Nasdaq · CIK 0001289419
MORN Morningstar, Inc.
Insider trading from SEC Form 4. Last filing 11 d ago. Close $204.45 on Oct 9, 2026, +45% from the 52-week low and -9% from the high.
Morningstar, Inc. (MORN) has 86 SEC Form 4 filings on file from 10 insiders, the latest filed on Oct 2, 2026. No insider bought or sold on the open market in the last 90 days; rows filed in that time are grants, exercises, tax withholding and other transactions that carry no view on the price.
48 open-market trades have been scored at MORN. The newest: Michael Holt (Chief Financial Officer) bought $187k of stock on Mar 4, 2026, filed Mar 4, 2026, scored 45 (moderate). The largest of the 48 shown: Joseph D Mansueto (Executive Chairman) sold $6.3M on Nov 22, 2024, scored 25 (weak), under a 10b5-1 plan. 3 insiders sold within 14 days of each other around May 22, 2025.
MORN closed at $204.45 on Oct 9, 2026, 45% above its 52-week low and 9% below its 52-week high.
2 members of Congress have disclosed 11 trades in MORN under the STOCK Act. 9 Form 144 notices of planned sales are on file, the latest filed Aug 4, 2025.
Last 90 days
Net insider value
$0
no open-market trades
Buys
0
$0 by 0 insiders
Sells
0
$0 by 0 insiders
Insiders on file
10
with a Form 4 at this company
Price and insider trades, last year
MORNOct 9, 2026 · close 204.45
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
Open-market buys and sells at Morningstar, Inc., scored.
| Score | Insider | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 45Moderate | Michael Holt Chief Financial Officer buy | $187k 1,000 shares | +12% | +21% from low-40% from high | |
| 19Weak | Joseph D Mansueto Executive Chairman sell | $569k 3,122 shares | -0% | +18% from low-42% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $2.6M 14,500 shares | -0% | +18% from low-43% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $2.4M 14,500 shares | -0% | +6% from low-49% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $2.2M 13,858 shares | -0% | +5% from low-50% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $2.2M 14,041 shares | -0% | +3% from low-51% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $2.2M 14,189 shares | -0% | 0% from low-53% from high | |
| 22Weak | Joseph D Mansueto Executive Chairman sell | $796k 4,867 shares | -0% | 0% from low-50% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.6M 20,066 shares | -0% | +0% from low-45% from high | |
| 11Weak | Joseph D Mansueto Executive Chairman sell | $173k 857 shares | -0% | 0% from low-39% from high | |
| 31Weak | Caroline J Tsay director sell | $131k 600 shares | -14% | +6% from low-35% from high | |
| 15Weak | Joseph D Mansueto Executive Chairman sell | $341k 1,602 shares | -0% | +1% from low-41% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.1M 14,500 shares | -0% | +1% from low-41% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.0M 14,500 shares | -0% | +1% from low-41% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $1.7M 8,039 shares | -0% | +1% from low-41% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.0M 14,098 shares | -0% | +4% from low-39% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $4.7M 21,750 shares | -0% | +3% from low-40% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $2.4M 11,343 shares | -0% | +2% from low-40% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.0M 14,168 shares | -0% | +2% from low-40% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.1M 11,881 shares | -0% | +3% from low-27% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $4.1M 15,514 shares | -0% | +3% from low-27% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $5.6M 21,750 shares | -0% | +1% from low-28% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $4.8M 18,444 shares | -0% | +1% from low-28% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $5.5M 21,082 shares | -0% | +2% from low-27% from high | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.0M 11,329 shares | -0% | +6% from low-24% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $3.0M 9,792 shares | -0% | +20% from low-14% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $3.8M 12,353 shares | -0% | +22% from low-13% from high | |
| 37Weak | Caroline J Tsay director sell | $62k 200 shares | -4% | +21% from low-13% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $4.5M 14,500 shares | -0% | +21% from low-13% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $2.9M 9,474 shares | -0% | +20% from low-14% from high | |
| 47Moderate | Michael Holt Chief Financial Officer sell | $109k 353 shares | -7% | +21% from low-14% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $4.5M 14,500 shares | -0% | +19% from low-15% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $4.4M 14,500 shares | -0% | +17% from low-17% from high | |
| 40Moderate | Joseph D Mansueto Executive Chairman sell | $3.1M 10,461 shares | -0% | +16% from low-17% from high | |
| 33Weak | Joseph D Mansueto Executive Chairman sell | $4.2M 14,420 shares | -0% | +11% from low-21% from high | |
| 60Notable | Jason Dubinsky Chief Financial Officer sell | $1.1M 3,223 shares | -16% | - | |
| 18Weak | Joseph D Mansueto Executive Chairman sell | $110k 311 shares | -0% | - | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $6.1M 17,195 shares | -0% | - | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $6.3M 18,124 shares | -0% | - | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $4.6M 13,631 shares | -0% | - | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $3.1M 9,337 shares | -0% | - | |
| 25Weak | Joseph D Mansueto Executive Chairman sell | $1.0M 3,002 shares | -0% | - | |
| 33Weak | Joseph D Mansueto Executive Chairman sell | $3.5M 9,981 shares | -0% | - | |
| 33Weak | Joseph D Mansueto Executive Chairman sell | $5.7M 16,284 shares | -0% | - | |
| 33Weak | Joseph D Mansueto Executive Chairman sell | $3.5M 10,349 shares | -0% | - | |
| 33Weak | Joseph D Mansueto Executive Chairman sell | $5.9M 17,724 shares | -0% | - | |
| 33Weak | Joseph D Mansueto Executive Chairman sell | $3.0M 9,062 shares | -0% | - | |
| 16Weak | William M Lyons director sell | $249k 750 shares | -6% | - |
Planned sales
Form 144 notices filed before a sale of restricted or control stock, newest first. The sale itself usually reaches a Form 4 within days. All planned sales
| Filed | Seller | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Aug 4, 2025 | Mansueto Joseph D Officer, Director, 10% Stockholder | 100,000 0.24% of outstanding | $27M | Aug 4, 2025 | $26M |
| May 16, 2025 | TSAY CAROLINE J Director | 200 0.00% of outstanding | $62k | May 16, 2025 | none |
| May 12, 2025 | Holt Michael Officer | 353 0.00% of outstanding | $109k | May 12, 2025 | none |
| May 1, 2025 | Mansueto Joseph D Officer, Director, 10% Stockholder | 100,000 0.24% of outstanding | $28M | May 1, 2025 | $40M |
| Feb 3, 2025 | Mansueto Joseph D Officer, Director, 10% Stockholder | 125,000 0.29% of outstanding | $41M | Feb 3, 2025 | $40M |
| Dec 13, 2024 | DUBINSKY JASON Officer | 3,223 0.01% of outstanding | $1.1M | Dec 13, 2024 | none |
| Nov 12, 2024 | Kaplan Steven N Director | 1,250 0.00% of outstanding | $436k | Nov 11, 2024 | none |
| Nov 1, 2024 | Mansueto Joseph D Officer, Director, 10% Stockholder | 125,000 0.29% of outstanding | $41M | Nov 1, 2024 | $39M |
| Oct 30, 2024 | Lyons William M Director | 750 0.00% of outstanding | $249k | Oct 30, 2024 | $715k |
Congressional trades
11 trades in MORN disclosed by members of Congress under the STOCK Act. All congressional trades.
- April McClain DelaneyHouse · D-MD · last Jun 5, 20261 bought
8 sold - Lisa C. McClainHouse · R-MI · last Sep 12, 20251 bought
1 sold
| Member | Trade | Asset | Reported range | Trade / filing date | Source |
|---|---|---|---|---|---|
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | May 4 / Jun 5 32 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | May 6 / Jun 5 30 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Apr 16 / May 6 20 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Apr 17 / May 6 19 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Feb 6 / Mar 10 32 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Feb 19 / Mar 10 19 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Feb 25 / Mar 10 13 days after the trade | Clerk |
April McClain Delaney House · D-MD | Partial sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Jan 15 / Feb 2 18 days after the trade | Clerk |
Lisa C. McClain House · R-MI | Sale | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Aug 4, 2025 / Sep 12, 2025 39 days after the trade | Clerk |
April McClain Delaney House · D-MD | Purchase | MORN Morningstar, Inc. - Common Stock | $15k to $50k | Aug 2, 2025 / Sep 2, 2025 31 days after the trade | Clerk |
Lisa C. McClain House · R-MI | Purchase | MORN Morningstar, Inc. - Common Stock | $1,001 to $15k | Jul 22, 2025 / Aug 13, 2025 22 days after the trade | Clerk |
Transactions
The newest 50 of 413 rows filed, every code.
| Date | Insider | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Daniel Mansueto owner | JOther Common Stockindirect: By Trust | -657,779 | $0.00 | $0 | 3,196,048 | 11 d ago |
| Sep 1, 2026 | Michael Holt Chief Financial Officer | FTax withholding Common Stock | -54 | $218.94 | $12k | 12,272 | 41 d ago |
| Sep 1, 2026 | Conan Wiersema CAO & PAO | FTax withholding Common Stock | -29 | $218.94 | $6,349 | 3,068 | 41 d ago |
| May 15, 2026 | Anne L Bramman director | AGrant or award Common Stock (Restricted Stock Units) | +1,505 | $0.00 | $0 | 1,505 | May 19, 2026 |
| May 15, 2026 | Cheryl A Francis director | AGrant or award Common Stock (Restricted Stock Units) | +1,144 | $0.00 | $0 | 36,934 | May 19, 2026 |
| May 15, 2026 | Robin Diamonte director | AGrant or award Common Stock (Restricted Stock Units) | +1,144 | $0.00 | $0 | 11,338 | May 19, 2026 |
| Mar 4, 2026 | Michael Holt Chief Financial Officer | POpen-market purchase Common Stock | +1,000 | $186.59 | $187k | 9,480 | Mar 4, 2026 |
| Mar 1, 2026 | Michael Holt Chief Financial Officer | AGrant or award Common Stock (Restricted Stock Units) | +684 | $0.00 | $0 | 8,480 | Mar 3, 2026 |
| Mar 1, 2026 | Conan Wiersema CAO & PAO | AGrant or award Common Stock (Restricted Stock Units) | +301 | $0.00 | $0 | 2,286 | Mar 3, 2026 |
| Mar 2, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -3,122 | $182.32 | $569k | 8,138,232 | Mar 2, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -200 | $172.92 | $35k | 8,155,654 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -100 | $174.58 | $17k | 8,155,554 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,615 | $176.32 | $285k | 8,153,939 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,000 | $176.90 | $177k | 8,152,939 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -3,014 | $178.61 | $538k | 8,149,925 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -752 | $179.38 | $135k | 8,149,173 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -121 | $180.86 | $22k | 8,149,052 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -160 | $181.81 | $29k | 8,148,892 | Feb 27, 2026 |
| Feb 26, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -288 | $182.69 | $53k | 8,148,604 | Feb 27, 2026 |
| Feb 27, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -7,012 | $181.55 | $1.3M | 8,141,592 | Feb 27, 2026 |
| Feb 27, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -200 | $182.92 | $37k | 8,141,392 | Feb 27, 2026 |
| Feb 27, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -38 | $183.41 | $6,969 | 8,141,354 | Feb 27, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -442 | $156.92 | $69k | 8,169,912 | Feb 25, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -2,298 | $157.96 | $363k | 8,167,614 | Feb 25, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,286 | $159.32 | $205k | 8,166,328 | Feb 25, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,965 | $160.51 | $315k | 8,164,363 | Feb 25, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -910 | $161.36 | $147k | 8,163,453 | Feb 25, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -347 | $162.43 | $56k | 8,163,106 | Feb 25, 2026 |
| Feb 24, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -2 | $163.01 | $326 | 8,163,104 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,395 | $162.32 | $226k | 8,161,709 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -300 | $163.46 | $49k | 8,161,409 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -3,650 | $164.72 | $601k | 8,157,759 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,102 | $165.43 | $182k | 8,156,657 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -78 | $167.22 | $13k | 8,156,579 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -234 | $168.38 | $39k | 8,156,345 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -130 | $169.71 | $22k | 8,156,215 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -104 | $170.77 | $18k | 8,156,111 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -231 | $172.16 | $40k | 8,155,880 | Feb 25, 2026 |
| Feb 25, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -26 | $172.87 | $4,495 | 8,155,854 | Feb 25, 2026 |
| Feb 19, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -7,138 | $161.86 | $1.2M | 8,177,074 | Feb 20, 2026 |
| Feb 19, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -112 | $162.75 | $18k | 8,176,962 | Feb 20, 2026 |
| Feb 20, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -5,147 | $161.10 | $829k | 8,171,815 | Feb 20, 2026 |
| Feb 20, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,461 | $162.16 | $237k | 8,170,354 | Feb 20, 2026 |
| Feb 17, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,786 | $159.78 | $285k | 8,196,467 | Feb 18, 2026 |
| Feb 17, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -4,089 | $160.53 | $656k | 8,192,378 | Feb 18, 2026 |
| Feb 17, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -816 | $161.46 | $132k | 8,191,562 | Feb 18, 2026 |
| Feb 17, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -100 | $162.41 | $16k | 8,191,462 | Feb 18, 2026 |
| Feb 18, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,278 | $157.97 | $202k | 8,190,184 | Feb 18, 2026 |
| Feb 18, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -4,201 | $159.11 | $668k | 8,185,983 | Feb 18, 2026 |
| Feb 18, 2026 | Joseph D Mansueto Executive Chairman | SOpen-market sale Common Stock10b5-1 | -1,077 | $159.95 | $172k | 8,184,906 | Feb 18, 2026 |
50 of 413 rows shown.
Insiders
Everyone who has filed a Form 4 here.
- Anne L Brammandirector
- Jason DubinskyChief Financial Officer
- Robin Diamontedirector
- Cheryl A Francisdirector
- Michael HoltChief Financial Officer
- William M Lyonsdirector
- Daniel Mansuetoowner
- Joseph D MansuetoExecutive Chairman
- Caroline J Tsaydirector
- Conan WiersemaCAO & PAO
Questions about MORN
Answered from the filings on this page, as of the latest one.
Are insiders buying MORN?
No. In the last 90 days no insider at Morningstar, Inc. bought or sold shares on the open market according to SEC Form 4 filings. The rows on file from that period are grants, exercises, tax withholding or other transactions, which carry no view on the price.
Who was the last insider to trade MORN on the open market?
Michael Holt (Chief Financial Officer) bought $187k of MORN on Mar 4, 2026 and filed the Form 4 on Mar 4, 2026. InsiderTell scored 45 (moderate).
How many insiders file Form 4 at Morningstar, Inc.?
10 people have filed a Form 4 at Morningstar, Inc., among them Anne L Bramman (director), Jason Dubinsky (Chief Financial Officer), Robin Diamonte (director). Officers, directors and holders of more than 10% of a share class must report their trades within two business days.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.