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Morningstar, Inc. MORN NASDAQ

NASDAQ Global Select • Financial Services • Financial - Data & Stock Exchanges • US • USD

SharesGrow Score
71/100
5/7 Pass
SharesGrow Intrinsic Value
$534.67
+210.5%
Analyst Price Target
$236.50
+37.3%

There have been 50 recent insider transactions recorded for Morningstar, Inc. (MORN), including 11 buys and 37 sells. Total insider buying was valued at $186.59K and total insider selling at $4.1M.

Notable insiders with recent activity include Holt Michael, Mansueto Joseph D, Wiersema Conan. Insider transactions can provide insights into how company leadership views the stock's valuation and future prospects.

Insider Transactions — MORN

Date Name Role Transaction Shares Avg. Price Value Shares Owned
2026-03-04 Holt Michael Chief Financial Officer Informative Buy 1,000 $186.59 $186.59K 9,480
2026-03-02 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 3,122 $182.32 $569.19K 8,138,232
2026-03-01 Wiersema Conan CAO & Pao RSU Award 301 - - 2,286
2026-03-01 Holt Michael Chief Financial Officer RSU Award 684 - - 8,480
2026-02-27 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 38 $183.41 $6.97K 8,141,354
2026-02-26 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 288 $182.69 $52.62K 8,148,604
2026-02-25 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 26 $172.87 $4.49K 8,155,854
2026-02-24 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 2 $163.01 $326.02 8,163,104
2026-02-20 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 1,461 $162.16 $236.92K 8,170,354
2026-02-19 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 112 $162.75 $18.23K 8,176,962
2026-02-18 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 181 $161.27 $29.19K 8,184,725
2026-02-17 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 513 $162.69 $83.46K 8,184,212
2026-02-13 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 147 $159.75 $23.48K 8,198,253
2026-02-12 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 106 $156.46 $16.58K 8,205,503
2026-02-10 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 3,214 $162.84 $523.35K 8,212,442
2026-02-09 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 524 $165.88 $86.92K 8,215,656
2026-02-06 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 500 $172.67 $86.34K 8,217,309
2026-02-05 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 600 $188.12 $112.87K 8,223,661
2026-02-04 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 1,399 $181.77 $254.29K 8,230,125
2026-02-02 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 418 $203.34 $85K 8,237,375
2026-01-02 Bramman Anne L Director Unknown - - - -
2025-12-29 Tsay Caroline J Director Informative Sell 600 $218.48 $131.09K 3,745
2025-12-12 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Gift (Given) 27,775 - - 8,238,232
2025-11-25 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 78 $214.51 $16.73K 8,600,815
2025-11-24 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 316 $211.99 $66.99K 8,602,101
2025-11-21 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 87 $214.84 $18.69K 8,602,417
2025-11-20 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 77 $212.62 $16.37K 8,609,667
2025-11-19 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 262 $211.27 $55.35K 8,616,917
2025-11-18 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 480 $210.18 $100.88K 8,624,167
2025-11-15 Dunn Daniel Joseph Chief Revenue Officer Tax Withholding of RSU 154 $211.95 $32.64K 14,851
2025-05-27 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 10 $308.71 $3.09K 9,427,836
2025-05-23 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 1,296 $305.80 $396.32K 9,429,082
2025-05-22 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 1,279 $307.94 $393.85K 9,430,378
2025-05-20 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 206 $310.81 $64.03K 9,437,628
2025-05-19 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 667 $310.80 $207.3K 9,442,731
2025-05-16 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 1,008 $310.37 $312.85K 9,449,981
2025-05-16 Kapoor Kunal CEO Option Exercise (Sell) 6,667 - - -
2025-05-16 Tsay Caroline J Director Informative Sell 200 $309.84 $61.97K 4,345
2025-05-16 Dunn Daniel Joseph Chief Revenue Officer Option Exercise (Sell) 1,241 - - -
2025-05-16 Wiersema Conan CAO & Pao Option Exercise (Sell) 45 - - -
2025-05-16 Holt Michael Chief Financial Officer Option Exercise (Sell) 586 - - -
2025-05-15 Mansueto Joseph D 10 Percent Owner, Officer: Executive Chairman Informative Sell 86 $310.23 $26.68K 9,457,231
2025-05-15 Joynt Stephen Director RSU Award 620 - - 5,138
2025-05-15 Francis Cheryl A Director RSU Award 620 - - 35,790
2025-05-15 Kaplan Steven N Director RSU Award 620 - - 41,936
2025-05-15 Lyons William M Director RSU Award 620 - - 13,460
2025-05-15 Kapoor Kunal CEO RSU Award 7,477 - - 7,477
2025-05-15 Landis Gail S Director RSU Award 620 - - 6,069
2025-05-15 Tsay Caroline J Director RSU Award 620 - - 4,545
2025-05-15 Diamonte Robin Director RSU Award 620 - - 10,194
Informative Buy/Sell — open market transaction (most significant) Uninformative Buy — award, option exercise, conversion Uninformative Sell — tax withholding, award vest sale Neutral — gift, trust, expiry
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