MORNINGSTAR, INC.

MORN US6177001095

🆔
Registration No.
53463193
💰
Capitalization
Large-cap

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

🏢
Founded
1984
Annual Performance 1
2021 2022 2023 2024 2025
48% -35% 32% 22% 1%
Annual Insiders Turnover, USD 2

1 annual and historical performance metrics are recalculated on a daily basis;
2 represents the total value of insider transactions (both buying and selling);

Insider Activity
📊
Transactions
721
🙍
Insiders
8
Person Price Shares Total Published Completed
Mansueto Joseph D
CB
264.01
USD
505
Sold
133,325
USD
25/08/2025 27/08/2025
Mansueto Joseph D
CB
260.14
USD
5,806
Sold
1,510,350
USD
25/08/2025 27/08/2025
Mansueto Joseph D
CB
263.07
USD
130
Sold
34,199
USD
25/08/2025 27/08/2025
Mansueto Joseph D
CB
261.45
USD
48
Sold
12,550
USD
25/08/2025 27/08/2025
Mansueto Joseph D
CB
265.12
USD
216
Sold
57,265
USD
25/08/2025 27/08/2025
Mansueto Joseph D
CB
260.48
USD
3,432
Sold
893,977
USD
25/08/2025 26/08/2025
Mansueto Joseph D
CB
261.67
USD
100
Sold
26,167
USD
25/08/2025 26/08/2025
Mansueto Joseph D
CB
263.84
USD
116
Sold
30,605
USD
25/08/2025 25/08/2025
Mansueto Joseph D
CB
263.10
USD
1,528
Sold
402,012
USD
25/08/2025 25/08/2025
Mansueto Joseph D
CB
265.04
USD
2,846
Sold
754,313
USD
20/08/2025 22/08/2025

Integrated EOD Stock Data and Insider Transactions Chart

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The visibility of insider buy and sell transactions on this chart should not be the sole factor in your decision to buy or sell a particular stock. Always consider the following dynamic reports for a broader understanding of stock market activities:

 

Historical Performance
1M 3M 6M 1Y 3Y 5Y All Time
-3% 4% 10% 74% 112% 327% 351%
Last 52W Low 52W High All-Time Low All-Time High β
226.25 223.63 313.93 223.63 313.93
Company Insiders
Person / Entity Transactions Turnover, USD Average, USD First Last
Mansueto Joseph D 698 346,236,327.80 496,040.58 01/11/2023 27/08/2025
Dubinsky Jason 6 2,157,727.45 359,621.24 02/07/2024 13/12/2024
Kaplan Steven N 4 1,573,741.50 393,435.38 11/03/2024 11/11/2024
Lyons William M 6 1,401,052.50 233,508.75 04/06/2024 30/10/2024
Dunn Daniel Joseph 1 513,424.00 513,424.00 31/07/2024 31/07/2024
Holt Michael 2 218,161.06 109,080.53 12/05/2025 12/05/2025
Tsay Caroline J 3 210,060.71 70,020.24 24/06/2024 16/05/2025
Diamonte Robin 1 107,564.00 107,564.00 14/11/2023 14/11/2023

Insiders marked in yellow represent long-term insiders. These are individuals who have engaged in transactions for over 3 years and have conducted at least 10 transactions or reached a cumulative turnover of $1M USD. When examining transaction clusters, we prioritize those conducted by long-term insiders for analysis.

Stock Advanced Metrics
Delta Correlation subscribe 🔒
Upper Bound of Standardized Transaction Amount (ubsta), USD 4 subscribe 🔒

4 represents the maximum expected transaction amount for a company's insiders, calculated based on historical data. It provides insight into the typical range of insider transaction amounts and helps in identifying unusually large transactions.

5 a proprietary metric reflecting the consistency of insider trading behavior within a company. A higher discipline index suggests more regular and predictable insider transactions.