Morningstar, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Mansueto Joseph D | Executive Chairman | Sale | 5,774 | $323.08 | $1,865,464 | 10,086,697 | Feb 24, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,392 | $326.56 | $454,572 | 10,094,706 | Feb 20, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 2,545 | $327.60 | $833,742 | 10,110,529 | Feb 18, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,518 | $329.28 | $499,847 | 10,118,805 | Feb 14, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,103 | $325.00 | $358,475 | 10,127,119 | Feb 13, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,674 | $325.52 | $544,920 | 10,131,679 | Feb 10, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 698 | $327.62 | $228,679 | 10,135,848 | Feb 6, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 96 | $329.05 | $31,589 | 10,146,329 | Feb 4, 2025 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,716 | $327.89 | $562,659 | 10,151,120 | Feb 3, 2025 |
| Kapoor Kunal | CEO | Gift | 500 | — | — | 133,307 | Dec 26, 2024 |
| DUBINSKY JASON | Chief Financial Officer | Sale | 49 | $356.49 | $17,468 | 17,304 | Dec 13, 2024 |
| Mansueto Joseph D | Executive Chairman | Gift | 20,000 | — | — | 10,169,961 | Dec 10, 2024 |
| Mansueto Joseph D | Executive Chairman | Gift | 118,508 | — | — | 9,964,240 | Dec 6, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 8 | $357.03 | $2,856 | 10,729,898 | Nov 29, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 2,204 | $355.30 | $783,081 | 10,731,253 | Nov 27, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 4,431 | $344.57 | $1,526,790 | 10,759,068 | Nov 25, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 418 | $337.61 | $141,121 | 10,772,492 | Nov 21, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,228 | $335.74 | $412,289 | 10,780,348 | Nov 19, 2024 |
| Landis Gail S | — | Gift | 337 | — | — | 5,449 | Nov 18, 2024 |
| DUBINSKY JASON | Chief Financial Officer | Tax Withholding | 277 | $342.99 | $95,008 | 20,505 | Nov 15, 2024 |
| Dunn Daniel Joseph | Chief Revenue Officer | Tax Withholding | 154 | $342.99 | $52,820 | 13,147 | Nov 15, 2024 |
| Kapoor Kunal | CEO | Award / Grant | 98 | — | — | 133,807 | Nov 15, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,848 | $346.32 | $639,999 | 10,789,034 | Nov 15, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,234 | $349.27 | $430,999 | 10,799,833 | Nov 12, 2024 |
| Kaplan Steven N | — | Disposition | 1,250 | $348.58 | $435,725 | 41,316 | Nov 11, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,430 | $351.54 | $502,702 | 10,801,361 | Nov 8, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 104 | $345.21 | $35,902 | 10,819,082 | Nov 6, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 544 | $330.99 | $180,059 | 10,836,112 | Nov 4, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 2,818 | $328.46 | $925,600 | 10,847,460 | Nov 1, 2024 |
| Lyons William M | — | Sale | 750 | $331.88 | $248,910 | 12,840 | Oct 30, 2024 |
| Lyons William M | — | Sale | 750 | $316.48 | $237,360 | 13,590 | Sep 30, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 4 | $308.34 | $1,233 | 10,516,912 | Sep 10, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 118 | $312.17 | $36,836 | 10,525,313 | Sep 9, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 2,834 | $311.94 | $884,038 | 10,529,419 | Sep 4, 2024 |
| Wiersema Conan | CAO & PAO | Award / Grant | 98 | — | — | 1,184 | Sep 2, 2024 |
| Dunn Daniel Joseph | Chief Revenue Officer | Tax Withholding | 111 | $313.77 | $34,828 | 13,048 | Aug 31, 2024 |
| Lyons William M | — | Sale | 750 | $311.60 | $233,700 | 14,340 | Aug 30, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,674 | $311.03 | $520,664 | 10,538,044 | Aug 30, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 314 | $313.84 | $98,546 | 10,545,896 | Aug 28, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 2,831 | $312.80 | $885,537 | 10,565,950 | Aug 23, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,612 | $312.63 | $503,960 | 10,574,707 | Aug 22, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 260 | $316.70 | $82,342 | 10,581,539 | Aug 20, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,803 | $310.84 | $560,445 | 10,597,996 | Aug 16, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,643 | $309.53 | $508,558 | 10,603,413 | Aug 13, 2024 |
| Kaplan Steven N | — | Disposition | 1,250 | $305.47 | $381,838 | 42,566 | Aug 12, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 3,414 | $305.80 | $1,044,001 | 10,615,855 | Aug 9, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 1,739 | $305.85 | $531,873 | 10,626,414 | Aug 8, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 2,092 | $302.70 | $633,248 | 10,634,373 | Aug 6, 2024 |
| Mansueto Joseph D | Executive Chairman | Sale | 954 | $316.90 | $302,323 | 10,640,958 | Aug 1, 2024 |
| Dunn Daniel Joseph | Chief Revenue Officer | Sale | 1,600 | $320.89 | $513,424 | 12,967 | Jul 31, 2024 |