Morningstar MORN Insider Ownership

Updated Nov 5, 2026

In the last 12 months, insiders at Morningstar made open-market purchases of $186,590 (1K shares) and open-market sales of $78.34 million (409.81K shares).

• Morningstar's open-market purchases in the past 12 months came from one insider, and its sales from 4 insiders.
• Among MORN insiders, Michael Holt (Chief Financial Officer) bought the most stock on the open market in the past 12 months: $186,590 (1K shares), most recently on March 4, 2026.
• Meanwhile, the largest open-market sales of MORN in the past 12 months were by Joseph D. Mansueto (Executive Chairman), totaling $77.84 million (407.24K shares), most recently on November 4, 2026.
• Away from the open market, MORN insiders received 13 shares in stock awards, acquired 4.73K shares through option exercises and conversions, gave up 4.97K shares to cover taxes or exercise prices and gave away 33.08K shares as gifts over the last 12 months.
• Per Business Quant, MORN insiders together hold 17.88Mn shares based on their latest Form 4 filings, or 47.82% of the 37.4Mn shares outstanding.
• Of the 17.88Mn shares held by Morningstar insiders, 8.87Mn shares (49.58%) are held directly and 9.02Mn shares (50.42%) indirectly, through trusts, partnerships, family members and other entities.
• MORN's insider total is spread across 12 insiders who have filed a Form 4 in the past two years.
• Morningstar's top three insider holders by shares held are Joseph D. Mansueto (Executive Chairman, 14.34Mn shares), Daniel Mansueto (10% owner, 3.27Mn shares) and Kunal Kapoor (CEO, 151.28K shares).
• Joseph D. Mansueto holds 80.21% of the combined insider position in Morningstar.
• A total of 57 Form 4 filings with transactions in Morningstar stock were made over the past 12 months, by 14 insiders.
• The insider holdings and trades above for Morningstar reflect Form 4 filings through November 4, 2026.