Morningstar, Inc. (MORN) insider trading.
In Q3 2026, insiders at Morningstar, Inc. reported 70 non-derivative transactions on 12 Forms 3, 4 and 5: 0 open-market purchases and 66 sales worth $20.7M.
- Transactions
- 70
- Purchases (P)
- 0
- Sales (S)
- 66
- Net shares, P minus S
- -101,000
- Insiders
- 5
- Last filed
- 2026-09-02
Insiders
| Insider | Relationship | Transactions | Buys | Sales |
|---|---|---|---|---|
| Mansueto Joseph D | Director, Officer, TenPercentOwner · Executive Chairman | 66 | 0 | 65 |
| Wiersema Conan | Officer · CAO & PAO | 1 | 0 | 0 |
| Holt Michael | Officer · Chief Financial Officer | 1 | 0 | 0 |
| Mansueto Daniel | TenPercentOwner | 1 | 0 | 0 |
| Lyons William M | Director | 1 | 0 | 1 |
Transactions
| Date | Insider | Code | Shares | Price | Owned after | Filing |
|---|---|---|---|---|---|---|
| 2026-09-01 | Wiersema Conan | F (D) | 29 | $218.94 | 3,068 | Form 4 |
| 2026-09-01 | Holt Michael | F (D) | 54 | $218.94 | 12,272 | Form 4 |
| 2026-08-24 | Mansueto Daniel | J (D) | 376,969 | $0 | 3,483,827 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | S (D) | 1,740 | $218.43 | 7,940,710 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | S (D) | 226 | $221.12 | 7,938,192 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | S (D) | 220 | $216.01 | 7,943,631 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | S (D) | 1,181 | $217.26 | 7,942,450 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | S (D) | 978 | $219.44 | 7,939,732 | Form 4 |
| 2026-08-24 | Mansueto Joseph D | S (D) | 1,314 | $220.42 | 7,938,418 | Form 4 |
| 2026-08-21 | Mansueto Joseph D | S (D) | 3,827 | $216.7 | 7,944,119 | Form 4 |
| 2026-08-21 | Mansueto Joseph D | S (D) | 268 | $217.57 | 7,943,851 | Form 4 |
| 2026-08-20 | Mansueto Joseph D | S (D) | 501 | $217.13 | 7,947,946 | Form 4 |
| 2026-08-20 | Mansueto Joseph D | S (D) | 295 | $216.16 | 7,948,447 | Form 4 |
| 2026-08-20 | Mansueto Joseph D | S (D) | 1,938 | $215.18 | 7,948,742 | Form 4 |
| 2026-08-20 | Mansueto Joseph D | S (D) | 3,157 | $212.87 | 7,952,039 | Form 4 |
| 2026-08-20 | Mansueto Joseph D | S (D) | 1,359 | $214.17 | 7,950,680 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 1,785 | $214.81 | 7,955,754 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 3,031 | $213.96 | 7,957,539 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 189 | $217.01 | 7,955,196 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 114 | $208.21 | 7,962,332 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 680 | $210.24 | 7,961,652 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 426 | $211.52 | 7,961,226 | Form 4 |
| 2026-08-19 | Mansueto Joseph D | S (D) | 369 | $215.93 | 7,955,385 | Form 4 |
| 2026-08-18 | Mansueto Joseph D | S (D) | 913 | $208.13 | 7,968,783 | Form 4 |
| 2026-08-18 | Mansueto Joseph D | S (D) | 1,935 | $209.48 | 7,966,848 | Form 4 |
| 2026-08-18 | Mansueto Joseph D | S (D) | 2,708 | $210.32 | 7,964,140 | Form 4 |
| 2026-08-18 | Mansueto Joseph D | S (D) | 1,588 | $211.26 | 7,962,552 | Form 4 |
| 2026-08-18 | Mansueto Joseph D | S (D) | 106 | $212.2 | 7,962,446 | Form 4 |
| 2026-08-18 | Mansueto Joseph D | S (D) | 656 | $212.53 | 7,960,570 | Form 4 |
| 2026-08-17 | Mansueto Joseph D | S (D) | 5,749 | $206.84 | 7,971,197 | Form 4 |
| 2026-08-17 | Mansueto Joseph D | S (D) | 1,501 | $207.81 | 7,969,696 | Form 4 |
| 2026-08-14 | Mansueto Joseph D | S (D) | 277 | $209.38 | 7,976,946 | Form 4 |
| 2026-08-14 | Mansueto Joseph D | S (D) | 3,924 | $206.28 | 7,980,272 | Form 4 |
| 2026-08-14 | Mansueto Joseph D | S (D) | 2,809 | $207.33 | 7,977,463 | Form 4 |
| 2026-08-14 | Mansueto Joseph D | S (D) | 240 | $208.45 | 7,977,223 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 26 | $199.75 | 7,984,556 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 430 | $198.96 | 7,984,582 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 3,498 | $197.06 | 7,987,948 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 2,936 | $197.88 | 7,985,012 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 52 | $202.09 | 7,984,504 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 78 | $203.79 | 7,984,426 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 52 | $205.66 | 7,984,374 | Form 4 |
| 2026-08-13 | Mansueto Joseph D | S (D) | 178 | $206.78 | 7,984,196 | Form 4 |
| 2026-08-12 | Mansueto Joseph D | S (D) | 26 | $197.63 | 7,991,446 | Form 4 |
| 2026-08-12 | Mansueto Joseph D | S (D) | 5,027 | $194.96 | 7,993,669 | Form 4 |
| 2026-08-12 | Mansueto Joseph D | S (D) | 1,906 | $195.77 | 7,991,763 | Form 4 |
| 2026-08-12 | Mansueto Joseph D | S (D) | 291 | $197.09 | 7,991,472 | Form 4 |
| 2026-08-11 | Mansueto Joseph D | S (D) | 974 | $200.32 | 7,998,696 | Form 4 |
| 2026-08-10 | Mansueto Joseph D | S (D) | 7,250 | $201.84 | 7,999,670 | Form 4 |
| 2026-08-07 | Mansueto Joseph D | S (D) | 506 | $201.53 | 8,006,920 | Form 4 |
| 2026-08-07 | Mansueto Joseph D | S (D) | 1,453 | $198.49 | 8,012,551 | Form 4 |
| 2026-08-07 | Mansueto Joseph D | S (D) | 2,559 | $199.34 | 8,009,992 | Form 4 |
| 2026-08-07 | Mansueto Joseph D | S (D) | 166 | $196.16 | 8,014,004 | Form 4 |
| 2026-08-07 | Mansueto Joseph D | S (D) | 2,566 | $200.4 | 8,007,426 | Form 4 |
| 2026-08-06 | Mansueto Joseph D | S (D) | 2,272 | $198.38 | 8,014,170 | Form 4 |
| 2026-08-05 | Mansueto Joseph D | S (D) | 1,246 | $199.58 | 8,022,446 | Form 4 |
| 2026-08-05 | Mansueto Joseph D | S (D) | 4,310 | $201.12 | 8,018,136 | Form 4 |
| 2026-08-05 | Mansueto Joseph D | S (D) | 1,664 | $201.98 | 8,016,472 | Form 4 |
| 2026-08-05 | Mansueto Joseph D | S (D) | 30 | $202.51 | 8,016,442 | Form 4 |
| 2026-08-04 | Mansueto Joseph D | S (D) | 997 | $198.06 | 8,029,945 | Form 4 |
| 2026-08-04 | Mansueto Joseph D | S (D) | 3,840 | $199.51 | 8,026,105 | Form 4 |
| 2026-08-04 | Mansueto Joseph D | S (D) | 2,349 | $200.57 | 8,023,756 | Form 4 |
| 2026-08-04 | Mansueto Joseph D | S (D) | 64 | $201.15 | 8,023,692 | Form 4 |
| 2026-08-03 | Mansueto Joseph D | S (D) | 2,568 | $199.78 | 8,030,968 | Form 4 |
| 2026-08-03 | Mansueto Joseph D | S (D) | 4,043 | $199.06 | 8,033,536 | Form 4 |
| 2026-08-03 | Mansueto Joseph D | S (D) | 573 | $197.72 | 8,037,579 | Form 4 |
| 2026-08-03 | Mansueto Joseph D | S (D) | 40 | $196.72 | 8,038,152 | Form 4 |
| 2026-08-03 | Mansueto Joseph D | G (D) | 5,300 | $0 | 8,038,192 | Form 4 |
| 2026-08-03 | Mansueto Joseph D | S (D) | 26 | $200.87 | 8,030,942 | Form 4 |
| 2026-08-03 | Lyons William M | S (D) | 1,000 | $199 | 12,904 | Form 4 |
Transaction codes in this quarter
Get MORN insider transactions through the API
Request with your API key
curl "https://sec-api.dev/api/v1/insider-transactions?period=2026q3&cik=1289419&limit=100" \
-H "Authorization: Bearer $SEC_API_KEY"Insider trading API guide · MORN company page · Morningstar, Inc. on SEC.gov
Questions
Are insiders buying or selling Morningstar, Inc. (MORN)?
In Q3 2026, insiders at Morningstar, Inc. reported 70 non-derivative transactions on 12 Forms 3, 4 and 5: 0 open-market purchases and 66 sales worth $20.7M. Grants, tax withholding and option exercises are counted as transactions but are not purchases or sales.
Where do these Morningstar, Inc. insider trades come from?
From the SEC Insider Transactions Data Sets for Q3 2026, which republish the Forms 3, 4 and 5 filed on EDGAR. Each row links to its filing on SEC.gov.
Source: SEC Insider Transactions Data Sets, Q3 2026, retrieved 2026-10-27. Footnotes, derivative holdings and amendments are in the linked filings. Not investment advice.
Plain-text version for agents and LLMs: /insider-trading/morn.md
Independent. Not affiliated with, endorsed by, or sponsored by the U.S. Securities and Exchange Commission. Data is reproduced from public SEC filings and datasets. Not investment advice.