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M

MORN

Nasdaq

Morningstar, Inc.

Latest disclosureOctober 2, 2026
Insider score Why 0?
0/ 100
Qualifying buys · 30d
$0

0 purchases · 138 sales

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Insider transactions 166

Limited filing history
All166Buying0Selling138Other28
Filters

Last 30 daysNo qualifying insider buying. No qualifying insider sales.

28 of 166 trades · May 1, 2026 – September 30, 2026Incomplete history: this shows the filings imported so far, not every filing ever made. Dates are trade dates. Filters affect this table only.

Showing the first 6 of 28 trades on this page.

Other activity disclosed

Daniel Mansueto

10% owner

Common Stock

Value context
Not established
Reported price
$0 reported · see filing
Understand this price

The filing reports a zero transaction price. That is not a current market valuation; inspect the original filing for context.

Traded September 30, 2026Filed October 2, 2026SEC filing
Tax or exercise withholding

Conan Wiersema

CAO & PAO

Common Stock

Value context
$6.35K
Reported price
$218.94 / share
Traded September 1, 2026Filed September 2, 2026SEC filing
Tax or exercise withholding

Michael Holt

Chief Financial Officer

Common Stock

Value context
$11.82K
Reported price
$218.94 / share
Traded September 1, 2026Filed September 2, 2026SEC filing
Other activity disclosed

Daniel Mansueto

10% owner

Common Stock

Value context
Not established
Reported price
$0 reported · see filing
Understand this price

The filing reports a zero transaction price. That is not a current market valuation; inspect the original filing for context.

Traded August 24, 2026Filed August 26, 2026SEC filing
Gift disclosed

Joseph D. Mansueto

Executive Chairman

Common Stock

Value context
Not a purchase
Reported price
Gift · no purchase price
Understand this price

The filing reports a zero transaction price for this gift. It does not establish the market value of the gift.

Traded August 3, 2026Filed August 5, 2026SEC filing
Award disclosed

Anne L. Bramman

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Caroline J. Tsay

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Steven N. Kaplan

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Doniel Sutton

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Stephen Joynt

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Robin Diamonte

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Cheryl A. Francis

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

William M. Lyons

Director

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Kunal Kapoor

CEO

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Kunal Kapoor

CEO

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Exercise or conversion

Kunal Kapoor

CEO

Common Stock

Value context
Not established
Reported price
$0 reported · see filing
Understand this price

The filing reports a zero transaction price. That is not a current market valuation; inspect the original filing for context.

Traded May 15, 2026Filed May 19, 2026SEC filing
Tax or exercise withholding

Kunal Kapoor

CEO

Common Stock

Value context
$614.22K
Reported price
$166.05 / share
Traded May 15, 2026Filed May 19, 2026SEC filing
Exercise or conversion

Kunal Kapoor

CEO

Market Stock Units

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
Exercise / conversion price not reported
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Kunal Kapoor

CEO

Market Stock Units

Derivative security · not the ordinary share price.

Value context
Unavailable
Reported price
Price not reported
Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Michael Holt

Chief Financial Officer

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Exercise or conversion

Michael Holt

Chief Financial Officer

Common Stock

Value context
Not established
Reported price
$0 reported · see filing
Understand this price

The filing reports a zero transaction price. That is not a current market valuation; inspect the original filing for context.

Traded May 15, 2026Filed May 19, 2026SEC filing
Exercise or conversion

Michael Holt

Chief Financial Officer

Market Stock Units

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
Exercise / conversion price not reported
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Michael Holt

Chief Financial Officer

Market Stock Units

Derivative security · not the ordinary share price.

Value context
Unavailable
Reported price
Price not reported
Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Conan Wiersema

CAO & PAO

Common Stock (Restricted Stock Units)

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Conan Wiersema

CAO & PAO

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Tax or exercise withholding

Conan Wiersema

CAO & PAO

Common Stock

Value context
$17.44K
Reported price
$166.05 / share
Traded May 15, 2026Filed May 19, 2026SEC filing
Exercise or conversion

Conan Wiersema

CAO & PAO

Market Stock Units

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
Exercise / conversion price not reported
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded May 15, 2026Filed May 19, 2026SEC filing
Award disclosed

Conan Wiersema

CAO & PAO

Market Stock Units

Derivative security · not the ordinary share price.

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded May 15, 2026Filed May 19, 2026SEC filing
Reporting insiderSecurity / transactionAmount / priceValueTraded / disclosedSource
10% ownerCommon StockOther transaction657,779$0 reported · see filingNot establishedSep 30Filed Oct 2 · 2d laterSEC filing
CAO & PAOCommon StockExercise-price or tax withholding29$218.94 / share$6.35KSep 1Filed Sep 2 · 1d laterSEC filing
Chief Financial OfficerCommon StockExercise-price or tax withholding54$218.94 / share$11.82KSep 1Filed Sep 2 · 1d laterSEC filing
10% ownerCommon StockOther transaction376,969$0 reported · see filingNot establishedAug 24Filed Aug 26 · 2d laterSEC filing
Executive ChairmanCommon StockGift10b5-15,300Gift · no purchase priceNot a purchaseAug 3Filed Aug 5 · 2d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,505Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
DirectorCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,144Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
CEOCommon Stock (Restricted Stock Units)Grant or awardDerivative units1,177Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
CEOCommon Stock (Restricted Stock Units)Grant or awardDerivative units11,359Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
CEOCommon StockOption exercise or conversion2,108$0 reported · see filingNot establishedMay 15Filed May 19 · 4d laterSEC filing
CEOCommon StockExercise-price or tax withholding3,699$166.05 / share$614.22KMay 15Filed May 19 · 4d laterSEC filing
CEOMarket Stock UnitsOption exercise or conversionDerivative units2,108Exercise / conversion price not reportedNot a separate purchaseMay 15Filed May 19 · 4d laterSEC filing
CEOMarket Stock UnitsGrant or awardDerivative units17,039Price not reportedUnavailableMay 15Filed May 19 · 4d laterSEC filing
Chief Financial OfficerCommon Stock (Restricted Stock Units)Grant or awardDerivative units2,860Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
Chief Financial OfficerCommon StockOption exercise or conversion243$0 reported · see filingNot establishedMay 15Filed May 19 · 4d laterSEC filing
Chief Financial OfficerMarket Stock UnitsOption exercise or conversionDerivative units243Exercise / conversion price not reportedNot a separate purchaseMay 15Filed May 19 · 4d laterSEC filing
Chief Financial OfficerMarket Stock UnitsGrant or awardDerivative units4,290Price not reportedUnavailableMay 15Filed May 19 · 4d laterSEC filing
CAO & PAOCommon Stock (Restricted Stock Units)Grant or awardDerivative units903Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
CAO & PAOCommon StockGrant or award13Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing
CAO & PAOCommon StockExercise-price or tax withholding105$166.05 / share$17.44KMay 15Filed May 19 · 4d laterSEC filing
CAO & PAOMarket Stock UnitsOption exercise or conversionDerivative units13Exercise / conversion price not reportedNot a separate purchaseMay 15Filed May 19 · 4d laterSEC filing
CAO & PAOMarket Stock UnitsGrant or awardDerivative units451Award · no purchase priceNon-cash awardMay 15Filed May 19 · 4d laterSEC filing

Congress transactions 9

All Congress filings
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 6, 2026
Filed June 5, 2026 · 30d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 4, 2026
Filed June 5, 2026 · 32d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
April 30, 2026
Filed May 6, 2026 · 6d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
April 17, 2026
Filed May 6, 2026 · 19d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
April 16, 2026
Filed May 6, 2026 · 20d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
February 25, 2026
Filed March 10, 2026 · 13d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
February 19, 2026
Filed March 10, 2026 · 19d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
February 6, 2026
Filed March 10, 2026 · 32d laterOriginal report
Partial sale disclosed

Morningstar, Inc. - Common Stock (MORN) · Stock

The filing reports a partial sale for a dependent.

April McClain Delaney official portraitApril McClain DelaneyReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
January 15, 2026
Filed February 2, 2026 · 18d laterOriginal report
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Why this buying score?

No qualifying common-equity purchases

No eligible common-equity purchase is public by this cutoff within 180 transaction-date days. Other instruments, exercises and routine activity do not contribute purchase points.

+0 pts

This score describes qualifying insider purchases at issuer level. Read the methodology

Sources and coverage

Limited filing history · Market-wide discovery does not establish complete company history. View coverage
Source
SEC EDGAR · Form 4
Issuer CIK
0001289419
Latest public acceptance
Oct 2, 2026, 08:25 PM UTC
Score calculated
Oct 8, 2026, 12:06 AM UTC
Parser
form4-parser-1.5
Classifier
form4-classifier-1.1
Scoring methodology
insider-experimental-1.1
Availability
Public filing time, not trade date

Open a transaction's SEC filing for the primary evidence. A code P may describe an open-market or private purchase; classification is not proof of intent.

Insider activity can have many explanations. Signal Strength is not a probability of profit or a recommendation to trade.