MORN insider transaction filings
Morningstar, Inc. — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-02. Screen MORN transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 11 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 66 legs across 8 filings by 2 insiders — 101,000 shares, $20,706,935 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 4.
- Largest priced transaction: sale of 7,250 shares @ $201.84 ($1,463,370) by Mansueto Joseph D, filed 2026-08-12.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Mansueto Joseph D — Executive Chairman, Director, 10% owner | 7 | — | 65 legs · 100,000 sh · $20,507,935 | 1 |
| Lyons William M — Director | 1 | — | 1 leg · 1,000 sh · $199,000 | — |
| Holt Michael — Chief Financial Officer | 1 | — | — | 1 |
| Mansueto Daniel — 10% owner | 1 | — | — | 1 |
| Wiersema Conan — CAO & PAO | 1 | — | — | 1 |
Recent Form 4 filings — Morningstar, Inc.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-02 | 4 | Wiersema Conan — CAO & PAO | Tax withholding (F): 29 @ $218.94 | EDGAR |
| 2026-09-02 | 4 | Holt Michael — Chief Financial Officer | Tax withholding (F): 54 @ $218.94 | EDGAR |
| 2026-08-26 | 4 | Mansueto Daniel — 10% owner | Other (J): 376,969 @ $0 | EDGAR |
| 2026-08-24 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 220 @ $216.01 · Sale (S): 1,181 @ $217.26 · Sale (S): 1,740 @ $218.43 · Sale (S): 978 @ $219.44 · Sale (S): 1,314 @ $220.42 · Sale (S): 226 @ $221.12 | EDGAR |
| 2026-08-21 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 3,157 @ $212.87 · Sale (S): 1,359 @ $214.16 · Sale (S): 1,938 @ $215.18 · Sale (S): 295 @ $216.16 · Sale (S): 501 @ $217.13 · Sale (S): 3,827 @ $216.70 · +1 more | EDGAR |
| 2026-08-19 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 5,749 @ $206.84 · Sale (S): 1,501 @ $207.81 · Sale (S): 913 @ $208.13 · Sale (S): 1,935 @ $209.48 · Sale (S): 2,708 @ $210.32 · Sale (S): 1,588 @ $211.26 · +9 more | EDGAR |
| 2026-08-14 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 3,498 @ $197.06 · Sale (S): 2,936 @ $197.88 · Sale (S): 430 @ $198.96 · Sale (S): 26 @ $199.75 · Sale (S): 52 @ $202.09 · Sale (S): 78 @ $203.79 · +6 more | EDGAR |
| 2026-08-12 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 7,250 @ $201.84 · Sale (S): 974 @ $200.32 · Sale (S): 5,027 @ $194.96 · Sale (S): 1,906 @ $195.77 · Sale (S): 291 @ $197.09 · Sale (S): 26 @ $197.63 | EDGAR |
| 2026-08-07 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 2,272 @ $198.38 · Sale (S): 166 @ $196.16 · Sale (S): 1,453 @ $198.49 · Sale (S): 2,559 @ $199.34 · Sale (S): 2,566 @ $200.40 · Sale (S): 506 @ $201.53 | EDGAR |
| 2026-08-05 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Gift (G): 5,300 @ $0 · Sale (S): 40 @ $196.72 · Sale (S): 573 @ $197.72 · Sale (S): 4,043 @ $199.06 · Sale (S): 2,568 @ $199.78 · Sale (S): 26 @ $200.87 · +8 more | EDGAR |
| 2026-08-03 | 4 | Lyons William M — Director | Sale (S): 1,000 @ $199 | EDGAR |
| 2026-05-27 | 4 | Lyons William M — Director | Sale (S): 700 @ $179 | EDGAR |
| 2026-05-22 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 5,081 @ $172.33 · Sale (S): 1,935 @ $172.87 · Sale (S): 234 @ $174.07 · Sale (S): 317 @ $174.09 · Sale (S): 114 @ $174.98 · Sale (S): 741 @ $176.30 · +3 more | EDGAR |
| 2026-05-20 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 559 @ $171.33 · Sale (S): 300 @ $172.43 · Sale (S): 116 @ $173.38 · Sale (S): 500 @ $174.51 · Sale (S): 1,620 @ $175.80 · Sale (S): 3,515 @ $176.85 · +10 more | EDGAR |
| 2026-05-19 | 4 | Holt Michael — Chief Financial Officer | Grant/award (A): 2,860 @ $0 · Option exercise (M): 243 @ $0 · Sale (S): 270 @ $166.05 · Option exercise (M): 243 (derivative) · Grant/award (A): 4,290 (derivative) | EDGAR |
| 2026-05-19 | 4 | Wiersema Conan — CAO & PAO | Grant/award (A): 903 @ $0 · Grant/award (A): 13 @ $0 · Tax withholding (F): 105 @ $166.05 · Option exercise (M): 13 (derivative) · Grant/award (A): 451 (derivative) @ $0 | EDGAR |
| 2026-05-19 | 4 | Sutton Doniel — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-19 | 4 | Diamonte Robin — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-19 | 4 | BRAMMAN ANNE L — Director | Grant/award (A): 1,505 @ $0 | EDGAR |
| 2026-05-19 | 4 | TSAY CAROLINE J — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-19 | 4 | Kapoor Kunal — CEO, Director | Grant/award (A): 1,177 @ $0 · Grant/award (A): 11,359 @ $0 · Option exercise (M): 2,108 @ $0 · Tax withholding (F): 3,699 @ $166.05 · Option exercise (M): 2,108 (derivative) · Grant/award (A): 17,039 (derivative) | EDGAR |
| 2026-05-19 | 4 | Lyons William M — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-19 | 4 | Kaplan Steven N — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-19 | 4 | FRANCIS CHERYL A — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-19 | 4 | JOYNT STEPHEN — Director | Grant/award (A): 1,144 @ $0 | EDGAR |
| 2026-05-15 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 1,138 @ $165.60 · Sale (S): 1,236 @ $166.81 · Sale (S): 794 @ $167.74 · Sale (S): 3,373 @ $168.97 · Sale (S): 709 @ $169.52 · Sale (S): 704 @ $167.49 · +4 more | EDGAR |
| 2026-05-12 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 4,002 @ $177.08 · Sale (S): 7,232 @ $175.96 · Sale (S): 18 @ $176.72 · Sale (S): 1,988 @ $176.01 · Sale (S): 1,732 @ $177.16 · Sale (S): 3,530 @ $177.96 | EDGAR |
| 2026-05-07 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 4,202 @ $167.12 · Sale (S): 2,957 @ $168.14 · Sale (S): 52 @ $169.34 · Sale (S): 39 @ $170.04 · Sale (S): 5,977 @ $166.01 · Sale (S): 784 @ $166.74 · +14 more | EDGAR |
| 2026-05-04 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 150 @ $168.84 · Sale (S): 1,892 @ $170.36 · Sale (S): 4,698 @ $171.19 · Sale (S): 406 @ $172.18 · Sale (S): 104 @ $174.21 · Sale (S): 2,256 @ $168.56 · +3 more | EDGAR |
| 2026-03-04 | 4 | Holt Michael — Chief Financial Officer | Purchase (P): 1,000 @ $186.59 | EDGAR |
| 2026-03-03 | 4 | Holt Michael — Chief Financial Officer | Grant/award (A): 684 @ $0 | EDGAR |
| 2026-03-03 | 4 | Wiersema Conan — CAO & PAO | Grant/award (A): 301 @ $0 | EDGAR |
| 2026-03-02 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 3,122 @ $182.32 | EDGAR |
| 2026-02-27 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 200 @ $172.91 · Sale (S): 100 @ $174.58 · Sale (S): 1,615 @ $176.32 · Sale (S): 1,000 @ $176.90 · Sale (S): 3,014 @ $178.61 · Sale (S): 752 @ $179.38 · +6 more | EDGAR |
| 2026-02-25 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 442 @ $156.92 · Sale (S): 2,298 @ $157.96 · Sale (S): 1,286 @ $159.32 · Sale (S): 1,965 @ $160.51 · Sale (S): 910 @ $161.36 · Sale (S): 347 @ $162.43 · +11 more | EDGAR |
| 2026-02-20 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 7,138 @ $161.86 · Sale (S): 112 @ $162.75 · Sale (S): 5,147 @ $161.10 · Sale (S): 1,461 @ $162.16 | EDGAR |
| 2026-02-18 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 1,786 @ $159.78 · Sale (S): 4,089 @ $160.53 · Sale (S): 816 @ $161.46 · Sale (S): 100 @ $162.41 · Sale (S): 1,278 @ $157.97 · Sale (S): 4,201 @ $159.11 · +3 more | EDGAR |
| 2026-02-13 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 6,116 @ $154.61 · Sale (S): 717 @ $155.64 · Sale (S): 106 @ $156.46 · Sale (S): 2,676 @ $154.73 · Sale (S): 1,693 @ $155.73 · Sale (S): 697 @ $156.79 · +3 more | EDGAR |
| 2026-02-11 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 1,129 @ $164.60 · Sale (S): 524 @ $165.88 · Sale (S): 3,214 @ $162.84 | EDGAR |
| 2026-02-06 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 1,975 @ $179.96 · Sale (S): 3,876 @ $180.88 · Sale (S): 1,399 @ $181.76 · Sale (S): 125 @ $180.24 · Sale (S): 271 @ $182.40 · Sale (S): 777 @ $183.47 · +8 more | EDGAR |
| 2026-02-04 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 439 @ $201.47 · Sale (S): 418 @ $203.34 | EDGAR |
| 2025-12-30 | 4 | TSAY CAROLINE J — Director | Sale (S): 600 @ $218.48 | EDGAR |
| 2025-12-15 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Gift (G): 27,775 @ $0 | EDGAR |
| 2025-11-26 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 316 @ $211.99 · Sale (S): 157 @ $211.31 · Sale (S): 481 @ $212.74 · Sale (S): 570 @ $213.75 · Sale (S): 78 @ $214.51 | EDGAR |
| 2025-11-24 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 1,104 @ $209.82 · Sale (S): 4,000 @ $210.72 · Sale (S): 2,069 @ $211.71 · Sale (S): 77 @ $212.62 · Sale (S): 2,701 @ $210.15 · Sale (S): 3,535 @ $211.41 · +3 more | EDGAR |
| 2025-11-20 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 2,017 @ $207.27 · Sale (S): 3,069 @ $208.29 · Sale (S): 1,684 @ $208.97 · Sale (S): 480 @ $210.18 · Sale (S): 6,575 @ $209.12 · Sale (S): 413 @ $210.17 · +1 more | EDGAR |
| 2025-11-18 | 4 | Wiersema Conan — CAO & PAO | Grant/award (A): 471 @ $0 · Option exercise (M): 12 @ $0 · Tax withholding (F): 28 @ $211.95 · Option exercise (M): 12 (derivative) · Grant/award (A): 294 (derivative) @ $0 | EDGAR |
| 2025-11-18 | 4 | Dunn Daniel Joseph — Chief Revenue Officer | Option exercise (M): 346 @ $0 · Tax withholding (F): 154 @ $211.95 · Option exercise (M): 346 (derivative) | EDGAR |
| 2025-11-18 | 4 | Kapoor Kunal — CEO, Director | Option exercise (M): 1,861 @ $0 · Tax withholding (F): 826 @ $211.95 · Option exercise (M): 1,861 (derivative) · Grant/award (A): 10,810 (derivative) @ $0 | EDGAR |
| 2025-11-18 | 4 | Mansueto Joseph D — Executive Chairman, Director, 10% owner | Sale (S): 6,969 @ $213.32 · Sale (S): 1,070 @ $211.12 | EDGAR |
Recent 8-K events — Morningstar, Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-09-18 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-08-25 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-07-29 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-25 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-18 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-22 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-08 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-04-29 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-25 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-13 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
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