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
2021-02-17
Sale		 2021-02-19
5:12 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 12,257 $250.89 $3,075,213 19,163,119
(Indirect
Direct)		 View
2021-02-12
Sale		 2021-02-17
3:10 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 31,814 $250.43 $7,967,140 19,175,376
(Indirect
Direct)		 View
2021-02-11
Sale		 2021-02-17
2:09 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 11,849 $244.06 $2,891,839 19,207,190
(Indirect
Direct)		 View
2021-02-09
Sale		 2021-02-11
6:01 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 28,717 $240.07 $6,894,210 19,219,039
(Indirect
Direct)		 View
2019-05-01
Purchase		 2021-02-09
12:50 pm		 Morningstar Inc. MORN TSAY CAROLINE J
Director		 22 $154.99 $3,406 5,888
(Direct)		 View
2021-02-05
Sale		 2021-02-09
12:43 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 17,771 $239.77 $4,260,903 19,247,756
(Indirect
Direct)		 View
2021-02-03
Sale		 2021-02-05
6:53 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 10,056 $242 $2,433,528 19,265,527
(Indirect
Direct)		 View
2021-02-01
Sale		 2021-02-03
4:47 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 31,297 $239.63 $7,499,615 19,275,583
(Indirect
Direct)		 View
2020-12-28
Sale		 2020-12-29
11:33 am		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 4,973 $222.86 $1,108,262 19,390,930
(Indirect
Direct)		 View
2020-12-23
Sale		 2020-12-28
12:39 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 18,923 $222.7 $4,214,199 19,395,903
(Indirect
Direct)		 View
2020-12-21
Sale		 2020-12-23
2:00 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 11,874 $220.53 $2,618,616 19,414,826
(Indirect
Direct)		 View
2020-12-17
Sale		 2020-12-21
3:58 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 24,910 $218.87 $5,452,040 19,426,700
(Indirect
Direct)		 View
2020-12-15
Sale		 2020-12-17
2:20 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 22,097 $209.91 $4,638,450 19,451,610
(Indirect
Direct)		 View
2020-12-11
Sale		 2020-12-15
1:32 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 30,815 $206.79 $6,372,354 19,473,707
(Indirect
Direct)		 View
2020-12-09
Sale		 2020-12-11
1:34 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 28,756 $202.69 $5,828,590 19,504,522
(Indirect
Direct)		 View
2020-12-07
Sale		 2020-12-09
7:20 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 30,306 $201.16 $6,096,452 19,533,278
(Indirect
Direct)		 View
2020-12-03
Sale		 2020-12-07
2:59 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 10,680 $201.87 $2,155,925 19,625,084
(Indirect
Direct)		 View
2020-12-02
Sale		 2020-12-04
11:55 am		 Morningstar Inc. MORN Lyons William M
Director		 1,158 $202.33 $234,298 18,194
(Direct)		 View
2020-12-01
Sale		 2020-12-03
5:04 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 18,726 $202.34 $3,788,958 19,635,764
(Indirect
Direct)		 View
2020-11-27
Sale		 2020-12-01
2:18 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 22,324 $199.17 $4,446,277 19,654,490
(Indirect
Direct)		 View
2020-11-24
Sale		 2020-11-27
2:06 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 20,707 $198.43 $4,108,941 19,676,814
(Indirect
Direct)		 View
2020-11-20
Sale		 2020-11-24
7:42 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 15,234 $201.65 $3,071,995 19,697,521
(Indirect
Direct)		 View
2020-11-18
Sale		 2020-11-20
1:30 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 9,453 $199.68 $1,887,557 19,712,755
(Indirect
Direct)		 View
2020-11-16
Sale		 2020-11-18
8:12 pm		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 8,061 $204.62 $1,649,420 19,722,208
(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
2020-08-03
Ownership		 2021-02-09
12:50 pm		 N/A
N/A		 Morningstar Inc. MORN TSAY CAROLINE J
Director		 6 $168.58 5,888
(Direct)		 View
2020-11-02
Ownership		 2021-02-09
12:50 pm		 N/A
N/A		 Morningstar Inc. MORN TSAY CAROLINE J
Director		 6 $194.02 5,888
(Direct)		 View
2019-11-29
Ownership		 2021-02-01
3:25 pm		 N/A
N/A		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 84,250 $0 19,156,880
(Direct)		 View
2020-12-04
Gift(A)		 2021-02-01
12:54 pm		 N/A
N/A		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 61,300 $0 19,413,784
(Direct)		 View
2021-01-03
Tax Withholding		 2021-01-05
2:53 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 2,394 $231.57 97,712
(Direct)		 View
2020-12-04
Gift		 2020-12-09
7:20 pm		 N/A
N/A		 Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner		 61,500 $0 19,533,278
(Direct)		 View
2020-12-02
Exercise		 2020-12-04
11:55 am		 N/A
N/A		 Morningstar Inc. MORN Lyons William M
Director		 1,158 $57.28 18,194
(Direct)		 View
2020-12-02
Exercise		 2020-12-04
11:55 am		 N/A
2021-05-15		 Morningstar Inc. MORN Lyons William M
Director		 1,158 $0 18,194
(Direct)		 View
2020-11-15
Option Award(A)		 2020-12-02
5:01 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 668 $0 22,426
(Direct)		 View
2020-11-15
Tax Withholding(A)		 2020-12-02
5:01 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 296 $206.21 22,426
(Direct)		 View
2020-11-16
Option Award(A)		 2020-11-24
7:39 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 713 $0 22,054
(Direct)		 View
2020-11-16
Tax Withholding(A)		 2020-11-24
7:39 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 948 $206.21 22,054
(Direct)		 View
2020-11-16
Option Award(A)		 2020-11-24
7:34 pm		 N/A
N/A		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 554 $0 8,829
(Direct)		 View
2020-11-16
Tax Withholding(A)		 2020-11-24
7:34 pm		 N/A
N/A		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 685 $206.21 8,829
(Direct)		 View
2020-11-16
Option Award(A)		 2020-11-24
7:30 pm		 N/A
N/A		 Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture		 554 $0 35,360
(Direct)		 View
2020-11-16
Tax Withholding(A)		 2020-11-24
7:30 pm		 N/A
N/A		 Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture		 737 $206.21 35,360
(Direct)		 View
2020-11-16
Option Award(A)		 2020-11-24
7:27 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 2,879 $0 100,106
(Direct)		 View
2020-11-16
Tax Withholding(A)		 2020-11-24
7:27 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 3,827 $206.21 100,106
(Direct)		 View
2020-11-16
Option Award		 2020-11-18
8:06 pm		 N/A
N/A		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 353 $0 8,717
(Direct)		 View
2020-11-16
Exercise		 2020-11-18
8:06 pm		 N/A
2020-11-16		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 1,109 $0 8,717
(Direct)		 View
2020-11-16
Tax Withholding		 2020-11-18
8:06 pm		 N/A
N/A		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 596 $206.21 8,717
(Direct)		 View
2020-11-16
Option Award		 2020-11-18
8:05 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 454 $0 21,910
(Direct)		 View
2020-11-16
Exercise		 2020-11-18
8:05 pm		 N/A
2020-11-16		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 1,426 $0 21,910
(Direct)		 View
2020-11-16
Tax Withholding		 2020-11-18
8:05 pm		 N/A
N/A		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 833 $206.21 21,910
(Direct)		 View
2020-11-16
Option Award		 2020-11-18
8:01 pm		 N/A
N/A		 Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture		 353 $0 56,361
(Direct)		 View
2020-11-16
Exercise		 2020-11-18
8:01 pm		 N/A
2020-11-16		 Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture		 1,109 $0 56,361
(Direct)		 View
2020-11-16
Tax Withholding		 2020-11-18
8:01 pm		 N/A
N/A		 Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture		 648 $206.21 56,361
(Direct)		 View
2020-11-16
Option Award		 2020-11-18
8:00 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 1,837 $0 99,525
(Direct)		 View
2020-11-16
Exercise		 2020-11-18
8:00 pm		 N/A
2020-11-16		 Morningstar Inc. MORN Kapoor Kunal
CEO		 5,759 $0 99,525
(Direct)		 View
2020-11-16
Tax Withholding		 2020-11-18
8:00 pm		 N/A
N/A		 Morningstar Inc. MORN Kapoor Kunal
CEO		 3,366 $206.21 99,525
(Direct)		 View
2020-11-15
Option Award		 2020-11-17
9:15 pm		 N/A
2023-11-15		 Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer		 678 $0 678
(Direct)		 View
2020-11-15
Option Award		 2020-11-17
9:13 pm		 N/A
2023-11-15		 Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer		 1,205 $0 1,205
(Direct)		 View
2020-11-15
Option Award		 2020-11-17
9:09 pm		 N/A
2023-11-15		 Morningstar Inc. MORN Kapoor Kunal
CEO		 5,274 $0 5,274
(Direct)		 View
2020-11-15
Option Award		 2020-11-17
9:05 pm		 N/A
2023-11-15		 Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture		 753 $0 753
(Direct)		 View
(A) Indicate amendment filing.
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