MORN · Forms 3, 4, 5
Insider trades at Morningstar, Inc.
2 insiders sold $20.7M of Morningstar, Inc. stock on the open market in the last 90 days.
Every Form 3, 4 and 5 filed for Morningstar, Inc. (MORN) with the SEC, newest first: who traded, their role, buy or sell, shares, price and value.
Insider trades in the last 90 days
| Date | Insider | Role | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Daniel Mansueto | 10% owner | Became an insider (Form 3) | Form 3 | ||||
| Daniel Mansueto | 10% owner | Other | 657,779 | Form 4 | |||
| Conan Wiersema | CAO & PAO | Tax withholding | 29 | $218.94 | $6K | Form 4 | |
| Michael Holt | Chief Financial Officer | Tax withholding | 54 | $218.94 | $12K | Form 4 | |
| Daniel Mansueto | 10% owner | Other | 376,969 | Form 4 | |||
| Joseph D Mansueto | Executive Chairman | Sell | 220 | $216.01 | $48K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,181 | $217.26 | $257K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,740 | $218.43 | $380K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 978 | $219.44 | $215K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,314 | $220.42 | $290K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 226 | $221.12 | $50K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 3,827 | $216.70 | $829K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 268 | $217.57 | $58K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 3,157 | $212.87 | $672K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,359 | $214.17 | $291K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,938 | $215.18 | $417K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 295 | $216.16 | $64K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 501 | $217.13 | $109K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 114 | $208.21 | $24K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 680 | $210.24 | $143K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 426 | $211.52 | $90K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 3,031 | $213.96 | $649K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,785 | $214.81 | $383K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 369 | $215.93 | $80K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 189 | $217.01 | $41K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 913 | $208.13 | $190K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,935 | $209.48 | $405K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,708 | $210.32 | $570K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,588 | $211.26 | $335K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 106 | $212.20 | $22K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 656 | $212.53 | $139K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 5,749 | $206.84 | $1.2M | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,501 | $207.81 | $312K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 3,924 | $206.28 | $809K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,809 | $207.33 | $582K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 240 | $208.45 | $50K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 277 | $209.38 | $58K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 3,498 | $197.06 | $689K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,936 | $197.88 | $581K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 430 | $198.96 | $86K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 26 | $199.75 | $5K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 52 | $202.09 | $11K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 78 | $203.79 | $16K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 52 | $205.66 | $11K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 178 | $206.78 | $37K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 5,027 | $194.96 | $980K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,906 | $195.77 | $373K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 291 | $197.09 | $57K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 26 | $197.63 | $5K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 974 | $200.32 | $195K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 7,250 | $201.84 | $1.5M | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 166 | $196.16 | $33K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,453 | $198.49 | $288K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,559 | $199.34 | $510K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,566 | $200.40 | $514K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 506 | $201.53 | $102K | Form 4 | |
| Daniel Mansueto | 10% owner | Became an insider (Form 3) | Form 3 | ||||
| Joseph D Mansueto | Executive Chairman | Sell | 2,272 | $198.38 | $451K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,246 | $199.58 | $249K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 4,310 | $201.12 | $867K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 1,664 | $201.98 | $336K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 30 | $202.51 | $6K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 997 | $198.06 | $197K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 3,840 | $199.51 | $766K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,349 | $200.57 | $471K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 64 | $201.15 | $13K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Gift | 5,300 | Form 4 | |||
| Joseph D Mansueto | Executive Chairman | Sell | 40 | $196.72 | $8K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 573 | $197.72 | $113K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 4,043 | $199.06 | $805K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 2,568 | $199.78 | $513K | Form 4 | |
| Joseph D Mansueto | Executive Chairman | Sell | 26 | $200.87 | $5K | Form 4 | |
| William M Lyons | Director | Sell | 1,000 | $199.00 | $199K | Form 4 |
Buy and Sell are open-market purchases and sales (transaction codes P and S), the trades investors watch. Awards, option exercises, tax withholding and gifts are reported too but are not market trades.