MORN
Morningstar, Inc. · Finance & Insurance · Market cap $8.0B
Insiders sold $20.7M net in the last 90 days ·2 sellers, 0 buyers· 16 of 17 sales under Rule 10b5-1 plans· latest Form 4 filed Aug 24, 2026
Insider Buying
$187K
reported purchases (SEC code P)
Insider Selling
$76.3M
reported sales (SEC code S)
Unique Insiders
4
in the rolling window
Latest filing
Oct 2, 2026
Mansueto Joseph D
Morningstar, Inc. (MORN) has 56 SEC Form 4 filings (294 transaction rows) in the rolling window, disclosed by 4 distinct insiders. Most recent filing: Oct 2, 2026.
Inside the rolling window, 4 insiders at Morningstar, Inc. reported 1 open-market purchase totaling $187K and 69 open-market sales totaling $76.3M. The most active filer is Executive Chairman Mansueto Joseph D with 65 filings. Insiders have net sold $38.1M over the trailing 6 months. The most recent open-market filing is a sale of 5,659 shares by Executive Chairman Mansueto Joseph D, dated Aug 24, 2026, worth $1.2M.
- Industry:Financial - Data & Stock Exchanges
- CEO:Kunal Kapoor
- Employees:10,973
- HQ:Chicago, IL, US
- IPO:2005-05-03
| Source | |||||||
|---|---|---|---|---|---|---|---|
| Executive Chairman | Sale | 5,659 | $1.2M | Aug 24 | -1.7% | SEC ↗ | |
| Executive Chairman | Sale | 7,250 | $1.6M | Aug 21 | -1.0% | 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 ↗ |
Earnings: last 7 quarters
Congress trading MORN 15 all-time
- DRep. April McClain DelaneySale$1,001 - $15,0002026-05-04
- DRep. April McClain DelaneySale$1,001 - $15,0002026-05-06
- 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
- DRep. April McClain DelaneySale$1,001 - $15,0002026-04-17
STOCK Act disclosures are filed up to 45 days after the trade. Amount is a disclosed range, not an exact figure.
Frequently asked questions
How many SEC Form 4 insider filings does MORN have?
Morningstar, Inc. (MORN) has 56 SEC Form 4 filings (294 transaction rows) in the rolling 365-day window, disclosed by 4 distinct insiders. Most recent filing: Oct 2, 2026.
When was the most recent SEC Form 4 filing for MORN?
The most recent Form 4 filing for MORN on Tracefour is dated Oct 2, 2026.
Who is the most active insider at MORN?
The most active SEC Form 4 filer at MORN in the rolling window is Executive Chairman Mansueto Joseph D, with 65 filings.
What is the net insider flow at MORN over the last 6 months?
Over the trailing 180 days, insiders at MORN have net sold $38.1M based on SEC Form 4 disclosures.
What is the total insider buy and sell value at MORN in the current window?
Inside the rolling window, insiders at MORN bought $187K and sold $76.3M based on SEC Form 4 filings.
Can I get alerts for MORN insider trading?
Yes. Tracefour sends a free email when a new SEC Form 4 purchase or sale is filed at Morningstar, Inc. (MORN). Alerts are set per company from the page itself, there is no paid tier, and each email links to the original filing on SEC EDGAR.
Related companies
Morningstar, Inc. is in the Finance & Insurance sector.