Morningstar, Inc. (MORN): insider trading, Congress trades & who owns it

Insider signal
38/100
Insider selling · 90 days
Insider buys
$187K
1 buyer · 12 months
Insider sales
$76.3M
4 sellers · 12 months
Funds holding
419
13F · Q2 2026
Congress trades
11
2 members · 2 years

It has been a mixed year for Morningstar, Inc. insiders: $187,000 bought by one person and $76.3 million sold by four, so more selling than buying overall.

Biggest single buyer: Holt Michael, CFO, with roughly $187,000. C-suite participation is part of the picture here.

Members of Congress reported 11 trades in MORN over the past two years (two members). On the institutional side, 419 funds reported holding MORN at the end of Q2 2026, and more funds sold than bought. Quarter by quarter: 7 quarters in a row of net selling by insiders. Insiders bought in 1 of the last 7 full quarters.

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Latest insider trades in MORN

FiledInsiderRoleTypeSharesPriceValueSource
Aug 24, 2026Mansueto Joseph DChairSell1,740$218.43$380KSEC
Aug 24, 2026Mansueto Joseph DChairSell226$221.12$50KSEC
Aug 24, 2026Mansueto Joseph DChairSell220$216.01$48KSEC
Aug 24, 2026Mansueto Joseph DChairSell1,181$217.26$257KSEC
Aug 24, 2026Mansueto Joseph DChairSell978$219.44$215KSEC
Aug 24, 2026Mansueto Joseph DChairSell1,314$220.42$290KSEC
Aug 21, 2026Mansueto Joseph DChairSell501$217.13$109KSEC
Aug 21, 2026Mansueto Joseph DChairSell3,827$216.70$829KSEC
Aug 21, 2026Mansueto Joseph DChairSell295$216.16$64KSEC
Aug 21, 2026Mansueto Joseph DChairSell1,938$215.18$417KSEC
Aug 21, 2026Mansueto Joseph DChairSell268$217.57$58KSEC
Aug 21, 2026Mansueto Joseph DChairSell3,157$212.87$672KSEC
Aug 21, 2026Mansueto Joseph DChairSell1,359$214.17$291KSEC
Aug 19, 2026Mansueto Joseph DChairSell114$208.21$24KSEC
Aug 19, 2026Mansueto Joseph DChairSell680$210.24$143KSEC

Congress trades in MORN Free

FiledMemberTypeAmountSource
Jun 5, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
Jun 5, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
May 6, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
May 6, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
Mar 10, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
Mar 10, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
Mar 10, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing
Feb 2, 2026April McClain Delaney DSale (partial)$1,001 - $15,000Official filing

Questions about MORN

Are insiders buying or selling MORN stock?

In the last 12 months Morningstar, Inc. insiders made open-market purchases worth about $187,000 and sales worth about $76.3 million. Data comes from SEC Form 4 filings, updated every 30 minutes on CapitalSnitch.

When was the last insider trade in MORN?

The most recent open-market insider trade in MORN was filed on 2026-08-24.

How many institutions own MORN?

419 investment managers reported holding MORN in SEC Form 13F filings for Q2 2026.

Has any member of Congress traded MORN?

Yes. Members of Congress reported 11 trades in MORN over the past two years. The full list is free on CapitalSnitch.

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Public-record data for research and education, not investment advice. Insider sales are often pre-planned (10b5-1). Congress data: Data derived from public disclosures filed under the Ethics in Government Act and the STOCK Act, republished free for public transparency and news reporting. Disclosures may lag the trade by 45 days or more and show amounts only as ranges. This data may not be used for credit rating, loan underwriting, solicitation of money (political, charitable or other), direct-mail or commercial targeting (5 U.S.C. 13107).