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
2021-11-17
Sale
2021-11-19
4:25 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,210 $321.86 $4,573,573 18,017,041
(Indirect
Direct)
View
2021-11-15
Sale
2021-11-17
12:24 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,062 $319.27 $3,850,983 18,031,251
(Indirect
Direct)
View
2021-11-11
Sale
2021-11-15
1:25 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
19,645 $315.72 $6,202,399 18,043,313
(Indirect
Direct)
View
2021-02-01
Purchase(A)
2021-11-12
12:58 pm
Morningstar Inc. MORN TSAY CAROLINE J
Director
5 $234.68 $1,152 6,039
(Direct)
View
2020-05-01
Sale(A)
2021-11-12
12:55 pm
Morningstar Inc. MORN FRANCIS CHERYL A
Director
874 $151.83 $132,699 31,340
(Direct)
View
2021-11-09
Sale
2021-11-12
12:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,248 $312.19 $5,072,540 18,062,958
(Indirect
Direct)
View
2021-11-11
Sale
2021-11-12
12:05 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,000 $312.87 $312,870 44,130
(Direct)
View
2021-11-05
Sale
2021-11-09
1:43 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,005 $312.89 $2,191,782 18,079,206
(Indirect
Direct)
View
2021-11-03
Sale
2021-11-05
10:13 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,645 $312.66 $4,578,963 18,086,211
(Indirect
Direct)
View
2021-11-01
Sale
2021-11-03
12:14 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,024 $316.03 $1,903,769 18,100,856
(Indirect
Direct)
View
2021-10-15
Sale
2021-10-19
12:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,119 $274.21 $3,048,911 18,106,880
(Indirect
Direct)
View
2021-10-13
Sale
2021-10-15
12:13 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
15,801 $269.26 $4,254,640 18,117,999
(Indirect
Direct)
View
2021-10-08
Sale
2021-10-13
3:17 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
19,666 $289.91 $5,701,276 18,133,800
(Indirect
Direct)
View
2021-10-06
Sale
2021-10-08
12:16 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
19,032 $268.4 $5,108,108 18,153,466
(Indirect
Direct)
View
2021-10-05
Sale
2021-10-06
4:26 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,322 $260.68 $2,690,702 18,172,498
(Indirect
Direct)
View
2021-09-30
Sale
2021-10-04
11:38 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
12,430 $261.41 $3,249,291 18,182,820
(Indirect
Direct)
View
2021-09-28
Sale
2021-09-30
2:27 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,747 $269.13 $1,008,441 18,195,250
(Indirect
Direct)
View
2021-09-24
Sale
2021-09-28
1:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,884 $278.17 $2,749,409 18,198,997
(Indirect
Direct)
View
2021-09-22
Sale
2021-09-24
11:45 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,013 $274.58 $4,946,029 18,208,881
(Indirect
Direct)
View
2021-09-20
Sale
2021-09-22
11:01 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,592 $273.51 $1,802,952 18,226,894
(Indirect
Direct)
View
2021-09-16
Sale
2021-09-20
10:51 am
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
11,951 $276.19 $3,300,805 18,233,486
(Indirect
Direct)
View
2021-09-14
Sale
2021-09-16
1:01 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,089 $273.7 $5,498,277 18,245,437
(Indirect
Direct)
View
2021-09-10
Sale
2021-09-14
3:56 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
7,371 $281.48 $2,074,817 18,265,526
(Indirect
Direct)
View
2021-09-08
Sale
2021-09-10
1:21 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,117 $280.13 $5,635,351 18,272,897
(Indirect
Direct)
View
2021-09-03
Sale
2021-09-08
3:09 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,797 $279.14 $5,246,948 18,293,014
(Indirect
Direct)
View
2021-09-01
Sale
2021-09-03
1:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
23,744 $276.95 $6,575,927 18,311,811
(Indirect
Direct)
View
2021-08-30
Sale
2021-09-01
12:56 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
20,982 $266.69 $5,595,762 18,335,555
(Indirect
Direct)
View
2021-08-26
Sale
2021-08-30
1:52 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
6,038 $263.34 $1,590,038 18,356,537
(Indirect
Direct)
View
2021-08-24
Sale
2021-08-26
4:28 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,594 $264.07 $3,853,906 18,362,575
(Indirect
Direct)
View
2021-08-20
Sale
2021-08-24
12:55 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,567 $262.34 $4,346,130 18,377,169
(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
2021-11-16
Option Award
2021-11-18
3:51 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
514 $0 20,555
(Direct)
View
2021-11-16
Exercise
2021-11-18
3:51 pm
N/A
2021-11-16
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,029 $0 20,555
(Direct)
View
2021-11-16
Tax Withholding
2021-11-18
3:51 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
684 $316.52 20,555
(Direct)
View
2021-11-16
Option Award
2021-11-18
3:50 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
343 $0 10,187
(Direct)
View
2021-11-16
Exercise
2021-11-18
3:50 pm
N/A
2021-11-16
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
686 $0 10,187
(Direct)
View
2021-11-16
Tax Withholding
2021-11-18
3:50 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
452 $316.52 10,187
(Direct)
View
2021-11-16
Option Award
2021-11-18
3:50 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
3,050 $0 107,399
(Direct)
View
2021-11-16
Exercise
2021-11-18
3:50 pm
N/A
2021-11-16
Morningstar Inc. MORN Kapoor Kunal
CEO
6,101 $0 107,399
(Direct)
View
2021-11-16
Tax Withholding
2021-11-18
3:50 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
4,055 $316.52 107,399
(Direct)
View
2021-11-16
Option Award
2021-11-18
3:50 pm
N/A
N/A
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
457 $0 44,008
(Direct)
View
2021-11-16
Exercise
2021-11-18
3:50 pm
N/A
2021-11-16
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
915 $0 44,008
(Direct)
View
2021-11-16
Tax Withholding
2021-11-18
3:50 pm
N/A
N/A
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
608 $316.52 44,008
(Direct)
View
2021-11-15
Option Award
2021-11-17
12:25 pm
N/A
2024-11-15
Morningstar Inc. MORN Desmond Bevin
Head of Talent and Culture
420 $0 420
(Direct)
View
2021-11-15
Option Award
2021-11-17
12:25 pm
N/A
2024-11-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
420 $0 420
(Direct)
View
2021-11-15
Option Award
2021-11-17
12:24 pm
N/A
2024-11-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
756 $0 756
(Direct)
View
2021-11-15
Option Award
2021-11-17
12:24 pm
N/A
2024-11-15
Morningstar Inc. MORN Kapoor Kunal
CEO
3,360 $0 3,360
(Direct)
View
2020-05-01
Exercise(A)
2021-11-12
12:55 pm
N/A
2021-05-15
Morningstar Inc. MORN FRANCIS CHERYL A
Director
2,316 $0 31,340
(Direct)
View
2020-05-01
Exercise(A)
2021-11-12
12:55 pm
N/A
N/A
Morningstar Inc. MORN FRANCIS CHERYL A
Director
2,316 $57.28 31,340
(Direct)
View
2021-05-15
Option Award(A)
2021-11-12
12:52 pm
N/A
2024-05-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,875 $0 10,704
(Direct)
View
2021-05-15
Option Award(A)
2021-11-12
12:49 pm
N/A
2024-05-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,355 $0 20,901
(Direct)
View
(A) Indicate amendment filing.
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