MORN

Morningstar, Inc.

Company with tickers: MORN

CIK

1289419

CUSIP

617700109

Shares Outstanding

38,028,018

13F Activity (30d)

224 filings 195 filers

Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.

Date	Insider	Role	Type	Shares	Price	Value	After
2026-05-27	Lyons William M	Director	Sell	700	$179.00	$125,300	13,904
2026-05-22	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	114	$174.98	$19,947	8,045,331
2026-05-22	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	317	$174.09	$55,185	8,045,445
2026-05-22	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	578	$177.08	$102,354	8,044,012
2026-05-22	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	741	$176.30	$130,640	8,044,590
2026-05-22	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	227	$179.52	$40,751	8,043,492
2026-05-22	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	293	$178.39	$52,267	8,043,719
2026-05-21	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	5,081	$172.33	$875,595	8,047,931
2026-05-21	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	1,935	$172.87	$334,512	8,045,996
2026-05-21	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Other	150,000	—	—	150,000
2026-05-21	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	234	$174.07	$40,733	8,045,762
2026-05-21	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Other	6,277,675	—	—	6,277,675
2026-05-20	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	5,704	$171.32	$977,236	8,054,558
2026-05-20	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	1,255	$172.33	$216,278	8,053,303
2026-05-20	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	291	$173.11	$50,376	8,053,012
2026-05-19	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	1,446	$178.06	$257,476	8,062,915
2026-05-19	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	2,629	$176.66	$464,451	8,064,361
2026-05-19	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	24	$182.14	$4,371	8,060,262
2026-05-19	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	227	$181.05	$41,098	8,060,286
2026-05-19	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	676	$179.08	$121,056	8,062,239
2026-05-19	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	1,726	$180.39	$311,352	8,060,513
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Other	150,000	—	—	150,000
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	500	$174.51	$87,257	8,072,765
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	300	$172.43	$51,728	8,073,381
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	1,620	$175.80	$284,800	8,071,145
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	3,515	$176.85	$621,612	8,067,630
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	116	$173.38	$20,112	8,073,265
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	559	$171.33	$95,776	8,073,681
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Other	6,277,675	—	—	6,277,675
2026-05-18	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	640	$177.42	$113,547	8,066,990
2026-05-15	Holt Michael	Chief Financial Officer	Convert	243	—	—	0
2026-05-15	Kapoor Kunal	Director, CEO	Award	11,359	—	—	152,866
2026-05-15	Wiersema Conan	CAO & PAO	Tax	105	$166.05	$17,435	3,097
2026-05-15	Wiersema Conan	CAO & PAO	Convert	13	—	—	0
2026-05-15	Wiersema Conan	CAO & PAO	Award	903	—	—	3,189
2026-05-15	Wiersema Conan	CAO & PAO	Award	451	—	—	451
2026-05-15	Holt Michael	Chief Financial Officer	Award	4,290	—	—	4,290
2026-05-15	Kapoor Kunal	Director, CEO	Award	17,039	—	—	17,039
2026-05-15	Kaplan Steven N	Director	Award	1,144	—	—	43,080
2026-05-15	BRAMMAN ANNE L	Director	Award	1,505	—	—	1,505
2026-05-15	Sutton Doniel	Director	Award	1,144	—	—	4,970
2026-05-15	Holt Michael	Chief Financial Officer	Award	2,860	—	—	12,352
2026-05-15	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	4,237	$169.59	$718,554	8,075,024
2026-05-15	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	1,525	$168.66	$257,214	8,079,261
2026-05-15	Kapoor Kunal	Director, CEO	Award	1,177	—	—	141,507
2026-05-15	Mansueto Joseph D	Director, Executive Chairman, 10% Owner	Sell	584	$170.74	$99,714	8,074,440
2026-05-15	Holt Michael	Chief Financial Officer	Sell	270	$166.05	$44,834	12,325
2026-05-15	Diamonte Robin	Director	Award	1,144	—	—	11,338
2026-05-15	Kapoor Kunal	Director, CEO	Convert	2,108	—	—	2,108
2026-05-15	Wiersema Conan	CAO & PAO	Award	13	—	—	3,202

Showing 1–50 of 4,261 transactions