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.
Goto 0, 1, 2, ...12, 13, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2025-03-13
Sale
2025-03-17
5:35 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,372 $286.2 $392,669 15,013,942
(Indirect
Direct)
View
2025-03-11
Sale
2025-03-13
5:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,124 $283.39 $5,136,089 15,015,314
(Indirect
Direct)
View
2025-03-05
Sale
2025-03-06
5:14 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,062 $301.1 $2,728,562 15,033,438
(Indirect
Direct)
View
2025-02-28
Sale
2025-03-04
5:05 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,176 $312.48 $5,054,687 15,042,500
(Indirect
Direct)
View
2025-02-26
Sale
2025-02-28
4:34 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
4,448 $323.09 $1,437,125 15,058,676
(Indirect
Direct)
View
2025-02-24
Sale
2025-02-26
5:23 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,670 $322.71 $5,702,359 15,063,124
(Indirect
Direct)
View
2025-02-20
Sale
2025-02-24
5:06 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,803 $327.7 $3,212,466 15,080,794
(Indirect
Direct)
View
2025-02-18
Sale
2025-02-20
5:36 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
14,188 $327.4 $4,645,216 15,090,597
(Indirect
Direct)
View
2025-02-14
Sale
2025-02-18
5:44 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,207 $328.9 $1,054,767 15,104,785
(Indirect
Direct)
View
2025-02-12
Sale
2025-02-14
4:38 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,772 $325.36 $3,179,431 15,107,992
(Indirect
Direct)
View
2025-02-10
Sale
2025-02-12
5:18 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,695 $325.53 $551,777 15,117,764
(Indirect
Direct)
View
2025-02-06
Sale
2025-02-10
4:54 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,341 $326.61 $3,050,876 15,119,459
(Indirect
Direct)
View
2025-02-04
Sale
2025-02-06
4:58 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
8,426 $326.45 $2,750,634 15,128,800
(Indirect
Direct)
View
2025-02-03
Sale
2025-02-04
5:47 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
1,716 $327.89 $562,662 15,137,226
(Indirect
Direct)
View
2024-12-13
Sale
2024-12-16
5:10 pm
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
3,223 $352.88 $1,137,347 17,304
(Direct)
View
2024-11-29
Sale
2024-12-03
5:22 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
311 $354.97 $110,395 15,294,575
(Indirect
Direct)
View
2024-11-26
Sale
2024-11-27
6:07 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,195 $355.04 $6,104,855 15,294,886
(Indirect
Direct)
View
2024-11-22
Sale
2024-11-26
5:31 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
18,124 $347.59 $6,299,723 15,312,081
(Indirect
Direct)
View
2024-11-20
Sale
2024-11-22
4:45 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
13,631 $337.61 $4,602,013 15,330,205
(Indirect
Direct)
View
2024-11-18
Sale
2024-11-20
5:50 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,337 $334.97 $3,127,631 15,343,836
(Indirect
Direct)
View
2024-11-14
Sale
2024-11-18
5:35 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
3,002 $346.06 $1,038,876 15,353,173
(Indirect
Direct)
View
2024-11-12
Sale
2024-11-14
4:57 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,981 $350.69 $3,500,189 15,356,175
(Indirect
Direct)
View
2024-11-08
Sale
2024-11-12
5:56 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
16,284 $348.99 $5,682,980 15,366,156
(Indirect
Direct)
View
2024-11-11
Sale
2024-11-12
5:54 pm
Morningstar Inc. MORN Kaplan Steven N
Director
1,250 $348.58 $435,725 41,316
(Direct)
View
2024-11-06
Sale
2024-11-08
5:08 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
10,349 $340.13 $3,520,042 15,382,440
(Indirect
Direct)
View
2024-11-04
Sale
2024-11-06
5:27 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
17,724 $331.6 $5,877,218 15,392,789
(Indirect
Direct)
View
2024-11-01
Sale
2024-11-04
6:02 pm
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
9,062 $328.22 $2,974,310 15,410,513
(Indirect
Direct)
View
2024-10-30
Sale
2024-10-30
4:44 pm
Morningstar Inc. MORN Lyons William M
Director
750 $331.88 $248,910 12,840
(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
2024-08-31
Tax Withholding
2025-03-04
5:29 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
111 $313.77 13,048
(Direct)
View
2025-03-01
Option Award
2025-03-04
5:01 pm
N/A
N/A
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
184 $0 4,928
(Direct)
View
2024-09-02
Tax Withholding
2025-03-04
4:58 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
26 $313.77 1,184
(Direct)
View
2025-03-01
Option Award
2025-03-04
4:58 pm
N/A
N/A
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
98 $0 1,184
(Direct)
View

Ownership
2025-01-10
5:38 pm
N/A
N/A
Morningstar Inc. MORN Holt Michael
Chief Financial Officer
0 $0 11,613
(Direct)
View
2024-12-26
Gift
2024-12-27
9:12 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
500 $0 133,307
(Direct)
View
2024-12-06
Gift
2024-12-12
4:42 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
37,125 $0 15,138,942
(Direct)
View
2024-12-06
Gift
2024-12-10
6:37 pm
N/A
N/A
Morningstar Inc. MORN Mansueto Joseph D
Executive Chairman
10% Owner
118,508 $0 15,176,067
(Direct)
View
2024-11-18
Gift
2024-11-20
5:52 pm
N/A
N/A
Morningstar Inc. MORN Landis Gail S
Director
337 $0 5,449
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:11 pm
N/A
2024-11-15
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
601 $0 22,330
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:11 pm
N/A
2027-11-14
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
1,825 $0 22,330
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:11 pm
N/A
N/A
Morningstar Inc. MORN DUBINSKY JASON
Chief Financial Officer
277 $342.99 22,330
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:09 pm
N/A
2024-11-15
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
334 $0 14,667
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:09 pm
N/A
2027-11-14
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
1,520 $0 14,667
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:09 pm
N/A
N/A
Morningstar Inc. MORN Dunn Daniel Joseph
Chief Revenue Officer
154 $342.99 14,667
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:07 pm
N/A
2024-11-15
Morningstar Inc. MORN Kapoor Kunal
CEO
2,674 $0 139,754
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:07 pm
N/A
2027-11-14
Morningstar Inc. MORN Kapoor Kunal
CEO
6,045 $0 139,754
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:07 pm
N/A
N/A
Morningstar Inc. MORN Kapoor Kunal
CEO
1,230 $342.99 139,754
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:01 pm
N/A
2027-11-14
Morningstar Inc. MORN Wiersema Conan
CAO & PAO
109 $0 109
(Direct)
View
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