🕵️ Morningstar, Inc. ($MORN)
SEC insider & ownership activity, last 12 months · CIK 1289419 · every row links its SEC filing
Over the last 12 months insiders sold $76.3M against $187K of open-market buying. Joseph D. Mansueto sold $75.8M through a 10b5-1 trading plan in 255 lots (Nov–Aug). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $187K (1 lots) · 4 sellers, $76.3M (259 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Joseph D. Mansueto | 0 | – | 255 | $75.8M | Aug 24, 2026 |
| William M. Lyons | 0 | – | 2 | $324K | Aug 3, 2026 |
| Holt Michael | 1 | $187K | 1 | $45K | May 15, 2026 |
| Caroline J. Tsay | 0 | – | 1 | $131K | Dec 29, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Joseph D. Mansueto | 39.2% | 13G | Aug 5, 2026 | filing ↗ | |
| Daniel Mansueto | 10.0% | 13G | Aug 3, 2026 | filing ↗ | |
| Baron Capital Group, Inc. | 9.2% | 13G | Aug 14, 2026 | filing ↗ | |
| Ronald Baron | 9.2% | 13G | Aug 14, 2026 | filing ↗ | |
| Bamco Inc /NY/ | 8.5% | 13G | Aug 14, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Joseph D. Mansueto | $19.9M | Aug 3, 2026 | filing ↗ |
| William M. Lyons | $199K | Aug 3, 2026 | filing ↗ |
| William M. Lyons | $125K | May 27, 2026 | filing ↗ |
| Gail S. Landis | $130K | May 12, 2026 | filing ↗ |
| Joseph D. Mansueto | $17.1M | May 1, 2026 | filing ↗ |
| Joseph D. Mansueto | $20.2M | Feb 2, 2026 | filing ↗ |
| Caroline J. Tsay | $131K | Dec 29, 2025 | filing ↗ |
| Joseph D. Mansueto | $21.2M | Nov 3, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Reg FD disclosure (7.01) | Aug 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 25, 2026 | filing ↗ |
| Earnings (2.02) | Jul 29, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 29, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jun 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 25, 2026 | filing ↗ |
| Other events (8.01) | Jun 18, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 18, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 22, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 22, 2026 | filing ↗ |
| Officer/director changes (5.02) | May 7, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 7, 2026 | filing ↗ |
| Earnings (2.02) | Apr 29, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 29, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 29, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 25, 2026 | filing ↗ |
| Other events (8.01) | Mar 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 13, 2026 | filing ↗ |
| Earnings (2.02) | Feb 12, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Feb 12, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 12, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 2, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 2, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 2, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Dec 23, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 23, 2025 | filing ↗ |
| Other events (8.01) | Dec 5, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 5, 2025 | filing ↗ |