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, ...11, 12, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
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
2025-11-14
Sale
2025-11-18
4:41 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
8,039$213.03$1,712,51214,729,544
(Indirect
Direct)
View
2025-11-12
Sale
2025-11-14
4:40 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,098$215.16$3,033,38014,737,583
(Indirect
Direct)
View
2025-11-07
Sale
2025-11-12
4:28 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,750$214.26$4,660,15014,751,681
(Indirect
Direct)
View
2025-11-05
Sale
2025-11-07
4:23 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
11,343$211.24$2,396,13614,773,431
(Indirect
Direct)
View
2025-11-03
Sale
2025-11-05
4:34 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,168$212.82$3,015,19714,784,774
(Indirect
Direct)
View
2025-08-25
Sale
2025-08-27
5:10 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
11,881$260.96$3,100,45014,798,942
(Indirect
Direct)
View
2025-08-20
Sale
2025-08-22
5:38 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
15,514$262.1$4,066,22714,810,823
(Indirect
Direct)
View
2025-08-15
Sale
2025-08-19
5:31 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,750$258.77$5,628,27914,826,337
(Indirect
Direct)
View
2025-08-12
Sale
2025-08-14
6:14 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
18,444$257.87$4,756,21714,848,087
(Indirect
Direct)
View
2025-08-07
Sale
2025-08-11
6:33 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
21,082$260.96$5,501,47814,866,531
(Indirect
Direct)
View
2025-08-04
Sale
2025-08-06
6:00 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
11,329$268.46$3,041,43814,887,613
(Indirect
Direct)
View
2025-05-22
Sale
2025-05-27
4:54 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,792$306.36$2,999,84214,913,942
(Indirect
Direct)
View
2025-05-19
Sale
2025-05-21
5:16 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
12,353$309.95$3,828,86114,923,734
(Indirect
Direct)
View
2025-05-16
Sale
2025-05-19
9:04 pm
Morningstar Inc.MORNTSAY CAROLINE J
Director
200$309.84$61,9684,345
(Direct)
View
2025-05-15
Sale
2025-05-16
5:27 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$307.78$4,462,84114,936,087
(Indirect
Direct)
View
2025-05-13
Sale
2025-05-15
5:52 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,474$309.12$2,928,57914,950,587
(Indirect
Direct)
View
2025-05-09
Sale
2025-05-13
5:11 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$307.09$4,452,79414,960,061
(Indirect
Direct)
View
2025-05-12
Sale
2025-05-13
5:09 pm
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
353$309.01$109,0814,575
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
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
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
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
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
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
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
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
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
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
2025-09-01
Tax Withholding
2025-09-02
4:59 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
20$262.421,416
(Direct)
View
2025-09-01
Tax Withholding
2025-09-02
4:58 pm
N/A
N/A
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
49$262.425,502
(Direct)
View
2025-06-30
Gift
2025-06-30
5:21 pm
N/A
N/A
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
15,000$014,898,942
(Direct)
View
2025-05-16
Exercise
2025-05-19
9:37 pm
N/A
2024-11-15
Morningstar Inc.MORNKapoor Kunal
CEO
6,667$0145,535
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
9:37 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
6,901$306.41145,535
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:37 pm
N/A
2027-11-14
Morningstar Inc.MORNKapoor Kunal
CEO
12,462$0145,535
(Direct)
View
2025-05-16
Exercise
2025-05-19
9:05 pm
N/A
2025-05-15
Morningstar Inc.MORNWiersema Conan
CAO & PAO
45$01,639
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
9:05 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
86$306.411,639
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:05 pm
N/A
2028-05-14
Morningstar Inc.MORNWiersema Conan
CAO & PAO
610$01,639
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:04 pm
N/A
N/A
Morningstar Inc.MORNTSAY CAROLINE J
Director
620$04,345
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:02 pm
N/A
N/A
Morningstar Inc.MORNDiamonte Robin
Director
620$010,194
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:56 pm
N/A
N/A
Morningstar Inc.MORNFRANCIS CHERYL A
Director
620$035,790
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:51 pm
N/A
N/A
Morningstar Inc.MORNLandis Gail S
Director
620$06,069
(Direct)
View
2025-05-16
Exercise
2025-05-19
8:49 pm
N/A
2028-05-14
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
1,241$016,494
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
8:49 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
853$306.4116,494
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:49 pm
N/A
2027-11-14
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
3,058$016,494
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:41 pm
N/A
N/A
Morningstar Inc.MORNKaplan Steven N
Director
620$041,936
(Direct)
View
2025-05-16
Exercise
2025-05-19
8:40 pm
N/A
2025-05-15
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
586$06,897
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
8:40 pm
N/A
N/A
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
507$306.416,897
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:40 pm
N/A
2028-05-14
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
2,243$06,897
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:38 pm
N/A
N/A
Morningstar Inc.MORNSutton Doniel
Director
620$03,826
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:36 pm
N/A
N/A
Morningstar Inc.MORNJOYNT STEPHEN
Director
620$05,138
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:31 pm
N/A
N/A
Morningstar Inc.MORNLyons William M
Director
620$013,460
(Direct)
View
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