

Dependent child · Morningstar, Inc. · Morningstar, Inc. - Common Stock
Partial sale
Disclosed range starting at $1K
Disclosed 19 days after execution (STOCK Act deadline: 45)
4 prior trades recorded in this security
No clustered activity in the dataset
No material company filing within 60 days after the trade
The Insider Score measures how far a disclosure deviates from normal filing patterns. A high score is a prompt for research, not evidence of illegal insider trading.
| Score | Actor | Security | Side | Value | Disclosed | Evidence |
|---|---|---|---|---|---|---|
| 5 | Mansueto Joseph DDirector, Executive Chairman, 10% Owner | Open-market sale · 10b5-1 plan | SELL | $24K 96 sh | Nov 6, 2026 traded Nov 5, 2026 | |
| 11 | Mansueto Joseph DDirector, Executive Chairman, 10% Owner | Open-market sale · 10b5-1 plan | SELL | $467K 1,896 sh | Nov 6, 2026 traded Nov 5, 2026 | |
| 5 | Mansueto Joseph DDirector, Executive Chairman, 10% Owner | Open-market sale · 10b5-1 plan | SELL | $19K 78 sh | Nov 6, 2026 traded Nov 5, 2026 | |
| 11 | Mansueto Joseph DDirector, Executive Chairman, 10% Owner | Open-market sale · 10b5-1 plan | SELL | $724K 2,932 sh | Nov 6, 2026 traded Nov 5, 2026 | |
| 11 | Mansueto Joseph DDirector, Executive Chairman, 10% Owner | Open-market sale · 10b5-1 plan | SELL | $557K 2,248 sh | Nov 6, 2026 traded Nov 5, 2026 | |
| 20 | Mansueto Daniel10% Owner | Other acquisition or disposition | J | — 657.8K sh | Oct 2, 2026 traded Sep 30, 2026 | |
| 5 | Holt MichaelChief Financial Officer | Tax withholding | F | $12K 54 sh | Sep 2, 2026 traded Sep 1, 2026 | |
| 9 | Wiersema ConanCAO & PAO | Tax withholding | F | $6,349 29 sh | Sep 2, 2026 traded Sep 1, 2026 | |
| 16 | Mansueto Daniel10% Owner | Other acquisition or disposition | J | — 377.0K sh | Aug 26, 2026 traded Aug 24, 2026 | |
| 22 | April McClain DelaneyDDependent child | Partial sale | SELL | $1,001 – $15K | Jun 5, 2026 traded May 4, 2026 | |
| 18 | April McClain DelaneyDDependent child | Partial sale | SELL | $1,001 – $15K | Jun 5, 2026 traded May 6, 2026 | |
| 5 | Holt MichaelChief Financial Officer | Grant or award | A | — 4,290 sh | May 19, 2026 traded May 15, 2026 | |
| 13 | Holt MichaelChief Financial Officer | Grant or award | A | — 2,860 sh | May 19, 2026 traded May 15, 2026 | |
| 9 | Wiersema ConanCAO & PAO | Tax withholding | F | $17K 105 sh | May 19, 2026 traded May 15, 2026 | |
| 5 | Holt MichaelChief Financial Officer | Option exercise | M | — 243 sh | May 19, 2026 traded May 15, 2026 | |
| 9 | Wiersema ConanCAO & PAO | Option exercise | M | — 13 sh | May 19, 2026 traded May 15, 2026 | |
| 9 | Wiersema ConanCAO & PAO | Grant or award | A | — 451 sh | May 19, 2026 traded May 15, 2026 | |
| 33 | Holt MichaelChief Financial Officer | Open-market sale | SELL | $45K 270 sh | May 19, 2026 traded May 15, 2026 | |
| 9 | Wiersema ConanCAO & PAO | Grant or award | A | — 13 sh | May 19, 2026 traded May 15, 2026 | |
| 17 | Wiersema ConanCAO & PAO | Grant or award | A | — 903 sh | May 19, 2026 traded May 15, 2026 |
Read directly from the primary public document; every field below is as reported by the filer.
Midpoint = (low + high) / 2. Used only to rank and sum ranges; the true value can be anywhere in the range.
= $8,001
April McClain Delaney reported a partial sale of Morningstar, Inc. - Common Stock (owner: dependent child). Members report a value range, not an exact amount, and do not report share counts or prices. Dates are as entered by the filer. A trade report is not evidence of wrongdoing.
No field has changed since this record was first ingested.
No material filings recorded for this issuer.
Recorded votes from the House Clerk and Voteview (Senate). Listed by date; a vote near a trade is not evidence the two are related.