Company / CIK 0001289419
Morningstar, Inc.
- Ticker
- MORN
- Size, estimated from filings
- Mid cap ($2B – $10B)
- Insiders on file
- 14
- Members of Congress who traded it
- 1
- Federal contracts on record
- 3 awards
- Lobbying filings on record
- none matched
- SEC filings
- EDGAR ↗
- Latest trade on record
- September 30, 2026
Morningstar, Inc. (MORN) has 14 insiders on file who disclosed 307 transactions in the last 12 months (1 open-market buy, 267 sales, about $77.3M at reported prices), and 9 congressional trades in its stock are on record. USAspending shows 3 federal contract awards with a combined value of $295K to a recipient with this name that started in the last 180 days; no lobbying filing names it as client this year.
Morningstar, Inc. in charts
Who is trading this stock
Which people account for the buying and selling over the last 12 months?
BoughtSold
8 people account for the disclosed buying and selling in Morningstar, Inc. over the last 12 months; the most active is Mansueto Joseph D with $76M.
Federal contracts by agency
Which agencies awarded Morningstar, Inc. contracts that started in the last 180 days?
Federal contract awards to Morningstar, Inc. that started in the last 180 days have a combined award value of $295K, most from Department of Labor.
Insiders
| Name | Role | Rows | Bought | Sold | Last filed |
|---|---|---|---|---|---|
| Mansueto Daniel | Insider | 2 | 0 | 0 | October 2, 2026 |
| TSAY CAROLINE J | Director | 2 | 0 | 1 | October 2, 2026 |
| Wiersema Conan | CAO & PAO | 12 | 0 | 3 | September 2, 2026 |
| Holt Michael | Chief Financial Officer | 12 | 1 | 3 | September 2, 2026 |
| Mansueto Joseph D | Executive Chairman | 257 | 0 | 255 | August 24, 2026 |
| BRAMMAN ANNE L | Director | 1 | 0 | 0 | August 21, 2026 |
| Lyons William M | Director | 3 | 0 | 2 | August 3, 2026 |
| FRANCIS CHERYL A | Director | 1 | 0 | 0 | June 29, 2026 |
| Sutton Doniel | Director | 1 | 0 | 0 | May 26, 2026 |
| Kapoor Kunal | CEO | 10 | 0 | 2 | May 19, 2026 |
| Diamonte Robin | Director | 1 | 0 | 0 | May 19, 2026 |
| JOYNT STEPHEN | Director | 1 | 0 | 0 | May 19, 2026 |
| Kaplan Steven N | Director | 1 | 0 | 0 | May 19, 2026 |
| Dunn Daniel Joseph | Chief Revenue Officer | 3 | 0 | 1 | November 18, 2025 |
Rows are this company's Form 4 rows for each person. "Bought" and "sold" count open-market purchases (code P) and sales only. More in insider buying and insider selling.
Members of Congress who traded MORN
From periodic transaction reports that name the company's stock. Amounts are the sums of the ranges as filed. Every row is on the MORN page.
| Member | Seat | Trades | Bought | Sold | Range as filed | Latest |
|---|---|---|---|---|---|---|
| April McClain Delaney | Representative (MD, District 6), Democrat | 9 | 0 | 9 | $9,009–$135K | May 6, 2026 |
Insider transactions
| Filer | Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mansueto Daniel | MORN | Other J | September 30, 2026 | October 2, 2026 | 2d | 657,779 | — | — | indirect | Form 4 ↗ | |
| Holt Michael | MORN | Sell F | September 1, 2026 | September 2, 2026 | 1d | 54 | $219 | $12K | Form 4 ↗ | ||
| Wiersema Conan | MORN | Sell F | September 1, 2026 | September 2, 2026 | 1d | 29 | $219 | $6,349 | Form 4 ↗ | ||
| Mansueto Daniel | MORN | Other J | August 24, 2026 | August 26, 2026 | 2d | 376,969 | — | — | indirect | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 226 | $221 | $50K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 1,314 | $220 | $290K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 978 | $219 | $215K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 1,740 | $218 | $380K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 1,181 | $217 | $257K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 220 | $216 | $48K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 21, 2026 | August 21, 2026 | 0d | 268 | $218 | $58K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 21, 2026 | August 21, 2026 | 0d | 3,827 | $217 | $829K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 501 | $217 | $109K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 295 | $216 | $64K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 1,938 | $215 | $417K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 1,359 | $214 | $291K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 3,157 | $213 | $672K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 189 | $217 | $41K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 369 | $216 | $80K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 1,785 | $215 | $383K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 3,031 | $214 | $649K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 656 | $213 | $139K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 426 | $212 | $90K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 680 | $210 | $143K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 114 | $208 | $24K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 106 | $212 | $22K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 1,588 | $211 | $335K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 2,708 | $210 | $570K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 1,935 | $209 | $405K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 913 | $208 | $190K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 17, 2026 | August 19, 2026 | 2d | 1,501 | $208 | $312K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 17, 2026 | August 19, 2026 | 2d | 5,749 | $207 | $1.2M | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 277 | $209 | $58K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 240 | $208 | $50K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 2,809 | $207 | $582K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 3,924 | $206 | $809K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 178 | $207 | $37K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 52 | $206 | $11K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 78 | $204 | $16K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 52 | $202 | $11K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 26 | $200 | $5,194 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 430 | $199 | $86K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 2,936 | $198 | $581K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 3,498 | $197 | $689K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 26 | $198 | $5,138 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 291 | $197 | $57K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 1,906 | $196 | $373K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 5,027 | $195 | $980K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 11, 2026 | August 12, 2026 | 1d | 974 | $200 | $195K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 10, 2026 | August 12, 2026 | 2d | 7,250 | $202 | $1.5M | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 506 | $202 | $102K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 2,566 | $200 | $514K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 2,559 | $199 | $510K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 1,453 | $198 | $288K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 166 | $196 | $33K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 6, 2026 | August 7, 2026 | 1d | 2,272 | $198 | $451K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 30 | $203 | $6,075 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 1,664 | $202 | $336K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 4,310 | $201 | $867K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 1,246 | $200 | $249K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 64 | $201 | $13K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 2,349 | $201 | $471K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 3,840 | $200 | $766K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 997 | $198 | $197K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 26 | $201 | $5,223 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 2,568 | $200 | $513K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 4,043 | $199 | $805K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 573 | $198 | $113K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 40 | $197 | $7,869 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Other G | August 3, 2026 | August 5, 2026 | 2d | 5,300 | — | — | 10b5-1 plan | Form 4 ↗ | |
| Lyons William M | MORN | Sell S | August 3, 2026 | August 3, 2026 | 0d | 1,000 | $199 | $199K | Form 4 ↗ | ||
| Lyons William M | MORN | Sell S | May 27, 2026 | May 27, 2026 | 0d | 700 | $179 | $125K | Form 4 ↗ | ||
| Mansueto Joseph D | MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 227 | $180 | $41K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 293 | $178 | $52K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 578 | $177 | $102K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 741 | $176 | $131K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 114 | $175 | $20K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 317 | $174 | $55K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 21, 2026 | May 22, 2026 | 1d | 234 | $174 | $41K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 21, 2026 | May 22, 2026 | 1d | 1,935 | $173 | $335K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 21, 2026 | May 22, 2026 | 1d | 5,081 | $172 | $876K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 20, 2026 | May 20, 2026 | 0d | 291 | $173 | $50K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 20, 2026 | May 20, 2026 | 0d | 1,255 | $172 | $216K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 20, 2026 | May 20, 2026 | 0d | 5,704 | $171 | $977K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 24 | $182 | $4,371 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 227 | $181 | $41K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 1,726 | $180 | $311K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 676 | $179 | $121K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 1,446 | $178 | $257K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 2,629 | $177 | $464K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 640 | $177 | $114K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 3,515 | $177 | $622K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 1,620 | $176 | $285K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 500 | $175 | $87K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 116 | $173 | $20K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 300 | $172 | $52K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 559 | $171 | $96K | 10b5-1 plan | Form 4 ↗ | |
| BRAMMAN ANNE L | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,505 | — | — | Form 4 ↗ | ||
| TSAY CAROLINE J | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| Kaplan Steven N | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| Sutton Doniel | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| JOYNT STEPHEN | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| Diamonte Robin | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| FRANCIS CHERYL A | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| Lyons William M | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,144 | — | — | Form 4 ↗ | ||
| Kapoor Kunal | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 17,039 | — | — | derivative | Form 4 ↗ | |
| Kapoor Kunal | MORN | Option / conversion M | May 15, 2026 | May 19, 2026 | 4d | 2,108 | — | — | derivative | Form 4 ↗ | |
| Kapoor Kunal | MORN | Sell F | May 15, 2026 | May 19, 2026 | 4d | 3,699 | $166 | $614K | Form 4 ↗ | ||
| Kapoor Kunal | MORN | Option / conversion M | May 15, 2026 | May 19, 2026 | 4d | 2,108 | — | — | Form 4 ↗ | ||
| Kapoor Kunal | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 11,359 | — | — | Form 4 ↗ | ||
| Kapoor Kunal | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 1,177 | — | — | Form 4 ↗ | ||
| Holt Michael | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 4,290 | — | — | derivative | Form 4 ↗ | |
| Holt Michael | MORN | Option / conversion M | May 15, 2026 | May 19, 2026 | 4d | 243 | — | — | derivative | Form 4 ↗ | |
| Holt Michael | MORN | Sell S | May 15, 2026 | May 19, 2026 | 4d | 270 | $166 | $45K | Form 4 ↗ | ||
| Holt Michael | MORN | Option / conversion M | May 15, 2026 | May 19, 2026 | 4d | 243 | — | — | Form 4 ↗ | ||
| Holt Michael | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 2,860 | — | — | Form 4 ↗ | ||
| Wiersema Conan | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 451 | — | — | derivative | Form 4 ↗ | |
| Wiersema Conan | MORN | Option / conversion M | May 15, 2026 | May 19, 2026 | 4d | 13 | — | — | derivative | Form 4 ↗ | |
| Wiersema Conan | MORN | Sell F | May 15, 2026 | May 19, 2026 | 4d | 105 | $166 | $17K | Form 4 ↗ | ||
| Wiersema Conan | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 13 | — | — | Form 4 ↗ | ||
| Wiersema Conan | MORN | Other A | May 15, 2026 | May 19, 2026 | 4d | 903 | — | — | Form 4 ↗ | ||
| Mansueto Joseph D | MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 200 | $171 | $34K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 584 | $171 | $100K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 4,237 | $170 | $719K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 1,525 | $169 | $257K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 704 | $167 | $118K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 709 | $170 | $120K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 3,373 | $169 | $570K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 794 | $168 | $133K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 1,236 | $167 | $206K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 1,138 | $166 | $188K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 12, 2026 | May 12, 2026 | 0d | 3,530 | $178 | $628K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 12, 2026 | May 12, 2026 | 0d | 1,732 | $177 | $307K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 12, 2026 | May 12, 2026 | 0d | 1,988 | $176 | $350K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 11, 2026 | May 12, 2026 | 1d | 18 | $177 | $3,181 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 11, 2026 | May 12, 2026 | 1d | 7,232 | $176 | $1.3M | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 8, 2026 | May 12, 2026 | 4d | 4,002 | $177 | $709K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 26 | $180 | $4,680 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 53 | $179 | $9,481 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 271 | $178 | $48K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 52 | $176 | $9,161 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 286 | $175 | $50K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,107 | $174 | $193K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,955 | $173 | $338K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,520 | $172 | $261K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,268 | $171 | $217K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 300 | $170 | $51K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 312 | $169 | $53K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 100 | $167 | $17K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 78 | $169 | $13K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 411 | $168 | $69K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 784 | $167 | $131K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 5,977 | $166 | $992K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 39 | $170 | $6,632 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 52 | $169 | $8,806 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 2,957 | $168 | $497K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 4,202 | $167 | $702K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 1,128 | $172 | $194K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 2,063 | $171 | $353K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 1,803 | $170 | $306K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 2,256 | $169 | $380K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 104 | $174 | $18K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 406 | $172 | $70K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 4,698 | $171 | $804K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 1,892 | $170 | $322K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 150 | $169 | $25K | 10b5-1 plan | Form 4 ↗ | |
| Holt Michael | MORN | Buy P | March 4, 2026 | March 4, 2026 | 0d | 1,000 | $187 | $187K | Form 4 ↗ | ||
| Holt Michael | MORN | Other A | March 1, 2026 | March 3, 2026 | 2d | 684 | — | — | Form 4 ↗ | ||
| Wiersema Conan | MORN | Other A | March 1, 2026 | March 3, 2026 | 2d | 301 | — | — | Form 4 ↗ | ||
| Mansueto Joseph D | MORN | Sell S | March 2, 2026 | March 2, 2026 | 0d | 3,122 | $182 | $569K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 27, 2026 | February 27, 2026 | 0d | 38 | $183 | $6,969 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 27, 2026 | February 27, 2026 | 0d | 200 | $183 | $37K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 27, 2026 | February 27, 2026 | 0d | 7,012 | $182 | $1.3M | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 288 | $183 | $53K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 160 | $182 | $29K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 121 | $181 | $22K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 752 | $179 | $135K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 3,014 | $179 | $538K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 1,000 | $177 | $177K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 1,615 | $176 | $285K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 100 | $175 | $17K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 200 | $173 | $35K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 26 | $173 | $4,495 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 231 | $172 | $40K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 104 | $171 | $18K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 130 | $170 | $22K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 234 | $168 | $39K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 78 | $167 | $13K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 1,102 | $165 | $182K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 3,650 | $165 | $601K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 300 | $163 | $49K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 1,395 | $162 | $226K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 2 | $163 | $326 | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 347 | $162 | $56K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 910 | $161 | $147K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 1,965 | $161 | $315K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 1,286 | $159 | $205K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 2,298 | $158 | $363K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 442 | $157 | $69K | 10b5-1 plan | Form 4 ↗ | |
| Mansueto Joseph D | MORN | Sell S | February 20, 2026 | February 20, 2026 | 0d | 1,461 | $162 | $237K | 10b5-1 plan | Form 4 ↗ |
Showing the 200 most recent of 307.
Federal contracts (USAspending, awards started in the last 180 days)
| Start date | Awarding agency | Award value | NAICS | Source |
|---|---|---|---|---|
| September 27, 2026 | Department of Labor | $186,350 | 523999 | USAspending ↗ |
| September 25, 2026 | Department of the Treasury | $85,410 | 519290 | USAspending ↗ |
| September 30, 2026 | Department of the Treasury | $22,898 | 519290 | USAspending ↗ |
Lobbying (Senate LDA, as client)
No LDA filing posted since October 2025 names "Morningstar, Inc." as the client. Filings under a subsidiary or trade-association name are not matched — search lobbying.
Related companies
Companies whose stock was traded by the same people who traded MORN, by number of filers in common. It shows overlap in public filings and nothing else.
- TransDigm Group INC TDG 1 filer in common
- MCCORMICK & CO INC MKC 1 filer in common
- LABCORP HOLDINGS INC. LH 1 filer in common
- IDEXX LABORATORIES INC /DE IDXX 1 filer in common
- WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAB 1 filer in common
- Liberty Media Corp FWONK 1 filer in common
- BWX Technologies, Inc. BWXT 1 filer in common
- TRIMBLE INC. TRMB 1 filer in common
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Federal contracts: how to read USAspending data Obligation = money the government has committed. Outlay = money actually paid.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| House Clerk, periodic transaction reports | 4 | 9 | February 2, 2026 | June 5, 2026 | House Clerk search |
| SEC EDGAR, Form 4 | 56 | 307 | November 5, 2025 | October 2, 2026 | Form 4 list on EDGAR |
| USAspending, federal contract awards | 3 awards | — | — | — | USAspending |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Insiders and their transactions come from SEC EDGAR Form 4 filings for this issuer. Contracts and lobbying are matched by exact normalized name (suffixes like Inc./Corp. ignored) to USAspending recipients and LDA clients — a conservative match that misses subsidiaries on purpose. See methodology and corrections.
Not investment advice. Public records shown as filed; no recommendation is made or implied.