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MORN Insider Trading & Form 4 Activity

Morningstar, Inc.
Last filing: May 27, 2026·12 days ago
NEUTRAL · LAST 90 DAYS
0%
buyers
$0
0 buys
$170K
2 sells
-$170K
net selling
2
insiders
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Net flow — last 12 months

Monthly net of insider buys minus sells. Green months indicate net buying; red months indicate net selling.

Most active insiders

Ranked by total transaction value over the last 90 days.

INSIDERBOUGHTSOLDNET
Mansueto Joseph D
Executive Chairman
$14.8M
-$14.8M
Lyons William M
Insider
$125K
-$125K
Holt Michael
Chief Financial Officer
$45K
-$45K
BRAMMAN ANNE L
Insider
$0
Diamonte Robin
Insider
$0
JOYNT STEPHEN
Insider
$0
Kaplan Steven N
Insider
$0
Sutton Doniel
Insider
$0

Recent transactions

Every Form 4 transaction for MORN, newest first.

SELL
Lyons William M · Insider
Tx May 27·Filed May 27·EDGAR ↗
700 sh @ $179.00
$125K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 22·Filed May 22·EDGAR ↗
293 sh @ $178.39
$52K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 22·Filed May 22·EDGAR ↗
578 sh @ $177.08
$102K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 22·Filed May 22·EDGAR ↗
741 sh @ $176.30
$131K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 22·Filed May 22·EDGAR ↗
114 sh @ $174.98
$20K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 22·Filed May 22·EDGAR ↗
317 sh @ $174.09
$55K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 22·Filed May 22·EDGAR ↗
227 sh @ $179.52
$41K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 21·Filed May 22·EDGAR ↗
5,081 sh @ $172.33
$876K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 21·Filed May 22·EDGAR ↗
234 sh @ $174.07
$41K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 21·Filed May 22·EDGAR ↗
1,935 sh @ $172.87
$335K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 20·Filed May 20·EDGAR ↗
1,255 sh @ $172.33
$216K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 20·Filed May 20·EDGAR ↗
5,704 sh @ $171.32
$977K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 20·Filed May 20·EDGAR ↗
291 sh @ $173.11
$50K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 19·Filed May 20·EDGAR ↗
227 sh @ $181.05
$41K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 19·Filed May 20·EDGAR ↗
676 sh @ $179.08
$121K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 19·Filed May 20·EDGAR ↗
1,446 sh @ $178.06
$257K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 19·Filed May 20·EDGAR ↗
2,629 sh @ $176.66
$464K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 19·Filed May 20·EDGAR ↗
24 sh @ $182.13
$4K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 19·Filed May 20·EDGAR ↗
1,726 sh @ $180.39
$311K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
1,620 sh @ $175.80
$285K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
116 sh @ $173.38
$20K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
300 sh @ $172.43
$52K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
559 sh @ $171.33
$96K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
640 sh @ $177.42
$114K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
3,515 sh @ $176.85
$622K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 18·Filed May 20·EDGAR ↗
500 sh @ $174.51
$87K
AWARD
BRAMMAN ANNE L · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,505 sh
AWARD
Holt Michael · Chief Financial Officer
Tx May 15·Filed May 19·EDGAR ↗
2,860 sh
EXERCISE
Holt Michael · Chief Financial Officer
Tx May 15·Filed May 19·EDGAR ↗
243 sh
SELL
Holt Michael · Chief Financial Officer
Tx May 15·Filed May 19·EDGAR ↗
270 sh @ $166.05
$45K
AWARD
Diamonte Robin · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
AWARD
JOYNT STEPHEN · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
AWARD
Lyons William M · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
AWARD
Kaplan Steven N · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
AWARD
Sutton Doniel · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
AWARD
Kapoor Kunal · CEO
Tx May 15·Filed May 19·EDGAR ↗
1,177 sh
AWARD
Kapoor Kunal · CEO
Tx May 15·Filed May 19·EDGAR ↗
11,359 sh
EXERCISE
Kapoor Kunal · CEO
Tx May 15·Filed May 19·EDGAR ↗
2,108 sh
TAX
Kapoor Kunal · CEO
Tx May 15·Filed May 19·EDGAR ↗
3,699 sh @ $166.05
$614K
AWARD
FRANCIS CHERYL A · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
AWARD
Wiersema Conan · CAO & PAO
Tx May 15·Filed May 19·EDGAR ↗
903 sh
AWARD
Wiersema Conan · CAO & PAO
Tx May 15·Filed May 19·EDGAR ↗
13 sh
TAX
Wiersema Conan · CAO & PAO
Tx May 15·Filed May 19·EDGAR ↗
105 sh @ $166.05
$17K
AWARD
TSAY CAROLINE J · Insider
Tx May 15·Filed May 19·EDGAR ↗
1,144 sh
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 15·Filed May 15·EDGAR ↗
200 sh @ $171.47
$34K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 15·Filed May 15·EDGAR ↗
584 sh @ $170.74
$100K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 15·Filed May 15·EDGAR ↗
4,237 sh @ $169.59
$719K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 15·Filed May 15·EDGAR ↗
1,525 sh @ $168.66
$257K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 15·Filed May 15·EDGAR ↗
704 sh @ $167.49
$118K
SELL10b5-1
Mansueto Joseph D · Executive Chairman
Tx May 14·Filed May 15·EDGAR ↗
709 sh @ $169.52
$120K

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About MORN insider trading data

Form 4 is the SEC filing required when an officer, director, or 10% owner of a public company buys or sells the company's stock. By law, these filings must be submitted within two business days of the trade. Tracenotes pulls every Form 4 filing for MORN from EDGAR, parses it, and surfaces the activity on this page.

What insider buying tells you. Open-market purchases by insiders are widely studied as a meaningful signal. Unlike stock awards (which are compensation, not conviction), an executive spending their own money to buy shares of the company they run is a vote of confidence. Studies have found insider-buying clusters — three or more insiders buying within a short window — outperform the broader market over the following year.

What insider selling tells you. Selling is noisier. Many sales are pre-scheduled under SEC Rule 10b5-1 plans, which let insiders sell on a fixed schedule regardless of company news. We label these "10b5-1" so you can see them. Discretionary sales — sales not tied to a plan — are more meaningful, especially when multiple insiders sell in quick succession.

Tracenotes methodology. We scan EDGAR daily for new Form 4 filings, parse them into individual transactions, and detect clusters when three or more distinct insiders buy or sell within a 14-day window. The data on this page covers the last 12 months. For deeper analysis, Tracenotes also runs language-change detection on 10-K and 10-Q filings — that's our core product.

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Frequently asked questions

What is a Form 4 filing?

Form 4 is the SEC disclosure required when a company insider — an officer, director, or 10% owner — buys or sells the company's stock. By law these filings must be submitted within two business days of the trade.

Is insider buying MORN always bullish?

Open-market purchases by insiders are widely viewed as a bullish signal because executives are spending their own money. Stock awards and option exercises are part of compensation and don't carry the same weight, which is why we treat them separately on this page.

What is a 10b5-1 trade?

A trade made under SEC Rule 10b5-1, which lets insiders pre-schedule sales weeks or months in advance. These sales execute on a fixed plan regardless of company news, so they're a weaker signal than discretionary sales. We label them with a "10b5-1" tag.

What is an insider cluster?

A cluster is when three or more distinct insiders buy or sell within a 14-day window. Clusters are studied as stronger signals than single trades because multiple people independently reach the same view. We surface active clusters on Morningstar, Inc. (MORN) when they form.

Where does MORN insider trading data come from?

Every Form 4 filing for MORN is sourced directly from SEC EDGAR. Tracenotes scans EDGAR daily, parses each Form 4 into individual transactions, and updates this page within hours of new filings.

Nothing on this page constitutes investment advice. Form 4 data is sourced from SEC EDGAR and provided for research purposes only.

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