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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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Home›MORN›Insider trades
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Insider trading · SEC Form 4

Morningstar Inc (MORN) insider trading — SEC Form 4 history

As of the latest Form 4 filed May 27, 2026.

Our verdictBuy→

What Morningstar Inc insiders — officers, directors and 10% owners — have bought and sold in their own stock, straight from their SEC Form 4 filings. Values are shares × the reported transaction price where both are disclosed.

Insider buys · 12m
0
Insider sells · 12m
107
Distinct insiders · 12m
2
Last sale
May 27, 2026
47 days ago
Bought · 12m
—
Sold · 12m
$24.8M
Net disclosed value · 12m
−$24.8M

Insider buying vs selling

Buy / sell pressure · 12m
by trade count
0 up107 down
Disclosed value by month
BoughtSold
$20.0M0$20.0MFeb '26Apr '26Jul '26

Buys plotted up, sells down; bar height is the disclosed dollar value (shares × reported price). Our Form 4 history is only complete from mid-2026, so early months are sparse — the series fills in as more filings land. Open-market purchases and sales only.

Form 4 transactions

Newest filing first — the 107 most recent filings for MORN.

Form 4 insider transactions for MORN
FiledTrade dateInsiderTransactionSharesPriceValue10b5-1Filing
2026-05-272026-05-27
Lyons William M
Director
SSale−700.00$179.00$125KNoForm 4 ↗
2026-05-202026-05-20
Mansueto Joseph D
Executive Chairman
SSale−291.00$173.11$50.4KYes (planned)Form 4 ↗
2026-05-202026-05-20Mansueto Joseph D, Executive Chairman〃SSale−1.25K$172.33$216KYes (planned)Form 4 ↗
2026-05-202026-05-20Mansueto Joseph D, Executive Chairman〃SSale−5.70K$171.32$977KYes (planned)Form 4 ↗
2026-05-202026-05-19Mansueto Joseph D, Executive Chairman〃SSale−24.00$182.14$4.37KYes (planned)Form 4 ↗
2026-05-202026-05-19Mansueto Joseph D, Executive Chairman〃SSale−227.00$181.05$41.1KYes (planned)Form 4 ↗
2026-05-202026-05-19Mansueto Joseph D, Executive Chairman〃SSale−1.73K$180.39$311KYes (planned)Form 4 ↗
2026-05-202026-05-19Mansueto Joseph D, Executive Chairman〃SSale−676.00$179.08$121KYes (planned)Form 4 ↗
2026-05-202026-05-19Mansueto Joseph D, Executive Chairman〃SSale−1.45K$178.06$257KYes (planned)Form 4 ↗
2026-05-202026-05-19Mansueto Joseph D, Executive Chairman〃SSale−2.63K$176.66$464KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−640.00$177.42$114KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−3.52K$176.85$622KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−1.62K$175.80$285KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−500.00$174.51$87.3KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−116.00$173.38$20.1KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−300.00$172.43$51.7KYes (planned)Form 4 ↗
2026-05-202026-05-18Mansueto Joseph D, Executive Chairman〃SSale−559.00$171.33$95.8KYes (planned)Form 4 ↗
2026-05-152026-05-15
Mansueto Joseph D
Executive Chairman
SSale−200.00$171.47$34.3KYes (planned)Form 4 ↗
2026-05-152026-05-15Mansueto Joseph D, Executive Chairman〃SSale−584.00$170.74$99.7KYes (planned)Form 4 ↗
2026-05-152026-05-15Mansueto Joseph D, Executive Chairman〃SSale−4.24K$169.59$719KYes (planned)Form 4 ↗
2026-05-152026-05-15Mansueto Joseph D, Executive Chairman〃SSale−1.52K$168.66$257KYes (planned)Form 4 ↗
2026-05-152026-05-15Mansueto Joseph D, Executive Chairman〃SSale−704.00$167.49$118KYes (planned)Form 4 ↗
2026-05-152026-05-14Mansueto Joseph D, Executive Chairman〃SSale−709.00$169.52$120KYes (planned)Form 4 ↗
2026-05-152026-05-14Mansueto Joseph D, Executive Chairman〃SSale−3.37K$168.97$570KYes (planned)Form 4 ↗
2026-05-152026-05-14Mansueto Joseph D, Executive Chairman〃SSale−794.00$167.74$133KYes (planned)Form 4 ↗
2026-05-152026-05-14Mansueto Joseph D, Executive Chairman〃SSale−1.24K$166.81$206KYes (planned)Form 4 ↗
2026-05-152026-05-14Mansueto Joseph D, Executive Chairman〃SSale−1.14K$165.60$188KYes (planned)Form 4 ↗
2026-05-122026-05-12
Mansueto Joseph D
Executive Chairman
SSale−3.53K$177.96$628KYes (planned)Form 4 ↗
2026-05-122026-05-12Mansueto Joseph D, Executive Chairman〃SSale−1.73K$177.16$307KYes (planned)Form 4 ↗
2026-05-122026-05-12Mansueto Joseph D, Executive Chairman〃SSale−1.99K$176.01$350KYes (planned)Form 4 ↗
2026-05-122026-05-11Mansueto Joseph D, Executive Chairman〃SSale−18.00$176.72$3.18KYes (planned)Form 4 ↗
2026-05-122026-05-11Mansueto Joseph D, Executive Chairman〃SSale−7.23K$175.96$1.27MYes (planned)Form 4 ↗
2026-05-122026-05-08Mansueto Joseph D, Executive Chairman〃SSale−4.00K$177.08$709KYes (planned)Form 4 ↗
2026-05-072026-05-07
Mansueto Joseph D
Executive Chairman
SSale−26.00$180.00$4.68KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−53.00$178.88$9.48KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−271.00$177.87$48.2KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−52.00$176.18$9.16KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−286.00$175.35$50.1KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−1.11K$173.94$193KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−1.96K$173.12$338KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−1.52K$171.77$261KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−1.27K$170.88$217KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−300.00$170.09$51.0KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−312.00$168.83$52.7KYes (planned)Form 4 ↗
2026-05-072026-05-07Mansueto Joseph D, Executive Chairman〃SSale−100.00$166.66$16.7KYes (planned)Form 4 ↗
2026-05-072026-05-06Mansueto Joseph D, Executive Chairman〃SSale−78.00$168.79$13.2KYes (planned)Form 4 ↗
2026-05-072026-05-06Mansueto Joseph D, Executive Chairman〃SSale−411.00$168.03$69.1KYes (planned)Form 4 ↗
2026-05-072026-05-06Mansueto Joseph D, Executive Chairman〃SSale−784.00$166.74$131KYes (planned)Form 4 ↗
2026-05-072026-05-06Mansueto Joseph D, Executive Chairman〃SSale−5.98K$166.01$992KYes (planned)Form 4 ↗
2026-05-072026-05-05Mansueto Joseph D, Executive Chairman〃SSale−39.00$170.04$6.63KYes (planned)Form 4 ↗
2026-05-072026-05-05Mansueto Joseph D, Executive Chairman〃SSale−52.00$169.34$8.81KYes (planned)Form 4 ↗
2026-05-072026-05-05Mansueto Joseph D, Executive Chairman〃SSale−2.96K$168.14$497KYes (planned)Form 4 ↗
2026-05-072026-05-05Mansueto Joseph D, Executive Chairman〃SSale−4.20K$167.12$702KYes (planned)Form 4 ↗
2026-05-042026-05-04
Mansueto Joseph D
Executive Chairman
SSale−1.13K$171.58$194KYes (planned)Form 4 ↗
2026-05-042026-05-04Mansueto Joseph D, Executive Chairman〃SSale−2.06K$170.93$353KYes (planned)Form 4 ↗
2026-05-042026-05-04Mansueto Joseph D, Executive Chairman〃SSale−1.80K$169.65$306KYes (planned)Form 4 ↗
2026-05-042026-05-04Mansueto Joseph D, Executive Chairman〃SSale−2.26K$168.56$380KYes (planned)Form 4 ↗
2026-05-042026-05-01Mansueto Joseph D, Executive Chairman〃SSale−104.00$174.21$18.1KYes (planned)Form 4 ↗
2026-05-042026-05-01Mansueto Joseph D, Executive Chairman〃SSale−406.00$172.18$69.9KYes (planned)Form 4 ↗
2026-05-042026-05-01Mansueto Joseph D, Executive Chairman〃SSale−4.70K$171.19$804KYes (planned)Form 4 ↗
2026-05-042026-05-01Mansueto Joseph D, Executive Chairman〃SSale−1.89K$170.36$322KYes (planned)Form 4 ↗
2026-05-042026-05-01Mansueto Joseph D, Executive Chairman〃SSale−150.00$168.84$25.3KYes (planned)Form 4 ↗
2026-02-252026-02-25
Mansueto Joseph D
Executive Chairman
SSale−26.00$172.87$4.49KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−231.00$172.16$39.8KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−104.00$170.77$17.8KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−130.00$169.71$22.1KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−234.00$168.38$39.4KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−78.00$167.22$13.0KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−1.10K$165.43$182KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−3.65K$164.72$601KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−300.00$163.46$49.0KYes (planned)Form 4 ↗
2026-02-252026-02-25Mansueto Joseph D, Executive Chairman〃SSale−1.40K$162.32$226KYes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−2.00$163.01$326.02Yes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−347.00$162.43$56.4KYes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−910.00$161.36$147KYes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−1.97K$160.51$315KYes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−1.29K$159.32$205KYes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−2.30K$157.96$363KYes (planned)Form 4 ↗
2026-02-252026-02-24Mansueto Joseph D, Executive Chairman〃SSale−442.00$156.92$69.4KYes (planned)Form 4 ↗
2026-02-132026-02-13
Mansueto Joseph D
Executive Chairman
SSale−147.00$159.75$23.5KYes (planned)Form 4 ↗
2026-02-132026-02-13Mansueto Joseph D, Executive Chairman〃SSale−613.00$158.84$97.4KYes (planned)Form 4 ↗
2026-02-132026-02-13Mansueto Joseph D, Executive Chairman〃SSale−1.42K$157.75$225KYes (planned)Form 4 ↗
2026-02-132026-02-13Mansueto Joseph D, Executive Chairman〃SSale−697.00$156.79$109KYes (planned)Form 4 ↗
2026-02-132026-02-13Mansueto Joseph D, Executive Chairman〃SSale−1.69K$155.73$264KYes (planned)Form 4 ↗
2026-02-132026-02-13Mansueto Joseph D, Executive Chairman〃SSale−2.68K$154.73$414KYes (planned)Form 4 ↗
2026-02-132026-02-12Mansueto Joseph D, Executive Chairman〃SSale−106.00$156.46$16.6KYes (planned)Form 4 ↗
2026-02-132026-02-12Mansueto Joseph D, Executive Chairman〃SSale−717.00$155.64$112KYes (planned)Form 4 ↗
2026-02-132026-02-12Mansueto Joseph D, Executive Chairman〃SSale−6.12K$154.61$946KYes (planned)Form 4 ↗
2026-02-112026-02-10
Mansueto Joseph D
Executive Chairman
SSale−3.21K$162.84$523KYes (planned)Form 4 ↗
2026-02-112026-02-09Mansueto Joseph D, Executive Chairman〃SSale−524.00$165.88$86.9KYes (planned)Form 4 ↗
2026-02-112026-02-09Mansueto Joseph D, Executive Chairman〃SSale−1.13K$164.60$186KYes (planned)Form 4 ↗
2026-02-062026-02-06
Mansueto Joseph D
Executive Chairman
SSale−500.00$172.67$86.3KYes (planned)Form 4 ↗
2026-02-062026-02-06Mansueto Joseph D, Executive Chairman〃SSale−780.00$171.53$134KYes (planned)Form 4 ↗
2026-02-062026-02-06Mansueto Joseph D, Executive Chairman〃SSale−1.22K$170.34$207KYes (planned)Form 4 ↗
2026-02-062026-02-06Mansueto Joseph D, Executive Chairman〃SSale−3.85K$168.53$650KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−600.00$188.12$113KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−454.00$186.75$84.8KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−1.82K$185.83$339KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−2.41K$184.87$446KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−777.00$183.47$143KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−271.00$182.40$49.4KYes (planned)Form 4 ↗
2026-02-062026-02-05Mansueto Joseph D, Executive Chairman〃SSale−125.00$180.24$22.5KYes (planned)Form 4 ↗
2026-02-062026-02-04Mansueto Joseph D, Executive Chairman〃SSale−1.40K$181.76$254KYes (planned)Form 4 ↗
2026-02-062026-02-04Mansueto Joseph D, Executive Chairman〃SSale−3.88K$180.88$701KYes (planned)Form 4 ↗
2026-02-062026-02-04Mansueto Joseph D, Executive Chairman〃SSale−1.98K$179.96$355KYes (planned)Form 4 ↗
2026-02-042026-02-02
Mansueto Joseph D
Executive Chairman
SSale−418.00$203.34$85.0KYes (planned)Form 4 ↗
2026-02-042026-02-02Mansueto Joseph D, Executive Chairman〃SSale−439.00$201.47$88.4KYes (planned)Form 4 ↗

How to read a Form 4

Insiders — a company’s officers, directors and holders of more than 10% of its stock — must report any trade in that stock to the SEC on a Form 4 within two business days. Each row here is one transaction from those filings.

The transaction code tells you what happened: Purchase (P) and Sale (S) are open-market trades — the ones markets watch most; Award (A) is a granted stock or unit, Option exercise (M) converts options into shares, and Gift (G) is a transfer for no consideration. Awards, exercises and gifts are largely compensation or administrative, not a directional bet.

One caveat on sales: many are made under a Rule 10b5-1 plan scheduled months in advance, so a sale is not automatically a bearish signal. Insider activity is a noisy input — read it alongside the filings, not on its own.

See also MORN’s full analysis or the market-wide insider trading feed. The tabs above jump to MORN’s other SEC data.

Source: SEC Form 4 filings for MORN, parsed from EDGAR. Transaction prices are as reported in the filing — SEC public-domain data, not market quotes. Values are shares × reported price where both are disclosed; grants and gifts often carry no price. A delayed record of what insiders reported, not a live position or a recommendation.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Intraday
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%
Intraday
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%