MORN Morningstar, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed May 22, 2026 Processed 21d 18h ago
Insider cluster: 2 insiders, $920K total
Latest settled — T+5d ⚠ clustered
MORN ▲ +4.30% at T+5d
NEUTRAL call ✓ call won +4.30% · α vs SPY +3.09% · entry $177.74 → $185.38
Next anchor: T+20d in 10d
Currently $175.22 · -1.42% from $177.74 entry
Entry anchored
May 22, 2026
via day open
T+1d
-0.60%
call -0.60% · α -0.62%
$176.67
settled 18d ago
T+5d
+4.30%
call +4.30% · α +3.09%
$185.38
settled 12d ago
T+20d
—
call — · α —
—
in 10d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Morningstar Executive Chairman Joseph Mansueto sold $876K worth of shares and CFO Michael Holt sold $45K, totaling $920K in insider selling over a one-week window. At just 0.014% of MORN's $6.6B market cap, this cluster is trivial and does not convey a bearish signal. Routine diversification/sales by large shareholders.

Key Financial Metrics

Direction
selling
Total Value
$920.0K
Insiders
2

Actionable Insight

No actionable trade signal. Monitor for any future cluster transactions exceeding $10M or 0.5% of market cap to indicate a change in insider sentiment.

Key Facts

  • Total insider selling of $920K across 2 executives over 7 days equals 0.014% of MORN's $6.6B market cap
  • Executive Chairman Mansueto sold 5,081 shares at $172.33 on May 21 ($876K); CFO Holt sold 270 shares at $166.05 on May 15 ($45K)
  • No insider buying activity in the cluster; sales are well within normal diversification patterns

Financial Impact

$920K in insider sales, negligible relative to $6.6B market cap

Risk Factors

  • No material risks identified from this cluster

Market Snapshot

Exchange
Nasdaq
Sector
Investment Advice
Analyst Consensus
78% bullish (9 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MORN-1779483167131
7 reports for MORN
Performance horizon
Filters
Rows
Reports for MORN — sortable, filterable
Type Now
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$180.11 $183.91▲ +2.11%▲ +1.79%$175.22 (−2.72%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$177.74 $185.38▲ +4.30%▲ +3.09%$175.22 (−1.42%)
May 22, 2026
21d ago
8-K
NEUTRAL ★ 2/10
$177.74 $185.38▲ +4.30%▲ +3.09%$175.22 (−1.42%)
May 20, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$173.37 $182.02▲ +4.99%▲ +3.14%$175.22 (+1.07%)
May 19, 2026
24d ago
Insider Cluster
NEUTRAL ★ 2/10
$172.55 $180.11▲ +4.38%▲ +2.58%$175.22 (+1.55%)
Mar 27, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$164.18 $176.63▲ +7.58%▲ +3.28%$175.22 (+6.72%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$160.21 $172.91▲ +7.93%▲ +6.30%$175.22 (+9.37%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (45h 48m)

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