MORN
Morningstar, Inc.Company with tickers: MORN
CIK
1289419
CUSIP
617700109
Shares Outstanding
38,028,018
13F Activity (30d)
30 filings
5 filers
Notices of intent to sell restricted or control shares, filed with the SEC on Form 144 by insiders and affiliates. A Form 144 signals a planned sale — it does not confirm the shares were actually sold.
| Filed | Seller | Relationship | Shares | Approx. Sale | Broker |
|---|---|---|---|---|---|
| 2026-05-27 | Lyons William M | Director | 700 | 2026-05-27 | Charles Schwab & Co. Inc. |
| 2026-05-12 | Landis Gail S | Former Affiliate | 728 | 2026-05-12 | Charles Schwab & Co., Inc. |
| 2026-05-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | 2026-05-01 | Charles Schwab & Co. Inc. |
| 2026-02-02 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | 2026-02-02 | Charles Schwab & Co. Inc. |
| 2025-12-29 | TSAY CAROLINE J | Director | 600 | 2025-12-29 | Charles Schwab & Co., Inc. |
| 2025-11-03 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | 2025-11-03 | Charles Schwab & Co. Inc. |
| 2025-08-04 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | 2025-08-04 | Charles Schwab & Co. Inc. |
| 2025-05-16 | TSAY CAROLINE J | Director | 200 | 2025-05-16 | Charles Schwab & Co., Inc. |
| 2025-05-12 | Holt Michael | Officer | 353 | 2025-05-12 | JP Morgan Securities LLC |
| 2025-05-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | 2025-05-01 | Charles Schwab & Co. Inc. |
| 2025-02-03 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 125,000 | 2025-02-03 | Charles Schwab & Co. Inc. |
| 2024-12-13 | DUBINSKY JASON | Officer | 3,223 | 2024-12-13 | Charles Schwab & Co. Inc. |
| 2024-11-12 | Kaplan Steven N | Director | 1,250 | 2024-11-11 | Charles Schwab & Co., Inc. |
| 2024-11-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 125,000 | 2024-11-01 | Charles Schwab & Co. Inc. |
| 2024-10-30 | Lyons William M | Director | 750 | 2024-10-30 | Charles Schwab & Co. Inc. |
| 2024-09-30 | Lyons William M | Director | 750 | 2024-09-30 | Charles Schwab & Co. Inc. |
| 2024-08-30 | Lyons William M | Director | 750 | 2024-08-30 | Charles Schwab & Co. Inc. |
| 2024-08-12 | Kaplan Steven N | Director | 1,250 | 2024-08-12 | Charles Schwab & Co., Inc. |
| 2024-08-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 125,000 | 2024-08-01 | Charles Schwab & Co. Inc. |
| 2024-07-31 | Dunn Daniel Joseph | Officer | 1,600 | 2024-07-31 | Charles Schwab & Co., Inc. |
| 2024-07-30 | Lyons William M | Director | 750 | 2024-07-30 | Charles Schwab & Co. Inc. |
| 2024-07-02 | DUBINSKY JASON | Officer | 3,400 | 2024-07-02 | Charles Schwab & Co. Inc. |
| 2024-06-28 | Lyons William M | Director | 750 | 2024-06-28 | Charles Schwab & Co. Inc. |
| 2024-06-24 | TSAY CAROLINE J | Director | 290 | 2024-06-24 | Charles Schwab & Co., Inc. |
| 2024-06-04 | Lyons William M | Director | 750 | 2024-06-04 | Charles Schwab & Co. Inc. |
| 2024-05-10 | Kaplan Steven N | Director | 1,250 | 2024-05-10 | Charles Schwab & Co., Inc. |
| 2024-05-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 125,000 | 2024-05-01 | Charles Schwab & Co. Inc. |
| 2024-03-11 | Kaplan Steven N | Director | 1,250 | 2023-03-11 | Charles Schwab & Co., Inc. |
| 2024-02-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 175,000 | 2024-02-01 | Charles Schwab & Co. Inc. |
| 2023-11-14 | Diamonte Robin | Director | 400 | 2023-11-14 | Charles Schwab & Co., Inc. |
| 2023-11-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 175,000 | 2023-11-01 | Charles Schwab & Co., Inc. |
| 2023-09-05 | Landis Gail S | Director | 580 | 2023-09-05 | Charles Schwab & Co., Inc. |
| 2023-08-02 | Dunn Daniel Joseph | Officer | 2,000 | 2023-08-02 | Charles Schwab & Co., Inc. |
| 2023-08-01 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 175,000 | 2023-08-01 | Charles Schwab & Co., Inc. |
| 2023-07-27 | Landis Gail S | Director | 395 | 2023-07-27 | Charles Schwab & Co., Inc. |
| 2023-05-30 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 175,000 | 2023-05-30 | Charles Schwab & Co., Inc. |
| 2023-05-15 | TSAY CAROLINE J | Director | 651 | 2023-05-15 | Charles Schwab & Co., Inc. |
Showing 1–37 of 37 filings