Latest filingSep 02, 2026Most recent Form 4
MORN
Morningstar, Inc.
NasdaqFinancialsInvestment Advice
Insider activity for last month from 08/03 to 09/03. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.
Total buying$00 buys
Total selling$825M28 sells
Net open-market-$825M4 insiders
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale counts Buys Sells
Transaction codes
By Form 4 transaction code in selected period31transactions
- S · Open-market sells · dominant28 · 90%
- F · Tax withholding2 · 6%
- J · Other1 · 3%
Activity by reported role
A joint filing can contribute to multiple roles32transactions
- CHAIR · dominant28 · 88%
- 10% owner1 · 3%
- CAO1 · 3%
- Chief financial officer1 · 3%
- PAO1 · 3%
Distinct insiders active
Reporting-owner CIKs by month · peak Aug 2026 (2)Aug 2026Sep 2026
Reported Holdings After
Separated by insider, security, and ownership typeMansueto Joseph DCommon Stock · Direct
7,942,450Aug 24, 2026
Mansueto DanielCommon Stock · Indirect · By Trust
3,483,827Aug 24, 2026
Holt MichaelCommon Stock · Direct
12,271.949Sep 01, 2026
Wiersema ConanCommon Stock · Direct
3,068Sep 01, 2026
These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.
Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells redAug 03 → Sep 03
LessMore
Top insiders
By absolute net value across the selected period- MD-$8.3M
- HM-$11.8k
- WC-$6.3k
Recent filing activity
Most recent 12 transactions · color = transaction codeFiling detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
MORN transaction history
Filters apply within this company and selected period by default| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Wiersema Conan | CAOPAO | withholding | 29 | -$634k | F | — | 0.0% | 09/02 | 09/01 |
| MORN | Holt Michael | CFO | withholding | 54 | -$1.18M | F | — | 0.0% | 09/02 | 09/01 |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 226 | -$4.99M | S | −1.0% | 08/24 | 08/24 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.31k | -$28.9M | S | −1.0% | 08/24 | 08/24 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 978 | -$21.4M | S | −1.0% | 08/24 | 08/24 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.74k | -$38.0M | S | −1.0% | 08/24 | 08/24 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.18k | -$25.6M | S | −1.0% | 08/24 | 08/24 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 220 | -$4.75M | S | −1.0% | 08/24 | 08/24 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 268 | -$5.83M | S | +0.8% | 08/21 | 08/21 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 3.82k | -$82.9M | S | +0.8% | 08/21 | 08/21 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 501 | -$10.8M | S | +0.8% | 08/21 | 08/20 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 295 | -$6.37M | S | +0.8% | 08/21 | 08/20 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.93k | -$41.7M | S | +0.8% | 08/21 | 08/20 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.35k | -$29.1M | S | +0.8% | 08/21 | 08/20 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 3.15k | -$67.2M | S | +0.8% | 08/21 | 08/20 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 189 | -$4.10M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 369 | -$7.96M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.78k | -$38.3M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 3.03k | -$64.8M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 656 | -$13.9M | S | −1.8% | 08/19 | 08/18 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 426 | -$9.01M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 680 | -$14.2M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 114 | -$2.37M | S | −1.8% | 08/19 | 08/19 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 106 | -$2.24M | S | −1.8% | 08/19 | 08/18 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.58k | -$33.5M | S | −1.8% | 08/19 | 08/18 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 2.70k | -$56.9M | S | −1.8% | 08/19 | 08/18 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.93k | -$40.5M | S | −1.8% | 08/19 | 08/18 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 913 | -$19.0M | S | −1.8% | 08/19 | 08/18 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 1.50k | -$31.1M | S | −1.8% | 08/19 | 08/17 | |
| MORN | Mansueto Joseph D | CHAIR | sale10b5-1 | 5.74k | -$118M | S | −1.8% | 08/19 | 08/17 |
Morningstar, Inc. Insider Activity FAQ
SEC Form 4 contextWho recently reported transactions at Morningstar, Inc.?
Wiersema Conan, Holt Michael, Mansueto Daniel, Mansueto Joseph D.
When was the latest reported open-market purchase?
No code-P purchase is available for this period.
When was the latest reported open-market sale?
Mansueto Joseph D reported a sale on Aug 24, 2026 valued at $4.99M. Read the SEC filing.
What is the recent purchase and sale balance?
Net open-market selling in the selected period was $8,251,461.38. Sales can occur for many non-investment reasons.
Where can I see the original SEC filing?
Every transaction row and latest-activity fact links to its original SEC filing.
What do these Form 4 transaction codes mean?
P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.