MORN (Morningstar, Inc.)
Insider Trading Activity
Every open-market purchase and sale reported by MORN officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-02 | Michael Holt | Chief Financial Officer | F | — | — |
| 2026-09-02 | Conan Wiersema | CAO & PAO | F | — | — |
| 2026-08-26 | Daniel Mansueto | 10%+ Owner | J | — | — |
| 2026-08-24 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-21 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-19 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-14 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-12 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-07 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-07 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-08-05 | Joseph D Mansueto | Executive Chairman | MIXED | — | — |
| 2026-08-03 | William M Lyons | Director | Sell | — | — |
| 2026-05-27 | William M Lyons | Director | Sell | — | — |
| 2026-05-22 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-05-20 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-05-19 | Conan Wiersema | CAO & PAO | MIXED | — | — |
| 2026-05-19 | Michael Holt | Chief Financial Officer | MIXED | — | — |
| 2026-05-19 | Kunal Kapoor | CEO | MIXED | — | — |
| 2026-05-19 | William M Lyons | Director | A | — | — |
| 2026-05-19 | CHERYL A FRANCIS | Director | A | — | — |
| 2026-05-19 | Robin Diamonte | Director | A | — | — |
| 2026-05-19 | STEPHEN JOYNT | Director | A | — | — |
| 2026-05-19 | Doniel Sutton | Director | A | — | — |
| 2026-05-19 | Steven N Kaplan | Director | A | — | — |
| 2026-05-19 | CAROLINE J TSAY | Director | A | — | — |
| 2026-05-19 | ANNE L BRAMMAN | Director | A | — | — |
| 2026-05-15 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-05-12 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-05-07 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-05-04 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-03-04 | Michael Holt | Chief Financial Officer | Buy | — | — |
| 2026-03-03 | Conan Wiersema | CAO & PAO | A | — | — |
| 2026-03-03 | Michael Holt | Chief Financial Officer | A | — | — |
| 2026-03-02 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-27 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-25 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-20 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-18 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-13 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-11 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-06 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2026-02-04 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2025-12-30 | CAROLINE J TSAY | Director | Sell | — | — |
| 2025-12-15 | Joseph D Mansueto | Executive Chairman | G | — | — |
| 2025-11-26 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2025-11-24 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2025-11-20 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2025-11-18 | Joseph D Mansueto | Executive Chairman | Sell | — | — |
| 2025-11-18 | Michael Holt | Chief Financial Officer | MIXED | — | — |
| 2025-11-18 | Conan Wiersema | CAO & PAO | MIXED | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | Executive Chairman | 8,089,732 | — |
| — | 10%+ Owner | 3,483,827 | — |
| — | Chief Operating Officer | 476,096 | — |
| — | Managing Director | 416,561 | — |
| — | Head of Corporate Strategy | 228,539 | — |
| — | Director | 171,684 | — |
| — | VP, Research & New Prod. Dev. | 157,375 | — |
| — | CEO | 154,974 | — |
| — | President, Morningstar Assocs. | 66,917 | — |
| — | Head of Global Products | 54,657 | — |
| — | Director | 46,656 | — |
| — | Pres., Data Division | 45,451 | — |
| — | Head of Design | 43,605 | — |
| — | Director | 43,080 | — |
| — | Director | 36,934 | — |
| — | Pres., Investment Management | 36,006 | — |
| — | Chief Talent & Culture Officer | 35,981 | — |
| — | Chief Financial Officer | 35,195 | — |
| — | Chief Financial Officer | 28,500 | — |
| — | Pres., Investment Management | 27,533 | — |
| — | Pres., Investment Management | 25,185 | — |
| — | General Counsel | 24,658 | — |
| — | Director | 20,157 | — |
| — | Head of Global Fund Research | 18,440 | — |
| — | Chief Technology Officer | 18,161 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the MORN quote page; the site-wide leaderboard is on the insider transactions hub.