MORN
Morningstar, Inc.
Latest Form 4:Sale$1.2MbyMansueto Joseph D (Executive Chairman) · filed Aug 24, 2026
Morningstar, Inc. (MORN) has 55 SEC Form 4 filings (293 transaction rows) in the rolling window, disclosed by 4 distinct insiders. Most recent filing: Aug 26, 2026.
The most active filer is Executive Chairman Mansueto Joseph D with 65 filings. Insiders have net sold $38.5M over the trailing 6 months.
- Industry:Financial - Data & Stock Exchanges
- CEO:Kunal Kapoor
- Employees:11,115
- HQ:Chicago, IL, US
- IPO:2005-05-03
Insider Buying
$187K
reported purchases (SEC code P)
Insider Selling
$76.3M
reported sales (SEC code S)
Unique Insiders
4
in the rolling window
Market Cap
$8.2B
latest known value
| Source | ||||||
|---|---|---|---|---|---|---|
| Executive Chairman | Sale | 5,659 | $1.2M | Aug 24 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.6M | Aug 21 | SEC ↗ | |
| Executive Chairman | Sale | 4,095 | $888K | Aug 21 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Aug 19 | SEC ↗ | |
| Executive Chairman | Sale | 7,906 | $1.7M | Aug 19 | SEC ↗ | |
| Executive Chairman | Sale | 6,594 | $1.4M | Aug 19 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.4M | Aug 14 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Aug 14 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Aug 12 | SEC ↗ | |
| Executive Chairman | Sale | 974 | $195K | Aug 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.4M | Aug 12 | SEC ↗ | |
| Executive Chairman | Sale | 2,272 | $451K | Aug 7 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.4M | Aug 7 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.4M | Aug 5 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.4M | Aug 5 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Aug 5 | SEC ↗ | |
| Director | Sale | 1,000 | $199K | Aug 3 | SEC ↗ | |
Lyons William MFirst filing | Director | Sale | 700 | $125K | May 27 | SEC ↗ |
| Executive Chairman | Sale | 7,250 | $1.3M | May 22 | SEC ↗ | |
| Executive Chairman | Sale | 2,270 | $401K | May 22 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | May 20 | SEC ↗ | |
| Executive Chairman | Sale | 6,728 | $1.2M | May 20 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 20 | SEC ↗ | |
| Chief Financial Officer | Sale | 270 | $45K | May 19 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 15 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 15 | SEC ↗ | |
| Executive Chairman | Sale | 4,002 | $709K | May 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | May 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | May 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 7 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 7 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | May 7 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 4 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | May 4 | SEC ↗ | |
Holt MichaelFirst filing | Chief Financial Officer | Purchase | 1,000 | $187K | Mar 4 | SEC ↗ |
| Executive Chairman | Sale | 3,122 | $569K | Mar 2 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | Feb 27 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | Feb 27 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | Feb 25 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | Feb 25 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.2M | Feb 20 | SEC ↗ | |
| Executive Chairman | Sale | 6,608 | $1.1M | Feb 20 | SEC ↗ | |
| Executive Chairman | Sale | 7,304 | $1.2M | Feb 18 | SEC ↗ | |
| Executive Chairman | Sale | 6,737 | $1.1M | Feb 18 | SEC ↗ | |
| Executive Chairman | Sale | 6,939 | $1.1M | Feb 13 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.1M | Feb 13 | SEC ↗ | |
| Executive Chairman | Sale | 1,653 | $273K | Feb 11 | SEC ↗ | |
| Executive Chairman | Sale | 3,214 | $523K | Feb 11 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.3M | Feb 6 | SEC ↗ | |
| Executive Chairman | Sale | 6,464 | $1.2M | Feb 6 | SEC ↗ | |
| Executive Chairman | Sale | 6,352 | $1.1M | Feb 6 | SEC ↗ | |
| Executive Chairman | Sale | 857 | $173K | Feb 4 | SEC ↗ | |
TSAY CAROLINE JFirst filing | Director | Sale | 600 | $131K | Dec 30 | SEC ↗ |
| Executive Chairman | Sale | 316 | $67K | Nov 26 | SEC ↗ | |
| Executive Chairman | Sale | 1,286 | $274K | Nov 26 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Nov 24 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Nov 24 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Nov 20 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Nov 20 | SEC ↗ | |
| Executive Chairman | Sale | 6,969 | $1.5M | Nov 18 | SEC ↗ | |
| Executive Chairman | Sale | 1,070 | $226K | Nov 18 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.6M | Nov 14 | SEC ↗ | |
| Executive Chairman | Sale | 6,848 | $1.5M | Nov 14 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Nov 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.6M | Nov 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.6M | Nov 12 | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.5M | Nov 7 | SEC ↗ | |
| Executive Chairman | Sale | 4,093 | $866K | Nov 7 | SEC ↗ | |
Mansueto Joseph DFirst filing | Executive Chairman | Sale | 7,250 | $1.5M | Nov 5 | SEC ↗ |
Mansueto Joseph DFirst filing | Executive Chairman | Sale | 6,918 | $1.5M | Nov 5 | SEC ↗ |
Congress trading MORN
See timeline →- DRep. April DelaneySale$1,001 - $15,0002026-04-30
- DRep. April DelaneySale$1,001 - $15,0002026-04-17
- DRep. April DelaneySale$1,001 - $15,0002026-04-16
STOCK Act disclosures are filed up to 45 days after the trade. Amount is a disclosed range, not an exact figure.
Related companies
Morningstar, Inc. is in the Finance & Insurance sector.