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.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-12-13
Sale
2024-12-16
5:10 pm
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,223 $352.88 $1,137,347 17,304
(Direct)
View
2024-11-29
Sale
2024-12-03
5:22 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
311 $354.97 $110,395 15,294,575
(Indirect
Direct)
View
2024-11-26
Sale
2024-11-27
6:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,195 $355.04 $6,104,855 15,294,886
(Indirect
Direct)
View
2024-11-22
Sale
2024-11-26
5:31 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,124 $347.59 $6,299,723 15,312,081
(Indirect
Direct)
View
2024-11-20
Sale
2024-11-22
4:45 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,631 $337.61 $4,602,013 15,330,205
(Indirect
Direct)
View
2024-11-18
Sale
2024-11-20
5:50 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,337 $334.97 $3,127,631 15,343,836
(Indirect
Direct)
View
2024-11-14
Sale
2024-11-18
5:35 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,002 $346.06 $1,038,876 15,353,173
(Indirect
Direct)
View
2024-11-12
Sale
2024-11-14
4:57 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,981 $350.69 $3,500,189 15,356,175
(Indirect
Direct)
View
2024-11-08
Sale
2024-11-12
5:56 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,284 $348.99 $5,682,980 15,366,156
(Indirect
Direct)
View
2024-11-11
Sale
2024-11-12
5:54 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $348.58 $435,725 41,316
(Direct)
View
2024-11-06
Sale
2024-11-08
5:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,349 $340.13 $3,520,042 15,382,440
(Indirect
Direct)
View
2024-11-04
Sale
2024-11-06
5:27 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,724 $331.6 $5,877,218 15,392,789
(Indirect
Direct)
View
2024-11-01
Sale
2024-11-04
6:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,062 $328.22 $2,974,310 15,410,513
(Indirect
Direct)
View
2024-10-30
Sale
2024-10-30
4:44 pm
Morningstar Inc. MORN Lyons William M
Director
750 $331.88 $248,910 12,840
(Direct)
View
2024-09-30
Sale
2024-09-30
5:10 pm
Morningstar Inc. MORN Lyons William M
Director
750 $316.48 $237,360 13,590
(Direct)
View
2024-09-10
Sale
2024-09-12
4:48 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
345 $305.97 $105,561 15,419,575
(Indirect
Direct)
View
2024-09-06
Sale
2024-09-10
5:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,481 $306.23 $2,597,116 15,419,920
(Indirect
Direct)
View
2024-09-03
Sale
2024-09-06
4:33 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,236 $312.86 $2,263,827 15,428,401
(Indirect
Direct)
View
2024-08-30
Sale
2024-09-03
5:24 pm
Morningstar Inc. MORN Lyons William M
Director
750 $311.6 $233,700 14,340
(Direct)
View
2024-08-29
Sale
2024-09-03
5:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,854 $312.21 $4,013,112 15,435,637
(Indirect
Direct)
View
2024-08-27
Sale
2024-08-29
4:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,394 $311.3 $3,546,944 15,448,491
(Indirect
Direct)
View
2024-08-23
Sale
2024-08-27
4:29 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,973 $313.28 $4,064,236 15,459,885
(Indirect
Direct)
View
2024-08-21
Sale
2024-08-23
4:51 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,721 $312.05 $3,345,518 15,472,858
(Indirect
Direct)
View
2024-08-19
Sale
2024-08-21
5:03 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,052 $315.85 $1,279,820 15,483,579
(Indirect
Direct)
View
2024-08-15
Sale
2024-08-19
4:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,831 $313.96 $4,656,293 15,487,631
(Indirect
Direct)
View
2024-08-13
Sale
2024-08-15
5:30 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,756 $309.66 $3,330,750 15,502,462
(Indirect
Direct)
View
2024-08-09
Sale
2024-08-13
4:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,124 $305.45 $3,092,365 15,513,218
(Indirect
Direct)
View
2024-08-12
Sale
2024-08-13
4:54 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $305.47 $381,838 42,566
(Direct)
View
2024-08-07
Sale
2024-08-09
5:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,027 $304.43 $3,356,937 15,523,342
(Indirect
Direct)
View
2024-08-06
Sale
2024-08-07
5:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,062 $302.64 $2,742,528 15,534,369
(Indirect
Direct)
View
2024-08-01
Sale
2024-08-05
4:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,144 $317.03 $362,677 15,543,431
(Indirect
Direct)
View
2024-07-30
Sale
2024-07-31
5:20 pm
Morningstar Inc. MORN Lyons William M
Director
750 $324.83 $243,623 15,090
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2024-12-26
Gift
2024-12-27
9:12 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
500 $0 133,307
(Direct)
View
2024-12-06
Gift
2024-12-12
4:42 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
37,125 $0 15,138,942
(Direct)
View
2024-12-06
Gift
2024-12-10
6:37 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
118,508 $0 15,176,067
(Direct)
View
2024-11-18
Gift
2024-11-20
5:52 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
337 $0 5,449
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:11 pm
N/A
2024-11-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
601 $0 22,330
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:11 pm
N/A
2027-11-14
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,825 $0 22,330
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:11 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
277 $342.99 22,330
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:09 pm
N/A
2024-11-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
334 $0 14,667
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:09 pm
N/A
2027-11-14
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,520 $0 14,667
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:09 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
154 $342.99 14,667
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:07 pm
N/A
2024-11-15
Morningstar Inc. MORN Kapoor Kunal
CEO
2,674 $0 139,754
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:07 pm
N/A
2027-11-14
Morningstar Inc. MORN Kapoor Kunal
CEO
6,045 $0 139,754
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:07 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
1,230 $342.99 139,754
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:01 pm
N/A
2027-11-14
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
109 $0 109
(Direct)
View
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