Morningstar, Inc. Insider Trading Activity
Every SEC Form 4 insider transaction reported for Morningstar, Inc. (MORN), sourced directly from SEC EDGAR and updated as new filings are accepted.
By Trabud · Insider-trading data from SEC EDGAR
Latest filing:
Compiled automatically from SEC EDGAR Form 4 filings and refreshed daily. Figures count purchases (code P) and sales (code S) only — not grants, option exercises, or gifts. How this page is built. Not investment advice.
Quick Answer
Are MORN insiders buying or selling?
In the last 12 months, Morningstar, Inc. insiders reported 1 open-market purchase ($186.6K) and 34 sales ($76.3M) — net selling of $76.1M. Since February 2018, Trabud has recorded 668 Form 4 filings for MORN: 2 buys ($187.7K) and 666 sells ($1.8B).
Source: SEC EDGAR Form 4
What stands out
- The largest open-market purchase in the last 12 months was $186.6K by Michael Holt (Chief Financial Officer) on Mar 4, 2026. SEC ↗
- The most recent open-market purchase was reported on Mar 4, 2026 (7 months ago).
Key Statistics (February 2018 – Aug 24, 2026)
Total Form 4 filings
668
SEC EDGAR
Insider filers
12
Insider buys (2)
$187.7K
Insider sells (666)
$1.8B
Insider sentiment
Net sellingNet insider flow of $1.8B in net selling since February 2018, and $76.1M in net selling over the last 12 months.
Recent MORN insider transactions
| Date | Insider | Role | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 5.7K | $218.84 | $1.2M | SEC ↗ |
| Aug 21, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 11.3K | $215.09 | $2.4M | SEC ↗ |
| Aug 19, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 21.8K | $210.25 | $4.6M | SEC ↗ |
| Aug 14, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $202.40 | $2.9M | SEC ↗ |
| Aug 12, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 15.5K | $198.67 | $3.1M | SEC ↗ |
| Aug 7, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 9.5K | $199.33 | $1.9M | SEC ↗ |
| Aug 5, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 21.8K | $199.98 | $4.3M | SEC ↗ |
| Aug 3, 2026 | William M Lyons | Director | Sale | 1.0K | $199.00 | $199.0K | SEC ↗ |
| May 27, 2026 | William M Lyons | Director | Sale | 700 | $179.00 | $125.3K | SEC ↗ |
| May 22, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 9.5K | $173.53 | $1.7M | SEC ↗ |
| May 20, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 21.2K | $175.17 | $3.7M | SEC ↗ |
| May 19, 2026 | Michael Holt | Chief Financial Officer | Sale | 270 | $166.05 | $44.8K | SEC ↗ |
| May 15, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $168.66 | $2.4M | SEC ↗ |
| May 12, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 18.5K | $176.70 | $3.3M | SEC ↗ |
| May 7, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 21.8K | $168.78 | $3.7M | SEC ↗ |
| May 4, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $170.50 | $2.5M | SEC ↗ |
| Mar 4, 2026 | Michael Holt | Chief Financial Officer | Purchase | 1.0K | $186.59 | $186.6K | SEC ↗ |
| Mar 2, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 3.1K | $182.32 | $569.2K | SEC ↗ |
| Feb 27, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $179.80 | $2.6M | SEC ↗ |
| Feb 25, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $162.19 | $2.4M | SEC ↗ |
| Feb 20, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 13.9K | $161.62 | $2.2M | SEC ↗ |
| Feb 18, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.0K | $159.89 | $2.2M | SEC ↗ |
| Feb 13, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.2K | $155.49 | $2.2M | SEC ↗ |
| Feb 11, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 4.9K | $163.57 | $796.1K | SEC ↗ |
| Feb 6, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 20.1K | $178.67 | $3.6M | SEC ↗ |
Showing the 25 most recent of 668 Form 4 filings for Morningstar, Inc..
Most active MORN insiders
- Joseph D Mansueto604 filings
- William M Lyons17 filings
- Caroline J Tsay9 filings
- Bevin Desmond8 filings
- Gail S Landis6 filings
Ask anything about MORN insider activity
Use Trabud's AI agent to query Morningstar, Inc.'s Form 4 history in plain English — "Show me MORN CEO purchases this year" or compare it against any other ticker.
Open the AI agentMORN insider trading FAQ
Are Morningstar, Inc. insiders buying or selling?
In the last 12 months, Morningstar, Inc. insiders reported 1 open-market purchase ($186.6K) and 34 sales ($76.3M) — net selling of $76.1M. Since February 2018, Trabud has recorded 668 Form 4 filings for MORN: 2 buys ($187.7K) and 666 sells ($1.8B). Over the full record that is net selling of $1.8B.
How many insiders trade MORN stock?
12 distinct insider filers — officers, directors, 10%+ owners, and investment groups filing jointly — have reported Form 4 transactions for Morningstar, Inc.. The most recent filing was accepted on Aug 24, 2026.
Where does Trabud get MORN insider trading data?
All MORN insider trading data comes directly from official SEC EDGAR Form 4 filings, which corporate insiders must submit within two business days of a transaction under Section 16(a) of the Securities Exchange Act of 1934.