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
2024-05-13
Sale
2024-05-15
5:30 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,239 $296.84 $1,852,016 15,610,979
(Indirect
Direct)
View
2024-05-09
Sale
2024-05-13
5:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,513 $298.16 $3,432,675 15,617,218
(Indirect
Direct)
View
2024-05-10
Sale
2024-05-13
5:12 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $298.13 $372,663 43,177
(Direct)
View
2024-05-06
Sale
2024-05-09
5:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,758 $300.43 $2,330,767 15,628,731
(Indirect
Direct)
View
2024-05-03
Sale
2024-05-07
4:34 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,440 $296.14 $4,868,580 15,636,489
(Indirect
Direct)
View
2024-05-01
Sale
2024-05-03
4:49 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,646 $288.42 $4,800,991 15,652,929
(Indirect
Direct)
View
2024-03-12
Sale
2024-03-14
5:04 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,614 $307.73 $2,650,789 15,669,575
(Indirect
Direct)
View
2024-03-08
Sale
2024-03-12
5:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,972 $310.34 $1,853,324 15,678,189
(Indirect
Direct)
View
2024-03-11
Sale
2024-03-12
5:16 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $306.81 $383,517 44,427
(Direct)
View
2024-03-06
Sale
2024-03-08
4:48 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,515 $310.33 $5,745,836 15,684,161
(Indirect
Direct)
View
2024-03-04
Sale
2024-03-06
6:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
21,578 $303.51 $6,549,054 15,702,676
(Indirect
Direct)
View
2024-02-29
Sale
2024-03-04
5:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,423 $298.49 $3,111,146 15,724,254
(Indirect
Direct)
View
2024-02-27
Sale
2024-02-29
5:01 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,959 $295.85 $6,200,714 15,734,677
(Indirect
Direct)
View
2024-02-23
Sale
2024-02-27
5:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,848 $298.34 $5,623,132 15,755,636
(Indirect
Direct)
View
2024-02-21
Sale
2024-02-23
4:41 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,490 $275.33 $4,264,845 15,774,484
(Indirect
Direct)
View
2024-02-20
Sale
2024-02-21
4:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,176 $273.07 $1,140,340 15,789,974
(Indirect
Direct)
View
2024-02-15
Sale
2024-02-20
5:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,230 $277.75 $2,285,884 15,794,150
(Indirect
Direct)
View
2024-02-14
Sale
2024-02-15
5:53 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,993 $275.94 $2,481,502 15,802,380
(Indirect
Direct)
View
2024-02-09
Sale
2024-02-13
5:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,149 $280.37 $4,247,291 15,811,373
(Indirect
Direct)
View
2024-02-07
Sale
2024-02-09
4:29 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,762 $277.36 $2,984,989 15,826,522
(Indirect
Direct)
View
2024-02-05
Sale
2024-02-07
1:35 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
145 $276.43 $40,082 15,837,284
(Indirect
Direct)
View
2024-02-01
Sale
2024-02-05
5:16 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,146 $279.38 $1,996,462 15,837,429
(Indirect
Direct)
View
2023-11-27
Sale
2023-11-29
12:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,257 $277.17 $1,734,274 15,892,200
(Indirect
Direct)
View
2023-11-24
Sale
2023-11-27
2:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,555 $275.86 $1,808,263 15,898,457
(Indirect
Direct)
View
2023-11-21
Sale
2023-11-24
11:09 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $274.94 $6,955,981 15,905,012
(Indirect
Direct)
View
2023-11-17
Sale
2023-11-21
12:49 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
22,021 $271.5 $5,978,765 15,930,312
(Indirect
Direct)
View
2023-11-15
Sale
2023-11-17
11:18 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,426 $269.76 $5,510,154 15,952,333
(Indirect
Direct)
View
2023-11-14
Sale
2023-11-15
2:08 pm
Morningstar Inc. MORN Diamonte Robin
Director
400 $268.91 $107,564 8,935
(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
2024-05-17
5:36 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
639 $0 4,215
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:36 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
639 $0 35,170
(Direct)
View

Ownership
2024-03-18
5:20 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
PAO & CAO
0 $0 1,071
(Direct)
View
2023-11-30
Gift
2023-12-06
4:45 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
47,625 $0 15,844,575
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
9:16 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Chief Accounting Officer
33 $269.66 2,307
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
8:52 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
2,753 $269.66 128,368
(Direct)
View
2023-11-17
Option Award
2023-11-20
8:52 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
938 $0 128,368
(Direct)
View
2023-11-17
Exercise
2023-11-20
8:52 pm
N/A
2023-11-17
Morningstar Inc. MORN Kapoor Kunal
CEO
5,274 $0 128,368
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
629 $269.66 22,151
(Direct)
View
2023-11-17
Option Award
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
214 $0 22,151
(Direct)
View
2023-11-17
Exercise
2023-11-20
5:46 pm
N/A
2023-11-17
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,205 $0 22,151
(Direct)
View
2023-11-17
Tax Withholding
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
313 $269.66 13,312
(Direct)
View
2023-11-17
Option Award
2023-11-20
5:46 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
120 $0 13,312
(Direct)
View
2023-11-17
Exercise
2023-11-20
5:46 pm
N/A
2023-11-17
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
678 $0 13,312
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:30 pm
N/A
2026-11-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,374 $0 1,374
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc. MORN Kapoor Kunal
CEO
5,956 $0 5,956
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,832 $0 1,832
(Direct)
View
2023-11-15
Option Award
2023-11-17
2:29 pm
N/A
2026-11-15
Morningstar Inc. MORN McGarry Kimberly J
Chief Accounting Officer
114 $0 114
(Direct)
View
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