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
2024-02-20
Sale
2024-02-21
4:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,176 $273.07 $1,140,340 15,789,974
(Indirect
Direct)
View
2024-02-15
Sale
2024-02-20
5:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,230 $277.75 $2,285,884 15,794,150
(Indirect
Direct)
View
2024-02-14
Sale
2024-02-15
5:53 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,993 $275.94 $2,481,502 15,802,380
(Indirect
Direct)
View
2024-02-09
Sale
2024-02-13
5:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,149 $280.37 $4,247,291 15,811,373
(Indirect
Direct)
View
2024-02-07
Sale
2024-02-09
4:29 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,762 $277.36 $2,984,989 15,826,522
(Indirect
Direct)
View
2024-02-05
Sale
2024-02-07
1:35 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
145 $276.43 $40,082 15,837,284
(Indirect
Direct)
View
2024-02-01
Sale
2024-02-05
5:16 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,146 $279.38 $1,996,462 15,837,429
(Indirect
Direct)
View
2023-11-27
Sale
2023-11-29
12:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,257 $277.17 $1,734,274 15,892,200
(Indirect
Direct)
View
2023-11-24
Sale
2023-11-27
2:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,555 $275.86 $1,808,263 15,898,457
(Indirect
Direct)
View
2023-11-21
Sale
2023-11-24
11:09 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $274.94 $6,955,981 15,905,012
(Indirect
Direct)
View
2023-11-17
Sale
2023-11-21
12:49 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
22,021 $271.5 $5,978,765 15,930,312
(Indirect
Direct)
View
2023-11-15
Sale
2023-11-17
11:18 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,426 $269.76 $5,510,154 15,952,333
(Indirect
Direct)
View
2023-11-14
Sale
2023-11-15
2:08 pm
Morningstar Inc. MORN Diamonte Robin
Director
400 $268.91 $107,564 8,935
(Direct)
View
2023-11-13
Sale
2023-11-15
1:44 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
21,233 $267.28 $5,675,218 15,972,759
(Indirect
Direct)
View
2023-11-09
Sale
2023-11-13
12:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,175 $263.45 $3,207,563 15,993,992
(Indirect
Direct)
View
2023-11-07
Sale
2023-11-09
1:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,023 $262.26 $3,939,868 16,006,167
(Indirect
Direct)
View
2023-11-03
Sale
2023-11-07
1:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,710 $262.81 $5,442,813 16,021,190
(Indirect
Direct)
View
2023-11-01
Sale
2023-11-03
1:50 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $256.28 $6,483,935 16,041,900
(Indirect
Direct)
View
2023-09-05
Sale
2023-09-07
12:13 pm
Morningstar Inc. MORN Landis Gail S
Director
580 $250 $145,000 5,147
(Direct)
View
2023-08-31
Sale
2023-09-05
4:01 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
24,044 $233.13 $5,605,283 16,067,200
(Indirect
Direct)
View
2023-08-29
Sale
2023-08-31
12:57 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,930 $226.74 $3,838,721 16,091,244
(Indirect
Direct)
View
2023-08-25
Sale
2023-08-29
5:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $223.15 $5,645,591 16,108,174
(Indirect
Direct)
View
2023-08-23
Sale
2023-08-25
3:46 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,250 $219.57 $4,007,127 16,133,474
(Indirect
Direct)
View
2023-08-21
Sale
2023-08-23
3:45 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,772 $215.44 $2,967,013 16,151,724
(Indirect
Direct)
View
2023-08-17
Sale
2023-08-21
11:04 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,874 $220.97 $2,844,763 16,165,496
(Indirect
Direct)
View
2023-08-15
Sale
2023-08-17
2:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,302 $219.06 $2,913,996 16,178,370
(Indirect
Direct)
View
2023-08-11
Sale
2023-08-15
3:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,700 $219.29 $1,907,784 16,191,672
(Indirect
Direct)
View
2023-08-09
Sale
2023-08-11
4:15 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,988 $219.43 $2,630,560 16,200,372
(Indirect
Direct)
View
2023-08-07
Sale
2023-08-09
12:47 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,565 $221.03 $3,219,367 16,212,360
(Indirect
Direct)
View
2023-08-03
Sale
2023-08-07
4:19 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,460 $225.02 $2,353,687 16,226,925
(Indirect
Direct)
View
2023-08-02
Sale
2023-08-03
2:41 pm
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
2,000 $224.93 $449,850 12,827
(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
2023-11-30
Gift
2023-12-06
4:45 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
47,625 $0 15,844,575
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
9:16 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Chief Accounting Officer
33 $269.66 2,307
(Direct)
View
2023-11-17
Option Award
2023-11-20
8:52 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
938 $0 128,368
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
8:52 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
2,753 $269.66 128,368
(Direct)
View
2023-11-17
Exercise
2023-11-20
8:52 pm
N/A
2023-11-17
Morningstar Inc. MORN Kapoor Kunal
CEO
5,274 $0 128,368
(Direct)
View
2023-11-17
Option Award
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
214 $0 22,151
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
629 $269.66 22,151
(Direct)
View
2023-11-17
Exercise
2023-11-20
5:46 pm
N/A
2023-11-17
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,205 $0 22,151
(Direct)
View
2023-11-17
Option Award
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
120 $0 13,312
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
313 $269.66 13,312
(Direct)
View
2023-11-17
Exercise
2023-11-20
5:46 pm
N/A
2023-11-17
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
678 $0 13,312
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:30 pm
N/A
2026-11-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,374 $0 1,374
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc. MORN Kapoor Kunal
CEO
5,956 $0 5,956
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,832 $0 1,832
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc. MORN McGarry Kimberly J
Chief Accounting Officer
114 $0 114
(Direct)
View
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