Morningstar, Inc. (MORN)
$217.65-$1.16 (-0.53%) Today
Joseph D. Mansueto - OfficerJoseph D. Mansueto - OfficerJoseph D. Mansueto - OfficerJoseph D. Mansueto - OfficerJoseph D. Mansueto - OfficerJoseph D. Mansueto - OfficerJoseph D. Mansueto - OfficerMorningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 66 | 101,000 | $20.71M |
| Bona-fide gift | 1 | 5,300 | |
| Other acquisition / disposition | 1 | 376,969 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
103 Form 4 filings on record, the earliest from Oct 30, 2024, newest first. Filing history page 1 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Daniel Mansueto - 10% Owner | Other | Common Stock | 376,969 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 220 | $216.01 | $48K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,181 | $217.26 | $257K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,740 | $218.43 | $380K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 978 | $219.44 | $215K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,314 | $220.42 | $290K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 226 | $221.12 | $50K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,157 | $212.87 | $672K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,359 | $214.17 | $291K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,938 | $215.18 | $417K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 295 | $216.16 | $64K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 501 | $217.13 | $109K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,827 | $216.70 | $829K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 268 | $217.57 | $58K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 5,749 | $206.84 | $1.19M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,501 | $207.81 | $312K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 913 | $208.13 | $190K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,935 | $209.48 | $405K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,708 | $210.32 | $570K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,588 | $211.26 | $335K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 106 | $212.20 | $22K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 114 | $208.21 | $24K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 680 | $210.24 | $143K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 426 | $211.52 | $90K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 656 | $212.53 | $139K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,031 | $213.96 | $649K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,785 | $214.81 | $383K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 369 | $215.93 | $80K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 189 | $217.01 | $41K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,498 | $197.06 | $689K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,936 | $197.88 | $581K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 430 | $198.96 | $86K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 26 | $199.75 | $5K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 52 | $202.09 | $11K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 78 | $203.79 | $16K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 52 | $205.66 | $11K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 178 | $206.78 | $37K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,924 | $206.28 | $809K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,809 | $207.33 | $582K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 240 | $208.45 | $50K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 277 | $209.38 | $58K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 7,250 | $201.84 | $1.46M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 974 | $200.32 | $195K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 5,027 | $194.96 | $980K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,906 | $195.77 | $373K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 291 | $197.09 | $57K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 26 | $197.63 | $5K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,272 | $198.38 | $451K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 166 | $196.16 | $33K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,453 | $198.49 | $288K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,559 | $199.34 | $510K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,566 | $200.40 | $514K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 506 | $201.53 | $102K | |
| Joseph D. Mansueto - Officer | Gift | Common Stock | 5,300 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 40 | $196.72 | $8K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 573 | $197.72 | $113K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,043 | $199.06 | $805K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,568 | $199.78 | $513K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 26 | $200.87 | $5K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 997 | $198.06 | $197K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,840 | $199.51 | $766K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,349 | $200.57 | $471K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 64 | $201.15 | $13K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,246 | $199.58 | $249K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,310 | $201.12 | $867K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,664 | $201.98 | $336K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 30 | $202.51 | $6K | |
| William M. Lyons - Director | Open-market sale | Common Stock | 1,000 | $199.00 | $199K | |
| William M. Lyons - Director | Open-market sale | Common Stock | 700 | $179.00 | $125K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 5,081 | $172.33 | $876K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,935 | $172.87 | $335K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 234 | $174.07 | $41K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 317 | $174.09 | $55K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 114 | $174.98 | $20K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 741 | $176.30 | $131K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 578 | $177.08 | $102K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 293 | $178.39 | $52K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 227 | $179.52 | $41K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 559 | $171.33 | $96K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 300 | $172.43 | $52K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 116 | $173.38 | $20K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 500 | $174.51 | $87K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,620 | $175.80 | $285K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,515 | $176.85 | $622K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 640 | $177.42 | $114K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,629 | $176.66 | $464K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,446 | $178.06 | $257K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 676 | $179.08 | $121K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,726 | $180.39 | $311K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 227 | $181.05 | $41K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 24 | $182.14 | $4K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 5,704 | $171.32 | $977K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,255 | $172.33 | $216K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 291 | $173.11 | $50K | |
| Anne L. Bramman - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,505 | $0.00 | - | |
| Caroline J. Tsay - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| Steven N. Kaplan - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| Doniel Sutton - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| Stephen Joynt - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| Robin Diamonte - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| Cheryl A. Francis - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| William M. Lyons - Director | Grant or award | Common Stock (Restricted Stock Units) | 1,144 | $0.00 | - | |
| Kunal Kapoor - Officer | Tax withholding / forfeiture | Common Stock | 3,699 | $166.05 | $614K | |
| Kunal Kapoor - Officer | Grant or award | Common Stock (Restricted Stock Units) | 1,177 | $0.00 | - | |
| Kunal Kapoor - Officer | Grant or award | Common Stock (Restricted Stock Units) | 11,359 | $0.00 | - | |
| Kunal Kapoor - Officer | Option exercise | Common Stock | 2,108 | $0.00 | - | |
| Kunal Kapoor - Officer | Option exercise | Market Stock Units | 2,108 | - | - | |
| Kunal Kapoor - Officer | Grant or award | Market Stock Units | 17,039 | - | - | |
| Michael Holt - Officer | Open-market sale | Common Stock | 270 | $166.05 | $45K | |
| Michael Holt - Officer | Grant or award | Common Stock (Restricted Stock Units) | 2,860 | $0.00 | - | |
| Michael Holt - Officer | Option exercise | Common Stock | 243 | $0.00 | - | |
| Michael Holt - Officer | Option exercise | Market Stock Units | 243 | - | - | |
| Michael Holt - Officer | Grant or award | Market Stock Units | 4,290 | - | - | |
| Conan Wiersema - Officer | Tax withholding / forfeiture | Common Stock | 105 | $166.05 | $17K | |
| Conan Wiersema - Officer | Grant or award | Common Stock (Restricted Stock Units) | 903 | $0.00 | - | |
| Conan Wiersema - Officer | Grant or award | Common Stock | 13 | $0.00 | - | |
| Conan Wiersema - Officer | Option exercise | Market Stock Units | 13 | - | - | |
| Conan Wiersema - Officer | Grant or award | Market Stock Units | 451 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 704 | $167.49 | $118K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,525 | $168.66 | $257K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,237 | $169.59 | $719K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 584 | $170.74 | $100K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 200 | $171.47 | $34K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,138 | $165.60 | $188K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,236 | $166.81 | $206K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 794 | $167.74 | $133K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,373 | $168.97 | $570K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 709 | $169.52 | $120K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,002 | $177.08 | $709K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 7,232 | $175.96 | $1.27M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 18 | $176.72 | $3K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,988 | $176.01 | $350K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,732 | $177.16 | $307K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,530 | $177.96 | $628K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,202 | $167.12 | $702K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,957 | $168.14 | $497K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 52 | $169.34 | $9K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 39 | $170.04 | $7K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 5,977 | $166.01 | $992K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 784 | $166.74 | $131K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 411 | $168.03 | $69K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 78 | $168.79 | $13K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 100 | $166.66 | $17K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 312 | $168.83 | $53K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 300 | $170.09 | $51K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,268 | $170.88 | $217K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,520 | $171.77 | $261K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,955 | $173.12 | $338K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,107 | $173.94 | $193K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 286 | $175.35 | $50K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 52 | $176.18 | $9K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 271 | $177.87 | $48K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 53 | $178.88 | $9K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 26 | $180.00 | $5K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 150 | $168.84 | $25K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,892 | $170.36 | $322K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,698 | $171.19 | $804K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 406 | $172.18 | $70K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 104 | $174.21 | $18K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,256 | $168.56 | $380K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,803 | $169.65 | $306K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,063 | $170.93 | $353K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,128 | $171.58 | $194K | |
| Michael Holt - Officer | Open-market purchase | Common Stock | 1,000 | $186.59 | $187K | |
| Michael Holt - Officer | Grant or award | Common Stock (Restricted Stock Units) | 684 | $0.00 | - | |
| Conan Wiersema - Officer | Grant or award | Common Stock (Restricted Stock Units) | 301 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Mansueto Joseph D | Officer | 100,000 | $19.92M | View on EDGAR | |
| Lyons William M | Director | 1,000 | $199K | View on EDGAR | |
| - | - | - | - | View on EDGAR |
Morningstar, Inc. (MORN) had 9 insider filings in the last 90 days, with the most recent on 2026-08-26. The full record for MORN runs to 103 Form 4 filings, the earliest from 2024-10-30. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of MORN were filed in the last 90 days. 1 purchase is on record for this company.
66 insider sales of MORN were filed in the last 90 days, totaling $20.71M.
This page tracks MORN Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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