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 31-60 of 95
Date 15 May 2026
Insider WIERSEMA, CONANCAO & PAO
Side Disposal
Shares 13
Price -
Value -
Security Market Stock Units
Date 15 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 4237
Price 169.59
Value 718554
Security Common Stock
Date 15 May 2026
Insider KAPOOR, KUNALDirector, CEO
Side Disposal
Shares 3699
Price 166.05
Value 614219
Security Common Stock
Date 15 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1525
Price 168.66
Value 257214
Security Common Stock
Date 15 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 704
Price 167.49
Value 117913
Security Common Stock
Date 15 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 584
Price 170.74
Value 99714
Security Common Stock
Date 15 May 2026
Insider HOLT, MICHAELChief Financial Officer
Side Disposal
Shares 270
Price 166.05
Value 44834
Security Common Stock
Date 15 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 200
Price 171.47
Value 34294
Security Common Stock
Date 15 May 2026
Insider WIERSEMA, CONANCAO & PAO
Side Disposal
Shares 105
Price 166.05
Value 17435
Security Common Stock
Date 15 May 2026
Insider BRAMMAN, ANNE LDirector
Side Acquisition
Shares 1505
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider DIAMONTE, ROBINDirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider FRANCIS, CHERYL ADirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider HOLT, MICHAELChief Financial Officer
Side Acquisition
Shares 2860
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider HOLT, MICHAELChief Financial Officer
Side Acquisition
Shares 243
Price 0.00
Value 0
Security Common Stock
Date 15 May 2026
Insider JOYNT, STEPHENDirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider KAPLAN, STEVEN NDirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider KAPOOR, KUNALDirector, CEO
Side Acquisition
Shares 1177
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider KAPOOR, KUNALDirector, CEO
Side Acquisition
Shares 2108
Price 0.00
Value 0
Security Common Stock
Date 15 May 2026
Insider KAPOOR, KUNALDirector, CEO
Side Acquisition
Shares 11359
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider LYONS, WILLIAM MDirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider SUTTON, DONIELDirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider TSAY, CAROLINE JDirector
Side Acquisition
Shares 1144
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 15 May 2026
Insider WIERSEMA, CONANCAO & PAO
Side Acquisition
Shares 451
Price 0.00
Value 0
Security Market Stock Units
Date 15 May 2026
Insider WIERSEMA, CONANCAO & PAO
Side Acquisition
Shares 13
Price 0.00
Value 0
Security Common Stock
Date 15 May 2026
Insider WIERSEMA, CONANCAO & PAO
Side Acquisition
Shares 903
Price 0.00
Value 0
Security Common Stock (Restricted Stock Units)
Date 14 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 3373
Price 168.97
Value 569920
Security Common Stock
Date 14 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1236
Price 166.81
Value 206177
Security Common Stock
Date 14 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 1138
Price 165.60
Value 188454
Security Common Stock
Date 14 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 794
Price 167.74
Value 133185
Security Common Stock
Date 14 May 2026
Insider MANSUETO, JOSEPH DDirector, Executive Chairman, 10% Owner
Side Disposal
Shares 709
Price 169.52
Value 120190
Security Common Stock