What Morningstar, Inc.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 1 |
| Sells | 66 | 259 |
| Total trades | 70 | 293 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 0 | 5,746 |
| Disposed | 483,352 | 817,582 |
| Net activity | −483,352 | −811,836 |
Common stock only — 15 reported trades in the last 12 months are in a security these totals do not cover.
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Holt Michael | Chief Financial Officer | Sep 01 | Withheld — tax / exercise cost · F | −54 | $218.94 | −$11.8K | 12,272 |
| Wiersema Conan | CAO & PAO | Sep 01 | Withheld — tax / exercise cost · F | −29 | $218.94 | −$6.35K | 3,068 |
| Mansueto Daniel | 10% owner | Aug 24 | Other Transaction · J | −376,969 | — | — | 3,483,827 |
| Mansueto Joseph D | Executive Chairman | Aug 24 | Open-market sale · S | −226 | $221.12 | −$50K | 7,938,192 |
| Mansueto Joseph D | Executive Chairman | Aug 24 | Open-market sale · S | −1,314 | $220.42 | −$290K | 7,938,418 |
| Mansueto Joseph D | Executive Chairman | Aug 24 | Open-market sale · S | −978 | $219.44 | −$215K | 7,939,732 |
| Mansueto Joseph D | Executive Chairman | Aug 24 | Open-market sale · S | −1,740 | $218.43 | −$380K | 7,940,710 |
| Mansueto Joseph D | Executive Chairman | Aug 24 | Open-market sale · S | −1,181 | $217.26 | −$257K | 7,942,450 |
| Mansueto Joseph D | Executive Chairman | Aug 24 | Open-market sale · S | −220 | $216.01 | −$47.5K | 7,943,631 |
| Mansueto Joseph D | Executive Chairman | Aug 21 | Open-market sale · S | −268 | $217.57 | −$58.3K | 7,943,851 |
| Mansueto Joseph D | Executive Chairman | Aug 21 | Open-market sale · S | −3,827 | $216.70 | −$829K | 7,944,119 |
| Mansueto Joseph D | Executive Chairman | Aug 20 | Open-market sale · S | −501 | $217.13 | −$109K | 7,947,946 |
| Mansueto Joseph D | Executive Chairman | Aug 20 | Open-market sale · S | −295 | $216.16 | −$63.8K | 7,948,447 |
| Mansueto Joseph D | Executive Chairman | Aug 20 | Open-market sale · S | −1,938 | $215.18 | −$417K | 7,948,742 |
| Mansueto Joseph D | Executive Chairman | Aug 20 | Open-market sale · S | −1,359 | $214.17 | −$291K | 7,950,680 |
| Mansueto Joseph D | Executive Chairman | Aug 20 | Open-market sale · S | −3,157 | $212.87 | −$672K | 7,952,039 |
| Mansueto Joseph D | Executive Chairman | Aug 19 | Open-market sale · S | −189 | $217.01 | −$41K | 7,955,196 |
| Mansueto Joseph D | Executive Chairman | Aug 19 | Open-market sale · S | −369 | $215.93 | −$79.7K | 7,955,385 |
| Mansueto Joseph D | Executive Chairman | Aug 19 | Open-market sale · S | −1,785 | $214.81 | −$383K | 7,955,754 |
| Mansueto Joseph D | Executive Chairman | Aug 19 | Open-market sale · S | −3,031 | $213.96 | −$649K | 7,957,539 |
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