Insider Trading & Ownership - Morningstar Inc. (MORN)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Morningstar Inc.
Goto 0, 1, 2, ...13, 14, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-12-13
Sale
2024-12-16
5:10 pm
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
3,223$352.88$1,137,34717,304
(Direct)
View
2024-11-29
Sale
2024-12-03
5:22 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
311$354.97$110,39515,294,575
(Indirect
Direct)
View
2024-11-26
Sale
2024-11-27
6:07 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
17,195$355.04$6,104,85515,294,886
(Indirect
Direct)
View
2024-11-22
Sale
2024-11-26
5:31 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
18,124$347.59$6,299,72315,312,081
(Indirect
Direct)
View
2024-11-20
Sale
2024-11-22
4:45 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
13,631$337.61$4,602,01315,330,205
(Indirect
Direct)
View
2024-11-18
Sale
2024-11-20
5:50 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,337$334.97$3,127,63115,343,836
(Indirect
Direct)
View
2024-11-14
Sale
2024-11-18
5:35 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
3,002$346.06$1,038,87615,353,173
(Indirect
Direct)
View
2024-11-12
Sale
2024-11-14
4:57 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,981$350.69$3,500,18915,356,175
(Indirect
Direct)
View
2024-11-08
Sale
2024-11-12
5:56 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
16,284$348.99$5,682,98015,366,156
(Indirect
Direct)
View
2024-11-06
Sale
2024-11-08
5:08 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,349$340.13$3,520,04215,382,440
(Indirect
Direct)
View
2024-11-04
Sale
2024-11-06
5:27 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
17,724$331.6$5,877,21815,392,789
(Indirect
Direct)
View
2024-11-01
Sale
2024-11-04
6:02 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,062$328.22$2,974,31015,410,513
(Indirect
Direct)
View
2024-10-30
Sale
2024-10-30
4:44 pm
Morningstar Inc.MORNLyons William M
Director
750$331.88$248,91012,840
(Direct)
View
2024-09-30
Sale
2024-09-30
5:10 pm
Morningstar Inc.MORNLyons William M
Director
750$316.48$237,36013,590
(Direct)
View
2024-09-10
Sale
2024-09-12
4:48 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
345$305.97$105,56115,419,575
(Indirect
Direct)
View
2024-09-06
Sale
2024-09-10
5:02 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
8,481$306.23$2,597,11615,419,920
(Indirect
Direct)
View
2024-09-03
Sale
2024-09-06
4:33 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
7,236$312.86$2,263,82715,428,401
(Indirect
Direct)
View
2024-08-30
Sale
2024-09-03
5:24 pm
Morningstar Inc.MORNLyons William M
Director
750$311.6$233,70014,340
(Direct)
View
2024-08-29
Sale
2024-09-03
5:21 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
12,854$312.21$4,013,11215,435,637
(Indirect
Direct)
View
2024-08-27
Sale
2024-08-29
4:40 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
11,394$311.3$3,546,94415,448,491
(Indirect
Direct)
View
2024-08-23
Sale
2024-08-27
4:29 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
12,973$313.28$4,064,23615,459,885
(Indirect
Direct)
View
2024-08-21
Sale
2024-08-23
4:51 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,721$312.05$3,345,51815,472,858
(Indirect
Direct)
View
2024-08-19
Sale
2024-08-21
5:03 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
4,052$315.85$1,279,82015,483,579
(Indirect
Direct)
View
2024-08-15
Sale
2024-08-19
4:40 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
14,831$313.96$4,656,29315,487,631
(Indirect
Direct)
View
2024-08-13
Sale
2024-08-15
5:30 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,756$309.66$3,330,75015,502,462
(Indirect
Direct)
View
2024-08-09
Sale
2024-08-13
4:55 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,124$305.45$3,092,36515,513,218
(Indirect
Direct)
View
2024-08-07
Sale
2024-08-09
5:24 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
11,027$304.43$3,356,93715,523,342
(Indirect
Direct)
View
2024-08-06
Sale
2024-08-07
5:08 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,062$302.64$2,742,52815,534,369
(Indirect
Direct)
View
2024-08-01
Sale
2024-08-05
4:58 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
1,144$317.03$362,67715,543,431
(Indirect
Direct)
View
2024-07-30
Sale
2024-07-31
5:20 pm
Morningstar Inc.MORNLyons William M
Director
750$324.83$243,62315,090
(Direct)
View
2024-07-31
Sale
2024-07-31
5:11 pm
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
1,600$320.89$513,42412,967
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2024-12-06
Gift
2024-12-12
4:42 pm
N/A
N/A
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
37,125$015,138,942
(Direct)
View
2024-12-06
Gift
2024-12-10
6:37 pm
N/A
N/A
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
118,508$015,176,067
(Direct)
View
2024-11-18
Gift
2024-11-20
5:52 pm
N/A
N/A
Morningstar Inc.MORNLandis Gail S
Director
337$05,449
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:11 pm
N/A
N/A
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
277$342.9922,330
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:11 pm
N/A
2027-11-14
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
1,825$022,330
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:11 pm
N/A
2024-11-15
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
601$022,330
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:09 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
154$342.9914,667
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:09 pm
N/A
2027-11-14
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
1,520$014,667
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:09 pm
N/A
2024-11-15
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
334$014,667
(Direct)
View
2024-11-15
Tax Withholding
2024-11-19
7:07 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
1,230$342.99139,754
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:07 pm
N/A
2027-11-14
Morningstar Inc.MORNKapoor Kunal
CEO
6,045$0139,754
(Direct)
View
2024-11-15
Exercise
2024-11-19
7:07 pm
N/A
2024-11-15
Morningstar Inc.MORNKapoor Kunal
CEO
2,674$0139,754
(Direct)
View
2024-11-15
Option Award
2024-11-19
7:01 pm
N/A
2027-11-14
Morningstar Inc.MORNWiersema Conan
CAO & PAO
109$0109
(Direct)
View
2024-11-11
Disposition
2024-11-12
5:54 pm
N/A
N/A
Morningstar Inc.MORNKaplan Steven N
Director
1,250$348.5841,316
(Direct)
View
2024-08-12
Disposition
2024-08-13
4:54 pm
N/A
N/A
Morningstar Inc.MORNKaplan Steven N
Director
1,250$305.4742,566
(Direct)
View
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