Insider Trading & Ownership - Morningstar Inc. (MORN)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Morningstar Inc.
Goto 0, 1, 2, ...13, 14, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-03-12
Sale
2024-03-14
5:04 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
8,614$307.73$2,650,78915,669,575
(Indirect
Direct)
View
2024-03-08
Sale
2024-03-12
5:18 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
5,972$310.34$1,853,32415,678,189
(Indirect
Direct)
View
2024-03-11
Sale
2024-03-12
5:16 pm
Morningstar Inc.MORNKaplan Steven N
Director
1,250$306.81$383,51744,427
(Direct)
View
2024-03-06
Sale
2024-03-08
4:48 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
18,515$310.33$5,745,83615,684,161
(Indirect
Direct)
View
2024-03-04
Sale
2024-03-06
6:08 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,578$303.51$6,549,05415,702,676
(Indirect
Direct)
View
2024-02-29
Sale
2024-03-04
5:20 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,423$298.49$3,111,14615,724,254
(Indirect
Direct)
View
2024-02-27
Sale
2024-02-29
5:01 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
20,959$295.85$6,200,71415,734,677
(Indirect
Direct)
View
2024-02-23
Sale
2024-02-27
5:20 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
18,848$298.34$5,623,13215,755,636
(Indirect
Direct)
View
2024-02-21
Sale
2024-02-23
4:41 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
15,490$275.33$4,264,84515,774,484
(Indirect
Direct)
View
2024-02-20
Sale
2024-02-21
4:18 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
4,176$273.07$1,140,34015,789,974
(Indirect
Direct)
View
2024-02-15
Sale
2024-02-20
5:06 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
8,230$277.75$2,285,88415,794,150
(Indirect
Direct)
View
2024-02-14
Sale
2024-02-15
5:53 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
8,993$275.94$2,481,50215,802,380
(Indirect
Direct)
View
2024-02-09
Sale
2024-02-13
5:02 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
15,149$280.37$4,247,29115,811,373
(Indirect
Direct)
View
2024-02-07
Sale
2024-02-09
4:29 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,762$277.36$2,984,98915,826,522
(Indirect
Direct)
View
2024-02-05
Sale
2024-02-07
1:35 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
145$276.43$40,08215,837,284
(Indirect
Direct)
View
2024-02-01
Sale
2024-02-05
5:16 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
7,146$279.38$1,996,46215,837,429
(Indirect
Direct)
View
2023-11-27
Sale
2023-11-29
12:43 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
6,257$277.17$1,734,27415,892,200
(Indirect
Direct)
View
2023-11-24
Sale
2023-11-27
2:09 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
6,555$275.86$1,808,26315,898,457
(Indirect
Direct)
View
2023-11-21
Sale
2023-11-24
11:09 am
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
25,300$274.94$6,955,98115,905,012
(Indirect
Direct)
View
2023-11-17
Sale
2023-11-21
12:49 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
22,021$271.5$5,978,76515,930,312
(Indirect
Direct)
View
2023-11-15
Sale
2023-11-17
11:18 am
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
20,426$269.76$5,510,15415,952,333
(Indirect
Direct)
View
2023-11-14
Sale
2023-11-15
2:08 pm
Morningstar Inc.MORNDiamonte Robin
Director
400$268.91$107,5648,935
(Direct)
View
2023-11-13
Sale
2023-11-15
1:44 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,233$267.28$5,675,21815,972,759
(Indirect
Direct)
View
2023-11-09
Sale
2023-11-13
12:13 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
12,175$263.45$3,207,56315,993,992
(Indirect
Direct)
View
2023-11-07
Sale
2023-11-09
1:20 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
15,023$262.26$3,939,86816,006,167
(Indirect
Direct)
View
2023-11-03
Sale
2023-11-07
1:58 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
20,710$262.81$5,442,81316,021,190
(Indirect
Direct)
View
2023-11-01
Sale
2023-11-03
1:50 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
25,300$256.28$6,483,93516,041,900
(Indirect
Direct)
View
2023-09-05
Sale
2023-09-07
12:13 pm
Morningstar Inc.MORNLandis Gail S
Director
580$250$145,0005,147
(Direct)
View
2023-08-31
Sale
2023-09-05
4:01 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
24,044$233.13$5,605,28316,067,200
(Indirect
Direct)
View
2023-08-29
Sale
2023-08-31
12:57 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
16,930$226.74$3,838,72116,091,244
(Indirect
Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing

Ownership
2024-03-18
5:20 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
PAO & CAO
0$01,071
(Direct)
View
2023-11-30
Gift
2023-12-06
4:45 pm
N/A
N/A
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
47,625$015,844,575
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
9:16 pm
N/A
N/A
Morningstar Inc.MORNMcGarry Kimberly J
Chief Accounting Officer
33$269.662,307
(Direct)
View
2023-11-17
Exercise
2023-11-20
8:52 pm
N/A
2023-11-17
Morningstar Inc.MORNKapoor Kunal
CEO
5,274$0128,368
(Direct)
View
2023-11-17
Option Award
2023-11-20
8:52 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
938$0128,368
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
8:52 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
2,753$269.66128,368
(Direct)
View
2023-11-17
Exercise
2023-11-20
5:46 pm
N/A
2023-11-17
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
1,205$022,151
(Direct)
View
2023-11-17
Option Award
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
214$022,151
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
629$269.6622,151
(Direct)
View
2023-11-17
Exercise
2023-11-20
5:46 pm
N/A
2023-11-17
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
678$013,312
(Direct)
View
2023-11-17
Option Award
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
120$013,312
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
313$269.6613,312
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:30 pm
N/A
2026-11-15
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
1,374$01,374
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc.MORNKapoor Kunal
CEO
5,956$05,956
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
1,832$01,832
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc.MORNMcGarry Kimberly J
Chief Accounting Officer
114$0114
(Direct)
View
Goto 0, 1, 2, ...13, 14, Next