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

Morningstar, Inc. (MORN) has 15 known insider and institutional holders on record. The largest holder is Mansueto Joseph D with 8,138,232 shares. Other notable holders include Kaplan Steven N and FRANCIS CHERYL A.

Over the last 12 months, insiders have made 65 transactions in MORN stock — 15 buys (valued at $186.59K) and 43 sells (valued at $7.48M). Insider selling has exceeded buying during this period.

MORN Insider Ownership

Top Holder

Mansueto Joseph D

8,138,232 shares

Buys (12 mo)

$186.59K value

Sells (12 mo)

$7.48M value

12-Month Transaction Activity

Buy 23%

Sell 66%

Top Insider Holders

#	Name	Role	Shares Owned	Last Filed	Relative Size
1	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	8,138,232	2026-03-02	100%
2	Kaplan Steven N	Director	41,936	2025-05-19	1%
3	Francis Cheryl A	Director	35,790	2025-05-19	0%
4	Dubinsky Jason	Chief Financial Officer	17,304	2024-12-16	0%
5	Dunn Daniel Joseph	Chief Revenue Officer	14,851	2025-11-18	0%
6	Lyons William M	Director	13,460	2025-05-19	0%
7	Diamonte Robin	Director	10,194	2025-05-19	0%
8	Holt Michael	Chief Financial Officer	9,480	2026-03-04	0%
9	Kapoor Kunal	CEO	7,477	2025-05-19	0%
10	Landis Gail S	Director	6,069	2025-05-19	0%
11	Joynt Stephen	Director	5,138	2025-05-19	0%
12	Sutton Doniel	Director	3,826	2025-05-19	0%
13	Tsay Caroline J	Director	3,745	2025-12-30	0%
14	Mcgarry Kimberly J	Chief Accounting Officer	2,307	2023-11-20	0%
15	Wiersema Conan	CAO & Pao	2,286	2026-03-03	0%

Recent Transactions (last 12 months)

Date	Name	Role	Type	Shares	Price	Value
2026-03-04	Holt Michael	Chief Financial Officer	Informative Buy	1,000	$186.59	$186.59K
2026-03-01	Holt Michael	Chief Financial Officer	RSU Award	684	-	-
2026-03-01	Wiersema Conan	CAO & Pao	RSU Award	301	-	-
2026-03-02	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	3,122	$182.32	$569.19K
2026-02-27	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	38	$183.41	$6.97K
2026-02-26	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	288	$182.69	$52.62K
2026-02-25	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	26	$172.87	$4.49K
2026-02-24	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	2	$163.01	$326.02
2026-02-20	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	1,461	$162.16	$236.92K
2026-02-19	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	112	$162.75	$18.23K
2026-02-18	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	181	$161.27	$29.19K
2026-02-17	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	513	$162.69	$83.46K
2026-02-13	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	147	$159.75	$23.48K
2026-02-12	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	106	$156.46	$16.58K
2026-02-10	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	3,214	$162.84	$523.35K
2026-02-09	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	524	$165.88	$86.92K
2026-02-06	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	500	$172.67	$86.34K
2026-02-05	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	600	$188.12	$112.87K
2026-02-04	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	1,399	$181.77	$254.29K
2026-02-02	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	418	$203.34	$85K
2026-01-02	Bramman Anne L	Director	Unknown	-	-	-
2025-12-29	Tsay Caroline J	Director	Informative Sell	600	$218.48	$131.09K
2025-12-12	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Gift (Given)	27,775	-	-
2025-11-25	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	78	$214.51	$16.73K
2025-11-24	Mansueto Joseph D	10 Percent Owner, Officer: Executive Chairman	Informative Sell	316	$211.99	$66.99K