Insiders · MORN

MORN insider transactions

Morningstar Inc. (MORN) Form 4 insider transactions - real-time wire coverage of every officer, director, and 10% owner trade.

MORN insiders

Everyone who has filed a Form 3, 4, 5 or 144 at Morningstar Inc., latest first. Follow anyone to get their next filing.

• Joseph D MansuetoExecutive Chairman, Director, 10% owner-$1.16B
• Daniel Mansueto10% owner, since July 2026
• Conan WiersemaCao & Pao, since March 2024
• Michael HoltChief Financial Officer, since January 2025+$187K-$154K
• William M LyonsDirector-$2.35M
• Anne L BrammanDirector, since January 2026
• Caroline J TsayDirector+$4,558-$749K
• Steven N KaplanDirector-$1.33M
• Doniel SuttonDirector, since May 2021
• Stephen JoyntDirector
• Robin DiamonteDirector-$379K
• Cheryl A FrancisDirector-$133K
• Kunal KapoorCEO, Director
• Daniel Joseph DunnChief Revenue Officer-$1.12M
• Gail S LandisDirector-$234K
• Jason DubinskyChief Financial Officer-$4.5M
• Kimberly J McGarryOfficer
• Bevin DesmondOfficer-$4.53M

Recent Form 3, 4, and 5 filings for MORN

• 2d
  Executive Chairman Mansueto Joseph D sold $1,790,590 worth of shares (7,250 units at $246.98) as part of a pre-agreed trading plan, decreasing direct ownership by 0.08% to 8,587,179 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 4d
  Executive Chairman Mansueto Joseph D sold $5,096,202 worth of shares (21,404 units at $238.10) as part of a pre-agreed trading plan, decreasing direct ownership by 0.25% to 8,594,429 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 37d
  Large owner Mansueto Daniel disposed of 657,779 shares (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 37d
  New insider Mansueto Daniel claimed ownership of 3,925,077 shares (SEC Form 3)

  3 - Morningstar, Inc. (0001289419) (Issuer)
• 67d
  CAO & PAO Wiersema Conan covered exercise/tax liability with 29 shares, decreasing direct ownership by 0.94% to 3,068 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 67d
  Chief Financial Officer Holt Michael covered exercise/tax liability with 54 shares, decreasing direct ownership by 0.44% to 12,272 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 74d
  Large owner Mansueto Daniel disposed of 376,969 shares (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 76d
  Executive Chairman Mansueto Joseph D sold $1,238,394 worth of shares (5,659 units at $218.84) as part of a pre-agreed trading plan, decreasing direct ownership by 0.07% to 7,938,192 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 79d
  Executive Chairman Mansueto Joseph D sold $2,440,238 worth of shares (11,345 units at $215.09) as part of a pre-agreed trading plan, decreasing direct ownership by 0.14% to 7,943,851 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 81d
  Executive Chairman Mansueto Joseph D sold $4,572,830 worth of shares (21,750 units at $210.25) as part of a pre-agreed trading plan, decreasing direct ownership by 0.27% to 7,955,196 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 86d
  Executive Chairman Mansueto Joseph D sold $2,934,808 worth of shares (14,500 units at $202.40) as part of a pre-agreed trading plan, decreasing direct ownership by 0.18% to 7,976,946 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 88d
  Executive Chairman Mansueto Joseph D sold $3,074,151 worth of shares (15,474 units at $198.67) as part of a pre-agreed trading plan, decreasing direct ownership by 0.19% to 7,991,446 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 93d
  Executive Chairman Mansueto Joseph D sold $1,898,023 worth of shares (9,522 units at $199.33) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,006,920 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 93d
  New insider Mansueto Daniel claimed ownership of 3,932,046 shares (SEC Form 3)

  3 - Morningstar, Inc. (0001289419) (Issuer)
• 95d
  Executive Chairman Mansueto Joseph D gifted 5,300 shares and sold $4,349,492 worth of shares (21,750 units at $199.98) as part of a pre-agreed trading plan, decreasing direct ownership by 0.34% to 8,016,442 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 97d
  Director Lyons William M sold $199,000 worth of shares (1,000 units at $199.00), decreasing direct ownership by 7% to 12,904 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 165d
  Director Lyons William M sold $125,300 worth of shares (700 units at $179.00), decreasing direct ownership by 5% to 13,904 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 170d
  Executive Chairman Mansueto Joseph D sold $1,651,985 worth of shares (9,520 units at $173.53) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,043,492 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 172d
  Executive Chairman Mansueto Joseph D sold $3,718,526 worth of shares (21,228 units at $175.17) as part of a pre-agreed trading plan, decreasing direct ownership by 0.26% to 8,053,012 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Bramman Anne L was granted 1,505 shares (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Tsay Caroline J was granted 1,144 shares, increasing direct ownership by 31% to 4,889 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Kaplan Steven N was granted 1,144 shares, increasing direct ownership by 3% to 43,080 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Sutton Doniel was granted 1,144 shares, increasing direct ownership by 30% to 4,970 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Joynt Stephen was granted 1,144 shares, increasing direct ownership by 22% to 6,282 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Diamonte Robin was granted 1,144 shares, increasing direct ownership by 11% to 11,338 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Francis Cheryl A was granted 1,144 shares, increasing direct ownership by 3% to 36,934 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Director Lyons William M was granted 1,144 shares, increasing direct ownership by 8% to 14,604 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  CEO Kapoor Kunal was granted 12,536 shares, converted options into 2,108 shares and covered exercise/tax liability with 3,699 shares, increasing direct ownership by 8% to 151,275 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  Chief Financial Officer Holt Michael sold $44,834 worth of shares (270 units at $166.05), was granted 2,860 shares and converted options into 243 shares, increasing direct ownership by 30% to 12,326 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 173d
  CAO & PAO Wiersema Conan was granted 916 shares and covered exercise/tax liability with 105 shares, increasing direct ownership by 35% to 3,097 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 177d
  Executive Chairman Mansueto Joseph D sold $2,445,613 worth of shares (14,500 units at $168.66) as part of a pre-agreed trading plan, decreasing direct ownership by 0.18% to 8,074,240 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 180d
  Executive Chairman Mansueto Joseph D sold $3,269,309 worth of shares (18,502 units at $176.70) as part of a pre-agreed trading plan, decreasing direct ownership by 0.23% to 8,088,740 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 185d
  Executive Chairman Mansueto Joseph D sold $3,670,858 worth of shares (21,750 units at $168.78) as part of a pre-agreed trading plan, decreasing direct ownership by 0.27% to 8,107,242 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 188d
  Executive Chairman Mansueto Joseph D sold $2,472,217 worth of shares (14,500 units at $170.50) as part of a pre-agreed trading plan, decreasing direct ownership by 0.18% to 8,128,992 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 249d
  Chief Financial Officer Holt Michael bought $186,590 worth of shares (1,000 units at $186.59), increasing direct ownership by 12% to 9,480 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 250d
  Chief Financial Officer Holt Michael was granted 684 shares, increasing direct ownership by 9% to 8,480 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 250d
  CAO & PAO Wiersema Conan was granted 301 shares, increasing direct ownership by 15% to 2,286 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 251d
  Executive Chairman Mansueto Joseph D sold $569,191 worth of shares (3,122 units at $182.32), decreasing direct ownership by 0.04% to 8,138,232 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 254d
  Executive Chairman Mansueto Joseph D sold $2,607,117 worth of shares (14,500 units at $179.80), decreasing direct ownership by 0.18% to 8,141,354 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 256d
  Executive Chairman Mansueto Joseph D sold $2,351,702 worth of shares (14,500 units at $162.19), decreasing direct ownership by 0.18% to 8,155,854 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 261d
  Executive Chairman Mansueto Joseph D sold $2,239,664 worth of shares (13,858 units at $161.62), decreasing direct ownership by 0.17% to 8,170,354 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 263d
  Executive Chairman Mansueto Joseph D sold $2,244,995 worth of shares (14,041 units at $159.89), decreasing direct ownership by 0.17% to 8,184,212 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 268d
  Executive Chairman Mansueto Joseph D sold $2,206,244 worth of shares (14,189 units at $155.49), decreasing direct ownership by 0.17% to 8,198,253 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 270d
  Executive Chairman Mansueto Joseph D sold $796,106 worth of shares (4,867 units at $163.57), decreasing direct ownership by 0.06% to 8,212,442 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 275d
  Executive Chairman Mansueto Joseph D sold $3,585,120 worth of shares (20,066 units at $178.67), decreasing direct ownership by 0.24% to 8,217,309 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 277d
  Executive Chairman Mansueto Joseph D sold $173,443 worth of shares (857 units at $202.38), decreasing direct ownership by 0.01% to 8,237,375 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 305d
  SEC Form 3 filed by new insider Bramman Anne L

  3 - Morningstar, Inc. (0001289419) (Issuer)
• 313d
  Director Tsay Caroline J sold $131,090 worth of shares (600 units at $218.48), decreasing direct ownership by 14% to 3,745 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 328d
  Executive Chairman Mansueto Joseph D gifted 27,775 shares, decreasing direct ownership by 0.34% to 8,238,232 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 347d
  Executive Chairman Mansueto Joseph D sold $341,059 worth of shares (1,602 units at $212.90), decreasing direct ownership by 0.02% to 8,600,815 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 349d
  Executive Chairman Mansueto Joseph D sold $3,060,315 worth of shares (14,500 units at $211.06), decreasing direct ownership by 0.17% to 8,602,417 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 353d
  Executive Chairman Mansueto Joseph D sold $3,027,194 worth of shares (14,500 units at $208.77), decreasing direct ownership by 0.17% to 8,616,917 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 355d
  Chief Revenue Officer Dunn Daniel Joseph converted options into 346 shares and covered exercise/tax liability with 154 shares, increasing direct ownership by 1% to 14,851 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 355d
  CEO Kapoor Kunal converted options into 1,861 shares and covered exercise/tax liability with 826 shares, increasing direct ownership by 0.74% to 140,330 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 355d
  CAO & PAO Wiersema Conan was granted 471 units of Conmon Stock, converted options into 12 shares and covered exercise/tax liability with 28 shares, increasing direct ownership by 32% to 1,871 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 355d
  Chief Financial Officer Holt Michael converted options into 163 shares and covered exercise/tax liability with 73 shares, increasing direct ownership by 2% to 5,592 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 355d
  Executive Chairman Mansueto Joseph D sold $1,712,512 worth of shares (8,039 units at $213.03), decreasing direct ownership by 0.09% to 8,631,417 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 359d
  Executive Chairman Mansueto Joseph D sold $3,033,380 worth of shares (14,098 units at $215.16), decreasing direct ownership by 0.16% to 8,639,456 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 361d
  Executive Chairman Mansueto Joseph D sold $4,660,150 worth of shares (21,750 units at $214.26), decreasing direct ownership by 0.25% to 8,653,554 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)
• 366d
  Executive Chairman Mansueto Joseph D sold $2,396,136 worth of shares (11,343 units at $211.24), decreasing direct ownership by 0.13% to 8,675,304 units (SEC Form 4)

  4 - Morningstar, Inc. (0001289419) (Issuer)