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
2024-11-01
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
2024-07-02
Sale
2024-07-02
8:32 pm
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
3,400$300.11$1,020,38020,181
(Direct)
View
2024-06-28
Sale
2024-07-01
4:51 pm
Morningstar Inc.MORNLyons William M
Director
750$294.21$220,65715,840
(Direct)
View
2024-06-24
Sale
2024-06-25
4:40 pm
Morningstar Inc.MORNTSAY CAROLINE J
Director
290$296.98$86,1243,925
(Direct)
View
2024-06-04
Sale
2024-06-06
6:04 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
7,016$292.78$2,054,17415,544,575
(Indirect
Direct)
View
2024-06-04
Sale
2024-06-06
6:03 pm
Morningstar Inc.MORNLyons William M
Director
750$289.07$216,80316,590
(Direct)
View
2024-05-31
Sale
2024-06-04
6:06 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
13,597$288.59$3,923,93715,551,591
(Indirect
Direct)
View
2024-05-29
Sale
2024-05-31
4:38 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
5,964$287.22$1,712,98615,565,188
(Indirect
Direct)
View
2024-05-28
Sale
2024-05-29
5:07 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
236$296.65$70,01015,571,152
(Indirect
Direct)
View
2024-05-23
Sale
2024-05-28
5:37 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
6,197$297.28$1,842,25815,571,388
(Indirect
Direct)
View
2024-05-21
Sale
2024-05-23
5:07 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
13,009$299.03$3,890,14015,577,585
(Indirect
Direct)
View
2024-05-17
Sale
2024-05-21
5:02 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
9,519$299.78$2,853,56115,590,594
(Indirect
Direct)
View
2024-05-15
Sale
2024-05-17
8:24 pm
Morningstar Inc.MORNMansueto Joseph D
Executive Chairman
10% Owner
10,866$300.83$3,268,82015,600,113
(Indirect
Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
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
2024-05-15
Option Award
2024-06-06
6:03 pm
N/A
N/A
Morningstar Inc.MORNLyons William M
Director
639$016,590
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:22 pm
N/A
2027-05-14
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
3,559$028,266
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:22 pm
N/A
2024-05-17
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
1,254$028,266
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:22 pm
N/A
N/A
Morningstar Inc.MORNDUBINSKY JASON
Chief Financial Officer
1,302$297.2628,266
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:22 pm
N/A
2027-05-14
Morningstar Inc.MORNKapoor Kunal
CEO
11,841$0139,127
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:22 pm
N/A
2024-05-17
Morningstar Inc.MORNKapoor Kunal
CEO
5,580$0139,127
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:22 pm
N/A
N/A
Morningstar Inc.MORNKapoor Kunal
CEO
6,662$297.26139,127
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:19 pm
N/A
2027-05-14
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
2,950$016,567
(Direct)
View
2024-05-17
Exercise
2024-05-17
8:19 pm
N/A
2024-05-17
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
697$016,567
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:19 pm
N/A
N/A
Morningstar Inc.MORNDunn Daniel Joseph
Chief Revenue Officer
652$297.2616,567
(Direct)
View
2024-05-15
Option Award
2024-05-17
8:12 pm
N/A
2027-05-14
Morningstar Inc.MORNWiersema Conan
CAO & PAO
378$01,196
(Direct)
View
2024-05-17
Tax Withholding
2024-05-17
8:12 pm
N/A
N/A
Morningstar Inc.MORNWiersema Conan
CAO & PAO
52$297.261,196
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:58 pm
N/A
N/A
Morningstar Inc.MORNKaplan Steven N
Director
639$043,816
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:48 pm
N/A
N/A
Morningstar Inc.MORNJOYNT STEPHEN
Director
639$04,518
(Direct)
View
2024-05-15
Option Award
2024-05-17
5:45 pm
N/A
N/A
Morningstar Inc.MORNLandis Gail S
Director
639$05,786
(Direct)
View
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