Insider Ledger
Morningstar, Inc. (MORN) insider buying and SEC filings
Morningstar, Inc. · CIK 1289419
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- Nasdaq
- Industry (SIC)
- Investment Advice
- State of incorporation
- IL
- Fiscal year end
- Dec 31
Insider activity in the last 12 months
Bought
$187K
Insiders who bought
1
Sold (not marked 10b5-1)
$500K
Planned sales (10b5-1)
$75.8M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Aug 24, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 5,659 shares at about $218.84 ($1.2M), marked as a 10b5-1 plan trade. Holdings down <1% to 7,938,192 shares. | SEC filing Filed Aug 24, 2026 |
| Aug 20–21, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 11,345 shares between Aug 20 and Aug 21 at about $215.10 ($2.4M), marked as a 10b5-1 plan trade. Holdings down <1% to 7,943,851 shares. | SEC filing Filed Aug 21, 2026 |
| Aug 17–19, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 21,750 shares between Aug 17 and Aug 19 at about $210.24 ($4.6M), marked as a 10b5-1 plan trade. Holdings down <1% to 7,955,196 shares. | SEC filing Filed Aug 19, 2026 |
| Aug 13–14, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between Aug 13 and Aug 14 at about $202.40 ($2.9M), marked as a 10b5-1 plan trade. Holdings down <1% to 7,976,946 shares. | SEC filing Filed Aug 14, 2026 |
| Aug 10–12, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 15,474 shares between Aug 10 and Aug 12 at about $198.67 ($3.1M), marked as a 10b5-1 plan trade. Holdings down <1% to 7,991,446 shares. | SEC filing Filed Aug 12, 2026 |
| Aug 6–7, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 9,522 shares between Aug 6 and Aug 7 at about $199.33 ($1.9M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,006,920 shares. | SEC filing Filed Aug 7, 2026 |
| Aug 3–5, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 21,750 shares between Aug 3 and Aug 5 at about $199.98 ($4.3M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,016,442 shares. | SEC filing Filed Aug 5, 2026 |
| Aug 3, 2026 | Sale | William M Lyons (Director) sold 1,000 shares at $199.00 ($199K). Holdings down 7% to 12,904 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 3, 2026 |
| May 27, 2026 | Sale | William M Lyons (Director) sold 700 shares at $179.00 ($125K). Holdings down 5% to 13,904 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 27, 2026 |
| May 21–22, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 9,520 shares between May 21 and May 22 at about $173.53 ($1.7M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,043,492 shares. | SEC filing Filed May 22, 2026 |
| May 18–20, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 21,228 shares between May 18 and May 20 at about $175.17 ($3.7M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,053,012 shares. | SEC filing Filed May 20, 2026 |
| May 15, 2026 | Sale | Michael Holt (CFO) sold 270 shares at $166.05 ($45K). Holdings down 2% to 12,326 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 19, 2026 |
| May 14–15, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between May 14 and May 15 at about $168.66 ($2.4M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,074,240 shares. | SEC filing Filed May 15, 2026 |
| May 8–12, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 18,502 shares between May 8 and May 12 at about $176.70 ($3.3M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,088,740 shares. | SEC filing Filed May 12, 2026 |
| May 5–7, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 21,750 shares between May 5 and May 7 at about $168.78 ($3.7M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,107,242 shares. | SEC filing Filed May 7, 2026 |
| May 1–4, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between May 1 and May 4 at about $170.50 ($2.5M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,128,992 shares. | SEC filing Filed May 4, 2026 |
| Mar 4, 2026 | Purchase (code P) | Michael Holt (CFO) bought 1,000 shares at $186.59 ($187K), reported as a purchase (code P). Holdings up 12% to 9,480 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 4, 2026 |
| Mar 2, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 3,122 shares at about $182.32 ($569K), marked as a 10b5-1 plan trade. Holdings down <1% to 8,138,232 shares. | SEC filing Filed Mar 2, 2026 |
| Feb 26–27, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between Feb 26 and Feb 27 at about $179.80 ($2.6M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,141,354 shares. | SEC filing Filed Feb 27, 2026 |
| Feb 24–25, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between Feb 24 and Feb 25 at about $162.19 ($2.4M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,155,854 shares. | SEC filing Filed Feb 25, 2026 |
| Feb 19–20, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 13,858 shares between Feb 19 and Feb 20 at about $161.62 ($2.2M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,170,354 shares. | SEC filing Filed Feb 20, 2026 |
| Feb 17–18, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,041 shares between Feb 17 and Feb 18 at about $159.89 ($2.2M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,184,725 shares. | SEC filing Filed Feb 18, 2026 |
| Feb 12–13, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,189 shares between Feb 12 and Feb 13 at about $155.49 ($2.2M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,198,253 shares. | SEC filing Filed Feb 13, 2026 |
| Feb 9–10, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 4,867 shares between Feb 9 and Feb 10 at about $163.58 ($796K), marked as a 10b5-1 plan trade. Holdings down <1% to 8,212,442 shares. | SEC filing Filed Feb 11, 2026 |
| Feb 4–6, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 20,066 shares between Feb 4 and Feb 6 at about $178.67 ($3.6M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,217,309 shares. | SEC filing Filed Feb 6, 2026 |
| Feb 2, 2026 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 857 shares at about $202.38 ($173K), marked as a 10b5-1 plan trade. Holdings down <1% to 8,237,375 shares. | SEC filing Filed Feb 4, 2026 |
| Dec 29, 2025 | Sale | Caroline J. Tsay (Director) sold 600 shares at $218.48 ($131K). Holdings down 14% to 3,745 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 30, 2025 |
| Nov 24–25, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 1,602 shares between Nov 24, 2025 and Nov 25, 2025 at about $212.90 ($341K), marked as a 10b5-1 plan trade. Holdings down <1% to 8,600,815 shares. | SEC filing Filed Nov 26, 2025 |
| Nov 20–21, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between Nov 20, 2025 and Nov 21, 2025 at about $211.06 ($3.1M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,602,417 shares. | SEC filing Filed Nov 24, 2025 |
| Nov 18–19, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,500 shares between Nov 18, 2025 and Nov 19, 2025 at about $208.77 ($3.0M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,616,917 shares. | SEC filing Filed Nov 20, 2025 |
| Nov 14–17, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 8,039 shares between Nov 14, 2025 and Nov 17, 2025 at about $213.03 ($1.7M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,631,417 shares. | SEC filing Filed Nov 18, 2025 |
| Nov 12–13, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,098 shares between Nov 12, 2025 and Nov 13, 2025 at about $215.17 ($3.0M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,639,456 shares. | SEC filing Filed Nov 14, 2025 |
| Nov 7–11, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 21,750 shares between Nov 7, 2025 and Nov 11, 2025 at about $214.26 ($4.7M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,653,554 shares. | SEC filing Filed Nov 12, 2025 |
| Nov 5–6, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 11,343 shares between Nov 5, 2025 and Nov 6, 2025 at about $211.24 ($2.4M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,675,304 shares. | SEC filing Filed Nov 7, 2025 |
| Nov 3–4, 2025 | Planned (10b5-1) | Joseph D Mansueto (Chair and Director) sold 14,168 shares between Nov 3, 2025 and Nov 4, 2025 at about $212.82 ($3.0M), marked as a 10b5-1 plan trade. Holdings down <1% to 8,686,647 shares. | SEC filing Filed Nov 5, 2025 |
23 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
| Filed | Items | Tag | Source |
|---|---|---|---|
| Oct 28, 2026, 4:37 PM ET 8-K | Earnings released (Item 2.02) Reg FD disclosure (Item 7.01) | SEC filing |
Red flags are objective triggers only: the item or form filed, never an opinion.
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