Updated Jul 16, 2026 · Last SEC filing 2026-05-27
Morningstar, Inc. (MORN) has filed 18 SEC Form 4 insider transactions in the last 90 days, with the most recent on 2026-05-27. 5 Form 8-K material event filings were reported by MORN in the last 90 days. 3 Form 144 notices of proposed sale were filed for MORN stock. InsiderAlpha tracks every MORN SEC filing — Form 4, Form 144, and 8-K — in real time, including Rule 10b5-1 plan detection.
| SEC CIK | 0001289419 |
|---|
| Form 4 filings (90d) | 18 |
|---|---|
| Form 8-K filings (90d) | 5 |
| Form 144 notices (90d) | 3 |
| Latest Form 4 filing | 2026-05-27 |
| Date | Insider | Role | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Lyons William M | Director | S — Open-market sale | 700 | $179.00 | $125K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 578 | $177.08 | $102K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 741 | $176.30 | $131K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 317 | $174.09 | $55K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 227 | $179.52 | $41K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 293 | $178.39 | $52K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 114 | $174.98 | $20K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 1.9K | $172.87 | $335K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 5.1K | $172.33 | $876K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 234 | $174.07 | $41K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 5.7K | $171.32 | $977K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 291 | $173.11 | $50K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 1.3K | $172.33 | $216K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 227 | $181.05 | $41K | SEC | |
| Mansueto Joseph D | Executive Chairman | S — Open-market sale | 1.7K | $180.39 | $311K | SEC |
All transactions sourced from SEC EDGAR Form 4 filings for Morningstar, Inc. (MORN). Updated in real time as new filings are submitted to the SEC.
| Insider | Form 4 filings | Total transaction value |
|---|---|---|
| Mansueto Joseph D | 70 | $17.23M |
| Kapoor Kunal | 6 | $614K |
| Holt Michael | 5 | $45K |
| Wiersema Conan | 5 | $17K |
| Lyons William M | 2 | $125K |
Form 144 must be filed before insiders sell restricted or control stock above SEC thresholds. A cluster of Form 144 notices often precedes a wave of insider distribution.
SEC Form 4 transactions are reported with a one-letter code indicating the type of transaction. Common codes you'll see in MORN insider filings:
| P | Open-market purchase by the insider |
|---|---|
| S | Open-market sale by the insider |
| A | Grant, award, or other acquisition from the issuer |
| M | Exercise or conversion of derivative security (e.g. options) |
| F | Payment of exercise price or tax liability via share withholding |
| G | Bona-fide gift of securities |
| D | Disposition to the issuer (e.g. share buyback participation) |
| J | Other acquisition or disposition |
| X | Exercise of in-the-money or at-the-money derivative security |
| C | Conversion of derivative security |
| V | Transaction voluntarily reported earlier than required |
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