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Joseph D. Mansueto - OfficerOpen-market sale$48K- Joseph D. Mansueto - Officer
About Morningstar, Inc. (MORN)
Morningstar, Inc. files with the SEC under CIK 0001289419 and is classified as investment advice. We track it alongside the rest of the Financials sector.
MORN Form 4 activity by transaction type, last 90 days
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 66 | 101,000 | $20.71M |
| Tax withholding / forfeiture | 2 | 83 | |
| Bona-fide gift | 1 | 5,300 | |
MORN insider transactions (Form 4)
137106 Form 4 filings on record, the earliest from Oct 30, 2024, newest first. Filing history page 3 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,934 | $260.66 | $1.03M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,284 | $261.40 | $597K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 506 | $262.35 | $133K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 526 | $263.37 | $139K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 601 | $259.69 | $156K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,104 | $260.85 | $810K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,857 | $261.75 | $486K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,506 | $262.52 | $395K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 98 | $258.61 | $25K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,509 | $259.84 | $912K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,936 | $260.77 | $766K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 221 | $261.64 | $58K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,961 | $271.90 | $533K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,164 | $272.87 | $863K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,499 | $273.72 | $410K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 280 | $270.07 | $76K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 114 | $271.17 | $31K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,689 | $261.55 | $965K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 622 | $262.38 | $163K | |
| Joseph D. Mansueto - Officer | Gift | Common Stock | 15,000 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,981 | $305.30 | $910K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,471 | $306.51 | $451K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,519 | $307.29 | $467K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,279 | $307.94 | $394K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,296 | $305.80 | $396K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 202 | $305.06 | $62K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 356 | $306.14 | $109K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 564 | $306.96 | $173K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 114 | $307.97 | $35K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 10 | $308.71 | $3K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,495 | $309.25 | $772K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,088 | $310.09 | $1.27M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 667 | $310.79 | $207K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,897 | $310.05 | $1.52M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 206 | $310.81 | $64K | |
| Kunal Kapoor - Officer | Grant or award | Common Stock (Restricted Stock Units) | 4,985 | $0.00 | - | |
| Kunal Kapoor - Officer | Option exercise | Common Stock | 6,667 | $0.00 | - | |
| Kunal Kapoor - Officer | Tax withholding / forfeiture | Common Stock | 6,901 | $306.41 | $2.11M | |
| Kunal Kapoor - Officer | Option exercise | Market Stock Units | 6,667 | - | - | |
| Kunal Kapoor - Officer | Grant or award | Market Stock Units | 7,477 | $0.00 | - | |
| Conan Wiersema - Officer | Grant or award | Conmon Stock (Restricted Units) | 407 | $0.00 | - | |
| Conan Wiersema - Officer | Option exercise | Common Stock | 45 | $0.00 | - | |
| Conan Wiersema - Officer | Tax withholding / forfeiture | Common Stock | 86 | $306.41 | $26K | |
| Conan Wiersema - Officer | Option exercise | Market Stock Units | 45 | - | - | |
| Conan Wiersema - Officer | Grant or award | Market Stock Units | 203 | $0.00 | - | |
| Caroline J. Tsay - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Caroline J. Tsay - Director | Open-market sale | Common Stock | 200 | $309.84 | $62K | |
| Robin Diamonte - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Gail S. Landis - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Daniel Joseph Dunn - Officer | Grant or award | Common Stock (Restricted Stock Units) | 1,223 | $0.00 | - | |
| Daniel Joseph Dunn - Officer | Option exercise | Common Stock | 1,241 | $0.00 | - | |
| Daniel Joseph Dunn - Officer | Tax withholding / forfeiture | Common Stock | 853 | $306.41 | $261K | |
| Daniel Joseph Dunn - Officer | Option exercise | Market Stock Units | 1,241 | - | - | |
| Daniel Joseph Dunn - Officer | Grant or award | Market Stock Units | 1,835 | $0.00 | - | |
| Steven N. Kaplan - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Michael Holt - Officer | Grant or award | Common Stock (Restricted Stock Units) | 897 | $0.00 | - | |
| Michael Holt - Officer | Option exercise | Common Stock | 586 | $0.00 | - | |
| Michael Holt - Officer | Tax withholding / forfeiture | Common Stock | 507 | $306.41 | $155K | |
| Michael Holt - Officer | Option exercise | Market Stock Units | 586 | - | - | |
| Michael Holt - Officer | Grant or award | Market Stock Units | 1,346 | $0.00 | - | |
| Doniel Sutton - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| William M. Lyons - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 6,575 | $305.94 | $2.01M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 350 | $306.66 | $107K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 104 | $307.79 | $32K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 135 | $309.32 | $42K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 86 | $310.23 | $27K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 6,242 | $309.30 | $1.93M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,008 | $310.37 | $313K | |
| Cheryl A. Francis - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Stephen Joynt - Director | Grant or award | Common Stock (Restricted Stock Units) | 620 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,350 | $309.07 | $417K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,727 | $309.97 | $1.47M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 759 | $310.90 | $236K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 226 | $311.65 | $70K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,412 | $306.67 | $740K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 5,099 | $304.61 | $1.55M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,859 | $305.24 | $567K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 292 | $306.05 | $89K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,658 | $307.32 | $510K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,422 | $308.11 | $438K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,240 | $309.36 | $384K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,232 | $310.22 | $382K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,698 | $311.73 | $529K | |
| Michael Holt - Officer | Open-market sale | Common Stock | 353 | $309.01 | $109K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 808 | $294.80 | $238K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 507 | $295.77 | $150K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,324 | $296.96 | $690K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,745 | $297.94 | $818K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 866 | $299.04 | $259K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 14 | $298.03 | $4K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 220 | $300.16 | $66K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 462 | $301.32 | $139K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,750 | $302.52 | $529K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 426 | $303.87 | $129K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 968 | $305.15 | $295K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,358 | $305.93 | $721K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,052 | $306.79 | $323K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 310 | $292.98 | $91K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,966 | $294.40 | $579K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,356 | $295.27 | $991K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,342 | $296.05 | $397K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 276 | $297.06 | $82K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,211 | $294.27 | $945K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 6,499 | $284.00 | $1.85M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 671 | $284.99 | $191K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 14 | $285.90 | $4K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 514 | $288.21 | $148K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 305 | $289.97 | $88K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,613 | $291.47 | $470K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,671 | $292.29 | $781K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 1,854 | $293.21 | $544K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 279 | $294.08 | $82K | |
| Kunal Kapoor - Officer | Gift | Common Stock | 500 | $0.00 | - | |
| Jason Dubinsky - Officer | Open-market sale | Common Stock | 1,817 | $352.09 | $640K | |
| Jason Dubinsky - Officer | Open-market sale | Common Stock | 660 | $353.16 | $233K | |
| Jason Dubinsky - Officer | Open-market sale | Common Stock | 582 | $354.27 | $206K | |
| Jason Dubinsky - Officer | Open-market sale | Common Stock | 115 | $355.39 | $41K | |
| Jason Dubinsky - Officer | Open-market sale | Common Stock | 49 | $356.49 | $17K | |
| Joseph D. Mansueto - Officer | Gift | Common Stock | 20,000 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Gift | Common Stock | 17,125 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Gift | Common Stock | 118,508 | $0.00 | - | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 132 | $355.15 | $47K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 53 | $356.18 | $19K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 8 | $357.03 | $3K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 53 | $353.65 | $19K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 63 | $354.40 | $22K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2 | $355.32 | $711 | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 447 | $352.04 | $157K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 792 | $353.60 | $280K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,597 | $354.71 | $921K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 3,124 | $355.71 | $1.11M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,102 | $356.42 | $749K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 4,767 | $354.22 | $1.69M | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 2,204 | $355.30 | $783K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 803 | $355.89 | $286K | |
| Joseph D. Mansueto - Officer | Open-market sale | Common Stock | 359 | $357.71 | $128K |
See every MORN filing on record
These pages show the latest 90 of 106 Form 4 filings on record. The 7-day demo shows all 106, and sign-up brings you back to this table.
Item 7.01, 9.01
Item 8.01, 9.01
Item 7.01, 9.01
Item 2.02, 7.01, 9.01
Recent MORN Form 144 notices of proposed sale
3An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.
| 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 |
Stock trades in MORN disclosed by members of the U.S. House in the last 12 months, newest first. Values are the ranges as filed.
| Member | Type | Traded | Disclosed | Value range | Owner | Days to disclose | Filing |
|---|---|---|---|---|---|---|---|
 April McClain DelaneyDemocrat, MD-06 | Sale (partial) |
MORN insider trading FAQ
What is the latest insider trade for MORN?
Morningstar, Inc. (MORN) had 12 insider filings in the last 90 days, with the most recent on 2026-10-02. The full record for MORN runs to 106 Form 4 filings, the earliest from 2024-10-30. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.
How many insiders are buying MORN stock?
No insider purchases of MORN were filed in the last 90 days. 1 purchase is on record for this company.
How many insiders are selling MORN stock?
66 insider sales of MORN were filed in the last 90 days, totaling $20.71M.
Where can I see MORN SEC filings (Form 4, 10-K, 10-Q, 8-K)?
This page collects MORN Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
More Financials companies with insider activity
Recent insider filings
10The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.
- - Daniel Mansueto view on EDGAR
- - Conan Wiersema view on EDGAR
- - Michael Holt view on EDGAR
- - Daniel Mansueto view on EDGAR
- - Joseph D. Mansueto view on EDGAR
- - Joseph D. Mansueto view on EDGAR
- - Joseph D. Mansueto view on EDGAR
- - Joseph D. Mansueto view on EDGAR
- - Joseph D. Mansueto view on EDGAR
Related companies with recent insider activity
Learn more
- Insider selling: signal or noise?
- Why most insider sales are routine, and the few patterns worth a second look.
- Form 144 vs Form 4
- A Form 144 announces a planned sale; the Form 4 reports it after it happens.
- Insider activity in Financials
- Where MORN's peers are being bought and sold.
- Every recent Form 4
- The market-wide feed, updated as filings arrive from SEC EDGAR.
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