Company Insider Tape

Morningstar Inc insider transactions

Executive and director filing history, acquisition and disposal balance, executive concentration, cadence, and stored market context.

Symbol MORN Latest filing 27 May 2026

Company Read

Net disposal

MORN has 95 stored insider filings. Acquisitions account for 18.9% of classified filings and disposals account for 81.1%. The largest stored filing is $1.3M from MANSUETO, JOSEPH D.

Latest filing 27 May 2026most recent stored row
Largest filing $1.3Mreported transaction value
Total filings 95stored transaction rows
Acquisition value $018 acquisitions
Disposal value $18.0M77 disposals
Net value $-18.0Macquisitions minus disposals

Filing cadence

Last 12 active months
May 2026 95

Acquisitions 18.9% · Disposals 81.1%

May 2026 $18.0M

Executive concentration

By filing count
MANSUETO, JOSEPH D Director, Executive Chairman, 10% Owner · 70 filings
KAPOOR, KUNAL Director, CEO · 6 filings
HOLT, MICHAEL Chief Financial Officer · 5 filings
WIERSEMA, CONAN CAO & PAO · 5 filings
LYONS, WILLIAM M Director · 2 filings
KAPLAN, STEVEN N Director · 1 filings
FRANCIS, CHERYL A Director · 1 filings
DIAMONTE, ROBIN Director · 1 filings

Market Context

MORN weekly market snapshot

Week 31 Jul 2026
Latest close 192.57 USDstored weekly close
1-week move +11.6%latest weekly bar
13-week move +16.4%medium-term context
Relative Strength -12.4Sharemaestro indicator
Fair value gap -26.2%price vs fair value
Trend signal 0smoothed trend state

Transaction History

Latest insider filings for MORN

Showing 1-30 of 95
Date 27 May 2026
Insider LYONS, WILLIAM MDirector
Side Disposal
Shares 700
Price 179.00
Value 125300
Security Common Stock
Date 22 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 741
Price 176.30
Value 130640
Security Common Stock
Date 22 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 578
Price 177.08
Value 102354
Security Common Stock
Date 22 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 317
Price 174.09
Value 55185
Security Common Stock
Date 22 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 293
Price 178.39
Value 52267
Security Common Stock
Date 22 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 227
Price 179.52
Value 40751
Security Common Stock
Date 22 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 114
Price 174.98
Value 19947
Security Common Stock
Date 21 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 5081
Price 172.33
Value 875595
Security Common Stock
Date 21 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1935
Price 172.87
Value 334512
Security Common Stock
Date 21 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 234
Price 174.07
Value 40733
Security Common Stock
Date 20 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 5704
Price 171.32
Value 977236
Security Common Stock
Date 20 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1255
Price 172.33
Value 216278
Security Common Stock
Date 20 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 291
Price 173.11
Value 50376
Security Common Stock
Date 19 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 2629
Price 176.66
Value 464451
Security Common Stock
Date 19 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1726
Price 180.39
Value 311352
Security Common Stock
Date 19 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1446
Price 178.06
Value 257476
Security Common Stock
Date 19 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 676
Price 179.08
Value 121056
Security Common Stock
Date 19 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 227
Price 181.05
Value 41098
Security Common Stock
Date 19 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 24
Price 182.14
Value 4371
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 3515
Price 176.85
Value 621612
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1620
Price 175.80
Value 284800
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 640
Price 177.42
Value 113547
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 559
Price 171.33
Value 95776
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 500
Price 174.51
Value 87257
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 300
Price 172.43
Value 51728
Security Common Stock
Date 18 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 116
Price 173.38
Value 20112
Security Common Stock
Date 15 May 2026
Insider HOLT, MICHAELChief Financial Officer
Side Disposal
Shares 243
Price -
Value -
Security Market Stock Units
Date 15 May 2026
Insider HOLT, MICHAELChief Financial Officer
Side Acquisition
Shares 4290
Price -
Value -
Security Market Stock Units
Date 15 May 2026
Insider KAPOOR, KUNALDirector, CEO
Side Acquisition
Shares 17039
Price -
Value -
Security Market Stock Units
Date 15 May 2026
Insider KAPOOR, KUNALDirector, CEO
Side Disposal
Shares 2108
Price -
Value -
Security Market Stock Units