Company · Ownership research

Morningstar, Inc. MORN

CIK 0001289419

Form 4 transactions dated Nov 1, 2023 to Nov 11, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

Insider filings on file run through Nov 6, 2026.

Insider purchases & sales

Purchased: $186.59K
Sold: $400.57M

Nov 1, 2023 – Nov 6, 2026
Available records · partial months are marked ·

2023, from Nov 1, 202310 of 19 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Nov 27, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$1.73M 6,257 shares sold	0.06% sold Direct holding	▾
Nov 24, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$1.81M 6,555 shares sold	0.06% sold Direct holding	▾
Nov 22, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$3.49M 12,650 shares sold	0.11% sold Direct holding	▾
Nov 21, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$3.47M 12,650 shares sold	0.11% sold Direct holding	▾
Nov 20, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$3.18M 11,693 shares sold	0.10% sold Direct holding	▾
Nov 17, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$2.80M 10,328 shares sold	0.09% sold Direct holding	▾
Nov 16, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$3.42M 12,650 shares sold	0.11% sold Direct holding	▾
Nov 15, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$2.09M 7,776 shares sold	0.07% sold Direct holding	▾
Nov 14, 2023	Diamonte Robin Director	Sale	$107.56K 400 shares sold	4.28% sold Direct holding	▾
Nov 14, 2023	Mansueto Joseph D Executive Chairman · Director · 10% owner	Sale10b5-1 footnote	$3.39M 12,609 shares sold	0.11% sold Direct holding	▾

Showing 19 / 19 record groups in 2023. The complete set is available through the API.

Morningstar, Inc. · MORN

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 19 of 19 purchase / sale groups and 17 of 17 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"MORN","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.