Morningstar, Inc. (MORN)

Latest Insider Confidence Score

2026Q1

49.7
Bearish

Company insider confidence (by quarter)

2019Q1 2026Q1

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Mansueto Joseph D Chair 6,098,127 Nov 26, 2025
Kaplan Steven N Director 43,177 May 13, 2024
Desmond Bevin Chief Talent & Culture Officer 35,360 Nov 24, 2020
Noonan Jack Director 26,401 May 19, 2020
Dubinsky Jason CFO 17,304 Dec 16, 2024

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Mar 4, 2026 Mar 4, 2026 Holt Michael CFO Buy 95.0 +1,000 11.79% $186.6K
Mar 1, 2026 Mar 3, 2026 Holt Michael CFO Neutral 85.0 +684 8.77% -
Mar 1, 2026 Mar 3, 2026 Wiersema Conan CAO & PAO Neutral 90.0 +301 15.16% -
Mar 2, 2026 Mar 2, 2026 Mansueto Joseph D Chair Sell 53.8 -3,122 -0.02% $569.2K
Feb 26, 2026 Feb 27, 2026 Mansueto Joseph D Chair Sell 50.0 -14,500 -0.10% $2.6M
Feb 24, 2026 Feb 25, 2026 Mansueto Joseph D Chair Sell 50.0 -14,500 -0.10% $2.4M
Feb 19, 2026 Feb 20, 2026 Mansueto Joseph D Chair Sell 50.0 -13,858 -0.09% $2.2M
Feb 17, 2026 Feb 18, 2026 Mansueto Joseph D Chair Sell 52.5 -14,041 -0.02% $2.2M
Feb 12, 2026 Feb 13, 2026 Mansueto Joseph D Chair Sell 50.0 -14,189 -0.10% $2.2M
Feb 9, 2026 Feb 11, 2026 Mansueto Joseph D Chair Sell 53.8 -4,867 -0.03% $796.1K
Feb 4, 2026 Feb 6, 2026 Mansueto Joseph D Chair Sell 48.8 -20,066 -0.14% $3.6M
Feb 2, 2026 Feb 4, 2026 Mansueto Joseph D Chair Sell 55.0 -857 -0.01% $173.4K
Jan 7, 2026 BRAMMAN ANNE L Director Neutral 52.5 - 0.00% -
Dec 29, 2025 Dec 30, 2025 TSAY CAROLINE J Director Sell 22.5 -600 -13.81% $131.1K
Dec 12, 2025 Dec 15, 2025 Mansueto Joseph D Chair Neutral 52.5 -27,775 -0.19% -
Nov 24, 2025 Nov 26, 2025 Mansueto Joseph D Chair Sell 51.3 -1,602 -0.01% $341.1K
Nov 20, 2025 Nov 24, 2025 Mansueto Joseph D Chair Sell 46.3 -14,500 -0.10% $3.1M
Nov 18, 2025 Nov 20, 2025 Mansueto Joseph D Chair Sell 46.3 -14,500 -0.10% $3M
Nov 15, 2025 Nov 18, 2025 Dunn Daniel Joseph Chief Revenue Officer Sell 26.3 -154 -1.03% $32.6K
Nov 15, 2025 Nov 18, 2025 Kapoor Kunal CEO Sell 32.5 -826 -0.59% $175.1K
Nov 15, 2025 Nov 18, 2025 Wiersema Conan CAO & PAO Sell 90.0 +443 13.36% $5.9K
Nov 15, 2025 Nov 18, 2025 Holt Michael CFO Sell 26.3 -73 -1.29% $15.5K
Nov 14, 2025 Nov 18, 2025 Mansueto Joseph D Chair Sell 46.3 -8,039 -0.05% $1.7M
Nov 12, 2025 Nov 14, 2025 Mansueto Joseph D Chair Sell 46.3 -14,098 -0.10% $3M
Nov 7, 2025 Nov 12, 2025 Mansueto Joseph D Chair Sell 45.0 -21,750 -0.15% $4.7M
Nov 5, 2025 Nov 7, 2025 Mansueto Joseph D Chair Sell 46.3 -11,343 -0.08% $2.4M
Nov 3, 2025 Nov 5, 2025 Mansueto Joseph D Chair Sell 46.3 -14,168 -0.10% $3M
Sep 1, 2025 Sep 2, 2025 Wiersema Conan CAO & PAO Sell 27.5 -20 -1.39% $5.2K
Sep 1, 2025 Sep 2, 2025 Holt Michael CFO Sell 36.3 -49 -0.88% $12.9K
Aug 25, 2025 Aug 27, 2025 Mansueto Joseph D Chair Sell 46.3 -11,881 -0.08% $3.1M
Aug 20, 2025 Aug 22, 2025 Mansueto Joseph D Chair Sell 45.0 -15,514 -0.10% $4.1M
Aug 15, 2025 Aug 19, 2025 Mansueto Joseph D Chair Sell 43.8 -21,750 -0.15% $5.6M
Aug 12, 2025 Aug 14, 2025 Mansueto Joseph D Chair Sell 45.0 -18,444 -0.12% $4.8M
Aug 7, 2025 Aug 11, 2025 Mansueto Joseph D Chair Sell 43.8 -21,082 -0.14% $5.5M
Aug 4, 2025 Aug 6, 2025 Mansueto Joseph D Chair Sell 46.3 -11,329 -0.08% $3M
Jun 30, 2025 Jun 30, 2025 Mansueto Joseph D Chair Neutral 52.5 -15,000 -0.10% -
May 22, 2025 May 27, 2025 Mansueto Joseph D Chair Sell 46.3 -9,792 -0.07% $3M
May 19, 2025 May 21, 2025 Mansueto Joseph D Chair Sell 46.3 -12,353 -0.08% $3.8M
May 15, 2025 May 19, 2025 Kapoor Kunal CEO Sell 27.5 -1,916 -0.69% $2.1M
May 15, 2025 May 19, 2025 Wiersema Conan CAO & PAO Sell 91.3 +321 12.38% $26.4K
May 15, 2025 May 19, 2025 TSAY CAROLINE J Director Sell 87.5 +420 4.96% $62K
May 15, 2025 May 19, 2025 Diamonte Robin Director Neutral 85.0 +620 6.48% -
May 15, 2025 May 19, 2025 FRANCIS CHERYL A Director Neutral 77.5 +620 1.76% -
May 15, 2025 May 19, 2025 Landis Gail S Director Neutral 90.0 +620 11.38% -
May 15, 2025 May 19, 2025 Dunn Daniel Joseph Chief Revenue Officer Sell 85.0 +370 1.30% $261.4K
May 15, 2025 May 19, 2025 Kaplan Steven N Director Neutral 77.5 +620 1.50% -
May 15, 2025 May 19, 2025 Holt Michael CFO Sell 87.5 +390 3.67% $155.3K
May 15, 2025 May 19, 2025 Sutton Doniel Director Neutral 90.0 +620 19.34% -
May 15, 2025 May 19, 2025 JOYNT STEPHEN Director Neutral 90.0 +620 13.72% -
May 15, 2025 May 19, 2025 Lyons William M Director Neutral 82.5 +620 4.83% -
May 15, 2025 May 16, 2025 Mansueto Joseph D Chair Sell 46.3 -14,500 -0.10% $4.5M
May 13, 2025 May 15, 2025 Mansueto Joseph D Chair Sell 46.3 -9,474 -0.06% $2.9M
May 9, 2025 May 13, 2025 Mansueto Joseph D Chair Sell 46.3 -14,500 -0.10% $4.5M
May 12, 2025 May 13, 2025 Holt Michael CFO Sell 22.5 -353 -7.16% $109.1K
May 7, 2025 May 9, 2025 Mansueto Joseph D Chair Sell 46.3 -14,500 -0.10% $4.4M
May 5, 2025 May 7, 2025 Mansueto Joseph D Chair Sell 46.3 -10,461 -0.07% $3.1M
May 1, 2025 May 5, 2025 Mansueto Joseph D Chair Sell 46.3 -14,420 -0.10% $4.2M
Mar 13, 2025 Mar 17, 2025 Mansueto Joseph D Chair Sell 51.3 -1,372 -0.01% $392.7K
Mar 11, 2025 Mar 13, 2025 Mansueto Joseph D Chair Sell 43.8 -18,124 -0.12% $5.1M
Mar 5, 2025 Mar 6, 2025 Mansueto Joseph D Chair Sell 46.3 -9,062 -0.06% $2.7M
Aug 31, 2024 Mar 4, 2025 Dunn Daniel Joseph Chief Revenue Officer Sell 36.3 -111 -0.84% $34.8K
Feb 28, 2025 Mar 4, 2025 Mansueto Joseph D Chair Sell 43.8 -16,176 -0.11% $5.1M
Mar 1, 2025 Mar 4, 2025 Holt Michael CFO Neutral 82.5 +184 3.88% -
Sep 2, 2024 Mar 4, 2025 Wiersema Conan CAO & PAO Sell 82.5 +72 3.28% $8.2K
Feb 26, 2025 Feb 28, 2025 Mansueto Joseph D Chair Sell 48.8 -4,448 -0.03% $1.4M
Feb 24, 2025 Feb 26, 2025 Mansueto Joseph D Chair Sell 43.8 -17,670 -0.12% $5.7M
Feb 20, 2025 Feb 24, 2025 Mansueto Joseph D Chair Sell 46.3 -9,803 -0.06% $3.2M
Feb 18, 2025 Feb 20, 2025 Mansueto Joseph D Chair Sell 46.3 -14,188 -0.09% $4.6M
Feb 14, 2025 Feb 18, 2025 Mansueto Joseph D Chair Sell 48.8 -3,207 -0.02% $1.1M
Feb 12, 2025 Feb 14, 2025 Mansueto Joseph D Chair Sell 46.3 -9,772 -0.06% $3.2M
Feb 10, 2025 Feb 12, 2025 Mansueto Joseph D Chair Sell 51.3 -1,695 -0.01% $551.8K
Feb 6, 2025 Feb 10, 2025 Mansueto Joseph D Chair Sell 46.3 -9,341 -0.06% $3.1M
Feb 4, 2025 Feb 6, 2025 Mansueto Joseph D Chair Sell 46.3 -8,426 -0.06% $2.8M
Feb 3, 2025 Feb 4, 2025 Mansueto Joseph D Chair Sell 51.3 -1,716 -0.01% $562.7K
Jan 10, 2025 Holt Michael CFO Neutral 52.5 - 0.00% -
Dec 26, 2024 Dec 27, 2024 Kapoor Kunal CEO Neutral 45.0 -500 -0.37% -
Dec 13, 2024 Dec 16, 2024 DUBINSKY JASON CFO Sell 17.5 -3,223 -15.70% $1.1M
Dec 6, 2024 Dec 12, 2024 Mansueto Joseph D Chair Neutral 45.0 -37,125 -0.24% -
Dec 6, 2024 Dec 10, 2024 Mansueto Joseph D Chair Neutral 37.5 -118,508 -0.77% -
Nov 29, 2024 Dec 3, 2024 Mansueto Joseph D Chair Sell 53.8 -311 0.00% $110.4K
Nov 26, 2024 Nov 27, 2024 Mansueto Joseph D Chair Sell 43.8 -17,195 -0.11% $6.1M
Nov 22, 2024 Nov 26, 2024 Mansueto Joseph D Chair Sell 43.8 -18,124 -0.12% $6.3M
Nov 20, 2024 Nov 22, 2024 Mansueto Joseph D Chair Sell 46.3 -13,631 -0.09% $4.6M
Nov 18, 2024 Nov 20, 2024 Landis Gail S Director Neutral 27.5 -337 -5.82% -
Nov 18, 2024 Nov 20, 2024 Mansueto Joseph D Chair Sell 46.3 -9,337 -0.06% $3.1M
Nov 15, 2024 Nov 19, 2024 DUBINSKY JASON CFO Sell 22.5 -255 -1.23% $95K
Nov 15, 2024 Nov 19, 2024 Dunn Daniel Joseph Chief Revenue Officer Sell 22.5 -142 -1.07% $52.8K
Nov 15, 2024 Nov 19, 2024 Kapoor Kunal CEO Sell 30.0 -1,132 -0.84% $421.9K
Nov 15, 2024 Nov 19, 2024 Wiersema Conan CAO & PAO Neutral 52.5 - 0.00% -
Nov 14, 2024 Nov 18, 2024 Mansueto Joseph D Chair Sell 48.8 -3,002 -0.02% $1M
Nov 12, 2024 Nov 14, 2024 Mansueto Joseph D Chair Sell 46.3 -9,981 -0.06% $3.5M
Nov 8, 2024 Nov 12, 2024 Mansueto Joseph D Chair Sell 43.8 -16,284 -0.11% $5.7M
Nov 11, 2024 Nov 12, 2024 Kaplan Steven N Director Sell 38.8 -1,250 -2.94% $435.7K
Nov 6, 2024 Nov 8, 2024 Mansueto Joseph D Chair Sell 46.3 -10,349 -0.07% $3.5M
Nov 4, 2024 Nov 6, 2024 Mansueto Joseph D Chair Sell 43.8 -17,724 -0.12% $5.9M
Nov 1, 2024 Nov 4, 2024 Mansueto Joseph D Chair Sell 46.3 -9,062 -0.06% $3M
Oct 30, 2024 Oct 30, 2024 Lyons William M Director Sell 32.5 -750 -5.52% $248.9K
Sep 30, 2024 Sep 30, 2024 Lyons William M Director Sell 32.5 -750 -5.23% $237.4K
Sep 10, 2024 Sep 12, 2024 Mansueto Joseph D Chair Sell 53.8 -345 0.00% $105.6K
Sep 6, 2024 Sep 10, 2024 Mansueto Joseph D Chair Sell 46.3 -8,481 -0.05% $2.6M