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
2023-11-13
Sale
2023-11-15
1:44 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
21,233 $267.28 $5,675,218 15,972,759
(Indirect
Direct)
View
2023-11-09
Sale
2023-11-13
12:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,175 $263.45 $3,207,563 15,993,992
(Indirect
Direct)
View
2023-11-07
Sale
2023-11-09
1:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,023 $262.26 $3,939,868 16,006,167
(Indirect
Direct)
View
2023-11-03
Sale
2023-11-07
1:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,710 $262.81 $5,442,813 16,021,190
(Indirect
Direct)
View
2023-11-01
Sale
2023-11-03
1:50 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $256.28 $6,483,935 16,041,900
(Indirect
Direct)
View
2023-09-05
Sale
2023-09-07
12:13 pm
Morningstar Inc. MORN Landis Gail S
Director
580 $250 $145,000 5,147
(Direct)
View
2023-08-31
Sale
2023-09-05
4:01 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
24,044 $233.13 $5,605,283 16,067,200
(Indirect
Direct)
View
2023-08-29
Sale
2023-08-31
12:57 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,930 $226.74 $3,838,721 16,091,244
(Indirect
Direct)
View
2023-08-25
Sale
2023-08-29
5:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $223.15 $5,645,591 16,108,174
(Indirect
Direct)
View
2023-08-23
Sale
2023-08-25
3:46 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,250 $219.57 $4,007,127 16,133,474
(Indirect
Direct)
View
2023-08-21
Sale
2023-08-23
3:45 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,772 $215.44 $2,967,013 16,151,724
(Indirect
Direct)
View
2023-08-17
Sale
2023-08-21
11:04 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,874 $220.97 $2,844,763 16,165,496
(Indirect
Direct)
View
2023-08-15
Sale
2023-08-17
2:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,302 $219.06 $2,913,996 16,178,370
(Indirect
Direct)
View
2023-08-11
Sale
2023-08-15
3:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,700 $219.29 $1,907,784 16,191,672
(Indirect
Direct)
View
2023-08-09
Sale
2023-08-11
4:15 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,988 $219.43 $2,630,560 16,200,372
(Indirect
Direct)
View
2023-08-07
Sale
2023-08-09
12:47 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,565 $221.03 $3,219,367 16,212,360
(Indirect
Direct)
View
2023-08-03
Sale
2023-08-07
4:19 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,460 $225.02 $2,353,687 16,226,925
(Indirect
Direct)
View
2023-08-02
Sale
2023-08-03
2:41 pm
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
2,000 $224.93 $449,850 12,827
(Direct)
View
2023-08-01
Sale
2023-08-03
1:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,815 $229.9 $1,106,973 16,237,385
(Indirect
Direct)
View
2023-07-27
Sale
2023-07-28
2:48 pm
Morningstar Inc. MORN Landis Gail S
Director
395 $225 $88,875 5,727
(Direct)
View
2023-07-07
Sale
2023-07-11
1:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
22,902 $197.82 $4,530,446 16,242,200
(Indirect
Direct)
View
2023-07-05
Sale
2023-07-07
3:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,810 $193.81 $1,319,837 16,265,102
(Indirect
Direct)
View
2023-07-03
Sale
2023-07-05
12:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,950 $195.81 $1,360,857 16,271,912
(Indirect
Direct)
View
2023-06-29
Sale
2023-07-03
3:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,300 $192.64 $4,873,814 16,278,862
(Indirect
Direct)
View
2023-06-27
Sale
2023-06-29
3:51 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,294 $187.98 $3,814,878 16,304,162
(Indirect
Direct)
View
2023-06-23
Sale
2023-06-27
4:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
2,829 $195.73 $553,728 16,324,456
(Indirect
Direct)
View
2023-06-21
Sale
2023-06-23
3:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,519 $203.03 $1,120,544 16,327,285
(Indirect
Direct)
View
2023-06-15
Sale
2023-06-20
3:42 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,753 $206.49 $2,633,428 16,332,804
(Indirect
Direct)
View
2023-06-13
Sale
2023-06-15
4:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,962 $203.69 $2,843,867 16,345,557
(Indirect
Direct)
View
2023-06-09
Sale
2023-06-13
3:19 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,762 $205.53 $773,221 16,359,519
(Indirect
Direct)
View
2023-06-07
Sale
2023-06-09
11:20 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,223 $206.21 $1,489,446 16,363,281
(Indirect
Direct)
View
2023-06-05
Sale
2023-06-07
12:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,138 $206.35 $1,679,259 16,375,276
(Indirect
Direct)
View
2023-06-01
Sale
2023-06-05
4:10 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,504 $205.5 $3,186,066 16,383,414
(Indirect
Direct)
View
2023-05-30
Sale
2023-06-01
3:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,282 $204.77 $3,743,587 16,398,918
(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
2023-05-15
Option Award
2023-05-17
8:15 pm
N/A
2026-05-15
Morningstar Inc. MORN Kapoor Kunal
CEO
19,691 $0 134,808
(Direct)
View
2023-05-17
Exercise
2023-05-17
8:15 pm
N/A
2023-05-17
Morningstar Inc. MORN Kapoor Kunal
CEO
8,058 $0 134,808
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:15 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
9,714 $189.94 134,808
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:15 pm
N/A
2026-05-15
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
584 $0 2,530
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:15 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
129 $189.94 2,530
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:14 pm
N/A
2026-05-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
4,242 $0 17,111
(Direct)
View
2023-05-17
Exercise
2023-05-17
8:14 pm
N/A
2023-05-17
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,036 $0 17,111
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:14 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
821 $189.94 17,111
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:14 pm
N/A
2026-05-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
5,825 $0 23,059
(Direct)
View
2023-05-17
Exercise
2023-05-17
8:14 pm
N/A
2023-05-17
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,842 $0 23,059
(Direct)
View
2023-05-17
Tax Withholding
2023-05-17
8:14 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,735 $189.94 23,059
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:12 pm
N/A
N/A
Morningstar Inc. MORN Kaplan Steven N
Director
868 $0 45,677
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:12 pm
N/A
N/A
Morningstar Inc. MORN JOYNT STEPHEN
Director
868 $0 3,879
(Direct)
View
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