Morningstar Inc. (MORN) - Insider Trading & Ownership

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, ...10, 11, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2026-05-27
Sale
2026-05-27
4:40 pm
Morningstar Inc.MORNLyons William M
Director
700$179$125,30013,904
(Direct)
View
2026-05-21
Sale
2026-05-22
4:52 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,520$173.53$1,651,98514,471,167
(Indirect
Direct)
View
2026-05-18
Sale
2026-05-20
5:06 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,228$175.17$3,718,52614,480,687
(Indirect
Direct)
View
2026-05-15
Sale
2026-05-19
7:39 pm
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
270$166.05$44,83416,616
(Direct)
View
2026-05-14
Sale
2026-05-15
5:41 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$168.66$2,445,61314,501,915
(Indirect
Direct)
View
2026-05-08
Sale
2026-05-12
5:20 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
18,502$176.7$3,269,30914,516,415
(Indirect
Direct)
View
2026-05-05
Sale
2026-05-07
5:56 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,750$168.78$3,670,85814,534,917
(Indirect
Direct)
View
2026-05-01
Sale
2026-05-04
5:38 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$170.5$2,472,21714,556,667
(Indirect
Direct)
View
2026-03-04
Purchase
2026-03-04
4:54 pm
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
1,000$186.59$186,5909,480
(Direct)
View
2026-03-02
Sale
2026-03-02
5:07 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
3,122$182.32$569,19114,571,167
(Indirect
Direct)
View
2026-02-26
Sale
2026-02-27
5:52 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$179.8$2,607,11714,574,289
(Indirect
Direct)
View
2026-02-24
Sale
2026-02-25
5:03 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$162.19$2,351,70214,588,789
(Indirect
Direct)
View
2026-02-19
Sale
2026-02-20
5:03 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
13,858$161.62$2,239,66414,603,289
(Indirect
Direct)
View
2026-02-17
Sale
2026-02-18
6:15 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,041$159.89$2,244,99514,617,147
(Indirect
Direct)
View
2026-02-12
Sale
2026-02-13
5:11 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,189$155.49$2,206,24414,631,188
(Indirect
Direct)
View
2026-02-09
Sale
2026-02-11
5:02 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
4,867$163.57$796,10614,645,377
(Indirect
Direct)
View
2026-02-04
Sale
2026-02-06
5:47 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
20,066$178.67$3,585,12014,650,244
(Indirect
Direct)
View
2026-02-02
Sale
2026-02-04
4:07 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
857$202.38$173,44314,670,310
(Indirect
Direct)
View
2025-12-29
Sale
2025-12-30
4:22 pm
Morningstar Inc.MORNTSAY CAROLINE J
Director
600$218.48$131,0903,745
(Direct)
View
2025-11-24
Sale
2025-11-26
5:40 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
1,602$212.9$341,05914,698,942
(Indirect
Direct)
View
2025-11-20
Sale
2025-11-24
4:44 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$211.06$3,060,31514,700,544
(Indirect
Direct)
View
2025-11-18
Sale
2025-11-20
4:56 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$208.77$3,027,19414,715,044
(Indirect
Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2026-05-15
Option Award
2026-05-19
7:45 pm
N/A
N/A
Morningstar Inc.MORNBRAMMAN ANNE L
Director
1,505$01,505
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:44 pm
N/A
N/A
Morningstar Inc.MORNTSAY CAROLINE J
Director
1,144$04,889
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:44 pm
N/A
N/A
Morningstar Inc.MORNKaplan Steven N
Director
1,144$043,080
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:43 pm
N/A
N/A
Morningstar Inc.MORNSutton Doniel
Director
1,144$04,970
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:43 pm
N/A
N/A
Morningstar Inc.MORNJOYNT STEPHEN
Director
1,144$06,282
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:41 pm
N/A
N/A
Morningstar Inc.MORNDiamonte Robin
Director
1,144$011,338
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:41 pm
N/A
N/A
Morningstar Inc.MORNFRANCIS CHERYL A
Director
1,144$036,934
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:40 pm
N/A
N/A
Morningstar Inc.MORNLyons William M
Director
1,144$014,604
(Direct)
View
2026-05-15
Exercise
2026-05-19
7:40 pm
N/A
2026-05-15
Morningstar Inc.MORNKapoor Kunal
CEO
2,108$0170,422
(Direct)
View
2026-05-15
Tax Withholding
2026-05-19
7:40 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
3,699$166.05170,422
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:40 pm
N/A
2029-05-14
Morningstar Inc.MORNKapoor Kunal
CEO
29,575$0170,422
(Direct)
View
2026-05-15
Exercise
2026-05-19
7:39 pm
N/A
2026-05-15
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
243$016,616
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:39 pm
N/A
2029-05-14
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
7,150$016,616
(Direct)
View
2026-05-15
Exercise
2026-05-19
7:39 pm
N/A
2026-05-15
Morningstar Inc.MORNWiersema Conan
CAO & PAO
13$03,548
(Direct)
View
2026-05-15
Tax Withholding
2026-05-19
7:39 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
105$166.053,548
(Direct)
View
2026-05-15
Option Award
2026-05-19
7:39 pm
N/A
2029-05-15
Morningstar Inc.MORNWiersema Conan
CAO & PAO
1,367$03,548
(Direct)
View
2026-03-01
Option Award
2026-03-03
6:39 pm
N/A
N/A
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
684$08,480
(Direct)
View
2026-03-01
Option Award
2026-03-03
6:36 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
301$02,286
(Direct)
View
2025-12-12
Gift
2025-12-15
4:32 pm
N/A
N/A
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
27,775$014,671,167
(Direct)
View
2025-11-15
Exercise
2025-11-18
6:07 pm
N/A
2025-11-15
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
346$014,851
(Direct)
View
2025-11-15
Tax Withholding
2025-11-18
6:07 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
154$211.9514,851
(Direct)
View
2025-11-15
Exercise
2025-11-18
6:07 pm
N/A
2025-11-15
Morningstar Inc.MORNKapoor Kunal
CEO
1,861$0151,140
(Direct)
View
2025-11-15
Option Award
2025-11-18
6:07 pm
N/A
2028-11-14
Morningstar Inc.MORNKapoor Kunal
CEO
10,810$0151,140
(Direct)
View
2025-11-15
Tax Withholding
2025-11-18
6:07 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
826$211.95151,140
(Direct)
View
2025-11-15
Exercise
2025-11-18
6:07 pm
N/A
2025-11-15
Morningstar Inc.MORNWiersema Conan
CAO & PAO
12$02,165
(Direct)
View
2025-11-15
Option Award
2025-11-18
6:07 pm
N/A
2028-11-14
Morningstar Inc.MORNWiersema Conan
CAO & PAO
765$02,165
(Direct)
View
2025-11-15
Tax Withholding
2025-11-18
6:07 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
28$211.952,165
(Direct)
View
2025-11-15
Exercise
2025-11-18
6:06 pm
N/A
2025-11-15
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
163$07,538
(Direct)
View
2025-11-15
Option Award
2025-11-18
6:06 pm
N/A
2028-11-14
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
1,946$07,538
(Direct)
View
2025-11-15
Tax Withholding
2025-11-18
6:06 pm
N/A
N/A
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
73$211.957,538
(Direct)
View
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