Morningstar, Inc. (MORN) Insider Trading
Directors, officers and holders of more than 10% of MORN report their trades in its stock on SEC Form 4, within two business days. Each row below is one Form 4 transaction line. The one-letter code says what kind of transaction it was: only P (purchase) and S (sale) are open-market or private trades; awards, option exercises, tax withholding and gifts carry other codes.
Recent Form 4 transactions
The 50 most recent of 688 transactions on file: 0 with code P, 46 with code S and 4 with other codes.
| Date | Insider | Title | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Mansueto Daniel | 10% Owner | J Other | 657,779 | Not measured | Not measured |
| Sep 1, 2026 | Holt Michael | Chief Financial Officer | F Tax Payment | 54 | $218.94 | $11,823 |
| Sep 1, 2026 | Wiersema Conan | CAO & PAO | F Tax Payment | 29 | $218.94 | $6,349 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,314 | $220.42 | $289,635 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,740 | $218.43 | $380,074 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,181 | $217.26 | $256,581 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 978 | $219.44 | $214,609 |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 220 | $216.01 | $47,522 |
| Aug 24, 2026 | Mansueto Daniel | 10% Owner | J Other | 376,969 | Not measured | Not measured |
| Aug 24, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 226 | $221.12 | $49,973 |
| Aug 21, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 268 | $217.57 | $58,308 |
| Aug 21, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 3,827 | $216.70 | $829,301 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 3,157 | $212.87 | $672,019 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,938 | $215.18 | $417,009 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 295 | $216.16 | $63,767 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 501 | $217.13 | $108,784 |
| Aug 20, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,359 | $214.16 | $291,050 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 189 | $217.01 | $41,015 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 3,031 | $213.96 | $648,512 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 680 | $210.24 | $142,966 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 426 | $211.52 | $90,108 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,785 | $214.81 | $383,438 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 369 | $215.93 | $79,677 |
| Aug 19, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 114 | $208.21 | $23,736 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 656 | $212.53 | $139,422 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,588 | $211.26 | $335,481 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,935 | $209.48 | $405,346 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 106 | $212.20 | $22,494 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 913 | $208.13 | $190,022 |
| Aug 18, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 2,708 | $210.32 | $569,546 |
| Aug 17, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 5,749 | $206.84 | $1,189,141 |
| Aug 17, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,501 | $207.81 | $311,927 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 2,809 | $207.33 | $582,387 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 3,924 | $206.28 | $809,449 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 240 | $208.45 | $50,028 |
| Aug 14, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 277 | $209.38 | $57,999 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 430 | $198.96 | $85,553 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 26 | $199.75 | $5,194 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 52 | $205.66 | $10,694 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 52 | $202.09 | $10,508 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 3,498 | $197.06 | $689,332 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 2,936 | $197.88 | $580,962 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 78 | $203.79 | $15,896 |
| Aug 13, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 178 | $206.78 | $36,808 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 5,027 | $194.96 | $980,044 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 1,906 | $195.77 | $373,138 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 291 | $197.09 | $57,352 |
| Aug 12, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 26 | $197.63 | $5,138 |
| Aug 11, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 974 | $200.32 | $195,108 |
| Aug 10, 2026 | Mansueto Joseph D | Executive Chairman | S Sale | 7,250 | $201.84 | $1,463,370 |
The full Form 4 history is on the MORN company page (Insider Trades card, View all).
Questions about this data
Which insider transactions are open-market trades?
Code P (open market or private purchase) and code S (open market or private sale). Code F is shares withheld to pay tax on vesting stock, A is an award from the company, M and X are option exercises and G is a gift. None of those is the insider choosing to buy or sell in the market.
How quickly are insider trades reported?
A Form 4 is due before the end of the second business day after the trade. The date shown is the transaction date from the form.
Who has to file Form 4?
Officers, directors and beneficial owners of more than 10% of a class of the company’s registered equity, under Section 16 of the Securities Exchange Act.
Look up any code in the Form 4 transaction code reference, or read Form 4 codes explained.