Morningstar, Inc. (MORN) — insider trading
Financials · NASDAQ
Morningstar, Inc. (MORN) has 40 reported SEC Form 4 insider transactions in our data, including 26 open-market sales among the most recent 40 (latest 2026-05-27).
Recent Form 4 transactions
| Date | Insider | Role | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-27 | Lyons William M | Director | Open-market sale | 700 | $179.00 | $125.3K | Form 4 |
| 2026-05-22 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 227 | $179.52 | $40.8K | Form 4 |
| 2026-05-22 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 293 | $178.39 | $52.3K | Form 4 |
| 2026-05-22 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 578 | $177.08 | $102.4K | Form 4 |
| 2026-05-22 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 741 | $176.30 | $130.6K | Form 4 |
| 2026-05-22 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 114 | $174.98 | $19.9K | Form 4 |
| 2026-05-22 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 317 | $174.09 | $55.2K | Form 4 |
| 2026-05-21 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 234 | $174.07 | $40.7K | Form 4 |
| 2026-05-21 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,935 | $172.87 | $334.5K | Form 4 |
| 2026-05-21 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 5,081 | $172.33 | $875.6K | Form 4 |
| 2026-05-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 291 | $173.11 | $50.4K | Form 4 |
| 2026-05-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,255 | $172.33 | $216.3K | Form 4 |
| 2026-05-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 5,704 | $171.32 | $977.2K | Form 4 |
| 2026-05-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 24 | $182.14 | $4.4K | Form 4 |
| 2026-05-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 227 | $181.05 | $41.1K | Form 4 |
| 2026-05-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,726 | $180.39 | $311.4K | Form 4 |
| 2026-05-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 676 | $179.08 | $121.1K | Form 4 |
| 2026-05-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,446 | $178.06 | $257.5K | Form 4 |
| 2026-05-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,629 | $176.66 | $464.5K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 640 | $177.42 | $113.5K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,515 | $176.85 | $621.6K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,620 | $175.80 | $284.8K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 500 | $174.51 | $87.3K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 116 | $173.38 | $20.1K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 300 | $172.43 | $51.7K | Form 4 |
| 2026-05-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 559 | $171.33 | $95.8K | Form 4 |
| 2026-05-15 | Kapoor Kunal | Director, Officer (CEO) | Grant / award / vesting (derivative) | 17,039 | — | — | Form 4 |
| 2026-05-15 | Kapoor Kunal | Director, Officer (CEO) | Option exercise / conversion (derivative) | 2,108 | — | — | Form 4 |
| 2026-05-15 | Kapoor Kunal | Director, Officer (CEO) | Shares withheld for taxes / exercise cost | 3,699 | $166.05 | $614.2K | Form 4 |
| 2026-05-15 | Kapoor Kunal | Director, Officer (CEO) | Option exercise / conversion | 2,108 | $0.00 | $0 | Form 4 |
| 2026-05-15 | Kapoor Kunal | Director, Officer (CEO) | Grant / award / vesting | 11,359 | $0.00 | $0 | Form 4 |
| 2026-05-15 | Kapoor Kunal | Director, Officer (CEO) | Grant / award / vesting | 1,177 | $0.00 | $0 | Form 4 |
| 2026-05-15 | Lyons William M | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | FRANCIS CHERYL A | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | Diamonte Robin | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | JOYNT STEPHEN | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | Sutton Doniel | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | Kaplan Steven N | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | TSAY CAROLINE J | Director | Grant / award / vesting | 1,144 | $0.00 | $0 | Form 4 |
| 2026-05-15 | BRAMMAN ANNE L | Director | Grant / award / vesting | 1,505 | $0.00 | $0 | Form 4 |
Ask the chat about MORN's insider activity →
Transaction types are the SEC Form 4 codes: open-market purchases (P) and sales (S) are the only rows that reflect open-market conviction. Awards/vesting (A), option exercises (M/X/C), shares withheld for taxes (F) and gifts (G) are compensation or mechanical, not buying or selling on the open market. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan); open-market buying is not a recommendation to buy. Informational only — not financial advice.
Source: SEC EDGAR Form 3/4/5. See the full company profile: Morningstar, Inc. (MORN).
Last updated 2026-05-27 (most recent filing date).
Informational only — NOT financial advice. Insider filings are sourced from SEC EDGAR and shown with their reported dates.