Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Morningstar, Inc. (MORN) since 2015 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Morningstar, Inc.. (See page 1 of this report.) Table 2 shows the detailed insider transactions. This company's CIK number is 1289419.
Total stock buying since 2015: $74,456.
Total stock sales since 2015: $1,777,129,715.
Total stock option exercises since 2015: $723,560.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2025 | 0 | $0 | 322,346 | $95,050,800 | 8,539 | $0 |
| 2024 | 0 | $0 | 576,739 | $178,540,894 | 11,140 | $0 |
| 2023 | 0 | $0 | 729,026 | $164,794,675 | 18,093 | $0 |
| 2022 | 0 | $0 | 1,113,643 | $283,645,154 | 17,655 | $0 |
| 2021 | 0 | $0 | 1,527,881 | $407,724,212 | 15,756 | $0 |
| 2020 | 0 | $0 | 1,630,579 | $263,354,614 | 28,675 | $533,620 |
| 2019 | 0 | $0 | 1,655,774 | $235,027,295 | 2,316 | $132,660 |
| 2018 | 625 | $74,456 | 1,130,606 | $140,130,425 | 1,000 | $57,280 |
| 2017 | 0 | $0 | 29,500 | $2,570,111 | 0 | $0 |
| 2016 | 0 | $0 | 26,286 | $2,141,047 | 0 | $0 |
| 2015 | 0 | $0 | 52,462 | $4,150,488 | 0 | $0 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2018-12-07 | Mansueto Joseph D (Executive Chairman) | Sale | 9,255 | 115.83 | 1,072,052 |
| 2018-12-06 | Mansueto Joseph D (Executive Chairman) | Sale | 8,396 | 116.99 | 982,231 |
| 2018-12-04 | Mansueto Joseph D (Executive Chairman) | Sale | 1,900 | 118.14 | 224,475 |
| 2018-12-03 | Mansueto Joseph D (Executive Chairman) | Sale | 10,262 | 118.61 | 1,217,165 |
| 2018-11-30 | Mansueto Joseph D (Executive Chairman) | Sale | 6,705 | 119.13 | 798,780 |
| 2018-11-29 | Mansueto Joseph D (Executive Chairman) | Sale | 9,808 | 119.30 | 1,170,114 |
| 2018-11-28 | Mansueto Joseph D (Executive Chairman) | Sale | 10,875 | 116.81 | 1,270,297 |
| 2018-11-27 | Mansueto Joseph D (Executive Chairman) | Sale | 8,636 | 115.67 | 998,969 |
| 2018-11-26 | Mansueto Joseph D (Executive Chairman) | Sale | 7,507 | 115.79 | 869,213 |
| 2018-11-23 | Mansueto Joseph D (Executive Chairman) | Sale | 4,720 | 115.29 | 544,164 |
| 2018-11-21 | Mansueto Joseph D (Executive Chairman) | Sale | 7,025 | 116.24 | 816,614 |
| 2018-11-20 | Mansueto Joseph D (Executive Chairman) | Sale | 256 | 117.19 | 30,001 |
| 2018-11-19 | Mansueto Joseph D (Executive Chairman) | Sale | 425 | 120.51 | 51,216 |
| 2018-11-16 | Mansueto Joseph D (Executive Chairman) | Sale | 7,863 | 121.82 | 957,870 |
| 2018-11-15 | Lyons William M (Director) | Buy | 625 | 119.13 | 74,456 |
| 2018-11-15 | Mansueto Joseph D (Executive Chairman) | Sale | 8,646 | 121.38 | 1,049,442 |
| 2018-11-14 | Mansueto Joseph D (Executive Chairman) | Sale | 5,406 | 122.14 | 660,283 |
| 2018-11-13 | Mansueto Joseph D (Executive Chairman) | Sale | 2,377 | 123.35 | 293,212 |
| 2018-11-12 | Mansueto Joseph D (Executive Chairman) | Sale | 6,573 | 124.36 | 817,391 |
| 2018-11-09 | Mansueto Joseph D (Executive Chairman) | Sale | 13,408 | 125.19 | 1,678,547 |
| 2018-11-08 | Mansueto Joseph D (Executive Chairman) | Sale | 5,830 | 125.86 | 733,740 |
| 2018-11-07 | Mansueto Joseph D (Executive Chairman) | Sale | 8,003 | 125.54 | 1,004,688 |
| 2018-11-06 | Mansueto Joseph D (Executive Chairman) | Sale | 9,994 | 124.19 | 1,241,194 |
| 2018-11-05 | Mansueto Joseph D (Executive Chairman) | Sale | 8,621 | 124.33 | 1,071,840 |
| 2018-11-02 | Mansueto Joseph D (Executive Chairman) | Sale | 8,508 | 125.36 | 1,066,537 |
| 2018-11-01 | Mansueto Joseph D (Executive Chairman) | Sale | 9,484 | 124.81 | 1,183,650 |
| 2018-10-29 | Landis Gail S (Director) | Sale | 2,000 | 129.75 | 259,500 |
| 2018-10-15 | Lyons William M (Director) | Sale | 625 | 111.38 | 69,612 |
| 2018-10-09 | Mansueto Joseph D (Executive Chairman) | Sale | 7,091 | 115.96 | 822,258 |
| 2018-10-08 | Mansueto Joseph D (Executive Chairman) | Sale | 2,297 | 117.09 | 268,955 |
| 2018-10-05 | Mansueto Joseph D (Executive Chairman) | Sale | 3,502 | 118.60 | 415,330 |
| 2018-10-04 | Mansueto Joseph D (Executive Chairman) | Sale | 212 | 121.07 | 25,666 |
| 2018-10-03 | Mansueto Joseph D (Executive Chairman) | Sale | 13,268 | 122.43 | 1,624,414 |
| 2018-10-02 | Mansueto Joseph D (Executive Chairman) | Sale | 340 | 124.91 | 42,470 |
| 2018-10-01 | Mansueto Joseph D (Executive Chairman) | Sale | 8,407 | 125.70 | 1,056,785 |
| 2018-09-28 | Mansueto Joseph D (Executive Chairman) | Sale | 9,938 | 126.56 | 1,257,783 |
| 2018-09-27 | Mansueto Joseph D (Executive Chairman) | Sale | 7,686 | 126.85 | 974,976 |
| 2018-09-26 | Mansueto Joseph D (Executive Chairman) | Sale | 6,862 | 128.18 | 879,584 |
| 2018-09-25 | Mansueto Joseph D (Executive Chairman) | Sale | 2,341 | 130.97 | 306,600 |
| 2018-09-24 | Mansueto Joseph D (Executive Chairman) | Sale | 11,412 | 131.75 | 1,503,519 |
| 2018-09-21 | Mansueto Joseph D (Executive Chairman) | Sale | 9,483 | 131.47 | 1,246,739 |
| 2018-09-20 | Mansueto Joseph D (Executive Chairman) | Sale | 8,093 | 131.34 | 1,062,966 |
| 2018-09-19 | Mansueto Joseph D (Executive Chairman) | Sale | 7,803 | 131.68 | 1,027,530 |
| 2018-09-18 | Mansueto Joseph D (Executive Chairman) | Sale | 11,347 | 132.12 | 1,499,176 |
| 2018-09-17 | Lyons William M (Director) | Sale | 625 | 137.84 | 86,150 |
| 2018-09-17 | Mansueto Joseph D (Executive Chairman) | Sale | 100 | 137.84 | 13,784 |
| 2018-09-14 | Mansueto Joseph D (Executive Chairman) | Sale | 8,686 | 138.31 | 1,201,334 |
| 2018-09-13 | Mansueto Joseph D (Executive Chairman) | Sale | 6,539 | 137.54 | 899,387 |
| 2018-09-12 | Mansueto Joseph D (Executive Chairman) | Sale | 5,705 | 137.63 | 785,173 |
| 2018-09-11 | Mansueto Joseph D (Executive Chairman) | Sale | 3,509 | 138.76 | 486,926 |
| 2018-09-10 | Mansueto Joseph D (Executive Chairman) | Sale | 10,108 | 139.86 | 1,413,704 |
| 2018-09-07 | Mansueto Joseph D (Executive Chairman) | Sale | 4,178 | 142.15 | 593,885 |
| 2018-09-06 | Mansueto Joseph D (Executive Chairman) | Sale | 8,049 | 141.84 | 1,141,710 |
| 2018-09-05 | Mansueto Joseph D (Executive Chairman) | Sale | 5,988 | 141.74 | 848,757 |
| 2018-09-04 | Mansueto Joseph D (Executive Chairman) | Sale | 9,932 | 142.25 | 1,412,836 |
| 2018-08-31 | Mansueto Joseph D (Executive Chairman) | Sale | 16,060 | 140.29 | 2,253,137 |
| 2018-08-30 | Mansueto Joseph D (Executive Chairman) | Sale | 6,266 | 138.96 | 870,729 |
| 2018-08-29 | Mansueto Joseph D (Executive Chairman) | Sale | 7,900 | 139.79 | 1,104,317 |
| 2018-08-28 | Mansueto Joseph D (Executive Chairman) | Sale | 9,023 | 139.24 | 1,256,371 |
| 2018-08-27 | Mansueto Joseph D (Executive Chairman) | Sale | 8,607 | 137.94 | 1,187,215 |
| 2018-08-24 | Mansueto Joseph D (Executive Chairman) | Sale | 11,134 | 137.31 | 1,528,842 |
| 2018-08-23 | Mansueto Joseph D (Executive Chairman) | Sale | 11,232 | 137.27 | 1,541,850 |
| 2018-08-22 | Mansueto Joseph D (Executive Chairman) | Sale | 9,039 | 137.31 | 1,241,127 |
| 2018-08-21 | Mansueto Joseph D (Executive Chairman) | Sale | 9,045 | 137.32 | 1,242,041 |
| 2018-08-20 | Mansueto Joseph D (Executive Chairman) | Sale | 9,393 | 136.96 | 1,286,418 |
| 2018-08-17 | Mansueto Joseph D (Executive Chairman) | Sale | 12,124 | 136.13 | 1,650,403 |
| 2018-08-16 | Mansueto Joseph D (Executive Chairman) | Sale | 12,660 | 135.28 | 1,712,682 |
| 2018-08-15 | Lyons William M (Director) | Sale | 1,250 | 133.54 | 166,924 |
| 2018-08-15 | Mansueto Joseph D (Executive Chairman) | Sale | 8,914 | 134.13 | 1,195,625 |
| 2018-08-14 | Mansueto Joseph D (Executive Chairman) | Sale | 11,093 | 133.67 | 1,482,812 |
| 2018-08-13 | Mansueto Joseph D (Executive Chairman) | Sale | 9,793 | 132.72 | 1,299,756 |
| 2018-08-10 | Mansueto Joseph D (Executive Chairman) | Sale | 5,411 | 133.51 | 722,400 |
| 2018-08-09 | Mansueto Joseph D (Executive Chairman) | Sale | 10,920 | 134.78 | 1,471,852 |
| 2018-08-08 | Mansueto Joseph D (Executive Chairman) | Sale | 12,834 | 133.41 | 1,712,248 |
| 2018-08-07 | Mansueto Joseph D (Executive Chairman) | Sale | 10,650 | 132.57 | 1,411,870 |
| 2018-08-06 | Mansueto Joseph D (Executive Chairman) | Sale | 11,233 | 131.07 | 1,472,286 |
| 2018-08-03 | Mansueto Joseph D (Executive Chairman) | Sale | 6,431 | 130.91 | 841,888 |
| 2018-08-02 | Mansueto Joseph D (Executive Chairman) | Sale | 8,852 | 131.23 | 1,161,647 |
| 2018-08-01 | Mansueto Joseph D (Executive Chairman) | Sale | 8,510 | 131.85 | 1,122,060 |
| 2018-07-30 | Desmond Bevin (Head of Talent and Culture) | Sale | 1,000 | 133.32 | 133,322 |
| 2018-07-30 | Desmond Bevin (Head of Talent and Culture) | Option Ex | 1,000 | 57.28 | 57,280 |
| 2018-06-19 | Mansueto Joseph D (Executive Chairman) | Sale | 15,195 | 130.38 | 1,981,108 |
| 2018-06-18 | Mansueto Joseph D (Executive Chairman) | Sale | 7,436 | 130.04 | 967,014 |
| 2018-06-15 | Mansueto Joseph D (Executive Chairman) | Sale | 14,918 | 131.46 | 1,961,045 |
| 2018-06-14 | Mansueto Joseph D (Executive Chairman) | Sale | 16,469 | 132.56 | 2,183,114 |
| 2018-06-13 | Mansueto Joseph D (Executive Chairman) | Sale | 16,600 | 132.88 | 2,205,841 |
| 2018-06-12 | Mansueto Joseph D (Executive Chairman) | Sale | 15,039 | 130.56 | 1,963,551 |
| 2018-06-11 | Mansueto Joseph D (Executive Chairman) | Sale | 11,373 | 128.89 | 1,465,888 |
| 2018-06-08 | Mansueto Joseph D (Executive Chairman) | Sale | 9,889 | 127.61 | 1,261,945 |
| 2018-06-07 | Mansueto Joseph D (Executive Chairman) | Sale | 12,402 | 126.09 | 1,563,780 |
| 2018-06-06 | Mansueto Joseph D (Executive Chairman) | Sale | 13,501 | 124.78 | 1,684,654 |
| 2018-06-05 | Mansueto Joseph D (Executive Chairman) | Sale | 14,127 | 124.09 | 1,752,962 |
| 2018-06-04 | Mansueto Joseph D (Executive Chairman) | Sale | 12,037 | 122.74 | 1,477,445 |
| 2018-06-01 | Mansueto Joseph D (Executive Chairman) | Sale | 11,776 | 120.74 | 1,421,787 |
| 2018-05-31 | Mansueto Joseph D (Executive Chairman) | Sale | 8,621 | 120.31 | 1,037,218 |
| 2018-05-30 | Mansueto Joseph D (Executive Chairman) | Sale | 10,468 | 119.77 | 1,253,741 |
| 2018-05-29 | Mansueto Joseph D (Executive Chairman) | Sale | 11,857 | 117.71 | 1,395,687 |
| 2018-05-25 | Mansueto Joseph D (Executive Chairman) | Sale | 7,500 | 117.39 | 880,462 |
| 2018-05-24 | Mansueto Joseph D (Executive Chairman) | Sale | 12,462 | 117.55 | 1,464,895 |
| 2018-05-23 | Mansueto Joseph D (Executive Chairman) | Sale | 13,505 | 116.21 | 1,569,389 |
| 2018-05-22 | Mansueto Joseph D (Executive Chairman) | Sale | 12,200 | 115.73 | 1,411,967 |
| 2018-05-21 | Mansueto Joseph D (Executive Chairman) | Sale | 11,153 | 115.66 | 1,289,967 |
| 2018-05-18 | Mansueto Joseph D (Executive Chairman) | Sale | 13,111 | 114.62 | 1,502,730 |
| 2018-05-17 | Mansueto Joseph D (Executive Chairman) | Sale | 9,789 | 114.67 | 1,122,494 |
| 2018-05-16 | Mansueto Joseph D (Executive Chairman) | Sale | 10,610 | 113.86 | 1,208,001 |
| 2018-05-15 | Mansueto Joseph D (Executive Chairman) | Sale | 8,734 | 112.55 | 983,037 |
| 2018-05-14 | Mansueto Joseph D (Executive Chairman) | Sale | 9,800 | 112.08 | 1,098,335 |
| 2018-05-11 | Mansueto Joseph D (Executive Chairman) | Sale | 7,862 | 111.50 | 876,597 |
| 2018-05-10 | Mansueto Joseph D (Executive Chairman) | Sale | 11,117 | 111.37 | 1,238,144 |
| 2018-05-09 | Mansueto Joseph D (Executive Chairman) | Sale | 8,846 | 110.08 | 973,794 |
| 2018-05-08 | Mansueto Joseph D (Executive Chairman) | Sale | 11,792 | 109.31 | 1,288,971 |
| 2018-05-07 | Mansueto Joseph D (Executive Chairman) | Sale | 10,279 | 108.24 | 1,112,598 |
| 2018-05-04 | Mansueto Joseph D (Executive Chairman) | Sale | 12,565 | 107.55 | 1,351,403 |
| 2018-05-03 | Mansueto Joseph D (Executive Chairman) | Sale | 8,344 | 107.36 | 895,803 |
| 2018-05-02 | Mansueto Joseph D (Executive Chairman) | Sale | 6,409 | 108.91 | 697,972 |
| 2018-05-01 | Mansueto Joseph D (Executive Chairman) | Sale | 12,214 | 108.68 | 1,327,417 |
| 2018-02-23 | Landis Gail S (Director) | Sale | 1,531 | 95.46 | 146,149 |
| 2017-12-21 | Kaplan Steven N (Director) | Sale | 2,500 | 96.91 | 242,275 |
| 2017-11-21 | Kaplan Steven N (Director) | Sale | 2,500 | 91.38 | 228,437 |
| 2017-10-30 | Noonan Jack (Director) | Sale | 20,000 | 85.94 | 1,718,700 |
| 2017-10-26 | Landis Gail S (Director) | Sale | 500 | 87.00 | 43,500 |
| 2017-10-25 | Kaplan Steven N (Director) | Sale | 2,500 | 84.84 | 212,094 |
| 2017-09-27 | Landis Gail S (Director) | Sale | 500 | 85.00 | 42,500 |
| 2017-07-28 | Rothschild Tricia (Chief Product Officer) | Sale | 500 | 82.21 | 41,105 |
| 2017-07-26 | Landis Gail S (Director) | Sale | 500 | 83.00 | 41,500 |
| 2016-12-27 | Kaplan Steven N (Director) | Sale | 2,000 | 74.09 | 148,172 |
| 2016-11-28 | Kaplan Steven N (Director) | Sale | 2,000 | 73.34 | 146,672 |
| 2016-10-27 | Kaplan Steven N (Director) | Sale | 2,000 | 70.64 | 141,278 |
| 2016-05-15 | Desmond Bevin (Head of Global Markets & HR) | Sale | 114 | 81.99 | 9,346 |
| 2016-05-10 | Desmond Bevin (Head of Global Markets & HR) | Sale | 2,000 | 82.88 | 165,762 |
| 2016-05-03 | Desmond Bevin (Head of Global Markets & HR) | Sale | 2,000 | 82.88 | 165,752 |
| 2016-04-28 | Sturm Paul W (Director) | Sale | 2,542 | 84.15 | 213,906 |
| 2016-04-27 | Sturm Paul W (Director) | Sale | 5,000 | 84.22 | 421,115 |
| 2016-04-26 | Landis Gail S (Director) | Sale | 782 | 83.88 | 65,594 |
| 2016-04-26 | Sturm Paul W (Director) | Sale | 2,458 | 84.14 | 206,808 |
| 2016-04-26 | Desmond Bevin (Head of Global Markets & HR) | Sale | 2,000 | 83.86 | 167,712 |
| 2016-03-29 | Landis Gail S (Director) | Sale | 390 | 87.00 | 33,930 |
| 2016-03-21 | Williams David W (Head of Design) | Sale | 3,000 | 85.00 | 255,000 |
| 2015-10-26 | Landis Gail S (Director) | Sale | 300 | 82.00 | 24,600 |
| 2015-08-24 | Desmond Bevin (Head of Global Markets & HR) | Sale | 5,000 | 78.20 | 391,015 |
| 2015-08-17 | Desmond Bevin (Head of Global Markets & HR) | Sale | 5,000 | 84.22 | 421,075 |
| 2015-08-10 | Desmond Bevin (Head of Global Markets & HR) | Sale | 5,000 | 85.33 | 426,635 |
| 2015-08-03 | Desmond Bevin (Head of Global Markets & HR) | Sale | 5,000 | 84.38 | 421,920 |
| 2015-07-27 | Desmond Bevin (Head of Global Markets & HR) | Sale | 5,000 | 84.14 | 420,705 |
| 2015-06-03 | Landis Gail S (Director) | Sale | 300 | 78.90 | 23,670 |
| 2015-05-18 | Phillips Donald James Ii (Director) | Sale | 862 | 77.06 | 66,422 |
| 2015-05-11 | Phillips Donald James Ii (Director) | Sale | 2,000 | 75.19 | 150,374 |
| 2015-05-04 | Phillips Donald James Ii (Director) | Sale | 2,000 | 76.35 | 152,698 |
| 2015-04-27 | Phillips Donald James Ii (Director) | Sale | 2,000 | 75.83 | 151,664 |
| 2015-04-20 | Phillips Donald James Ii (Director) | Sale | 2,000 | 73.23 | 146,464 |
| 2015-04-13 | Phillips Donald James Ii (Director) | Sale | 2,000 | 73.79 | 147,580 |
| 2015-04-06 | Phillips Donald James Ii (Director) | Sale | 2,000 | 74.36 | 148,728 |
| 2015-03-30 | Phillips Donald James Ii (Director) | Sale | 2,000 | 75.62 | 151,246 |
| 2015-03-23 | Phillips Donald James Ii (Director) | Sale | 2,000 | 75.04 | 150,086 |
| 2015-03-16 | Phillips Donald James Ii (Director) | Sale | 2,000 | 74.64 | 149,290 |
| 2015-03-09 | Phillips Donald James Ii (Director) | Sale | 2,000 | 73.88 | 147,754 |
| 2015-03-02 | Phillips Donald James Ii (Director) | Sale | 2,000 | 74.89 | 149,770 |
| 2015-02-23 | Phillips Donald James Ii (Director) | Sale | 2,000 | 76.91 | 153,824 |
| 2015-02-17 | Phillips Donald James Ii (Director) | Sale | 2,000 | 77.48 | 154,968 |
Insider trading activities including stock purchases, stock sales, and option exercises of MORN listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Morningstar, Inc. (symbol MORN, CIK number 1289419) see the Securities and Exchange Commission (SEC) website.