Transactions
257
Insider / Morningstar, Inc.
Mansueto Joseph D
Executive Chairman at Morningstar, Inc.
- Company
- Morningstar, Inc.
- Ticker
- MORN
- First filing on record
- November 5, 2025
- Latest trade on record
- August 24, 2026
- SEC filings
- EDGAR ↗
Mansueto Joseph D, Executive Chairman at Morningstar, Inc., has disclosed 257 transactions in MORN since November 5, 2025: 0 purchases (0 open-market buys) and 255 sales, worth about $75.8M at the reported prices. The latest was filed August 24, 2026, 0 days after the trade; 5 filings were late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
255
Avg. disclosure lag
1.0d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Mansueto Joseph D made no purchases and 255 sales worth $76M, plus 2 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Mansueto Joseph D has traded 1 stock on record; the largest by dollars is MORN.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
1 of 31 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| S | Open-market sale | 255 | 400,000 | $75.8M |
| G | Gift | 2 | 33,075 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 207 | 0 | 206 · $54.5M |
| 2025 | 50 | 0 | 49 · $21.2M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 226 | $221 | $50K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 1,314 | $220 | $290K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 978 | $219 | $215K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 1,740 | $218 | $380K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 1,181 | $217 | $257K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 24, 2026 | August 24, 2026 | 0d | 220 | $216 | $48K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 21, 2026 | August 21, 2026 | 0d | 268 | $218 | $58K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 21, 2026 | August 21, 2026 | 0d | 3,827 | $217 | $829K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 501 | $217 | $109K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 295 | $216 | $64K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 1,938 | $215 | $417K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 1,359 | $214 | $291K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 20, 2026 | August 21, 2026 | 1d | 3,157 | $213 | $672K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 189 | $217 | $41K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 369 | $216 | $80K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 1,785 | $215 | $383K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 3,031 | $214 | $649K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 656 | $213 | $139K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 426 | $212 | $90K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 680 | $210 | $143K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 19, 2026 | August 19, 2026 | 0d | 114 | $208 | $24K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 106 | $212 | $22K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 1,588 | $211 | $335K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 2,708 | $210 | $570K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 1,935 | $209 | $405K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 18, 2026 | August 19, 2026 | 1d | 913 | $208 | $190K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 17, 2026 | August 19, 2026 | 2d | 1,501 | $208 | $312K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 17, 2026 | August 19, 2026 | 2d | 5,749 | $207 | $1.2M | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 277 | $209 | $58K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 240 | $208 | $50K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 2,809 | $207 | $582K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 14, 2026 | August 14, 2026 | 0d | 3,924 | $206 | $809K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 178 | $207 | $37K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 52 | $206 | $11K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 78 | $204 | $16K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 52 | $202 | $11K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 26 | $200 | $5,194 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 430 | $199 | $86K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 2,936 | $198 | $581K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 13, 2026 | August 14, 2026 | 1d | 3,498 | $197 | $689K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 26 | $198 | $5,138 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 291 | $197 | $57K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 1,906 | $196 | $373K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 12, 2026 | August 12, 2026 | 0d | 5,027 | $195 | $980K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 11, 2026 | August 12, 2026 | 1d | 974 | $200 | $195K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 10, 2026 | August 12, 2026 | 2d | 7,250 | $202 | $1.5M | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 506 | $202 | $102K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 2,566 | $200 | $514K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 2,559 | $199 | $510K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 1,453 | $198 | $288K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 7, 2026 | August 7, 2026 | 0d | 166 | $196 | $33K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 6, 2026 | August 7, 2026 | 1d | 2,272 | $198 | $451K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 30 | $203 | $6,075 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 1,664 | $202 | $336K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 4,310 | $201 | $867K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 5, 2026 | August 5, 2026 | 0d | 1,246 | $200 | $249K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 64 | $201 | $13K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 2,349 | $201 | $471K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 3,840 | $200 | $766K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 4, 2026 | August 5, 2026 | 1d | 997 | $198 | $197K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 26 | $201 | $5,223 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 2,568 | $200 | $513K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 4,043 | $199 | $805K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 573 | $198 | $113K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | August 3, 2026 | August 5, 2026 | 2d | 40 | $197 | $7,869 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Other G | August 3, 2026 | August 5, 2026 | 2d | 5,300 | — | — | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 227 | $180 | $41K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 293 | $178 | $52K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 578 | $177 | $102K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 741 | $176 | $131K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 114 | $175 | $20K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 22, 2026 | May 22, 2026 | 0d | 317 | $174 | $55K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 21, 2026 | May 22, 2026 | 1d | 234 | $174 | $41K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 21, 2026 | May 22, 2026 | 1d | 1,935 | $173 | $335K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 21, 2026 | May 22, 2026 | 1d | 5,081 | $172 | $876K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 20, 2026 | May 20, 2026 | 0d | 291 | $173 | $50K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 20, 2026 | May 20, 2026 | 0d | 1,255 | $172 | $216K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 20, 2026 | May 20, 2026 | 0d | 5,704 | $171 | $977K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 24 | $182 | $4,371 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 227 | $181 | $41K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 1,726 | $180 | $311K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 676 | $179 | $121K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 1,446 | $178 | $257K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 19, 2026 | May 20, 2026 | 1d | 2,629 | $177 | $464K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 640 | $177 | $114K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 3,515 | $177 | $622K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 1,620 | $176 | $285K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 500 | $175 | $87K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 116 | $173 | $20K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 300 | $172 | $52K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 18, 2026 | May 20, 2026 | 2d | 559 | $171 | $96K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 200 | $171 | $34K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 584 | $171 | $100K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 4,237 | $170 | $719K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 1,525 | $169 | $257K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 15, 2026 | May 15, 2026 | 0d | 704 | $167 | $118K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 709 | $170 | $120K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 3,373 | $169 | $570K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 794 | $168 | $133K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 1,236 | $167 | $206K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 14, 2026 | May 15, 2026 | 1d | 1,138 | $166 | $188K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 12, 2026 | May 12, 2026 | 0d | 3,530 | $178 | $628K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 12, 2026 | May 12, 2026 | 0d | 1,732 | $177 | $307K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 12, 2026 | May 12, 2026 | 0d | 1,988 | $176 | $350K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 11, 2026 | May 12, 2026 | 1d | 18 | $177 | $3,181 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 11, 2026 | May 12, 2026 | 1d | 7,232 | $176 | $1.3M | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 8, 2026 | May 12, 2026 | 4d | 4,002 | $177 | $709K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 26 | $180 | $4,680 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 53 | $179 | $9,481 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 271 | $178 | $48K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 52 | $176 | $9,161 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 286 | $175 | $50K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,107 | $174 | $193K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,955 | $173 | $338K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,520 | $172 | $261K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 1,268 | $171 | $217K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 300 | $170 | $51K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 312 | $169 | $53K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 7, 2026 | May 7, 2026 | 0d | 100 | $167 | $17K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 78 | $169 | $13K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 411 | $168 | $69K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 784 | $167 | $131K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 6, 2026 | May 7, 2026 | 1d | 5,977 | $166 | $992K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 39 | $170 | $6,632 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 52 | $169 | $8,806 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 2,957 | $168 | $497K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 5, 2026 | May 7, 2026 | 2d | 4,202 | $167 | $702K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 1,128 | $172 | $194K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 2,063 | $171 | $353K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 1,803 | $170 | $306K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 4, 2026 | May 4, 2026 | 0d | 2,256 | $169 | $380K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 104 | $174 | $18K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 406 | $172 | $70K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 4,698 | $171 | $804K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 1,892 | $170 | $322K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | May 1, 2026 | May 4, 2026 | 3d | 150 | $169 | $25K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | March 2, 2026 | March 2, 2026 | 0d | 3,122 | $182 | $569K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 27, 2026 | February 27, 2026 | 0d | 38 | $183 | $6,969 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 27, 2026 | February 27, 2026 | 0d | 200 | $183 | $37K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 27, 2026 | February 27, 2026 | 0d | 7,012 | $182 | $1.3M | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 288 | $183 | $53K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 160 | $182 | $29K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 121 | $181 | $22K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 752 | $179 | $135K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 3,014 | $179 | $538K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 1,000 | $177 | $177K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 1,615 | $176 | $285K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 100 | $175 | $17K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 26, 2026 | February 27, 2026 | 1d | 200 | $173 | $35K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 26 | $173 | $4,495 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 231 | $172 | $40K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 104 | $171 | $18K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 130 | $170 | $22K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 234 | $168 | $39K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 78 | $167 | $13K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 1,102 | $165 | $182K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 3,650 | $165 | $601K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 300 | $163 | $49K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 25, 2026 | February 25, 2026 | 0d | 1,395 | $162 | $226K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 2 | $163 | $326 | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 347 | $162 | $56K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 910 | $161 | $147K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 1,965 | $161 | $315K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 1,286 | $159 | $205K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 2,298 | $158 | $363K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 24, 2026 | February 25, 2026 | 1d | 442 | $157 | $69K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 20, 2026 | February 20, 2026 | 0d | 1,461 | $162 | $237K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 20, 2026 | February 20, 2026 | 0d | 5,147 | $161 | $829K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 19, 2026 | February 20, 2026 | 1d | 112 | $163 | $18K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 19, 2026 | February 20, 2026 | 1d | 7,138 | $162 | $1.2M | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 17, 2026 | February 18, 2026 | 1d | 513 | $163 | $83K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 18, 2026 | February 18, 2026 | 0d | 181 | $161 | $29K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 18, 2026 | February 18, 2026 | 0d | 1,077 | $160 | $172K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 18, 2026 | February 18, 2026 | 0d | 4,201 | $159 | $668K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 18, 2026 | February 18, 2026 | 0d | 1,278 | $158 | $202K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 17, 2026 | February 18, 2026 | 1d | 100 | $162 | $16K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 17, 2026 | February 18, 2026 | 1d | 816 | $161 | $132K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 17, 2026 | February 18, 2026 | 1d | 4,089 | $161 | $656K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 17, 2026 | February 18, 2026 | 1d | 1,786 | $160 | $285K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 13, 2026 | February 13, 2026 | 0d | 147 | $160 | $23K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 13, 2026 | February 13, 2026 | 0d | 613 | $159 | $97K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 13, 2026 | February 13, 2026 | 0d | 1,424 | $158 | $225K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 13, 2026 | February 13, 2026 | 0d | 697 | $157 | $109K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 13, 2026 | February 13, 2026 | 0d | 1,693 | $156 | $264K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 13, 2026 | February 13, 2026 | 0d | 2,676 | $155 | $414K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 12, 2026 | February 13, 2026 | 1d | 106 | $156 | $17K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 12, 2026 | February 13, 2026 | 1d | 717 | $156 | $112K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 12, 2026 | February 13, 2026 | 1d | 6,116 | $155 | $946K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 10, 2026 | February 11, 2026 | 1d | 3,214 | $163 | $523K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 9, 2026 | February 11, 2026 | 2d | 524 | $166 | $87K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 9, 2026 | February 11, 2026 | 2d | 1,129 | $165 | $186K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 6, 2026 | February 6, 2026 | 0d | 500 | $173 | $86K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 6, 2026 | February 6, 2026 | 0d | 780 | $172 | $134K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 6, 2026 | February 6, 2026 | 0d | 1,218 | $170 | $207K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 6, 2026 | February 6, 2026 | 0d | 3,854 | $169 | $650K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 5, 2026 | February 6, 2026 | 1d | 600 | $188 | $113K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 5, 2026 | February 6, 2026 | 1d | 454 | $187 | $85K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 5, 2026 | February 6, 2026 | 1d | 1,825 | $186 | $339K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 5, 2026 | February 6, 2026 | 1d | 2,412 | $185 | $446K | 10b5-1 plan | Form 4 ↗ | |
| MORN | Sell S | February 5, 2026 | February 6, 2026 | 1d | 777 | $183 | $143K | 10b5-1 plan | Form 4 ↗ |
Showing the 200 most recent of 257.
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 24, 2026 | Form 4 | 0001324069-26-000045 | 6 | published | EDGAR ↗ |
| August 21, 2026 | Form 4 | 0001324069-26-000043 | 7 | published | EDGAR ↗ |
| August 19, 2026 | Form 4 | 0001324069-26-000041 | 15 | published | EDGAR ↗ |
| August 14, 2026 | Form 4 | 0001324069-26-000039 | 12 | published | EDGAR ↗ |
| August 12, 2026 | Form 4 | 0001324069-26-000037 | 6 | published | EDGAR ↗ |
| August 7, 2026 | Form 4 | 0001324069-26-000035 | 6 | published | EDGAR ↗ |
| August 5, 2026 | Form 4 | 0001324069-26-000032 | 14 | published | EDGAR ↗ |
| May 22, 2026 | Form 4 | 0001324069-26-000030 | 9 | published | EDGAR ↗ |
| May 20, 2026 | Form 4 | 0001324069-26-000028 | 16 | published | EDGAR ↗ |
| May 15, 2026 | Form 4 | 0001324069-26-000026 | 10 | published | EDGAR ↗ |
| May 12, 2026 | Form 4 | 0001324069-26-000024 | 6 | published | EDGAR ↗ |
| May 7, 2026 | Form 4 | 0001324069-26-000022 | 20 | published | EDGAR ↗ |
| May 4, 2026 | Form 4 | 0001324069-26-000020 | 9 | published | EDGAR ↗ |
| March 2, 2026 | Form 4 | 0001324069-26-000018 | 1 | published | EDGAR ↗ |
| February 27, 2026 | Form 4 | 0001324069-26-000016 | 12 | published | EDGAR ↗ |
| February 25, 2026 | Form 4 | 0001324069-26-000014 | 17 | published | EDGAR ↗ |
| February 20, 2026 | Form 4 | 0001324069-26-000012 | 4 | published | EDGAR ↗ |
| February 18, 2026 | Form 4 | 0001324069-26-000010 | 9 | published | EDGAR ↗ |
| February 13, 2026 | Form 4 | 0001324069-26-000008 | 9 | published | EDGAR ↗ |
| February 11, 2026 | Form 4 | 0001324069-26-000006 | 3 | published | EDGAR ↗ |
| February 6, 2026 | Form 4 | 0001324069-26-000004 | 14 | published | EDGAR ↗ |
| February 4, 2026 | Form 4 | 0001324069-26-000002 | 2 | published | EDGAR ↗ |
| December 15, 2025 | Form 4 | 0001324069-25-000028 | 1 | published | EDGAR ↗ |
| November 26, 2025 | Form 4 | 0001324069-25-000026 | 5 | published | EDGAR ↗ |
| November 24, 2025 | Form 4 | 0001324069-25-000024 | 9 | published | EDGAR ↗ |
| November 20, 2025 | Form 4 | 0001324069-25-000022 | 7 | published | EDGAR ↗ |
| November 18, 2025 | Form 4 | 0001324069-25-000020 | 2 | published | EDGAR ↗ |
| November 14, 2025 | Form 4 | 0001324069-25-000018 | 5 | published | EDGAR ↗ |
| November 12, 2025 | Form 4 | 0001324069-25-000016 | 11 | published | EDGAR ↗ |
| November 7, 2025 | Form 4 | 0001324069-25-000014 | 4 | published | EDGAR ↗ |
| November 5, 2025 | Form 4 | 0001324069-25-000012 | 6 | published | EDGAR ↗ |
Other insiders at Morningstar, Inc.
- Holt Michael Chief Financial Officer 12 rows
- Wiersema Conan CAO & PAO 12 rows
- BRAMMAN ANNE L Director 11 rows
- Kapoor Kunal CEO 10 rows
- TSAY CAROLINE J Director 4 rows
- Dunn Daniel Joseph Chief Revenue Officer 3 rows
- FRANCIS CHERYL A Director 3 rows
- Lyons William M Director 3 rows
- Mansueto Daniel Insider 2 rows
- Sutton Doniel Director 2 rows
Everyone on file, with contracts and lobbying under the company's name: Morningstar, Inc..
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.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- 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 |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 31 | 257 | November 5, 2025 | August 24, 2026 | Form 4 list on EDGAR |
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.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.