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MORN

Congressional & insider trading activity

41
Total Trades
1
Traders
12 / 29
Buys / Sells
Distributing
Congress Sentiment
Buy Volume: $165,000 Sell Volume: $30,000

Top Traders

M
Mansueto Joseph D
0 buys · 23 sells
Insider April Mcclain Delaney
April Mcclain Delaney
11 buys · 2 sells
D
L
Lyons William M
0 buys · 2 sells
Insider
M
Mansueto Daniel
1 buys · 0 sells
Insider
W
Wiersema Conan
0 buys · 1 sells
Insider
H
Holt Michael
0 buys · 1 sells
Insider

Recent Trades

Date Trader Type Amount Filed
2026-09-01 Wiersema Conan Insider SELL - 2026-09-02
2026-09-01 Holt Michael Insider SELL - 2026-09-02
2026-08-24 Mansueto Joseph D Insider SELL - 2026-08-24
2026-08-24 Mansueto Daniel Insider BUY - 2026-08-26
2026-08-21 Mansueto Joseph D Insider SELL - 2026-08-21
2026-08-20 Mansueto Joseph D Insider SELL - 2026-08-21
2026-08-19 Mansueto Joseph D Insider SELL - 2026-08-19
2026-08-18 Mansueto Joseph D Insider SELL - 2026-08-19
2026-08-17 Mansueto Joseph D Insider SELL - 2026-08-19
2026-08-14 Mansueto Joseph D Insider SELL - 2026-08-14
2026-08-13 Mansueto Joseph D Insider SELL - 2026-08-14
2026-08-12 Mansueto Joseph D Insider SELL - 2026-08-12
2026-08-11 Mansueto Joseph D Insider SELL - 2026-08-12
2026-08-10 Mansueto Joseph D Insider SELL - 2026-08-12
2026-08-05 Mansueto Joseph D Insider SELL - 2026-08-05
2026-08-04 Mansueto Joseph D Insider SELL - 2026-08-05
2026-08-03 Lyons William M Insider SELL - 2026-08-03
2026-08-03 Mansueto Joseph D Insider SELL - 2026-08-05
2026-05-27 Lyons William M Insider SELL - 2026-05-27
2026-05-22 Mansueto Joseph D Insider SELL - 2026-05-22

Showing 20 of 41 trades

Top Institutional Holders SEC 13F Filings

Quarterly institutional ownership from 13F-HR filings

Institution Shares Value Report Date
BlackRock Inc 2,392,043 $684,698,429 2023-12-31
Vanguard Group Inc 2,374,364 $515,973,040 2025-12-31
Wellington Management Group 1,493,037 $232,943,633 2026-06-30
Morgan Stanley 1,484,135 $231,555,301 2026-06-30
AQR Capital Management LLC 1,304,388 $203,510,622 2026-06-30
State Street Corp 716,473 $111,784,117 2026-06-30
Dimensional Fund Advisors 561,857 $87,661,437 2026-06-30
Two Sigma Investments LP 484,249 $75,552,529 2026-06-30
Invesco Ltd 259,287 $40,453,958 2026-06-30
Renaissance Technologies LLC 238,770 $37,252,895 2026-06-30

Trade-Event Timing Trades near material events

Trades within 7 days before or 3 days after 8-K filings

Mansueto Joseph D SELL 1d before Regulation FD Disclosure (2026-08-25)
Mansueto Daniel BUY 1d before Regulation FD Disclosure (2026-08-25)
Mansueto Joseph D SELL same day as Regulation FD Disclosure (2026-05-22)
Mansueto Joseph D SELL 1d after Departure/Appointment of Directors or Officers; Submission of Matters to a Vote (2026-05-07)
April Mcclain Delaney BUY 1d before Departure/Appointment of Directors or Officers; Submission of Matters to a Vote (2026-05-07)

Corporate Events SEC 8-K Filings

Material corporate events reported to the SEC

Regulation FD Disclosure 7.01,9.01

Morningstar, Inc.

2026-08-25 SEC Filing →
Results of Operations and Financial Condition; Regulation FD Disclosure 2.02,7.01,9.01

Morningstar, Inc.

2026-07-29 SEC Filing →
Regulation FD Disclosure 7.01,9.01

Morningstar, Inc.

2026-06-25 SEC Filing →
Other Events 8.01,9.01

Morningstar, Inc.

2026-06-18 SEC Filing →
Regulation FD Disclosure 7.01,9.01

Morningstar, Inc.

2026-05-22 SEC Filing →
Departure/Appointment of Directors or Officers; Submission of Matters to a Vote 5.02,5.07

Morningstar, Inc.

2026-05-07 SEC Filing →
Regulation FD Disclosure 7.01,9.01

Morningstar, Inc.

2026-03-25 SEC Filing →
Other Events 8.01,9.01

Morningstar, Inc.

2026-03-13 SEC Filing →

Major Shareholders SEC 13D/13G Filings

Beneficial owners holding 5%+ of outstanding shares

Owner Shares Ownership Filing Type Filing Date
Joseph D. Mansueto SCHEDULE 13G/A
14,709,759 39.2% SCHEDULE 13G/A 2026-08-05
Joseph D. Mansueto SCHEDULE 13G/A
14,909,759 37.5% SCHEDULE 13G/A 2026-02-12
Joseph D. Mansueto SCHEDULE 13G/A
15,037,534 36.2% SCHEDULE 13G/A 2025-11-12
Daniel Mansueto SCHEDULE 13G/A
3,752,046 10.0% SCHEDULE 13G/A 2026-08-03
Daniel Mansueto SCHEDULE 13G/A
3,757,306 9.5% SCHEDULE 13G/A 2026-02-12
BAMCO INC /NY/ SCHEDULE 13G
3,233,074 8.5% SCHEDULE 13G 2026-08-14
Daniel Mansueto SCHEDULE 13G/A
3,422,498 8.2% SCHEDULE 13G/A 2025-11-12
The Vanguard Group SCHEDULE 13G/A
- - SCHEDULE 13G/A 2026-03-27