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.
Goto Prev, 0, 1, ...3, 4, 5, 6, 7, ...12, 13, Next
Common stock purchase or sale:
Transaction
Date		 Reported
DateTime		 Company Symbol Insider
Relationship		 Shares
Traded		 Average
Price		 Total
Amount		 Shares
Owned		 Filing
2023-02-17
Sale		 2023-02-21
2:43 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 5,347 $237.3 $1,268,869 16,562,420
(Indirect
Direct)		 View
2023-02-15
Sale		 2023-02-17
5:53 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 8,542 $238.55 $2,037,719 16,567,767
(Indirect
Direct)		 View
2023-02-13
Sale		 2023-02-15
12:11 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 12,471 $237.12 $2,957,101 16,576,309
(Indirect
Direct)		 View
2023-02-09
Sale		 2023-02-13
2:29 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 4,240 $243.68 $1,033,211 16,588,780
(Indirect
Direct)		 View
2023-02-07
Sale		 2023-02-09
2:20 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 5,413 $244.13 $1,321,498 16,593,020
(Indirect
Direct)		 View
2023-02-01
Sale		 2023-02-03
4:08 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 18,767 $250.64 $4,703,731 16,598,433
(Indirect
Direct)		 View
2023-01-03
Sale		 2023-01-04
5:17 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 2,859 $217.86 $622,854 16,617,200
(Indirect
Direct)		 View
2022-12-29
Sale		 2023-01-03
5:14 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 9,600 $217.44 $2,087,448 16,620,059
(Indirect
Direct)		 View
2022-12-27
Sale		 2022-12-29
2:54 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 9,477 $212.66 $2,015,410 16,629,659
(Indirect
Direct)		 View
2022-12-23
Sale		 2022-12-27
3:23 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 1,406 $214.32 $301,337 16,639,136
(Indirect
Direct)		 View
2022-12-21
Sale		 2022-12-23
10:13 am		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 20,863 $214.36 $4,472,134 16,640,542
(Indirect
Direct)		 View
2022-12-19
Sale		 2022-12-21
12:06 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 17,300 $214.29 $3,707,229 16,661,405
(Indirect
Direct)		 View
2022-12-13
Sale		 2022-12-15
2:15 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 11,765 $235.04 $2,765,213 16,678,705
(Indirect
Direct)		 View
2022-12-09
Sale		 2022-12-13
12:28 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 1,746 $234.37 $409,204 16,690,470
(Indirect
Direct)		 View
2022-12-07
Sale		 2022-12-09
4:05 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 12,717 $238.17 $3,028,832 16,692,216
(Indirect
Direct)		 View
2022-12-06
Sale		 2022-12-07
7:34 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 120 $239.94 $28,793 16,760,933
(Indirect
Direct)		 View
2022-12-01
Sale		 2022-12-05
1:53 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 13,253 $248.83 $3,297,702 16,761,053
(Indirect
Direct)		 View
2022-11-29
Sale		 2022-12-01
5:17 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 8,306 $241.34 $2,004,539 16,774,306
(Indirect
Direct)		 View
2022-11-25
Sale		 2022-11-29
1:33 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 5,521 $246.31 $1,359,851 16,782,612
(Indirect
Direct)		 View
2022-11-23
Sale		 2022-11-28
5:43 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 6,700 $245.89 $1,647,487 16,788,133
(Indirect
Direct)		 View
2022-11-21
Sale		 2022-11-23
5:40 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 16,811 $240.4 $4,041,298 16,794,833
(Indirect
Direct)		 View
2022-11-18
Sale		 2022-11-21
2:28 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 2,531 $240.5 $608,706 16,811,644
(Indirect
Direct)		 View
2022-11-11
Sale		 2022-11-21
12:47 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 8,592 $245.26 $2,107,232 16,828,494
(Indirect
Direct)		 View
2022-11-15
Sale		 2022-11-17
3:49 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 14,319 $244.58 $3,502,152 16,814,175
(Indirect
Direct)		 View
2022-11-10
Sale		 2022-11-14
4:13 pm		 Morningstar Inc. MORN Desmond Bevin
Chief Talent & Culture Officer		 10,000 $241.75 $2,417,508 35,303
(Indirect
Direct)		 View
2022-11-09
Sale		 2022-11-14
10:07 am		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 13,300 $241.42 $3,210,892 16,837,086
(Indirect
Direct)		 View
2022-11-07
Sale		 2022-11-09
12:52 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 12,254 $233.43 $2,860,505 16,850,386
(Indirect
Direct)		 View
2022-11-04
Sale		 2022-11-07
2:36 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 10,560 $230.63 $2,435,462 16,862,640
(Indirect
Direct)		 View
2022-09-30
Sale		 2022-10-04
2:49 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 2,991 $214.54 $641,680 16,873,200
(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
2021-11-15
Tax Withholding		 2022-12-22
4:55 pm		 N/A
N/A		 Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO		 64 $316.52 2,075
(Direct)		 View
2020-11-15
Tax Withholding		 2022-12-22
4:55 pm		 N/A
N/A		 Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO		 55 $206.21 2,075
(Direct)		 View
2020-11-15
Option Award		 2022-12-22
4:55 pm		 N/A
N/A		 Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO		 121 $0 2,075
(Direct)		 View
2022-11-15
Tax Withholding		 2022-12-22
4:55 pm		 N/A
N/A		 Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO		 64 $241.3 2,075
(Direct)		 View
2022-12-08
Gift		 2022-12-09
4:05 pm		 N/A
N/A		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 56,000 $0 16,692,216
(Direct)		 View
2022-11-17
Exercise		 2022-11-21
6:18 pm		 N/A
2022-11-17		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 1,293 $0 18,475
(Direct)		 View
2022-11-17
Option Award		 2022-11-21
6:18 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 841 $0 18,475
(Direct)		 View
2022-11-17
Tax Withholding		 2022-11-21
6:18 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 946 $241.3 18,475
(Direct)		 View
2022-11-17
Exercise		 2022-11-21
6:16 pm		 N/A
2022-11-17		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 646 $0 12,405
(Direct)		 View
2022-11-17
Option Award		 2022-11-21
6:16 pm		 N/A
N/A		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 420 $0 12,405
(Direct)		 View
2022-11-17
Tax Withholding		 2022-11-21
6:16 pm		 N/A
N/A		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 473 $241.3 12,405
(Direct)		 View
2022-11-17
Exercise		 2022-11-21
6:13 pm		 N/A
2022-11-17		 Morningstar Inc. MORN Kapoor Kunal
CEO		 5,301 $0 116,773
(Direct)		 View
2022-11-17
Option Award		 2022-11-21
6:13 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 3,453 $0 116,773
(Direct)		 View
2022-11-17
Tax Withholding		 2022-11-21
6:13 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 3,879 $241.3 116,773
(Direct)		 View
2022-11-17
Exercise		 2022-11-21
6:09 pm		 N/A
2022-11-17		 Morningstar Inc. MORN Desmond Bevin
Chief Talent & Culture Officer		 739 $0 35,981
(Direct)		 View
2022-11-17
Option Award		 2022-11-21
6:09 pm		 N/A
N/A		 Morningstar Inc. MORN Desmond Bevin
Chief Talent & Culture Officer		 480 $0 35,981
(Direct)		 View
2022-11-17
Tax Withholding		 2022-11-21
6:09 pm		 N/A
N/A		 Morningstar Inc. MORN Desmond Bevin
Chief Talent & Culture Officer		 541 $241.3 35,981
(Direct)		 View
2022-11-17
Other		 2022-11-21
5:01 pm		 N/A
N/A		 Morningstar Inc. MORN TSAY CAROLINE J
Director		 2,049 $0 5,531
(Direct)		 View
2022-11-15
Option Award		 2022-11-17
4:11 pm		 N/A
2025-11-15		 Morningstar Inc. MORN Kapoor Kunal
CEO		 6,468 $0 6,468
(Direct)		 View
2022-11-15
Option Award		 2022-11-17
3:47 pm		 N/A
2025-11-15		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 1,204 $0 1,204
(Direct)		 View
2022-11-15
Option Award		 2022-11-17
3:45 pm		 N/A
2025-11-15		 Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO		 133 $0 133
(Direct)		 View
2022-11-15
Option Award		 2022-11-17
3:36 pm		 N/A
2025-11-15		 Morningstar Inc. MORN Desmond Bevin
Chief Talent & Culture Officer		 936 $0 936
(Direct)		 View
2022-11-15
Option Award		 2022-11-17
3:34 pm		 N/A
2025-11-15		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 1,606 $0 1,606
(Direct)		 View
Goto Prev, 0, 1, ...3, 4, 5, 6, 7, ...12, 13, Next