MORN Morningstar Inc
Morningstar Inc (MORN) Insider Activity
What the officers, directors and large holders did with their own shares. Only open-market purchases and sales count toward the totals — grants, option exercises and shares withheld for tax are compensation mechanics, not decisions, and they're listed separately below.
How much of that selling was preplanned? 99% planned / 1% discretionary
Largest single sale: $1.5M.
Where they traded
Last open-market purchase: March 4, 2026 , by Holt Michael .
Recent open-market activity
| Date | Insider | Role | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|---|
| Mansueto Joseph D 6 fills | Executive Chairman | Sell 10b5-1 | 5,659 | $218.84 | $1.2M | 7,943,631 −0.1% of holding | |
| Mansueto Joseph D 2 fills | Executive Chairman | Sell 10b5-1 | 4,095 | $216.75 | $887.6K | 7,944,119 −0.1% of holding | |
| Mansueto Joseph D 5 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $214.16 | $1.6M | 7,952,039 −0.1% of holding | |
| Mansueto Joseph D 7 fills | Executive Chairman | Sell 10b5-1 | 6,594 | $213.75 | $1.4M | 7,962,332 −0.1% of holding | |
| Mansueto Joseph D 6 fills | Executive Chairman | Sell 10b5-1 | 7,906 | $210.26 | $1.7M | 7,968,783 −0.1% of holding | |
| Mansueto Joseph D 2 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $207.04 | $1.5M | 7,971,197 −0.1% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $206.88 | $1.5M | 7,980,272 −0.1% of holding | |
| Mansueto Joseph D 8 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $197.92 | $1.4M | 7,987,948 −0.1% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $195.27 | $1.4M | 7,993,669 −0.1% of holding | |
| Mansueto Joseph D | Executive Chairman | Sell 10b5-1 | 974 | $200.32 | $195.1K | 7,998,696 −0% of holding | |
| Mansueto Joseph D | Executive Chairman | Sell 10b5-1 | 7,250 | $201.84 | $1.5M | 7,999,670 −0.1% of holding | |
| Mansueto Joseph D 5 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $199.63 | $1.4M | 8,014,004 −0.1% of holding | |
| Mansueto Joseph D | Executive Chairman | Sell 10b5-1 | 2,272 | $198.38 | $450.7K | 8,014,170 −0% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $201.06 | $1.5M | 8,022,446 −0.1% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $199.67 | $1.4M | 8,029,945 −0.1% of holding | |
| Mansueto Joseph D 5 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $199.20 | $1.4M | 8,038,152 −0.1% of holding | |
| Lyons William M | Director | Sell | 1,000 | $199.00 | $199.0K | 12,904 −7.2% of holding | |
| Lyons William M | Director | Sell | 700 | $179.00 | $125.3K | 13,904 −4.8% of holding | |
| Mansueto Joseph D 6 fills | Executive Chairman | Sell 10b5-1 | 2,270 | $176.72 | $401.1K | 8,045,445 −0% of holding | |
| Mansueto Joseph D 3 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $172.53 | $1.3M | 8,047,931 −0.1% of holding | |
| Mansueto Joseph D 3 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $171.57 | $1.2M | 8,054,558 −0.1% of holding | |
| Mansueto Joseph D 6 fills | Executive Chairman | Sell 10b5-1 | 6,728 | $178.33 | $1.2M | 8,064,361 −0.1% of holding | |
| Mansueto Joseph D 7 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $175.84 | $1.3M | 8,073,681 −0.1% of holding | |
| Mansueto Joseph D 5 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $169.34 | $1.2M | 8,080,786 −0.1% of holding | |
| Holt Michael | Chief Financial Officer | Sell | 270 | $166.05 | $44.8K | 12,326 −2.1% of holding | |
| Mansueto Joseph D 5 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $167.99 | $1.2M | 8,087,602 −0.1% of holding | |
| Mansueto Joseph D 3 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $177.23 | $1.3M | 8,094,002 −0.1% of holding | |
| Mansueto Joseph D 2 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $175.96 | $1.3M | 8,096,008 −0.1% of holding | |
| Mansueto Joseph D | Executive Chairman | Sell 10b5-1 | 4,002 | $177.08 | $708.7K | 8,103,240 −0% of holding | |
| Mansueto Joseph D 12 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $172.53 | $1.3M | 8,114,392 −0.1% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $166.23 | $1.2M | 8,115,765 −0.1% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $167.57 | $1.2M | 8,124,790 −0.1% of holding | |
| Mansueto Joseph D 4 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $169.97 | $1.2M | 8,133,986 −0.1% of holding | |
| Mansueto Joseph D 5 fills | Executive Chairman | Sell 10b5-1 | 7,250 | $171.02 | $1.2M | 8,143,342 −0.1% of holding |
Form 4s are due within two business days of a transaction, so this is close to real time — unlike the quarterly 13F data on the Institutional tab. A single large sale often reflects a prearranged 10b5-1 plan rather than a fresh view, so read a pattern of sales rather than any one of them.