Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Morningstar, Inc. (MORN) since 2015 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Morningstar, Inc.. (See page 1 of this report.) Table 2 shows the detailed insider transactions. This company's CIK number is 1289419.
Total stock buying since 2015: $74,456.
Total stock sales since 2015: $1,777,129,715.
Total stock option exercises since 2015: $723,560.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2025 | 0 | $0 | 322,346 | $95,050,800 | 8,539 | $0 |
| 2024 | 0 | $0 | 576,739 | $178,540,894 | 11,140 | $0 |
| 2023 | 0 | $0 | 729,026 | $164,794,675 | 18,093 | $0 |
| 2022 | 0 | $0 | 1,113,643 | $283,645,154 | 17,655 | $0 |
| 2021 | 0 | $0 | 1,527,881 | $407,724,212 | 15,756 | $0 |
| 2020 | 0 | $0 | 1,630,579 | $263,354,614 | 28,675 | $533,620 |
| 2019 | 0 | $0 | 1,655,774 | $235,027,295 | 2,316 | $132,660 |
| 2018 | 625 | $74,456 | 1,130,606 | $140,130,425 | 1,000 | $57,280 |
| 2017 | 0 | $0 | 29,500 | $2,570,111 | 0 | $0 |
| 2016 | 0 | $0 | 26,286 | $2,141,047 | 0 | $0 |
| 2015 | 0 | $0 | 52,462 | $4,150,488 | 0 | $0 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2024-05-02 | Mansueto Joseph D (Executive Chairman) | Sale | 8,321 | 289.73 | 2,410,876 |
| 2024-05-01 | Mansueto Joseph D (Executive Chairman) | Sale | 8,325 | 286.94 | 2,388,767 |
| 2024-03-12 | Mansueto Joseph D (Executive Chairman) | Sale | 8,614 | 307.82 | 2,651,544 |
| 2024-03-11 | Mansueto Joseph D (Executive Chairman) | Sale | 1,297 | 307.69 | 399,072 |
| 2024-03-11 | Kaplan Steven N (Director) | Sale | 1,250 | 306.81 | 383,516 |
| 2024-03-08 | Mansueto Joseph D (Executive Chairman) | Sale | 4,675 | 311.33 | 1,455,472 |
| 2024-03-07 | Mansueto Joseph D (Executive Chairman) | Sale | 8,533 | 312.70 | 2,668,243 |
| 2024-03-06 | Mansueto Joseph D (Executive Chairman) | Sale | 9,982 | 308.28 | 3,077,270 |
| 2024-03-05 | Mansueto Joseph D (Executive Chairman) | Sale | 23,434 | 304.31 | 7,131,176 |
| 2024-03-04 | Mansueto Joseph D (Executive Chairman) | Sale | 19,722 | 302.27 | 5,961,348 |
| 2024-03-01 | Mansueto Joseph D (Executive Chairman) | Sale | 6,025 | 298.45 | 1,798,185 |
| 2024-02-29 | Mansueto Joseph D (Executive Chairman) | Sale | 4,398 | 299.17 | 1,315,758 |
| 2024-02-28 | Mansueto Joseph D (Executive Chairman) | Sale | 9,935 | 296.82 | 2,948,886 |
| 2024-02-27 | Mansueto Joseph D (Executive Chairman) | Sale | 11,024 | 295.33 | 3,255,739 |
| 2024-02-26 | Mansueto Joseph D (Executive Chairman) | Sale | 6,198 | 299.22 | 1,854,584 |
| 2024-02-23 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 294.69 | 3,727,853 |
| 2024-02-20 | Mansueto Joseph D (Executive Chairman) | Sale | 4,176 | 273.07 | 1,140,340 |
| 2024-02-16 | Mansueto Joseph D (Executive Chairman) | Sale | 1,367 | 277.60 | 379,483 |
| 2024-02-15 | Mansueto Joseph D (Executive Chairman) | Sale | 6,863 | 278.37 | 1,910,453 |
| 2024-02-14 | Mansueto Joseph D (Executive Chairman) | Sale | 8,993 | 276.05 | 2,482,499 |
| 2024-02-12 | Mansueto Joseph D (Executive Chairman) | Sale | 7,481 | 282.27 | 2,111,654 |
| 2024-02-09 | Mansueto Joseph D (Executive Chairman) | Sale | 7,668 | 278.71 | 2,137,132 |
| 2024-02-08 | Mansueto Joseph D (Executive Chairman) | Sale | 3,292 | 277.92 | 914,902 |
| 2024-02-07 | Mansueto Joseph D (Executive Chairman) | Sale | 7,470 | 276.66 | 2,066,642 |
| 2024-02-06 | Mansueto Joseph D (Executive Chairman) | Sale | 45 | 275.22 | 12,385 |
| 2024-02-05 | Mansueto Joseph D (Executive Chairman) | Sale | 100 | 276.97 | 27,697 |
| 2024-02-02 | Mansueto Joseph D (Executive Chairman) | Sale | 220 | 279.24 | 61,432 |
| 2024-02-01 | Mansueto Joseph D (Executive Chairman) | Sale | 6,926 | 279.76 | 1,937,652 |
| 2023-11-27 | Mansueto Joseph D (Executive Chairman) | Sale | 6,257 | 277.89 | 1,738,789 |
| 2023-11-24 | Mansueto Joseph D (Executive Chairman) | Sale | 6,555 | 276.27 | 1,810,943 |
| 2023-11-22 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 276.22 | 3,494,145 |
| 2023-11-21 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 274.19 | 3,468,566 |
| 2023-11-20 | Mansueto Joseph D (Executive Chairman) | Sale | 11,693 | 272.10 | 3,181,653 |
| 2023-11-17 | Dubinsky Jason (Chief Financial Officer) | Option Ex | 1,205 | .00 | 0 |
| 2023-11-17 | Dunn Daniel Joseph (Chief Revenue Officer) | Option Ex | 678 | .00 | 0 |
| 2023-11-17 | Kapoor Kunal (CEO) | Option Ex | 5,274 | .00 | 0 |
| 2023-11-17 | Mansueto Joseph D (Executive Chairman) | Sale | 10,328 | 271.61 | 2,805,208 |
| 2023-11-16 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 269.89 | 3,414,057 |
| 2023-11-15 | Mansueto Joseph D (Executive Chairman) | Sale | 7,776 | 269.49 | 2,095,577 |
| 2023-11-14 | Diamonte Robin (Director) | Sale | 400 | 268.91 | 107,564 |
| 2023-11-14 | Mansueto Joseph D (Executive Chairman) | Sale | 12,609 | 268.43 | 3,384,583 |
| 2023-11-13 | Mansueto Joseph D (Executive Chairman) | Sale | 8,624 | 265.85 | 2,292,690 |
| 2023-11-10 | Mansueto Joseph D (Executive Chairman) | Sale | 9,525 | 263.46 | 2,509,485 |
| 2023-11-09 | Mansueto Joseph D (Executive Chairman) | Sale | 2,650 | 262.52 | 695,675 |
| 2023-11-08 | Mansueto Joseph D (Executive Chairman) | Sale | 6,726 | 262.38 | 1,764,794 |
| 2023-11-07 | Mansueto Joseph D (Executive Chairman) | Sale | 8,297 | 263.27 | 2,184,384 |
| 2023-11-06 | Mansueto Joseph D (Executive Chairman) | Sale | 11,334 | 263.10 | 2,981,930 |
| 2023-11-03 | Mansueto Joseph D (Executive Chairman) | Sale | 9,376 | 263.08 | 2,466,609 |
| 2023-11-02 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 258.30 | 3,267,431 |
| 2023-11-01 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 255.04 | 3,226,205 |
| 2023-09-05 | Landis Gail S (Director) | Sale | 580 | 250.00 | 145,000 |
| 2023-09-01 | Mansueto Joseph D (Executive Chairman) | Sale | 11,394 | 234.28 | 2,669,397 |
| 2023-08-31 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 230.77 | 2,919,265 |
| 2023-08-30 | Mansueto Joseph D (Executive Chairman) | Sale | 10,315 | 226.44 | 2,335,687 |
| 2023-08-29 | Mansueto Joseph D (Executive Chairman) | Sale | 6,615 | 226.77 | 1,500,103 |
| 2023-08-28 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 224.66 | 2,841,974 |
| 2023-08-25 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 221.35 | 2,800,090 |
| 2023-08-24 | Mansueto Joseph D (Executive Chairman) | Sale | 9,415 | 220.51 | 2,076,120 |
| 2023-08-23 | Mansueto Joseph D (Executive Chairman) | Sale | 8,835 | 218.36 | 1,929,201 |
| 2023-08-22 | Mansueto Joseph D (Executive Chairman) | Sale | 8,809 | 215.29 | 1,896,471 |
| 2023-08-21 | Mansueto Joseph D (Executive Chairman) | Sale | 4,963 | 215.94 | 1,071,725 |
| 2023-08-18 | Mansueto Joseph D (Executive Chairman) | Sale | 224 | 219.39 | 49,143 |
| 2023-08-17 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 221.21 | 2,798,357 |
| 2023-08-16 | Mansueto Joseph D (Executive Chairman) | Sale | 7,799 | 219.12 | 1,708,916 |
| 2023-08-15 | Mansueto Joseph D (Executive Chairman) | Sale | 5,503 | 218.75 | 1,203,808 |
| 2023-08-14 | Mansueto Joseph D (Executive Chairman) | Sale | 3,050 | 219.04 | 668,084 |
| 2023-08-11 | Mansueto Joseph D (Executive Chairman) | Sale | 5,650 | 219.42 | 1,239,728 |
| 2023-08-10 | Mansueto Joseph D (Executive Chairman) | Sale | 8,248 | 219.48 | 1,810,238 |
| 2023-08-09 | Mansueto Joseph D (Executive Chairman) | Sale | 3,740 | 220.69 | 825,388 |
| 2023-08-08 | Mansueto Joseph D (Executive Chairman) | Sale | 6,022 | 220.72 | 1,329,187 |
| 2023-08-07 | Mansueto Joseph D (Executive Chairman) | Sale | 8,543 | 221.94 | 1,895,990 |
| 2023-08-04 | Mansueto Joseph D (Executive Chairman) | Sale | 983 | 224.68 | 220,861 |
| 2023-08-03 | Mansueto Joseph D (Executive Chairman) | Sale | 9,477 | 225.12 | 2,133,509 |
| 2023-08-02 | Dunn Daniel Joseph (Chief Revenue Officer) | Sale | 2,000 | 224.93 | 449,850 |
| 2023-08-02 | Mansueto Joseph D (Executive Chairman) | Sale | 120 | 226.91 | 27,229 |
| 2023-08-01 | Mansueto Joseph D (Executive Chairman) | Sale | 4,695 | 230.81 | 1,083,648 |
| 2023-07-27 | Landis Gail S (Director) | Sale | 395 | 225.00 | 88,875 |
| 2023-07-10 | Mansueto Joseph D (Executive Chairman) | Sale | 11,684 | 198.40 | 2,318,070 |
| 2023-07-07 | Mansueto Joseph D (Executive Chairman) | Sale | 11,218 | 196.74 | 2,207,029 |
| 2023-07-06 | Mansueto Joseph D (Executive Chairman) | Sale | 6,550 | 193.99 | 1,270,601 |
| 2023-07-05 | Mansueto Joseph D (Executive Chairman) | Sale | 260 | 195.61 | 50,858 |
| 2023-07-03 | Mansueto Joseph D (Executive Chairman) | Sale | 6,950 | 195.90 | 1,361,532 |
| 2023-06-30 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 194.65 | 2,462,271 |
| 2023-06-29 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 191.27 | 2,419,527 |
| 2023-06-28 | Mansueto Joseph D (Executive Chairman) | Sale | 7,644 | 188.31 | 1,439,441 |
| 2023-06-27 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 187.97 | 2,377,782 |
| 2023-06-26 | Mansueto Joseph D (Executive Chairman) | Sale | 240 | 192.92 | 46,300 |
| 2023-06-23 | Mansueto Joseph D (Executive Chairman) | Sale | 2,589 | 196.35 | 508,357 |
| 2023-06-21 | Mansueto Joseph D (Executive Chairman) | Sale | 5,519 | 203.37 | 1,122,376 |
| 2023-06-16 | Mansueto Joseph D (Executive Chairman) | Sale | 4,280 | 208.02 | 890,312 |
| 2023-06-15 | Mansueto Joseph D (Executive Chairman) | Sale | 8,473 | 205.76 | 1,743,379 |
| 2023-06-14 | Mansueto Joseph D (Executive Chairman) | Sale | 3,423 | 204.56 | 700,208 |
| 2023-06-13 | Mansueto Joseph D (Executive Chairman) | Sale | 10,539 | 203.09 | 2,140,354 |
| 2023-06-12 | Mansueto Joseph D (Executive Chairman) | Sale | 1 | 203.58 | 203 |
| 2023-06-09 | Mansueto Joseph D (Executive Chairman) | Sale | 3,761 | 205.98 | 774,698 |
| 2023-06-08 | Mansueto Joseph D (Executive Chairman) | Sale | 8,478 | 205.73 | 1,744,153 |
| 2023-06-07 | Mansueto Joseph D (Executive Chairman) | Sale | 3,517 | 207.56 | 729,999 |
| 2023-06-06 | Mansueto Joseph D (Executive Chairman) | Sale | 7,057 | 206.42 | 1,456,720 |
| 2023-06-05 | Mansueto Joseph D (Executive Chairman) | Sale | 1,081 | 205.51 | 222,158 |
| 2023-06-02 | Mansueto Joseph D (Executive Chairman) | Sale | 7,432 | 206.41 | 1,534,061 |
| 2023-06-01 | Mansueto Joseph D (Executive Chairman) | Sale | 8,072 | 204.57 | 1,651,329 |
| 2023-05-31 | Mansueto Joseph D (Executive Chairman) | Sale | 5,632 | 206.73 | 1,164,308 |
| 2023-05-30 | Mansueto Joseph D (Executive Chairman) | Sale | 12,650 | 204.18 | 2,582,839 |
| 2023-05-17 | Dubinsky Jason (Chief Financial Officer) | Option Ex | 1,842 | .00 | 0 |
| 2023-05-17 | Dunn Daniel Joseph (Chief Revenue Officer) | Option Ex | 1,036 | .00 | 0 |
| 2023-05-17 | Kapoor Kunal (CEO) | Option Ex | 8,058 | .00 | 0 |
| 2023-05-15 | Tsay Caroline J (Director) | Sale | 651 | 191.32 | 124,549 |
| 2023-03-21 | Mansueto Joseph D (Executive Chairman) | Sale | 6,151 | 186.60 | 1,147,801 |
| 2023-03-20 | Mansueto Joseph D (Executive Chairman) | Sale | 7,948 | 184.00 | 1,462,424 |
| 2023-03-17 | Mansueto Joseph D (Executive Chairman) | Sale | 503 | 185.35 | 93,233 |
| 2023-03-16 | Mansueto Joseph D (Executive Chairman) | Sale | 11,584 | 186.75 | 2,163,346 |
| 2023-03-14 | Mansueto Joseph D (Executive Chairman) | Sale | 14,500 | 188.75 | 2,736,846 |
| 2023-03-10 | Mansueto Joseph D (Executive Chairman) | Sale | 140 | 200.56 | 28,078 |
| 2023-03-09 | Mansueto Joseph D (Executive Chairman) | Sale | 5,022 | 208.21 | 1,045,645 |
| 2023-03-08 | Mansueto Joseph D (Executive Chairman) | Sale | 8,620 | 207.18 | 1,785,874 |
| 2023-03-07 | Mansueto Joseph D (Executive Chairman) | Sale | 320 | 209.27 | 66,967 |
| 2023-03-06 | Mansueto Joseph D (Executive Chairman) | Sale | 9,748 | 213.08 | 2,077,133 |
| 2023-03-03 | Mansueto Joseph D (Executive Chairman) | Sale | 12,893 | 209.36 | 2,699,304 |
| 2023-03-02 | Mansueto Joseph D (Executive Chairman) | Sale | 10,127 | 206.87 | 2,094,931 |
| 2023-03-01 | Mansueto Joseph D (Executive Chairman) | Sale | 14,500 | 207.69 | 3,011,505 |
| 2023-02-28 | Mansueto Joseph D (Executive Chairman) | Sale | 12,418 | 207.56 | 2,577,492 |
| 2023-02-27 | Mansueto Joseph D (Executive Chairman) | Sale | 12,982 | 207.55 | 2,694,414 |
| 2023-02-23 | Mansueto Joseph D (Executive Chairman) | Sale | 9,273 | 234.48 | 2,174,323 |
| 2023-02-22 | Mansueto Joseph D (Executive Chairman) | Sale | 8,491 | 232.97 | 1,978,165 |
| 2023-02-17 | Mansueto Joseph D (Executive Chairman) | Sale | 5,347 | 237.65 | 1,270,693 |
| 2023-02-16 | Mansueto Joseph D (Executive Chairman) | Sale | 2,180 | 239.19 | 521,440 |
| 2023-02-15 | Mansueto Joseph D (Executive Chairman) | Sale | 6,362 | 238.00 | 1,514,124 |
| 2023-02-14 | Mansueto Joseph D (Executive Chairman) | Sale | 3,612 | 238.44 | 861,256 |
| 2023-02-13 | Mansueto Joseph D (Executive Chairman) | Sale | 8,859 | 236.80 | 2,097,784 |
| 2023-02-10 | Mansueto Joseph D (Executive Chairman) | Sale | 100 | 238.13 | 23,813 |
| 2023-02-09 | Mansueto Joseph D (Executive Chairman) | Sale | 4,140 | 243.76 | 1,009,178 |
| 2023-02-08 | Mansueto Joseph D (Executive Chairman) | Sale | 1,497 | 244.99 | 366,753 |
| 2023-02-07 | Mansueto Joseph D (Executive Chairman) | Sale | 3,916 | 243.86 | 954,947 |
| 2023-02-02 | Mansueto Joseph D (Executive Chairman) | Sale | 9,805 | 253.82 | 2,488,734 |
| 2023-02-01 | Mansueto Joseph D (Executive Chairman) | Sale | 8,962 | 245.14 | 2,196,926 |
| 2022-12-28 | Mansueto Joseph D (Executive Chairman) | Sale | 5,120 | 212.82 | 1,089,648 |
| 2022-12-27 | Mansueto Joseph D (Executive Chairman) | Sale | 4,357 | 213.37 | 929,661 |
| 2022-12-23 | Mansueto Joseph D (Executive Chairman) | Sale | 1,406 | 214.86 | 302,094 |
| 2022-12-22 | Mansueto Joseph D (Executive Chairman) | Sale | 6,363 | 214.87 | 1,367,185 |
| 2022-12-21 | Mansueto Joseph D (Executive Chairman) | Sale | 14,500 | 214.34 | 3,107,944 |
| 2022-12-20 | Mansueto Joseph D (Executive Chairman) | Sale | 2,800 | 214.00 | 599,200 |
| 2022-12-19 | Mansueto Joseph D (Executive Chairman) | Sale | 14,500 | 214.43 | 3,109,220 |
| 2022-12-14 | Mansueto Joseph D (Executive Chairman) | Sale | 1,260 | 233.76 | 294,543 |
| 2022-12-13 | Mansueto Joseph D (Executive Chairman) | Sale | 10,505 | 237.01 | 2,489,779 |
| 2022-12-12 | Mansueto Joseph D (Executive Chairman) | Sale | 800 | 232.60 | 186,082 |
| 2022-12-09 | Mansueto Joseph D (Executive Chairman) | Sale | 946 | 235.86 | 223,121 |
| 2022-12-06 | Mansueto Joseph D (Executive Chairman) | Sale | 120 | 239.94 | 28,792 |
| 2022-12-02 | Mansueto Joseph D (Executive Chairman) | Sale | 5,400 | 250.21 | 1,351,144 |
| 2022-12-01 | Mansueto Joseph D (Executive Chairman) | Sale | 7,853 | 247.69 | 1,945,125 |
| 2022-11-30 | Mansueto Joseph D (Executive Chairman) | Sale | 7,525 | 240.63 | 1,810,755 |
Insider trading activities including stock purchases, stock sales, and option exercises of MORN listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Morningstar, Inc. (symbol MORN, CIK number 1289419) see the Securities and Exchange Commission (SEC) website.