Morningstar, Inc. (MORN) — insider trading
Financials · NASDAQ
Morningstar, Inc. (MORN) has 166 reported SEC Form 4 insider transactions in our data, including 92 open-market sales among the most recent 100 (latest 2026-09-30).
Recent Form 4 transactions
Showing the 100 most recent of 166 recorded transactions. See all on SEC EDGAR →
| Date | Insider | Role | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Mansueto Daniel | 10% owner | Other acquisition or disposition | 657,779 | — | $0 | Form 4 |
| 2026-09-01 | Holt Michael | Officer (Chief Financial Officer) | Shares withheld for taxes / exercise cost | 54 | $218.94 | $11.8K | Form 4 |
| 2026-09-01 | Wiersema Conan | Officer (CAO & PAO) | Shares withheld for taxes / exercise cost | 29 | $218.94 | $6.3K | Form 4 |
| 2026-08-24 | Mansueto Daniel | 10% owner | Other acquisition or disposition | 376,969 | — | $0 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 226 | $221.12 | $50.0K | Form 4 |
| 2026-08-24 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,314 | $220.42 | $289.6K | Form 4 |
| 2026-08-24 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 978 | $219.44 | $214.6K | Form 4 |
| 2026-08-24 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,740 | $218.43 | $380.1K | Form 4 |
| 2026-08-24 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,181 | $217.26 | $256.6K | Form 4 |
| 2026-08-24 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 220 | $216.01 | $47.5K | Form 4 |
| 2026-08-21 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 268 | $217.57 | $58.3K | Form 4 |
| 2026-08-21 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,827 | $216.70 | $829.3K | Form 4 |
| 2026-08-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 501 | $217.13 | $108.8K | Form 4 |
| 2026-08-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 295 | $216.16 | $63.8K | Form 4 |
| 2026-08-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,938 | $215.18 | $417.0K | Form 4 |
| 2026-08-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,359 | $214.17 | $291.1K | Form 4 |
| 2026-08-20 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,157 | $212.87 | $672.0K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 189 | $217.01 | $41.0K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 369 | $215.93 | $79.7K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,785 | $214.81 | $383.4K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,031 | $213.96 | $648.5K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 426 | $211.52 | $90.1K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 680 | $210.24 | $143.0K | Form 4 |
| 2026-08-19 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 114 | $208.21 | $23.7K | Form 4 |
| 2026-08-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 656 | $212.53 | $139.4K | Form 4 |
| 2026-08-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 106 | $212.20 | $22.5K | Form 4 |
| 2026-08-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,588 | $211.26 | $335.5K | Form 4 |
| 2026-08-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,708 | $210.32 | $569.5K | Form 4 |
| 2026-08-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,935 | $209.48 | $405.3K | Form 4 |
| 2026-08-18 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 913 | $208.13 | $190.0K | Form 4 |
| 2026-08-17 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,501 | $207.81 | $311.9K | Form 4 |
| 2026-08-17 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 5,749 | $206.84 | $1.19M | Form 4 |
| 2026-08-14 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 277 | $209.38 | $58.0K | Form 4 |
| 2026-08-14 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 240 | $208.45 | $50.0K | Form 4 |
| 2026-08-14 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,809 | $207.33 | $582.4K | Form 4 |
| 2026-08-14 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,924 | $206.28 | $809.4K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 178 | $206.78 | $36.8K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 52 | $205.66 | $10.7K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 78 | $203.79 | $15.9K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 52 | $202.09 | $10.5K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 26 | $199.75 | $5.2K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 430 | $198.96 | $85.6K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,936 | $197.88 | $581.0K | Form 4 |
| 2026-08-13 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,498 | $197.06 | $689.3K | Form 4 |
| 2026-08-12 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 26 | $197.63 | $5.1K | Form 4 |
| 2026-08-12 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 291 | $197.09 | $57.4K | Form 4 |
| 2026-08-12 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,906 | $195.77 | $373.1K | Form 4 |
| 2026-08-12 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 5,027 | $194.96 | $980.0K | Form 4 |
| 2026-08-11 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 974 | $200.32 | $195.1K | Form 4 |
| 2026-08-10 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 7,250 | $201.84 | $1.46M | Form 4 |
| 2026-08-07 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 506 | $201.53 | $102.0K | Form 4 |
| 2026-08-07 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,566 | $200.40 | $514.2K | Form 4 |
| 2026-08-07 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,559 | $199.34 | $510.1K | Form 4 |
| 2026-08-07 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,453 | $198.49 | $288.4K | Form 4 |
| 2026-08-07 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 166 | $196.16 | $32.6K | Form 4 |
| 2026-08-06 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,272 | $198.38 | $450.7K | Form 4 |
| 2026-08-05 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 30 | $202.51 | $6.1K | Form 4 |
| 2026-08-05 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,664 | $201.98 | $336.1K | Form 4 |
| 2026-08-05 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 4,310 | $201.12 | $866.8K | Form 4 |
| 2026-08-05 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 1,246 | $199.58 | $248.7K | Form 4 |
| 2026-08-04 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 64 | $201.15 | $12.9K | Form 4 |
| 2026-08-04 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,349 | $200.57 | $471.1K | Form 4 |
| 2026-08-04 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 3,840 | $199.51 | $766.1K | Form 4 |
| 2026-08-04 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 997 | $198.06 | $197.5K | Form 4 |
| 2026-08-03 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 26 | $200.87 | $5.2K | Form 4 |
| 2026-08-03 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 2,568 | $199.78 | $513.0K | Form 4 |
| 2026-08-03 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 4,043 | $199.06 | $804.8K | Form 4 |
| 2026-08-03 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 573 | $197.72 | $113.3K | Form 4 |
| 2026-08-03 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Open-market sale | 40 | $196.72 | $7.9K | Form 4 |
| 2026-08-03 | Mansueto Joseph D | Director, Officer (Executive Chairman), 10% owner | Bona fide gift | 5,300 | — | $0 | Form 4 |
| 2026-08-03 | Lyons William M | Director | Open-market sale | 1,000 | $199.00 | $199.0K | Form 4 |
| 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 | Wiersema Conan | Officer (CAO & PAO) | Grant / award / vesting (derivative) | 451 | — | $0 | Form 4 |
| 2026-05-15 | Wiersema Conan | Officer (CAO & PAO) | Option exercise / conversion (derivative) | 13 | — | — | Form 4 |
| 2026-05-15 | Wiersema Conan | Officer (CAO & PAO) | Shares withheld for taxes / exercise cost | 105 | $166.05 | $17.4K | Form 4 |
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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 2026-09-30 (most recent filing date).
Informational only — NOT financial advice. Insider filings are sourced from SEC EDGAR and shown with their reported dates.