MORN · Insider Trading
Morningstar, Inc.
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-02 | Daniel Mansueto | 10%+ Owner | J | −657,779 | — |
| 2026-09-02 | Michael Holt | Chief Financial Officer | F | −54 | −$11.82K |
| 2026-09-02 | Conan Wiersema | CAO & PAO | F | −29 | −$6.35K |
| 2026-08-26 | Daniel Mansueto | 10%+ Owner | J | −376,969 | — |
| 2026-08-24 | Joseph D Mansueto | Executive Chairman | Sell | −5,659 | −$1.24M |
| 2026-08-21 | Joseph D Mansueto | Executive Chairman | Sell | −11,345 | −$2.44M |
| 2026-08-19 | Joseph D Mansueto | Executive Chairman | Sell | −21,750 | −$4.57M |
| 2026-08-14 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$2.93M |
| 2026-08-12 | Joseph D Mansueto | Executive Chairman | Sell | −15,474 | −$3.07M |
| 2026-08-07 | Joseph D Mansueto | Executive Chairman | Sell | −9,522 | −$1.90M |
| 2026-08-07 | Joseph D Mansueto | Executive Chairman | Sell | −9,522 | −$1.90M |
| 2026-08-05 | Joseph D Mansueto | Executive Chairman | MIXED | −27,050 | −$4.35M |
| 2026-08-03 | William M Lyons | Director | Sell | −1,000 | −$199.00K |
| 2026-05-27 | William M Lyons | Director | Sell | −700 | −$125.30K |
| 2026-05-22 | Joseph D Mansueto | Executive Chairman | Sell | −9,520 | −$1.65M |
| 2026-05-20 | Joseph D Mansueto | Executive Chairman | Sell | −21,228 | −$3.72M |
| 2026-05-19 | Conan Wiersema | CAO & PAO | MIXED | +811 | −$17.44K |
| 2026-05-19 | Michael Holt | Chief Financial Officer | MIXED | +2,833 | −$44.83K |
| 2026-05-19 | Kunal Kapoor | CEO | MIXED | +10,945 | −$614.22K |
| 2026-05-19 | William M Lyons | Director | A | +1,144 | — |
| 2026-05-19 | Cheryl A Francis | Director | A | +1,144 | — |
| 2026-05-19 | Robin Diamonte | Director | A | +1,144 | — |
| 2026-05-19 | Stephen Joynt | Director | A | +1,144 | — |
| 2026-05-19 | Doniel Sutton | Director | A | +1,144 | — |
| 2026-05-19 | Steven N Kaplan | Director | A | +1,144 | — |
| 2026-05-19 | Caroline J Tsay | Director | A | +1,144 | — |
| 2026-05-19 | Anne L Bramman | Director | A | +1,505 | — |
| 2026-05-15 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$2.45M |
| 2026-05-12 | Joseph D Mansueto | Executive Chairman | Sell | −18,502 | −$3.27M |
| 2026-05-07 | Joseph D Mansueto | Executive Chairman | Sell | −21,750 | −$3.67M |
| 2026-05-04 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$2.47M |
| 2026-03-04 | Michael Holt | Chief Financial Officer | Buy | +1,000 | +$186.59K |
| 2026-03-03 | Conan Wiersema | CAO & PAO | A | +301 | — |
| 2026-03-03 | Michael Holt | Chief Financial Officer | A | +684 | — |
| 2026-03-02 | Joseph D Mansueto | Executive Chairman | Sell | −3,122 | −$569.19K |
| 2026-02-27 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$2.61M |
| 2026-02-25 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$2.35M |
| 2026-02-20 | Joseph D Mansueto | Executive Chairman | Sell | −13,858 | −$2.24M |
| 2026-02-18 | Joseph D Mansueto | Executive Chairman | Sell | −14,041 | −$2.24M |
| 2026-02-13 | Joseph D Mansueto | Executive Chairman | Sell | −14,189 | −$2.21M |
| 2026-02-11 | Joseph D Mansueto | Executive Chairman | Sell | −4,867 | −$796.11K |
| 2026-02-06 | Joseph D Mansueto | Executive Chairman | Sell | −20,066 | −$3.59M |
| 2026-02-04 | Joseph D Mansueto | Executive Chairman | Sell | −857 | −$173.44K |
| 2025-12-30 | Caroline J Tsay | Director | Sell | −600 | −$131.09K |
| 2025-12-15 | Joseph D Mansueto | Executive Chairman | G | −27,775 | — |
| 2025-11-26 | Joseph D Mansueto | Executive Chairman | Sell | −1,602 | −$341.06K |
| 2025-11-24 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$3.06M |
| 2025-11-20 | Joseph D Mansueto | Executive Chairman | Sell | −14,500 | −$3.03M |
| 2025-11-18 | Joseph D Mansueto | Executive Chairman | Sell | −8,039 | −$1.71M |
| 2025-11-18 | Michael Holt | Chief Financial Officer | MIXED | +90 | −$15.47K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Joseph D Mansueto | Executive Chairman | 8,089,732 | $1.83B |
| Daniel Mansueto | 10%+ Owner | 3,196,048 | $722.91M |
| Kunal Kapoor | CEO | 154,974 | $35.05M |
| Steven N Kaplan | Director | 43,080 | $9.74M |
| Cheryl A Francis | Director | 36,934 | $8.35M |
| Jason Dubinsky | Chief Financial Officer | 18,050 | $4.08M |
| Daniel Joseph Dunn | Chief Revenue Officer | 14,851 | $3.36M |
| William M Lyons | Director | 12,904 | $2.92M |
| Michael Holt | Chief Financial Officer | 12,271 | $2.78M |
| Robin Diamonte | Director | 11,338 | $2.56M |
| Stephen Joynt | Director | 6,282 | $1.42M |
| Gail S Landis | Director | 6,069 | $1.37M |
| Doniel Sutton | Director | 4,970 | $1.12M |
| Caroline J Tsay | Director | 4,888 | $1.11M |
| Conan Wiersema | CAO & PAO | 3,068 | $693.95K |
| Anne L Bramman | Director | 1,505 | $340.42K |
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.
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.