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, ...12, 13, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
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
2025-05-07
Sale
2025-05-09
4:28 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,500$300.89$4,362,87114,974,561
(Indirect
Direct)
View
2025-05-05
Sale
2025-05-07
5:09 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,461$294.88$3,084,74014,989,061
(Indirect
Direct)
View
2025-05-01
Sale
2025-05-05
4:32 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,420$288.08$4,154,06814,999,522
(Indirect
Direct)
View
2025-03-13
Sale
2025-03-17
5:35 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
1,372$286.2$392,66915,013,942
(Indirect
Direct)
View
2025-03-11
Sale
2025-03-13
5:38 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
18,124$283.39$5,136,08915,015,314
(Indirect
Direct)
View
2025-03-05
Sale
2025-03-06
5:14 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,062$301.1$2,728,56215,033,438
(Indirect
Direct)
View
2025-02-28
Sale
2025-03-04
5:05 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
16,176$312.48$5,054,68715,042,500
(Indirect
Direct)
View
2025-02-26
Sale
2025-02-28
4:34 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
4,448$323.09$1,437,12515,058,676
(Indirect
Direct)
View
2025-02-24
Sale
2025-02-26
5:23 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
17,670$322.71$5,702,35915,063,124
(Indirect
Direct)
View
2025-02-20
Sale
2025-02-24
5:06 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,803$327.7$3,212,46615,080,794
(Indirect
Direct)
View
2025-02-18
Sale
2025-02-20
5:36 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,188$327.4$4,645,21615,090,597
(Indirect
Direct)
View
2025-02-14
Sale
2025-02-18
5:44 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
3,207$328.9$1,054,76715,104,785
(Indirect
Direct)
View
2025-02-12
Sale
2025-02-14
4:38 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,772$325.36$3,179,43115,107,992
(Indirect
Direct)
View
2025-02-10
Sale
2025-02-12
5:18 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
1,695$325.53$551,77715,117,764
(Indirect
Direct)
View
2025-02-06
Sale
2025-02-10
4:54 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,341$326.61$3,050,87615,119,459
(Indirect
Direct)
View
2025-02-04
Sale
2025-02-06
4:58 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
8,426$326.45$2,750,63415,128,800
(Indirect
Direct)
View
2025-02-03
Sale
2025-02-04
5:47 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
1,716$327.89$562,66215,137,226
(Indirect
Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
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
2024-08-31
Tax Withholding
2025-03-04
5:29 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
111$313.7713,048
(Direct)
View
2025-03-01
Option Award
2025-03-04
5:01 pm
N/A
N/A
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
184$04,928
(Direct)
View
2024-09-02
Tax Withholding
2025-03-04
4:58 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
26$313.771,184
(Direct)
View
2025-03-01
Option Award
2025-03-04
4:58 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
98$01,184
(Direct)
View

Ownership
2025-01-10
5:38 pm
N/A
N/A
Morningstar Inc.MORNHolt Michael
Chief Financial Officer
0$011,613
(Direct)
View
Goto 0, 1, 2, ...12, 13, Next