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.
Politicians who traded MORN
Since 2020, newest trade first. Shares and options by default, including trades reported under an earlier ticker.
- Trades
- 13
- Filings
- 8
- Politicians
- 3
- Buys / sells
- 2 / 11
- Estimated volume
- $295.5K
- Sum of range midpoints
| Politician | Trades | Buys / sells | Est. volume | Last traded | Last filed |
|---|---|---|---|---|---|
 April McClain Delaney House · MD | 10 | 1 / 9 | $104.5K | May 6, 2026 | Jun 5, 2026 |
 Lisa C. McClain House · MI | 2 | 1 / 1 | $16.0K | Aug 4, 2025 | Sep 12, 2025 |
 Nancy Pelosi House · CA | 1 | 0 / 1 | $175.0K | May 8, 2020 | Jun 9, 2020 |
Trades
Reported trades in Morningstar, Inc., newest filings first.
| Politician | Asset | Type | Owner | Traded | Filed | Delay | Amount | Source |
|---|---|---|---|---|---|---|---|---|
Nancy Pelosi House · CA | MORNMorningstar, Inc. | Sell (partial) | Spouse | May 8, 2020 | Jun 9, 2020 | 32 days | $100K-$250K | Filing |
Lisa C. McClain House · MI | MORNMorningstar, Inc. - Common Stock | Buy | Spouse | Jul 22, 2025 | Aug 13, 2025 | 22 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Buy | Child | Aug 2, 2025 | Sep 2, 2025 | 31 days | $15K-$50K | Filing |
Lisa C. McClain House · MI | MORNMorningstar, Inc. - Common Stock | Sell | Spouse | Aug 4, 2025 | Sep 12, 2025 | 39 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Jan 15, 2026 | Feb 2, 2026 | 18 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Feb 6, 2026 | Mar 10, 2026 | 32 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Feb 19, 2026 | Mar 10, 2026 | 19 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Feb 25, 2026 | Mar 10, 2026 | 13 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Apr 30, 2026 | May 6, 2026 | 6 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Apr 16, 2026 | May 6, 2026 | 20 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | Apr 17, 2026 | May 6, 2026 | 19 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | May 4, 2026 | Jun 5, 2026 | 32 days | $1K-$15K | Filing |
April McClain Delaney House · MD | MORNMorningstar, Inc. - Common Stock | Sell (partial) | Child | May 6, 2026 | Jun 5, 2026 | 30 days | $1K-$15K | Filing |
Source: U.S. House Clerk and Senate Office of Public Records (eFD). Amounts are the ranges filers report. Profiles, committees and photos: the unitedstates project (public domain). District maps: U.S. Census Bureau.