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
2023-08-01
Sale
2023-08-03
1:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,815 $229.9 $1,106,973 16,237,385
(Indirect
Direct)
View
2023-07-27
Sale
2023-07-28
2:48 pm
Morningstar Inc. MORN Landis Gail S
Director
395 $225 $88,875 5,727
(Direct)
View
2023-07-07
Sale
2023-07-11
1:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
22,902 $197.82 $4,530,446 16,242,200
(Indirect
Direct)
View
2023-07-05
Sale
2023-07-07
3:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,810 $193.81 $1,319,837 16,265,102
(Indirect
Direct)
View
2023-07-03
Sale
2023-07-05
12:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,950 $195.81 $1,360,857 16,271,912
(Indirect
Direct)
View
2023-06-29
Sale
2023-07-03
3:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $192.64 $4,873,814 16,278,862
(Indirect
Direct)
View
2023-06-27
Sale
2023-06-29
3:51 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,294 $187.98 $3,814,878 16,304,162
(Indirect
Direct)
View
2023-06-23
Sale
2023-06-27
4:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
2,829 $195.73 $553,728 16,324,456
(Indirect
Direct)
View
2023-06-21
Sale
2023-06-23
3:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,519 $203.03 $1,120,544 16,327,285
(Indirect
Direct)
View
2023-06-15
Sale
2023-06-20
3:42 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,753 $206.49 $2,633,428 16,332,804
(Indirect
Direct)
View
2023-06-13
Sale
2023-06-15
4:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,962 $203.69 $2,843,867 16,345,557
(Indirect
Direct)
View
2023-06-09
Sale
2023-06-13
3:19 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,762 $205.53 $773,221 16,359,519
(Indirect
Direct)
View
2023-06-07
Sale
2023-06-09
11:20 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,223 $206.21 $1,489,446 16,363,281
(Indirect
Direct)
View
2023-06-05
Sale
2023-06-07
12:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,138 $206.35 $1,679,259 16,375,276
(Indirect
Direct)
View
2023-06-01
Sale
2023-06-05
4:10 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,504 $205.5 $3,186,066 16,383,414
(Indirect
Direct)
View
2023-05-30
Sale
2023-06-01
3:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,282 $204.77 $3,743,587 16,398,918
(Indirect
Direct)
View
2023-05-15
Sale
2023-05-17
8:09 pm
Morningstar Inc. MORN TSAY CAROLINE J
Director
651 $191.32 $124,549 3,700
(Direct)
View
2023-03-21
Sale
2023-03-23
1:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,151 $187.25 $1,151,795 16,417,200
(Indirect
Direct)
View
2023-03-17
Sale
2023-03-21
1:54 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,451 $183.74 $1,552,748 16,423,351
(Indirect
Direct)
View
2023-03-16
Sale
2023-03-17
1:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,584 $186.3 $2,158,104 16,431,802
(Indirect
Direct)
View
2023-03-14
Sale
2023-03-15
12:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,500 $189.29 $2,744,704 16,443,386
(Indirect
Direct)
View
2023-03-09
Sale
2023-03-13
12:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,162 $207.52 $1,071,211 16,457,886
(Indirect
Direct)
View
2023-03-07
Sale
2023-03-09
2:31 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,940 $207.25 $1,852,843 16,463,048
(Indirect
Direct)
View
2023-03-03
Sale
2023-03-07
2:32 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
22,641 $210.58 $4,767,647 16,471,988
(Indirect
Direct)
View
2023-03-01
Sale
2023-03-03
12:46 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
24,627 $206.94 $5,096,404 16,494,629
(Indirect
Direct)
View
2023-02-27
Sale
2023-03-01
1:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,400 $207.53 $5,271,361 16,519,256
(Indirect
Direct)
View
2023-02-23
Sale
2023-02-27
4:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,273 $233.82 $2,168,171 16,544,656
(Indirect
Direct)
View
2023-02-22
Sale
2023-02-23
12:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,491 $232.75 $1,976,246 16,553,929
(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
2023-05-17
Tax Withholding
2023-05-17
8:15 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
9,714 $189.94 134,808
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:15 pm
N/A
2026-05-15
Morningstar Inc. MORN Kapoor Kunal
CEO
19,691 $0 134,808
(Direct)
View
2023-05-17
Exercise
2023-05-17
8:15 pm
N/A
2023-05-17
Morningstar Inc. MORN Kapoor Kunal
CEO
8,058 $0 134,808
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:15 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
129 $189.94 2,530
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:15 pm
N/A
2026-05-15
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
584 $0 2,530
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:14 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
821 $189.94 17,111
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:14 pm
N/A
2026-05-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
4,242 $0 17,111
(Direct)
View
2023-05-17
Exercise
2023-05-17
8:14 pm
N/A
2023-05-17
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,036 $0 17,111
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:14 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,735 $189.94 23,059
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:14 pm
N/A
2026-05-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
5,825 $0 23,059
(Direct)
View
2023-05-17
Exercise
2023-05-17
8:14 pm
N/A
2023-05-17
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,842 $0 23,059
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:12 pm
N/A
N/A
Morningstar Inc. MORN Kaplan Steven N
Director
868 $0 45,677
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:12 pm
N/A
N/A
Morningstar Inc. MORN JOYNT STEPHEN
Director
868 $0 3,879
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:11 pm
N/A
N/A
Morningstar Inc. MORN Diamonte Robin
Director
868 $0 9,335
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:11 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
868 $0 6,122
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:11 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
868 $0 2,567
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:10 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
868 $0 34,531
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:09 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
868 $0 3,700
(Direct)
View
2023-05-15
Other
2023-05-17
8:09 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
124 $0 3,700
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:09 pm
N/A
N/A
Morningstar Inc. MORN Lyons William M
Director
868 $0 16,701
(Direct)
View
2023-03-01
Option Award
2023-03-03
3:34 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
249 $0 12,654
(Direct)
View
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