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
2023-05-15
Sale
2023-05-17
8:09 pm
Morningstar Inc. MORN TSAY CAROLINE J
Director
651 $191.32 $124,549 3,700
(Direct)
View
2023-03-21
Sale
2023-03-23
1:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,151 $187.25 $1,151,795 16,417,200
(Indirect
Direct)
View
2023-03-17
Sale
2023-03-21
1:54 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,451 $183.74 $1,552,748 16,423,351
(Indirect
Direct)
View
2023-03-16
Sale
2023-03-17
1:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,584 $186.3 $2,158,104 16,431,802
(Indirect
Direct)
View
2023-03-14
Sale
2023-03-15
12:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,500 $189.29 $2,744,704 16,443,386
(Indirect
Direct)
View
2023-03-09
Sale
2023-03-13
12:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,162 $207.52 $1,071,211 16,457,886
(Indirect
Direct)
View
2023-03-07
Sale
2023-03-09
2:31 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,940 $207.25 $1,852,843 16,463,048
(Indirect
Direct)
View
2023-03-03
Sale
2023-03-07
2:32 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
22,641 $210.58 $4,767,647 16,471,988
(Indirect
Direct)
View
2023-03-01
Sale
2023-03-03
12:46 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
24,627 $206.94 $5,096,404 16,494,629
(Indirect
Direct)
View
2023-02-27
Sale
2023-03-01
1:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
25,400 $207.53 $5,271,361 16,519,256
(Indirect
Direct)
View
2023-02-23
Sale
2023-02-27
4:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,273 $233.82 $2,168,171 16,544,656
(Indirect
Direct)
View
2023-02-22
Sale
2023-02-23
12:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,491 $232.75 $1,976,246 16,553,929
(Indirect
Direct)
View
2023-02-17
Sale
2023-02-21
2:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,347 $237.3 $1,268,869 16,562,420
(Indirect
Direct)
View
2023-02-15
Sale
2023-02-17
5:53 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,542 $238.55 $2,037,719 16,567,767
(Indirect
Direct)
View
2023-02-13
Sale
2023-02-15
12:11 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,471 $237.12 $2,957,101 16,576,309
(Indirect
Direct)
View
2023-02-09
Sale
2023-02-13
2:29 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,240 $243.68 $1,033,211 16,588,780
(Indirect
Direct)
View
2023-02-07
Sale
2023-02-09
2:20 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,413 $244.13 $1,321,498 16,593,020
(Indirect
Direct)
View
2023-02-01
Sale
2023-02-03
4:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,767 $250.64 $4,703,731 16,598,433
(Indirect
Direct)
View
2023-01-03
Sale
2023-01-04
5:17 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
2,859 $217.86 $622,854 16,617,200
(Indirect
Direct)
View
2022-12-29
Sale
2023-01-03
5:14 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,600 $217.44 $2,087,448 16,620,059
(Indirect
Direct)
View
2022-12-27
Sale
2022-12-29
2:54 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,477 $212.66 $2,015,410 16,629,659
(Indirect
Direct)
View
2022-12-23
Sale
2022-12-27
3:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,406 $214.32 $301,337 16,639,136
(Indirect
Direct)
View
2022-12-21
Sale
2022-12-23
10:13 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,863 $214.36 $4,472,134 16,640,542
(Indirect
Direct)
View
2022-12-19
Sale
2022-12-21
12:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,300 $214.29 $3,707,229 16,661,405
(Indirect
Direct)
View
2022-12-13
Sale
2022-12-15
2:15 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,765 $235.04 $2,765,213 16,678,705
(Indirect
Direct)
View
2022-12-09
Sale
2022-12-13
12:28 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,746 $234.37 $409,204 16,690,470
(Indirect
Direct)
View
2022-12-07
Sale
2022-12-09
4:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,717 $238.17 $3,028,832 16,692,216
(Indirect
Direct)
View
2022-12-06
Sale
2022-12-07
7:34 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
120 $239.94 $28,793 16,760,933
(Indirect
Direct)
View
2022-12-01
Sale
2022-12-05
1:53 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,253 $248.83 $3,297,702 16,761,053
(Indirect
Direct)
View
2022-11-29
Sale
2022-12-01
5:17 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,306 $241.34 $2,004,539 16,774,306
(Indirect
Direct)
View
2022-11-25
Sale
2022-11-29
1:33 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
5,521 $246.31 $1,359,851 16,782,612
(Indirect
Direct)
View
2022-11-23
Sale
2022-11-28
5:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,700 $245.89 $1,647,487 16,788,133
(Indirect
Direct)
View
2022-11-21
Sale
2022-11-23
5:40 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,811 $240.4 $4,041,298 16,794,833
(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
8:11 pm
N/A
N/A
Morningstar Inc. MORN Diamonte Robin
Director
868 $0 9,335
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:11 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
868 $0 6,122
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:11 pm
N/A
N/A
Morningstar Inc. MORN Sutton Doniel
Director
868 $0 2,567
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:10 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
868 $0 34,531
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:09 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
868 $0 3,700
(Direct)
View
2023-05-15
Other
2023-05-17
8:09 pm
N/A
N/A
Morningstar Inc. MORN TSAY CAROLINE J
Director
124 $0 3,700
(Direct)
View
2023-05-15
Option Award
2023-05-17
8:09 pm
N/A
N/A
Morningstar Inc. MORN Lyons William M
Director
868 $0 16,701
(Direct)
View
2023-03-01
Option Award
2023-03-03
3:34 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
249 $0 12,654
(Direct)
View
2020-11-15
Option Award
2022-12-22
4:55 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
121 $0 2,075
(Direct)
View
2022-11-15
Tax Withholding
2022-12-22
4:55 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
64 $241.3 2,075
(Direct)
View
2021-11-15
Tax Withholding
2022-12-22
4:55 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
64 $316.52 2,075
(Direct)
View
2020-11-15
Tax Withholding
2022-12-22
4:55 pm
N/A
N/A
Morningstar Inc. MORN McGarry Kimberly J
Global Controller & CAO
55 $206.21 2,075
(Direct)
View
2022-12-08
Gift
2022-12-09
4:05 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
56,000 $0 16,692,216
(Direct)
View
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