Morningstar, Inc. (MORN) Congress Trades

Financial Services · Financial Data and Analytics $238.73 on Nov 2, 2026 Data as of Nov 3, 2026

Congress Trading in MORN

4 members of Congress have disclosed 15 trades in Morningstar, Inc. (MORN) since 2014: 2 purchases worth about $40.50K and 13 sales worth about $271.01K. The most active was April McClain Delaney, with 10 trades. The latest trade was made on May 6, 2026.

Trades
15
2 buys · 13 sells
Bought (est.)
$40.50K
Midpoints of the ranges
Sold (est.)
$271.01K
Net -$230.51K
Members Trading
4
2 bought · 4 sold
By Party
11 D · 4 R
Trades
Net Bought (est.)
-$230.51K
Purchases less sales
First Trade
Sep 19, 2014
Last Filed
Jun 5, 2026
Traded May 6, 2026

MORN vs S&P 500, with Congress Trades

MORN S&P 500 (SPY) Purchases Sales

MORN’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought MORN, a red one a day they sold; hover for who and how much.

All years, most trades first

4 Members Who Traded MORN

#MemberTradesBuysSells Bought (est.)Sold (est.)Net Buys vs SPY First TradedLast Traded
1 April McClain DelaneyD-MD 10 1 9 $32.50K $72.00K -$39.50K -33.3% Aug 2, 2025 May 6, 2026
2 Lisa C. McClainR-MI 2 1 1 $8.00K $8.00K $0.00 -33.4% Jul 22, 2025 Aug 4, 2025
3 Nancy PelosiD-CA 1 0 1 $0.00 $175.00K -$175.00K – May 8, 2020 May 8, 2020
4 James B. RenacciR-OH 2 0 2 $0.00 $16.00K -$16.00K – Sep 19, 2014 Sep 30, 2014
Newest filings first

All MORN Trades

OwnerTypeFiling
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KMay 4, 2026Jun 5, 202632d+42.4%+37.6%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KMay 6, 2026Jun 5, 202630d+42.4%+39.9%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KApr 17, 2026May 6, 202619d+29.5%+23.6%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KApr 30, 2026May 6, 20266d+41.5%+36.8%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KApr 16, 2026May 6, 202620d+32.2%+25.0%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KFeb 6, 2026Mar 10, 202632d+44.3%+35.4%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KFeb 19, 2026Mar 10, 202619d+47.5%+37.6%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KFeb 25, 2026Mar 10, 202613d+38.5%+30.0%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildSell (Partial)$1K–$15KJan 15, 2026Feb 2, 202618d+10.7%+2.1%PDF
Lisa C. McClainR-MIMORNMorningstar, Inc. - Common StockSpouseSell$1K–$15KAug 4, 2025Sep 12, 202539d-11.7%-30.9%PDF
April McClain DelaneyD-MDMORNMorningstar, Inc. - Common StockDependent ChildBuy$15K–$50KAug 2, 2025Sep 2, 202531d-12.4%-33.3%PDF
Lisa C. McClainR-MIMORNMorningstar, Inc. - Common StockSpouseBuy$1K–$15KJul 22, 2025Aug 13, 202522d-13.8%-33.4%PDF
Nancy PelosiD-CAMORNMorningstar, Inc.SpouseSell (Partial)$100K–$250KMay 8, 2020Jun 9, 202032d+66.8%-90.4%PDF
James B. RenacciR-OHMORNMORNINGSTAR INCORPORATEDSelfSell$1K–$15KSep 30, 2014Oct 3, 20143d+251.6%-30.2%PDF
James B. RenacciR-OHMORNMORNINGSTAR INCORPORATEDSelfSell$1K–$15KSep 19, 2014Oct 3, 201414d+249.3%-25.4%PDF
Showing 1–15 of 15 trades Filings: Clerk of the House

Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.

About Congress Trades in MORN

Which members of Congress trade MORN?

4 members of Congress have disclosed 15 trades in Morningstar, Inc. (MORN) since 2014: 2 purchases worth about $40.50K and 13 sales worth about $271.01K. The most active was April McClain Delaney, with 10 trades. The latest trade was made on May 6, 2026. Most active: April McClain Delaney (10), Lisa C. McClain (2), Nancy Pelosi (1), James B. Renacci (2).

Are members of Congress buying or selling MORN?

Since 2014 they have disclosed 2 purchases and 13 sales; by the midpoints of the disclosed ranges, about $40.50K bought and $271.01K sold, a net sale of $230.51K.

How are these trades disclosed?

Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded MORN on its price, against the S&P 500 over the same days.

More on Morningstar, Inc.

Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.