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
2024-07-31
Sale
2024-07-31
5:11 pm
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,600 $320.89 $513,424 12,967
(Direct)
View
2024-07-02
Sale
2024-07-02
8:32 pm
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,400 $300.11 $1,020,380 20,181
(Direct)
View
2024-06-28
Sale
2024-07-01
4:51 pm
Morningstar Inc. MORN Lyons William M
Director
750 $294.21 $220,657 15,840
(Direct)
View
2024-06-24
Sale
2024-06-25
4:40 pm
Morningstar Inc. MORN TSAY CAROLINE J
Director
290 $296.98 $86,124 3,925
(Direct)
View
2024-06-04
Sale
2024-06-06
6:04 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,016 $292.78 $2,054,174 15,544,575
(Indirect
Direct)
View
2024-06-04
Sale
2024-06-06
6:03 pm
Morningstar Inc. MORN Lyons William M
Director
750 $289.07 $216,803 16,590
(Direct)
View
2024-05-31
Sale
2024-06-04
6:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,597 $288.59 $3,923,937 15,551,591
(Indirect
Direct)
View
2024-05-29
Sale
2024-05-31
4:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,964 $287.22 $1,712,986 15,565,188
(Indirect
Direct)
View
2024-05-28
Sale
2024-05-29
5:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
236 $296.65 $70,010 15,571,152
(Indirect
Direct)
View
2024-05-23
Sale
2024-05-28
5:37 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,197 $297.28 $1,842,258 15,571,388
(Indirect
Direct)
View
2024-05-21
Sale
2024-05-23
5:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,009 $299.03 $3,890,140 15,577,585
(Indirect
Direct)
View
2024-05-17
Sale
2024-05-21
5:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,519 $299.78 $2,853,561 15,590,594
(Indirect
Direct)
View
2024-05-15
Sale
2024-05-17
8:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,866 $300.83 $3,268,820 15,600,113
(Indirect
Direct)
View
2024-05-13
Sale
2024-05-15
5:30 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,239 $296.84 $1,852,016 15,610,979
(Indirect
Direct)
View
2024-05-09
Sale
2024-05-13
5:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,513 $298.16 $3,432,675 15,617,218
(Indirect
Direct)
View
2024-05-10
Sale
2024-05-13
5:12 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $298.13 $372,663 43,177
(Direct)
View
2024-05-06
Sale
2024-05-09
5:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,758 $300.43 $2,330,767 15,628,731
(Indirect
Direct)
View
2024-05-03
Sale
2024-05-07
4:34 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,440 $296.14 $4,868,580 15,636,489
(Indirect
Direct)
View
2024-05-01
Sale
2024-05-03
4:49 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,646 $288.42 $4,800,991 15,652,929
(Indirect
Direct)
View
2024-03-12
Sale
2024-03-14
5:04 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,614 $307.73 $2,650,789 15,669,575
(Indirect
Direct)
View
2024-03-08
Sale
2024-03-12
5:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,972 $310.34 $1,853,324 15,678,189
(Indirect
Direct)
View
2024-03-11
Sale
2024-03-12
5:16 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $306.81 $383,517 44,427
(Direct)
View
2024-03-06
Sale
2024-03-08
4:48 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,515 $310.33 $5,745,836 15,684,161
(Indirect
Direct)
View
2024-03-04
Sale
2024-03-06
6:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
21,578 $303.51 $6,549,054 15,702,676
(Indirect
Direct)
View
2024-02-29
Sale
2024-03-04
5:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,423 $298.49 $3,111,146 15,724,254
(Indirect
Direct)
View
2024-02-27
Sale
2024-02-29
5:01 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,959 $295.85 $6,200,714 15,734,677
(Indirect
Direct)
View
2024-02-23
Sale
2024-02-27
5:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,848 $298.34 $5,623,132 15,755,636
(Indirect
Direct)
View
2024-02-21
Sale
2024-02-23
4:41 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,490 $275.33 $4,264,845 15,774,484
(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
2024-05-15
Option Award
2024-06-06
6:03 pm
N/A
N/A
Morningstar Inc. MORN Lyons William M
Director
639 $0 16,590
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:22 pm
N/A
2024-05-17
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,254 $0 28,266
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:22 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,302 $297.26 28,266
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:22 pm
N/A
2027-05-14
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,559 $0 28,266
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:22 pm
N/A
2024-05-17
Morningstar Inc. MORN Kapoor Kunal
CEO
5,580 $0 139,127
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:22 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
6,662 $297.26 139,127
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:22 pm
N/A
2027-05-14
Morningstar Inc. MORN Kapoor Kunal
CEO
11,841 $0 139,127
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:19 pm
N/A
2024-05-17
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
697 $0 16,567
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:19 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
652 $297.26 16,567
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:19 pm
N/A
2027-05-14
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
2,950 $0 16,567
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:12 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
52 $297.26 1,196
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:12 pm
N/A
2027-05-14
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
378 $0 1,196
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:58 pm
N/A
N/A
Morningstar Inc. MORN Kaplan Steven N
Director
639 $0 43,816
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:48 pm
N/A
N/A
Morningstar Inc. MORN JOYNT STEPHEN
Director
639 $0 4,518
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:45 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
639 $0 5,786
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:44 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
639 $0 3,206
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:43 pm
N/A
N/A
Morningstar Inc. MORN Diamonte Robin
Director
639 $0 9,574
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:36 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
639 $0 4,215
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:36 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
639 $0 35,170
(Direct)
View

Ownership
2024-03-18
5:20 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
PAO & CAO
0 $0 1,071
(Direct)
View
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