How many insider trades does FilingIQ track for MORN?

FilingIQ tracks 4,353 Form 4 insider transactions for MORN (Morningstar, Inc.), covering filings from Dec 16, 2014 onwards. 81 of those were filed in the last 90 days.

Are MORN insiders net buyers or net sellers?

Across the full Form 4 history for MORN, 3 transactions (0%) were open-market purchases and 3,880 (89%) were open-market sales. Compensatory awards and option exercises are filtered out of these counts.

Where does MORN insider data come from?

Every transaction shown on this page is sourced directly from SEC EDGAR Form 4 filings. FilingIQ parses the raw XML, normalises insider identity across reporting variations, and scores each trade on its multi-factor composite model.

What sector is MORN in?

Morningstar, Inc. (MORN) is classified in the Financial Services sector, specifically Financial Data & Stock Exchanges, with a current market capitalisation of $6.51B.

MORN insider trading

NasdaqGS Financial Services

Morningstar, Inc. — scored insider trade history from SEC Form 4 filings, parsed and contextualised by FilingIQ.

Total Form 4 trades

4,353

Last 90 days

Buys / sells

0% / 89%

Market cap

$6.51B

About Morningstar, Inc.

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Company website: www.morningstar.com

MORN insider activity at a glance

FilingIQ has scored 4,353 insider transactions for MORN since Dec 16, 2014. The most recent filing in our index is dated May 12, 2026.

Across the full history, 3 open-market purchases and 3,880 open-market sales were filed under transaction codes P and S respectively. Compensatory share awards (code A) and option exercises (code M) are tracked separately and not counted here.

The average FilingIQ composite score on MORN insider trades is 58.4/100, produced by FilingIQ's multi-factor Form 4 model. Model framework documented at methodology.

View live MORN trades on FilingIQ Raw filings on SEC EDGAR

Latest MORN Form 4 filings

DUBINSKY JASON Chief Financial Officer

S Jul 2, 2024

Most recent disclosures. Sign up to filter by score, transaction code, or insider role.

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13F funds holding MORN

Regal Partners Ltd

$10.43M · 2.2% of AUM

Frequently asked

How many insider trades does FilingIQ track for MORN?: FilingIQ tracks 4,353 Form 4 insider transactions for MORN (Morningstar, Inc.), covering filings from Dec 16, 2014 onwards. 81 of those were filed in the last 90 days.
Are MORN insiders net buyers or net sellers?: Across the full Form 4 history for MORN, 3 transactions (0%) were open-market purchases and 3,880 (89%) were open-market sales. Compensatory awards and option exercises are filtered out of these counts.
Where does MORN insider data come from?: Every transaction shown on this page is sourced directly from SEC EDGAR Form 4 filings. FilingIQ parses the raw XML, normalises insider identity across reporting variations, and scores each trade on its multi-factor composite model.
What sector is MORN in?: Morningstar, Inc. (MORN) is classified in the Financial Services sector, specifically Financial Data & Stock Exchanges, with a current market capitalisation of $6.51B.

Methodology & sources

Every MORN insider transaction shown on FilingIQ is parsed directly from a public SEC Form 4 XML filing. Insider identity is normalised across reporting variants (CIK changes, name spellings, related-party indirect holdings). The FilingIQ composite score is documented in full on the team page and algo disclosure. Not investment advice; see disclaimer.