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
1
1 transaction
Insiders selling
4
259 transactions
Purchases
$186.6K
1,000 shares
Sales
$76.3M
402,570 shares
Net activity
-$76.1M
purchases less sales

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

10b5-1 plan sales $75.8M 255 transactions · 400,000 shares
Discretionary sales $500.2K 4 transactions · 2,570 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
Holt Michael Chief Financial Officer Buy 1,000 $186.59 $186.6K 9,480
Mansueto Joseph D Executive Chairman Sell 10b5-1 3,122 $182.32 $569.2K 8,138,232 −0% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 7,250 $181.60 $1.3M 8,141,592 −0.1% of holding
Mansueto Joseph D 9 fills Executive Chairman Sell 10b5-1 7,250 $178.00 $1.3M 8,155,654 −0.1% of holding
Mansueto Joseph D 10 fills Executive Chairman Sell 10b5-1 7,250 $164.90 $1.2M 8,161,709 −0.1% of holding
Mansueto Joseph D 7 fills Executive Chairman Sell 10b5-1 7,250 $159.47 $1.2M 8,169,912 −0.1% of holding
Mansueto Joseph D 2 fills Executive Chairman Sell 10b5-1 6,608 $161.34 $1.1M 8,171,815 −0.1% of holding
Mansueto Joseph D 2 fills Executive Chairman Sell 10b5-1 7,250 $161.87 $1.2M 8,177,074 −0.1% of holding
Mansueto Joseph D 4 fills Executive Chairman Sell 10b5-1 6,737 $159.09 $1.1M 8,190,184 −0.1% of holding
Mansueto Joseph D 5 fills Executive Chairman Sell 10b5-1 7,304 $160.63 $1.2M 8,196,467 −0.1% of holding
Mansueto Joseph D 6 fills Executive Chairman Sell 10b5-1 7,250 $156.21 $1.1M 8,202,827 −0.1% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 6,939 $154.74 $1.1M 8,206,326 −0.1% of holding
Mansueto Joseph D Executive Chairman Sell 10b5-1 3,214 $162.84 $523.4K 8,212,442 −0% of holding
Mansueto Joseph D 2 fills Executive Chairman Sell 10b5-1 1,653 $165.00 $272.8K 8,216,180 −0% of holding
Mansueto Joseph D 4 fills Executive Chairman Sell 10b5-1 6,352 $169.57 $1.1M 8,219,807 −0.1% of holding
Mansueto Joseph D 7 fills Executive Chairman Sell 10b5-1 6,464 $185.21 $1.2M 8,230,000 −0.1% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 7,250 $180.80 $1.3M 8,235,400 −0.1% of holding
Mansueto Joseph D 2 fills Executive Chairman Sell 10b5-1 857 $202.38 $173.4K 8,237,793 −0% of holding
TSAY CAROLINE J Director Sell 600 $218.48 $131.1K 3,745 −13.8% of holding
Mansueto Joseph D 4 fills Executive Chairman Sell 10b5-1 1,286 $213.12 $274.1K 8,601,944 −0% of holding
Mansueto Joseph D Executive Chairman Sell 10b5-1 316 $211.99 $67.0K 8,602,101 −0% of holding
Mansueto Joseph D 5 fills Executive Chairman Sell 10b5-1 7,250 $211.22 $1.5M 8,606,966 −0.1% of holding
Mansueto Joseph D 4 fills Executive Chairman Sell 10b5-1 7,250 $210.89 $1.5M 8,615,813 −0.1% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 7,250 $209.26 $1.5M 8,617,592 −0.1% of holding
Mansueto Joseph D 4 fills Executive Chairman Sell 10b5-1 7,250 $208.29 $1.5M 8,629,400 −0.1% of holding
Mansueto Joseph D Executive Chairman Sell 10b5-1 1,070 $211.12 $225.9K 8,631,417 −0% of holding
Mansueto Joseph D Executive Chairman Sell 10b5-1 6,969 $213.32 $1.5M 8,632,487 −0.1% of holding
Mansueto Joseph D 2 fills Executive Chairman Sell 10b5-1 6,848 $215.30 $1.5M 8,639,596 −0.1% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 7,250 $215.03 $1.6M 8,651,945 −0.1% of holding
Mansueto Joseph D 4 fills Executive Chairman Sell 10b5-1 7,250 $215.71 $1.6M 8,659,154 −0.1% of holding
Mansueto Joseph D 2 fills Executive Chairman Sell 10b5-1 7,250 $215.18 $1.6M 8,662,678 −0.1% of holding
Mansueto Joseph D 5 fills Executive Chairman Sell 10b5-1 7,250 $211.89 $1.5M 8,672,448 −0.1% of holding
Mansueto Joseph D Executive Chairman Sell 10b5-1 4,093 $211.61 $866.1K 8,675,304 −0% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 7,250 $211.03 $1.5M 8,679,979 −0.1% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 6,918 $213.72 $1.5M 8,691,707 −0.1% of holding
Mansueto Joseph D 3 fills Executive Chairman Sell 10b5-1 7,250 $211.95 $1.5M 8,695,355 −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.