Wednesday, October 28, 2026
Data from SEC filings, checked daily
Public filings, plainly told
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StockCIK 1289419

Morningstar, Inc. (MORN): Insider Trades and Fund Holdings

In the past 12 months, Morningstar, Inc. insiders reported 0 open-market purchases worth $0 and 8 sales worth $11.2M; 8 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months
$0Bought by insiders, 12 months
$11.2MSold by insiders, 12 months
2Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144) and fund moves in the past year, newest first.

  1. Aug 24, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.2 million under a 10b5-1 plan
  2. Aug 21, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $887,609 under a 10b5-1 plan
  3. Aug 20, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.6 million under a 10b5-1 plan
  4. Aug 19, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.4 million under a 10b5-1 plan
  5. Aug 18, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.7 million under a 10b5-1 plan
  6. Aug 17, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.5 million under a 10b5-1 plan
  7. Aug 14, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.5 million under a 10b5-1 plan
  8. Aug 13, 2026Insider saleExecutive Chair Joseph D. Mansueto sold $1.4 million under a 10b5-1 plan
  9. Jun 30, 2026FundBridgewater Associates opened a position in Q2 2026 (13F filed Aug 14, 2026)
  10. Jun 30, 2026FundRenaissance Technologies cut 47% in Q2 2026 (13F filed Aug 13, 2026)

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Aug 24, 2026.

Recent MORN insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueHoldingFiling
Aug 24Aug 24Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-15,659218.84$1.24M−0.1%Form 4 ↗
Aug 21Aug 20Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-17,250214.16$1.55M−0.1%Form 4 ↗
Aug 21Aug 21Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-14,095216.75$888K−0.1%Form 4 ↗
Aug 19Aug 18Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-17,906210.26$1.66M−0.1%Form 4 ↗
Aug 19Aug 17Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-17,250207.04$1.50M−0.1%Form 4 ↗
Aug 19Aug 19Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-16,594213.75$1.41M−0.1%Form 4 ↗
Aug 14Aug 14Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-17,250206.88$1.50M−0.1%Form 4 ↗
Aug 14Aug 13Joseph D. MansuetoExecutive ChairExecutive Chair▼ SELL10b5-17,250197.92$1.43M−0.1%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Joseph D. MansuetoExecutive Chair0$08$11.2MAug 24, 2026

Buybacks and executive pay

Morningstar, Inc. spent $787 million buying back its own shares in 2025.

From the company's XBRL data filed with the SEC. "Actually paid" is the SEC's pay-versus-performance measure, which counts changes in the value of stock awards. "Value of $100 invested" is the company's cumulative shareholder return as reported, usually measured from five years earlier. See all buybacks and CEO pay across companies.

Tracked funds that report MORN

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Renaissance TechnologiesQ2 2026238,770$37.3M0.05%▼ −46.8%
Bridgewater AssociatesQ2 20264,249$663K0.00%▲ New
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →