Paydirt
MORN
Ticker

Morningstar, Inc.

MORN · Financial Services · Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe,…

Morningstar, Inc. (MORN), in the Financial Services sector, has 37 disclosed filings on Paydirt over the trailing twelve months from 1 member of Congress and 4 corporate insiders: 1 purchase and 36 sales. Filers took a median of 2 days from execution to disclosure, and the most recent trade was executed Aug 24 and filed Aug 24. The most active filer was Joseph D Mansueto with 67 filings.

Add to watchlist
Filings, ttm
37
1 buy · 36 sells
Traders, ttm
5
1 congress · 4 insiders
Volume, ttmiDollar value disclosed in the window
$72.5M
estimated for Congress, as filed for insiders
Median delay
2d
execution to disclosure
Last traded
Aug 24
Filed Aug 24
ADViAverage daily dollar volume
$96.3M
market data
Share price · 12M
$218 (-6.1%)
$235$188$141Sep 22 2025Mar 12Aug 28

Adjusted for splits and dividends.

Volume by month
$42.2M$21.1M$0Oct 2024Apr 2025Oct 2025Apr 2026Oct 2024 · sells $249KNov 2024 · sells $42.2MDec 2024 · sells $1.1MFeb 2025 · sells $25.8MMar 2025 · sells $12.9MMay 2025 · sells $29.5MAug 2025 · buys $8KAug 2025 · sells $25.6MSep 2025 · buys $33KSep 2025 · sells $8KNov 2025 · sells $20.6MDec 2025 · sells $131KFeb 2026 · sells $14.9MMar 2026 · buys $187KMar 2026 · sells $593KMay 2026 · sells $16.2MJun 2026 · sells $16KAug 2026 · sells $19.8M
Buys $227K Sells $209.6M

Estimated for Congress, as filed for insiders · by filing month · past 24 months

Who filed
JM Joseph D Mansueto Executive Chairman 67 filings AD April McClain Delaney Representative (Dependent) 5 filings WL William M Lyons Director 4 filings LM Lisa McClain Representative (Spouse) 2 filings MH Michael Holt Chief Financial Officer 2 filings JD Jason Dubinsky Chief Financial Officer 1 filing CT Caroline J Tsay Director 1 filing
Recent filings
Joseph D MansuetoSALE Executive Chairman $1.1M
5,213 sh across 4 lots
Exec Aug 24
Filed Aug 24 · 5:15 PM ET
Joseph D MansuetoSALE Executive Chairman $2.3M
10,782 sh across 5 lots
Exec Aug 20
Filed Aug 21 · 4:47 PM ET
Joseph D MansuetoSALE Executive Chairman $4.3M
20,546 sh across 10 lots
Exec Aug 17
Filed Aug 19 · 5:31 PM ET
Joseph D MansuetoSALE Executive Chairman $2.7M
13,167 sh across 4 lots
Exec Aug 13
Filed Aug 14 · 5:56 PM ET
Joseph D MansuetoSALE Executive Chairman $3.0M
15,157 sh across 4 lots
Exec Aug 10
Filed Aug 12 · 6:54 PM ET
Joseph D MansuetoSALE Executive Chairman $1.9M
9,356 sh across 5 lots
Exec Aug 6
Filed Aug 7 · 7:12 PM ET
Joseph D MansuetoSALE Executive Chairman $4.3M
21,590 sh across 9 lots
Exec Aug 3
Filed Aug 5 · 5:35 PM ET
William M LyonsSALE Director $199K
1,000 sh × $199.00
Exec Aug 3
Filed Aug 3 · 6:15 PM ET
April McClain DelaneySALE Representative (Dependent) $16K
2 lots · $2K–30K bracket
Exec May 4
Filed Jun 5
William M LyonsSALE Director $125K
700 sh × $179.00
Exec May 27
Filed May 27 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $1.4M
8,335 sh across 4 lots
Exec May 21
Filed May 22 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $3.4M
19,211 sh across 9 lots
Exec May 18
Filed May 20 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $2.3M
13,716 sh across 8 lots
Exec May 14
Filed May 15 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $3.3M
18,484 sh across 5 lots
Exec May 8
Filed May 12 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $3.3M
19,770 sh across 8 lots
Exec May 5
Filed May 7 · 5:30 PM ET
April McClain DelaneySALE Representative (Dependent) $24K
3 lots · $3K–45K bracket
Exec Apr 16
Filed May 6
Joseph D MansuetoSALE Executive Chairman $2.4M
13,840 sh across 6 lots
Exec May 1
Filed May 4 · 5:30 PM ET
April McClain DelaneySALE Representative (Dependent) $24K
3 lots · $3K–45K bracket
Exec Feb 6
Filed Mar 10
Michael HoltPURCHASE Chief Financial Officer $187K
1,000 sh × $186.59
Exec Mar 4
Filed Mar 4 · 4:54 PM ET
Joseph D MansuetoSALE Executive Chairman $569K
3,122 sh × $182.32
Exec Mar 2
Filed Mar 2 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $2.4M
13,393 sh across 5 lots
Exec Feb 26
Filed Feb 27 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $2.0M
12,606 sh across 7 lots
Exec Feb 24
Filed Feb 25 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $2.2M
13,746 sh across 3 lots
Exec Feb 19
Filed Feb 20 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $2.1M
13,247 sh across 6 lots
Exec Feb 17
Filed Feb 18 · 5:30 PM ET
Joseph D MansuetoSALE Executive Chairman $2.1M
13,323 sh across 6 lots
Exec Feb 12
Filed Feb 13 · 5:30 PM ET