| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Over the past 90 days, insiders at Morningstar, Inc. (MORN) have been net sellers, shedding 75,978 shares worth roughly $15.7M on balance.
Counted by filing, the last 12 months brought 1 open-market purchase by 1 insider worth about $187K and 34 sales by 4 insiders worth about $76.3M. The 12 months before that brought no open-market purchases and 41 sales by 4 insiders worth about $137.0M.
30 of the 34 sales in the last 12 months were made under a Rule 10b5-1 trading plan; the rest were not.
The largest open-market purchase in the last two years was 1,000 shares by Michael Holt (Chief Financial Officer) at an average $186.59 on March 4, 2026, about $187K. Three months later MORN was down 1%.
| Role | Insider | Shares | Value | 30d |
|---|---|---|---|---|
| Other | 7.94M | $1.88B | - | |
| 10% | 3.20M | $756.54M | - | |
| CEO | 151.3K | $35.81M | - | |
| Dir | 43.1K | $10.20M | - | |
| Dir | 36.9K | $8.74M | - |
Buys and sells only
| Date | Insider | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 5,659 | $218.84 | $1,238,393.94 | - | - | - | |
| Aug 21, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 11,345 | $215.09 | $2,440,237.65 | -0.1% | - | - | |
| Aug 19, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 21,750 | $210.25 | $4,572,829.79 | -0.3% | - | - | |
| Aug 14, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 14,500 | $202.40 | $2,934,808.02 | -0.2% | - | - | |
| Aug 12, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 15,474 | $198.67 | $3,074,150.69 | -0.2% | - | - | |
| Aug 7, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 9,522 | $199.33 | $1,898,022.57 | -0.1% | - | - | |
| Aug 5, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 21,750 | $199.98 | $4,349,491.98 | -0.3% | +11.6% | - | |
| Aug 3, 2026 | William M Lyons57 | Director | Sell | 1,000 | $199.00 | $199,000.00 | -7.2% | - | - | |
| May 27, 2026 | William M Lyons57 | Director | Sell | 700 | $179.00 | $125,300.00 | -4.8% | +21.7% | - | |
| May 22, 2026 | Joseph D Mansueto62 | Executive Chairman | Sell10b5-1 | 9,520 | $173.53 | $1,651,985.03 | -0.1% | +21.1% | - |