StockCIK 1289419

Morningstar, Inc. (MORN): Insider Trades and Fund Holdings

In the past 12 months, Morningstar, Inc. insiders reported 0 open-market purchases worth $0 and 8 sales worth $11.2M; 8 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months

$0Bought by insiders, 12 months

$11.2MSold by insiders, 12 months

2Tracked funds holding

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Aug 24, 2026.

Recent MORN insider trades
Filed	Traded	Insider	Role	Type	Shares	Price ($)	Value	Holding	Filing
Aug 24	Aug 24	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	5,659	218.84	$1.24M	−0.1%	Form 4 ↗
Aug 21	Aug 20	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	7,250	214.16	$1.55M	−0.1%	Form 4 ↗
Aug 21	Aug 21	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	4,095	216.75	$888K	−0.1%	Form 4 ↗
Aug 19	Aug 18	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	7,906	210.26	$1.66M	−0.1%	Form 4 ↗
Aug 19	Aug 17	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	7,250	207.04	$1.50M	−0.1%	Form 4 ↗
Aug 19	Aug 19	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	6,594	213.75	$1.41M	−0.1%	Form 4 ↗
Aug 14	Aug 14	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	7,250	206.88	$1.50M	−0.1%	Form 4 ↗
Aug 14	Aug 13	Joseph D. MansuetoExecutive Chair	Executive Chair	▼ SELL10b5-1	7,250	197.92	$1.43M	−0.1%	Form 4 ↗

Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

Insider	Role	Buys	Bought	Sells	Sold	Latest
Joseph D. Mansueto	Executive Chair	0	$0	8	$11.2M	Aug 24, 2026

Tracked funds that report MORN

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

Fund	Quarter	Shares	Value	% of portfolio	Change
Renaissance Technologies	Q2 2026	238,770	$37.3M	0.05%	▼ −46.8%
Bridgewater Associates	Q2 2026	4,249	$663K	0.00%	▲ New

Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →