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
2021-07-06
Sale
2021-07-08
11:30 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,169 $257.68 $4,681,777 18,557,600
(Indirect
Direct)
View
2021-07-01
Sale
2021-07-06
12:50 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,147 $255.92 $3,108,673 18,575,769
(Indirect
Direct)
View
2021-06-29
Sale
2021-07-01
2:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,479 $256.45 $5,251,908 18,587,916
(Indirect
Direct)
View
2021-06-25
Sale
2021-06-29
5:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,274 $249.36 $5,055,497 18,608,395
(Indirect
Direct)
View
2021-06-23
Sale
2021-06-25
11:08 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,339 $247.52 $2,559,064 18,628,669
(Indirect
Direct)
View
2021-06-21
Sale
2021-06-23
6:19 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,468 $247.16 $4,564,512 18,639,008
(Indirect
Direct)
View
2021-06-17
Sale
2021-06-21
3:14 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,056 $242.88 $3,656,804 18,657,476
(Indirect
Direct)
View
2021-06-15
Sale
2021-06-17
6:12 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
21,076 $238.69 $5,030,554 18,672,532
(Indirect
Direct)
View
2021-06-11
Sale
2021-06-15
1:45 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,828 $236.42 $4,451,343 18,693,608
(Indirect
Direct)
View
2021-06-09
Sale
2021-06-11
12:17 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,955 $232.32 $4,868,161 18,712,436
(Indirect
Direct)
View
2021-06-07
Sale
2021-06-09
12:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,438 $231.78 $3,114,665 18,733,391
(Indirect
Direct)
View
2021-06-03
Sale
2021-06-07
12:30 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,747 $232.81 $2,036,411 18,746,829
(Indirect
Direct)
View
2021-06-01
Sale
2021-06-03
12:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,208 $233.61 $2,851,860 18,755,576
(Indirect
Direct)
View
2021-05-27
Sale
2021-06-01
2:04 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
23,069 $234.57 $5,411,304 18,767,784
(Indirect
Direct)
View
2021-05-25
Sale
2021-05-27
1:37 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,944 $236.6 $4,009,032 18,790,853
(Indirect
Direct)
View
2021-05-24
Sale
2021-05-26
5:06 pm
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
3,000 $236.68 $710,040 43,244
(Indirect
Direct)
View
2021-05-21
Sale
2021-05-25
12:44 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,955 $237 $3,307,390 18,807,797
(Indirect
Direct)
View
2021-05-19
Sale
2021-05-21
1:00 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,084 $236.87 $4,757,200 18,821,752
(Indirect
Direct)
View
2021-05-17
Sale
2021-05-19
3:50 pm
Morningstar Inc. MORN Diamonte Robin
Director
250 $242.91 $60,728 8,389
(Direct)
View
2021-05-18
Sale
2021-05-19
3:33 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
275 $242.16 $66,595 18,841,836
(Indirect
Direct)
View
2021-05-13
Sale
2021-05-17
5:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,105 $245.79 $3,958,459 18,842,111
(Indirect
Direct)
View
2021-05-11
Sale
2021-05-13
5:36 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,493 $253 $1,136,719 18,858,216
(Indirect
Direct)
View
2021-05-07
Sale
2021-05-11
2:03 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,522 $261.69 $2,753,461 18,862,709
(Indirect
Direct)
View
2021-05-05
Sale
2021-05-07
2:00 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,129 $263.39 $2,931,305 18,873,231
(Indirect
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
2021-05-15
Tax Withholding(A)
2021-05-26
5:03 pm
N/A
N/A
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
1,129 $245.02 46,244
(Direct)
View
2021-05-18
Exercise(A)
2021-05-26
5:03 pm
N/A
N/A
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
901 $0 46,244
(Direct)
View
2021-05-18
Option Award(A)
2021-05-26
5:03 pm
N/A
N/A
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
450 $0 46,244
(Direct)
View
2021-05-15
Tax Withholding
2021-05-18
9:05 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,457 $245.02 20,620
(Direct)
View
2021-05-18
Exercise
2021-05-18
9:05 pm
N/A
2021-05-18
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,014 $0 20,620
(Direct)
View
2021-05-15
Option Award
2021-05-18
9:05 pm
N/A
2024-05-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,517 $0 20,620
(Direct)
View
2021-05-15
Tax Withholding
2021-05-18
9:01 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
8,926 $245.02 114,489
(Direct)
View
2021-05-18
Exercise
2021-05-18
9:01 pm
N/A
2021-05-18
Morningstar Inc. MORN Kapoor Kunal
CEO
6,011 $0 114,489
(Direct)
View
2021-05-15
Option Award
2021-05-18
9:01 pm
N/A
2024-05-15
Morningstar Inc. MORN Kapoor Kunal
CEO
11,183 $0 114,489
(Direct)
View
2020-05-15
Tax Withholding
2021-05-18
8:51 pm
N/A
N/A
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
1,129 $245.02 47,050
(Direct)
View
2021-05-18
Exercise
2021-05-18
8:51 pm
N/A
2021-05-18
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
1,802 $0 47,050
(Direct)
View
2021-05-15
Option Award
2021-05-18
8:51 pm
N/A
2024-05-15
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
2,445 $0 47,050
(Direct)
View
2021-05-15
Tax Withholding
2021-05-18
8:45 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
802 $245.02 10,743
(Direct)
View
2021-05-18
Exercise
2021-05-18
8:45 pm
N/A
2021-05-18
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
676 $0 10,743
(Direct)
View
2021-05-15
Option Award
2021-05-18
8:45 pm
N/A
2024-05-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
2,040 $0 10,743
(Direct)
View
2021-05-15
Tax Withholding
2021-05-18
8:40 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
54 $245.02 1,797
(Direct)
View
2021-05-15
Option Award
2021-05-18
8:40 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
457 $0 1,797
(Direct)
View
2021-05-15
Option Award
2021-05-18
8:15 pm
N/A
N/A
Morningstar Inc. MORN JOYNT STEPHEN
Director
612 $0 2,332
(Direct)
View
2021-05-15
Option Award
2021-05-18
8:09 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
612 $0 34,102
(Direct)
View
2021-05-15
Option Award
2021-05-18
8:01 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
612 $0 6,500
(Direct)
View
2021-05-15
Option Award
2021-05-18
7:57 pm
N/A
N/A
Morningstar Inc. MORN Lyons William M
Director
612 $0 17,654
(Direct)
View
2021-05-15
Option Award
2021-05-18
7:16 pm
N/A
N/A
Morningstar Inc. MORN Kaplan Steven N
Director
612 $0 43,812
(Direct)
View
2021-05-15
Option Award
2021-05-18
7:14 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
1,020 $0 1,020
(Direct)
View

Ownership
2021-05-18
7:05 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
0 $0 0
(Direct)
View
2021-05-15
Option Award
2021-05-18
7:04 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
612 $0 4,575
(Direct)
View
2021-05-15
Option Award
2021-05-18
7:01 pm
N/A
N/A
Morningstar Inc. MORN Diamonte Robin
Director
612 $0 8,639
(Direct)
View
2021-05-15
Option Award
2021-05-18
6:52 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
612 $0 34,102
(Direct)
View
(A) Indicate amendment filing.
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