Insider Trading & Ownership - Morningstar Inc. (MORN)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Morningstar Inc.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-09-30
Sale
2024-09-30
5:10 pm
Morningstar Inc. MORN Lyons William M
Director
750 $316.48 $237,360 13,590
(Direct)
View
2024-09-10
Sale
2024-09-12
4:48 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
345 $305.97 $105,561 15,419,575
(Indirect
Direct)
View
2024-09-06
Sale
2024-09-10
5:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,481 $306.23 $2,597,116 15,419,920
(Indirect
Direct)
View
2024-09-03
Sale
2024-09-06
4:33 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,236 $312.86 $2,263,827 15,428,401
(Indirect
Direct)
View
2024-08-30
Sale
2024-09-03
5:24 pm
Morningstar Inc. MORN Lyons William M
Director
750 $311.6 $233,700 14,340
(Direct)
View
2024-08-29
Sale
2024-09-03
5:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,854 $312.21 $4,013,112 15,435,637
(Indirect
Direct)
View
2024-08-27
Sale
2024-08-29
4:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,394 $311.3 $3,546,944 15,448,491
(Indirect
Direct)
View
2024-08-23
Sale
2024-08-27
4:29 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,973 $313.28 $4,064,236 15,459,885
(Indirect
Direct)
View
2024-08-21
Sale
2024-08-23
4:51 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,721 $312.05 $3,345,518 15,472,858
(Indirect
Direct)
View
2024-08-19
Sale
2024-08-21
5:03 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,052 $315.85 $1,279,820 15,483,579
(Indirect
Direct)
View
2024-08-15
Sale
2024-08-19
4:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,831 $313.96 $4,656,293 15,487,631
(Indirect
Direct)
View
2024-08-13
Sale
2024-08-15
5:30 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,756 $309.66 $3,330,750 15,502,462
(Indirect
Direct)
View
2024-08-09
Sale
2024-08-13
4:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,124 $305.45 $3,092,365 15,513,218
(Indirect
Direct)
View
2024-08-12
Sale
2024-08-13
4:54 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $305.47 $381,838 42,566
(Direct)
View
2024-08-07
Sale
2024-08-09
5:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,027 $304.43 $3,356,937 15,523,342
(Indirect
Direct)
View
2024-08-06
Sale
2024-08-07
5:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,062 $302.64 $2,742,528 15,534,369
(Indirect
Direct)
View
2024-08-01
Sale
2024-08-05
4:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,144 $317.03 $362,677 15,543,431
(Indirect
Direct)
View
2024-07-30
Sale
2024-07-31
5:20 pm
Morningstar Inc. MORN Lyons William M
Director
750 $324.83 $243,623 15,090
(Direct)
View
2024-07-31
Sale
2024-07-31
5:11 pm
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,600 $320.89 $513,424 12,967
(Direct)
View
2024-07-02
Sale
2024-07-02
8:32 pm
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,400 $300.11 $1,020,380 20,181
(Direct)
View
2024-06-28
Sale
2024-07-01
4:51 pm
Morningstar Inc. MORN Lyons William M
Director
750 $294.21 $220,657 15,840
(Direct)
View
2024-06-24
Sale
2024-06-25
4:40 pm
Morningstar Inc. MORN TSAY CAROLINE J
Director
290 $296.98 $86,124 3,925
(Direct)
View
2024-06-04
Sale
2024-06-06
6:04 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,016 $292.78 $2,054,174 15,544,575
(Indirect
Direct)
View
2024-06-04
Sale
2024-06-06
6:03 pm
Morningstar Inc. MORN Lyons William M
Director
750 $289.07 $216,803 16,590
(Direct)
View
2024-05-31
Sale
2024-06-04
6:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,597 $288.59 $3,923,937 15,551,591
(Indirect
Direct)
View
2024-05-29
Sale
2024-05-31
4:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,964 $287.22 $1,712,986 15,565,188
(Indirect
Direct)
View
2024-05-28
Sale
2024-05-29
5:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
236 $296.65 $70,010 15,571,152
(Indirect
Direct)
View
2024-05-23
Sale
2024-05-28
5:37 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,197 $297.28 $1,842,258 15,571,388
(Indirect
Direct)
View
2024-05-21
Sale
2024-05-23
5:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,009 $299.03 $3,890,140 15,577,585
(Indirect
Direct)
View
2024-05-17
Sale
2024-05-21
5:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,519 $299.78 $2,853,561 15,590,594
(Indirect
Direct)
View
2024-05-15
Sale
2024-05-17
8:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,866 $300.83 $3,268,820 15,600,113
(Indirect
Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2024-05-15
Option Award
2024-06-06
6:03 pm
N/A
N/A
Morningstar Inc. MORN Lyons William M
Director
639 $0 16,590
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:22 pm
N/A
2024-05-17
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,254 $0 28,266
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:22 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,302 $297.26 28,266
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:22 pm
N/A
2027-05-14
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,559 $0 28,266
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:22 pm
N/A
2024-05-17
Morningstar Inc. MORN Kapoor Kunal
CEO
5,580 $0 139,127
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:22 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
6,662 $297.26 139,127
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:22 pm
N/A
2027-05-14
Morningstar Inc. MORN Kapoor Kunal
CEO
11,841 $0 139,127
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:19 pm
N/A
2024-05-17
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
697 $0 16,567
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:19 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
652 $297.26 16,567
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:19 pm
N/A
2027-05-14
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
2,950 $0 16,567
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:12 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
52 $297.26 1,196
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:12 pm
N/A
2027-05-14
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
378 $0 1,196
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:58 pm
N/A
N/A
Morningstar Inc. MORN Kaplan Steven N
Director
639 $0 43,816
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:48 pm
N/A
N/A
Morningstar Inc. MORN JOYNT STEPHEN
Director
639 $0 4,518
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:45 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
639 $0 5,786
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:44 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
639 $0 3,206
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:43 pm
N/A
N/A
Morningstar Inc. MORN Diamonte Robin
Director
639 $0 9,574
(Direct)
View
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