Company profile
Morningstar, Inc. Insider Trading
MORNEvery SEC Form 4 insider trading filing for Morningstar, Inc. (MORN) since April 2023 — open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?
- Exchange
- Nasdaq
- Sector
- Investment Advice
- CIK
- 0001289419
- Filings
- 245
- Insiders
- 16
- Last filing
- 2026-08-21
Activity summary
No discretionary insider buying or selling in the last 30 days. The 50 transactions filed were made under a 10b5-1 plan, scheduled in advance rather than decided on the day.
Three year balance
Buy and sell value by quarter, Q4 23 to Q3 26. Morningstar, Inc. insiders were net sellers in every quarter shown.
Bars below the rule are sales, above are purchases. Largest quarter on the chart is $51.6M.
90 day insight
Over the last 90 days, Morningstar, Inc. insiders filed 50 Form 4 transactions, none of which were open-market purchases or sales.
- Most active insider: Mansueto Joseph D with 50 transactions totaling $16.4M.
- Largest single sale: $1.5M by Mansueto Joseph D on Aug 10, 2026.
- 100% of recent sales were pre-scheduled 10b5-1 trades — typically less informative than open-market activity.
Activity skews bullish — buys outpace sales.
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 268 | $217.57 | $58K |
| Aug 21, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 3,827 | $216.70 | $829K |
| Aug 20, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 1,938 | $215.18 | $417K |
| Aug 20, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 501 | $217.13 | $109K |
| Aug 20, 2026 | Mansueto Joseph D | MORN | Sale10b5 | 1,359 | $214.16 | $291K |
45 more transactions hidden
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Top 13F-HR holders of Morningstar, Inc. as of 2026-06-30
Data source: quarterly 13F-HR filings — institutional holders report positions within 45 days of quarter end. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →