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 0, 1, 2, ...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
2025-05-22
Sale
2025-05-27
4:54 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,792 $306.36 $2,999,842 14,913,942
(Indirect
Direct)
View
2025-05-19
Sale
2025-05-21
5:16 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,353 $309.95 $3,828,861 14,923,734
(Indirect
Direct)
View
2025-05-16
Sale
2025-05-19
9:04 pm
Morningstar Inc. MORN TSAY CAROLINE J
Director
200 $309.84 $61,968 4,345
(Direct)
View
2025-05-15
Sale
2025-05-16
5:27 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,500 $307.78 $4,462,841 14,936,087
(Indirect
Direct)
View
2025-05-13
Sale
2025-05-15
5:52 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,474 $309.12 $2,928,579 14,950,587
(Indirect
Direct)
View
2025-05-09
Sale
2025-05-13
5:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,500 $307.09 $4,452,794 14,960,061
(Indirect
Direct)
View
2025-05-12
Sale
2025-05-13
5:09 pm
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
353 $309.01 $109,081 4,575
(Direct)
View
2025-05-07
Sale
2025-05-09
4:28 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,500 $300.89 $4,362,871 14,974,561
(Indirect
Direct)
View
2025-05-05
Sale
2025-05-07
5:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,461 $294.88 $3,084,740 14,989,061
(Indirect
Direct)
View
2025-05-01
Sale
2025-05-05
4:32 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,420 $288.08 $4,154,068 14,999,522
(Indirect
Direct)
View
2025-03-13
Sale
2025-03-17
5:35 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,372 $286.2 $392,669 15,013,942
(Indirect
Direct)
View
2025-03-11
Sale
2025-03-13
5:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,124 $283.39 $5,136,089 15,015,314
(Indirect
Direct)
View
2025-03-05
Sale
2025-03-06
5:14 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,062 $301.1 $2,728,562 15,033,438
(Indirect
Direct)
View
2025-02-28
Sale
2025-03-04
5:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,176 $312.48 $5,054,687 15,042,500
(Indirect
Direct)
View
2025-02-26
Sale
2025-02-28
4:34 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,448 $323.09 $1,437,125 15,058,676
(Indirect
Direct)
View
2025-02-24
Sale
2025-02-26
5:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,670 $322.71 $5,702,359 15,063,124
(Indirect
Direct)
View
2025-02-20
Sale
2025-02-24
5:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,803 $327.7 $3,212,466 15,080,794
(Indirect
Direct)
View
2025-02-18
Sale
2025-02-20
5:36 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,188 $327.4 $4,645,216 15,090,597
(Indirect
Direct)
View
2025-02-14
Sale
2025-02-18
5:44 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,207 $328.9 $1,054,767 15,104,785
(Indirect
Direct)
View
2025-02-12
Sale
2025-02-14
4:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,772 $325.36 $3,179,431 15,107,992
(Indirect
Direct)
View
2025-02-10
Sale
2025-02-12
5:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,695 $325.53 $551,777 15,117,764
(Indirect
Direct)
View
2025-02-06
Sale
2025-02-10
4:54 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,341 $326.61 $3,050,876 15,119,459
(Indirect
Direct)
View
2025-02-04
Sale
2025-02-06
4:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,426 $326.45 $2,750,634 15,128,800
(Indirect
Direct)
View
2025-02-03
Sale
2025-02-04
5:47 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,716 $327.89 $562,662 15,137,226
(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
2025-06-30
Gift
2025-06-30
5:21 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,000 $0 14,898,942
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:37 pm
N/A
2027-11-14
Morningstar Inc. MORN Kapoor Kunal
CEO
12,462 $0 145,535
(Direct)
View
2025-05-16
Exercise
2025-05-19
9:37 pm
N/A
2024-11-15
Morningstar Inc. MORN Kapoor Kunal
CEO
6,667 $0 145,535
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
9:37 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
6,901 $306.41 145,535
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:05 pm
N/A
2028-05-14
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
610 $0 1,639
(Direct)
View
2025-05-16
Exercise
2025-05-19
9:05 pm
N/A
2025-05-15
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
45 $0 1,639
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
9:05 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
86 $306.41 1,639
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:04 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
620 $0 4,345
(Direct)
View
2025-05-15
Option Award
2025-05-19
9:02 pm
N/A
N/A
Morningstar Inc. MORN Diamonte Robin
Director
620 $0 10,194
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:56 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
620 $0 35,790
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:51 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
620 $0 6,069
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:49 pm
N/A
2027-11-14
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
3,058 $0 16,494
(Direct)
View
2025-05-16
Exercise
2025-05-19
8:49 pm
N/A
2028-05-14
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,241 $0 16,494
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
8:49 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
853 $306.41 16,494
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:41 pm
N/A
N/A
Morningstar Inc. MORN Kaplan Steven N
Director
620 $0 41,936
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:40 pm
N/A
2028-05-14
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
2,243 $0 6,897
(Direct)
View
2025-05-16
Exercise
2025-05-19
8:40 pm
N/A
2025-05-15
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
586 $0 6,897
(Direct)
View
2025-05-16
Tax Withholding
2025-05-19
8:40 pm
N/A
N/A
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
507 $306.41 6,897
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:38 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
620 $0 3,826
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:36 pm
N/A
N/A
Morningstar Inc. MORN JOYNT STEPHEN
Director
620 $0 5,138
(Direct)
View
2025-05-15
Option Award
2025-05-19
8:31 pm
N/A
N/A
Morningstar Inc. MORN Lyons William M
Director
620 $0 13,460
(Direct)
View
2024-08-31
Tax Withholding
2025-03-04
5:29 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
111 $313.77 13,048
(Direct)
View
2025-03-01
Option Award
2025-03-04
5:01 pm
N/A
N/A
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
184 $0 4,928
(Direct)
View
2025-03-01
Option Award
2025-03-04
4:58 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
98 $0 1,184
(Direct)
View
2024-09-02
Tax Withholding
2025-03-04
4:58 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
26 $313.77 1,184
(Direct)
View

Ownership
2025-01-10
5:38 pm
N/A
N/A
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
0 $0 11,613
(Direct)
View
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