MORN Morningstar Inc

NASDAQ
$191.02

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.

Insider signal In line Selling ran in line with MORN's own trailing one-year pace, with 99% of sale value under a prearranged plan.
Cluster activity 0 buyers in the last 30 days 0 buyers in the last 90 days 2 sellers in the last 90 days
Insiders buying
0
0 transactions
Insiders selling
3
138 transactions
Purchases
$0
0 shares
Sales
$38.1M
201,970 shares
Net activity
-$38.1M
purchases less sales

How much of that selling was preplanned? 99% planned / 1% discretionary

10b5-1 plan sales $37.7M 135 transactions · 200,000 shares
Discretionary sales $369.1K 3 transactions · 1,970 shares

Largest single sale: $1.5M.

Where they traded

Buy Sell Dot area is proportional to transaction value.

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.