0%11.4M after3 lots10b5-1
Jun 23, 2023 (view filing)Jun 212 daysMansueto Joseph DExecutive ChairmanSSale−5.52K$203.03−$1.12M0.0%11.4M after2 lots10b5-1
Jun 20, 2023 (view filing)Jun 15-165 daysMansueto Joseph DExecutive ChairmanSSale−12.8K$206.49−$2.63M−0.1%11.4M after9 lots10b5-1
Jun 15, 2023 (view filing)Jun 13-142 daysMansueto Joseph DExecutive ChairmanSSale−14.0K$203.69−$2.84M−0.1%11.4M after5 lots10b5-1
Jun 13, 2023 (view filing)Jun 9-124 daysMansueto Joseph DExecutive ChairmanSSale−3.76K$205.54−$773.2K0.0%11.4M after3 lots10b5-1
Jun 9, 2023 (view filing)Jun 7-82 daysMansueto Joseph DExecutive ChairmanSSale−7.22K$206.21−$1.49M−0.1%11.4M after3 lots10b5-1
Jun 9, 2023 (view filing)Jun 81 dayMansueto Joseph DExecutive ChairmanSSaleCommonn Stock−4.77K$206.22−$984.1K0.0%11.4M after10b5-1
Jun 7, 2023 (view filing)Jun 5-62 daysMansueto Joseph DExecutive ChairmanSSale−8.14K$206.35−$1.68M−0.1%11.4M after3 lots10b5-1
Jun 5, 2023 (view filing)Jun 1-24 daysMansueto Joseph DExecutive ChairmanSSale−15.5K$205.50−$3.19M−0.1%11.4M after6 lots10b5-1
Jun 1, 2023 (view filing)May 30-312 daysMansueto Joseph DExecutive ChairmanSSale−18.3K$204.77−$3.74M−0.2%11.4M after9 lots10b5-1
May 17, 2023 (view filing)May 152 daysTsay Caroline JDirectorSSale−651$191.32−$124.5K−15.4%3.58K after
Mar 23, 2023 (view filing)Mar 212 daysMansueto Joseph DExecutive ChairmanSSale−6.15K$187.25−$1.15M−0.1%11.5M after6 lots10b5-1
Mar 21, 2023 (view filing)Mar 17-204 daysMansueto Joseph DExecutive ChairmanSSale−8.45K$183.74−$1.55M−0.1%11.5M after4 lots10b5-1
Mar 17, 2023 (view filing)Mar 161 dayMansueto Joseph DExecutive ChairmanSSale−11.6K$186.30−$2.16M−0.1%11.5M after7 lots
Mar 15, 2023 (view filing)Mar 141 dayMansueto Joseph DExecutive ChairmanSSale−14.5K$189.29−$2.74M−0.1%11.5M after5 lots
Mar 13, 2023 (view filing)Mar 9-104 daysMansueto Joseph DExecutive ChairmanSSale−5.16K$207.52−$1.07M0.0%11.5M after5 lots
Mar 9, 2023 (view filing)Mar 7-82 daysMansueto Joseph DExecutive ChairmanSSale−8.94K$207.25−$1.85M−0.1%11.5M after2 lots
Mar 7, 2023 (view filing)Mar 3-64 daysMansueto Joseph DExecutive ChairmanSSale−22.6K$210.58−$4.77M−0.2%11.5M after12 lots
Mar 3, 2023 (view filing)Mar 1-22 daysMansueto Joseph DExecutive ChairmanSSale−24.6K$206.94−$5.10M−0.2%11.5M after5 lots
Mar 1, 2023 (view filing)Feb 27-282 daysMansueto Joseph DExecutive ChairmanSSale−25.4K$207.53−$5.27M−0.2%11.6M after5 lots
Feb 27, 2023 (view filing)Feb 234 daysMansueto Joseph DExecutive ChairmanSSale−9.27K$233.82−$2.17M−0.1%11.6M after5 lots
Feb 23, 2023 (view filing)Feb 221 dayMansueto Joseph DExecutive ChairmanSSale−8.49K$232.75−$1.98M−0.1%11.6M after3 lots
Feb 21, 2023 (view filing)Feb 174 daysMansueto Joseph DExecutive ChairmanSSale−5.35K$237.31−$1.27M0.0%11.6M after3 lots
Feb 17, 2023 (view filing)Feb 15-162 daysMansueto Joseph DExecutive ChairmanSSale−8.54K$238.55−$2.04M−0.1%11.6M after6 lots
Feb 15, 2023 (view filing)Feb 13-142 daysMansueto Joseph DExecutive ChairmanSSale−12.5K$237.12−$2.96M−0.1%11.6M after7 lots
Feb 13, 2023 (view filing)Feb 9-104 daysMansueto Joseph DExecutive ChairmanSSale−4.24K$243.68−$1.03M0.0%11.6M after5 lots
Feb 9, 2023 (view filing)Feb 7-82 daysMansueto Joseph DExecutive ChairmanSSale−5.41K$244.13−$1.32M0.0%11.6M after5 lots
Feb 3, 2023 (view filing)Feb 1-22 daysMansueto Joseph DExecutive ChairmanSSale−18.8K$250.64−$4.70M−0.2%11.6M after15 lots
Jan 4, 2023 (view filing)Jan 31 dayMansueto Joseph DExecutive ChairmanSSale−2.86K$217.86−$622.9K0.0%11.7M after4 lots
Jan 3, 2023 (view filing)Dec 29, 20225 daysMansueto Joseph DExecutive ChairmanSSale−9.60K$217.44−$2.09M−0.1%11.7M after10 lots
Dec 29, 2022 (view filing)Dec 27-282 daysMansueto Joseph DExecutive ChairmanSSale−9.48K$212.66−$2.02M−0.1%11.7M after5 lots
Dec 27, 2022 (view filing)Dec 234 daysMansueto Joseph DExecutive ChairmanSSale−1.41K$214.32−$301.3K0.0%11.7M after2 lots
Dec 23, 2022 (view filing)Dec 21-222 daysMansueto Joseph DExecutive ChairmanSSale−20.9K$214.36−$4.47M−0.2%11.7M after6 lots
Dec 21, 2022 (view filing)Dec 19-202 daysMansueto Joseph DExecutive ChairmanSSale−17.3K$214.29−$3.71M−0.1%11.7M after3 lots
Dec 15, 2022 (view filing)Dec 13-142 daysMansueto Joseph DExecutive ChairmanSSale−11.8K$235.04−$2.77M−0.1%11.7M after11 lots
Dec 13, 2022 (view filing)Dec 9-124 daysMansueto Joseph DExecutive ChairmanSSale−1.75K$234.37−$409.2K0.0%11.7M after2 lots
Dec 9, 2022 (view filing)Dec 7-82 daysMansueto Joseph DExecutive ChairmanSSale−12.7K$238.17−$3.03M−0.1%11.7M after9 lots
Dec 7, 2022 (view filing)Dec 61 dayMansueto Joseph DExecutive ChairmanSSale−120$239.94−$28.8K0.0%11.8M after
Dec 5, 2022 (view filing)Dec 1-24 daysMansueto Joseph DExecutive ChairmanSSale−13.3K$248.83−$3.30M−0.1%12.4M after10 lots