MORNFinancial ServicesMid-Cap
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 Research Team · SEC Form 4 & insider trading data analysts
Last updated:
Quick Answer
Are MORN insiders buying or selling?
Morningstar, Inc. insiders reported 2 open-market buys ($187.7K) and 657 sells ($1.8B) across 659 Form 4 filings — a net selling position of $1.8B.
Source: SEC EDGAR Form 4
Key Statistics (as of May 27, 2026)
Total Form 4 filings
659
SEC EDGAR
Insider filers
12
Insider buys (2)
$187.7K
Insider sells (657)
$1.8B
Insider sentiment
Net sellingNet insider flow of $1.8B in net selling.
Recent MORN insider transactions
| Date | Insider | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | William M Lyons | Director | Sale | 700 | $179.00 | $125.3K |
| May 22, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 9.5K | $173.53 | $1.7M |
| May 20, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 21.2K | $175.17 | $3.7M |
| May 19, 2026 | Michael Holt | Chief Financial Officer | Sale | 270 | $166.05 | $44.8K |
| May 15, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $168.66 | $2.4M |
| May 12, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 18.5K | $176.70 | $3.3M |
| May 7, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 21.8K | $168.78 | $3.7M |
| May 4, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $170.50 | $2.5M |
| Mar 4, 2026 | Michael Holt | Chief Financial Officer | Purchase | 1.0K | $186.59 | $186.6K |
| Mar 2, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 3.1K | $182.32 | $569.2K |
| Feb 27, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $179.80 | $2.6M |
| Feb 25, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $162.19 | $2.4M |
| Feb 20, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 13.9K | $161.62 | $2.2M |
| Feb 18, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.0K | $159.89 | $2.2M |
| Feb 13, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 14.2K | $155.49 | $2.2M |
| Feb 11, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 4.9K | $163.57 | $796.1K |
| Feb 6, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 20.1K | $178.67 | $3.6M |
| Feb 4, 2026 | Joseph D Mansueto | Executive Chairman | Sale | 857 | $202.38 | $173.4K |
| Dec 30, 2025 | Caroline J Tsay | Director | Sale | 600 | $218.48 | $131.1K |
| Nov 26, 2025 | Joseph D Mansueto | Executive Chairman | Sale | 1.6K | $212.90 | $341.1K |
| Nov 24, 2025 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $211.06 | $3.1M |
| Nov 20, 2025 | Joseph D Mansueto | Executive Chairman | Sale | 14.5K | $208.77 | $3.0M |
| Nov 18, 2025 | Joseph D Mansueto | Executive Chairman | Sale | 8.0K | $213.03 | $1.7M |
| Nov 14, 2025 | Joseph D Mansueto | Executive Chairman | Sale | 14.1K | $215.16 | $3.0M |
| Nov 12, 2025 | Joseph D Mansueto | Executive Chairman | Sale | 21.8K | $214.26 | $4.7M |
Showing the 25 most recent of 659 Form 4 filings for Morningstar, Inc..
Most active MORN insiders
- Joseph D Mansueto597 filings
- William M Lyons16 filings
- Caroline J Tsay9 filings
- Bevin Desmond8 filings
- Jason Dubinsky6 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?
Across 659 SEC Form 4 filings, Morningstar, Inc. (MORN) insiders reported 2 open-market purchases totaling $187.7K and 657 sales totaling $1.8B. That is a net selling position 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 May 27, 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.
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