MORN Morningstar, Inc.
Price Chart
Executive Summary
Executive Chairman Joseph Mansueto and Director William Lyons sold a total of $180K in MORN stock over a 7-day window. The sales are small relative to the $6.8B market cap (0.003%) and likely reflect routine portfolio diversification or tax planning, not a bearish signal.
Key Financial Metrics
Actionable Insight
The dollar value is trivial — no actionable signal. Monitor for any material increase in insider selling volume or a change in pattern (e.g., C-suite cluster sales above 0.5% of market cap).
Key Facts
- Executive Chairman Joseph Mansueto sold 317 shares at $174.09 on 2026-05-22 for $55K.
- Director William Lyons sold 700 shares at $179.00 on 2026-05-27 for $125K.
- Total insider sales in the cluster: $180K, representing ~0.003% of Morningstar's $6.8B market cap.
- No open-market purchases were reported in the cluster.
Financial Impact
Total insider sales of $180K are immaterial relative to $6.8B market cap.
Risk Factors
- Insider sales could increase if management anticipates headwinds, but current activity is too small to indicate anything.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MORN-1779914472300 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 27, 2026
16d ago
|
Insider Cluster
| $180.11 $183.91 | ▲ +2.11% | ▲ +1.79% | $175.22 (−2.72%) |
|
May 22, 2026
21d ago
|
Insider Cluster
| $177.74 $185.38 | ▲ +4.30% | ▲ +3.09% | $175.22 (−1.42%) |
|
May 22, 2026
21d ago
|
8-K
| $177.74 $185.38 | ▲ +4.30% | ▲ +3.09% | $175.22 (−1.42%) |
|
May 20, 2026
23d ago
|
Insider Cluster
| $173.37 $182.02 | ▲ +4.99% | ▲ +3.14% | $175.22 (+1.07%) |
|
May 19, 2026
24d ago
|
Insider Cluster
| $172.55 $180.11 | ▲ +4.38% | ▲ +2.58% | $175.22 (+1.55%) |
|
Mar 27, 2026
11w ago
|
DEFA14A
| $164.18 $176.63 | ▲ +7.58% | ▲ +3.28% | $175.22 (+6.72%) |
|
Mar 25, 2026
11w ago
|
DEFA14A
| $160.21 $172.91 | ▲ +7.93% | ▲ +6.30% | $175.22 (+9.37%) |
US Market Status
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