LYTIR

Company · MORN

Morningstar, Inc.

Nasdaq's symbol directory lists MORN on Nasdaq as “Morningstar, Inc. - Common Stock”.

In the 12 months to Nov 8, 2026: insiders sold on 21 occasions ($27.6M); 1 planned-sale notice; 4 filings by holders of 5% or more; 9 congressional trade disclosures; 3 company reports (Form 8-K, since May 26, 2026).

All insider filings at the SEC · Appeared in No. 40, No. 39

Insider purchases and sales, by month (last 12 months)Insider purchases: $0 in total; Insider sales: $27.6M in total.Aug: Insider sales $20.7MNov: Insider sales $6.9MDecJanFebMarAprMayJunJulAugSepOctNov
Insider purchases above the line: $0Insider sales below: $27.6M
Dollar value of open-market purchases and sales reported on SEC Form 4, by the month traded. Sales include pre-arranged 10b5-1 plan sales.

Insider trades · SEC Form 4

Those inside the hall

Open-market purchases and sales only. Legs one person filed for one day are combined.

Who traded

  1. Mansueto Joseph D, Executive Chairman sold on 20 days all under a 10b5-1 plan latest Nov 5, 2026 sold $27.4M
  2. Lyons William M sold on 1 day latest Aug 3, 2026 sold $199K
Every trade (21)
  1. SELLMansueto Joseph D, Executive Chairman sold Nov 5, 2026 7,250 shares 5 legs combined 10b5-1 plan (scheduled) filing $1.8M
  2. SELLMansueto Joseph D, Executive Chairman sold Nov 4, 2026 7,250 shares 5 legs combined 10b5-1 plan (scheduled) filing $1.8M
  3. SELLMansueto Joseph D, Executive Chairman sold Nov 3, 2026 6,904 shares 4 legs combined 10b5-1 plan (scheduled) filing $1.7M
  4. SELLMansueto Joseph D, Executive Chairman sold Nov 2, 2026 7,250 shares 12 legs combined 10b5-1 plan (scheduled) filing $1.7M
  5. SELLMansueto Joseph D, Executive Chairman sold Aug 24, 2026 5,659 shares 6 legs combined 10b5-1 plan (scheduled) filing $1.2M
  6. SELLMansueto Joseph D, Executive Chairman sold Aug 21, 2026 4,095 shares 2 legs combined 10b5-1 plan (scheduled) filing $888K
  7. SELLMansueto Joseph D, Executive Chairman sold Aug 20, 2026 7,250 shares 5 legs combined 10b5-1 plan (scheduled) filing $1.6M
  8. SELLMansueto Joseph D, Executive Chairman sold Aug 19, 2026 6,594 shares 7 legs combined 10b5-1 plan (scheduled) filing $1.4M
  9. SELLMansueto Joseph D, Executive Chairman sold Aug 18, 2026 7,906 shares 6 legs combined 10b5-1 plan (scheduled) filing $1.7M
  10. SELLMansueto Joseph D, Executive Chairman sold Aug 17, 2026 7,250 shares 2 legs combined 10b5-1 plan (scheduled) filing $1.5M
  11. SELLMansueto Joseph D, Executive Chairman sold Aug 14, 2026 7,250 shares 4 legs combined 10b5-1 plan (scheduled) filing $1.5M
  12. SELLMansueto Joseph D, Executive Chairman sold Aug 13, 2026 7,250 shares 8 legs combined 10b5-1 plan (scheduled) filing $1.4M
  13. SELLMansueto Joseph D, Executive Chairman sold Aug 12, 2026 7,250 shares 4 legs combined 10b5-1 plan (scheduled) filing $1.4M
  14. SELLMansueto Joseph D, Executive Chairman sold Aug 11, 2026 974 shares 10b5-1 plan (scheduled) filing $195K
  15. SELLMansueto Joseph D, Executive Chairman sold Aug 10, 2026 7,250 shares 10b5-1 plan (scheduled) filing $1.5M
  16. SELLMansueto Joseph D, Executive Chairman sold Aug 7, 2026 7,250 shares 5 legs combined 10b5-1 plan (scheduled) filing $1.4M
  17. SELLMansueto Joseph D, Executive Chairman sold Aug 6, 2026 2,272 shares 10b5-1 plan (scheduled) filing $451K
  18. SELLMansueto Joseph D, Executive Chairman sold Aug 5, 2026 7,250 shares 4 legs combined 10b5-1 plan (scheduled) filing $1.5M
  19. SELLMansueto Joseph D, Executive Chairman sold Aug 4, 2026 7,250 shares 4 legs combined 10b5-1 plan (scheduled) filing $1.4M
  20. SELLMansueto Joseph D, Executive Chairman sold Aug 3, 2026 7,250 shares 5 legs combined 10b5-1 plan (scheduled) filing $1.4M
  21. SELLLyons William M sold Aug 3, 2026 1,000 shares filing $199K

Planned sales · SEC Form 144

Notice given

A Form 144 is filed before an insider sells restricted stock. It states an intent; the sale, if it happens, appears later on a Form 4. Every recent notice

  1. Mansueto Joseph D filed Nov 2, 2026 Officer 100,000 shares planned sale date 11/02/2026 filing $23.3M

Large holders · SEC Schedules 13D and 13G

Five percent and over

Anyone who comes to hold more than 5% of a company's voting shares must tell the SEC. A Schedule 13D is filed by a holder who may seek to influence the company; a 13G by one who states it is a passive investor. An amendment updates an earlier filing, and a stake reported as 0% means the holder says it has sold all, or nearly all, of its shares. Every recent 13D and 13G

  1. BlackRock, Inc. filed Oct 27, 2026 Schedule 13G/A passive 1,821,367 shares filing 4.9%
  2. BAMCO INC /NY/ filed Aug 14, 2026 Schedule 13G passive 3,499,146 shares filing 9.2%
  3. Joseph D. Mansueto filed Aug 5, 2026 Schedule 13G/A passive 14,709,759 shares filing 39.2%
  4. Daniel Mansueto filed Aug 3, 2026 Schedule 13G/A passive 3,752,046 shares filing 10%

Congress · STOCK Act

The Althing

Periodic transaction reports. Amounts are the ranges members report; the trade date is when it happened, the report can come up to 45 days later.

  1. April McClain Delaney (D-MD06): Sale May 6, 2026 reported Jun 5, 2026 one of 53 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  2. April McClain Delaney (D-MD06): Sale May 4, 2026 reported Jun 5, 2026 one of 53 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  3. April McClain Delaney (D-MD06): Sale Apr 30, 2026 reported May 6, 2026 one of 24 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  4. April McClain Delaney (D-MD06): Sale Apr 17, 2026 reported May 6, 2026 one of 24 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  5. April McClain Delaney (D-MD06): Sale Apr 16, 2026 reported May 6, 2026 one of 24 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  6. April McClain Delaney (D-MD06): Sale Feb 25, 2026 reported Mar 10, 2026 one of 45 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  7. April McClain Delaney (D-MD06): Sale Feb 19, 2026 reported Mar 10, 2026 one of 45 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  8. April McClain Delaney (D-MD06): Sale Feb 6, 2026 reported Mar 10, 2026 one of 45 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000
  9. April McClain Delaney (D-MD06): Sale Jan 15, 2026 reported Feb 2, 2026 one of 15 trades the member reported that day House Stocks (including ADRs) owner: dependent $1,001 - $15,000

Company reports · SEC Form 8-K

In its own words

Current reports the company filed with the SEC; most items are due within four business days of the event. Each line lists the report's items by the SEC's own titles; the filing says what happened. Reports collected since May 26, 2026; every 8-K at the SEC.

  1. Results of operations and financial condition; Regulation FD disclosure filing Oct 28, 2026
  2. Regulation FD disclosure filing Sep 25, 2026
  3. Other events filing Sep 18, 2026

Sources: SEC EDGAR (Forms 4, 144 and 8-K) and STOCK Act periodic transaction reports. Filings can be late, amended or wrong at the source; see methodology.