MORN · Morningstar Inc. Common Stock
View on chartInsiders & Stakes
| Mansueto Joseph D Executive Chairman | ▼ Sell | Open Market | 7,938,192 Shares held | 8/24/2026 | View profile |
| Mansueto Daniel 10% Owner | ▼ Sell | Other | 3,196,048 Shares held | 9/30/2026 | View profile |
| Kapoor Kunal CEO | ▼ Sell | Tax Withholding | 151,275 Shares held | 5/15/2026 | View profile |
| Kaplan Steven N Director | ▲ Buy | Grant | 43,080 Shares held | 5/15/2026 | View profile |
| FRANCIS CHERYL A Director | ▲ Buy | Grant | 36,934 Shares held | 5/15/2026 | View profile |
| Desmond Bevin Head of Talent and Culture | ▼ Sell | Tax Withholding | 24,774 Shares held | 11/17/2022 | View profile |
| DUBINSKY JASON Chief Financial Officer | ▼ Sell | Open Market | 17,304 Shares held | 12/13/2024 | View profile |
| Dunn Daniel Joseph Chief Revenue Officer | ▼ Sell | Tax Withholding | 14,851 Shares held | 11/15/2025 | View profile |
| Lyons William M Director | ▼ Sell | Open Market | 12,904 Shares held | 8/3/2026 | View profile |
| Holt Michael Chief Financial Officer | ▼ Sell | Tax Withholding | 12,272 Shares held | 9/1/2026 | View profile |
| Diamonte Robin Director | ▲ Buy | Grant | 11,338 Shares held | 5/15/2026 | View profile |
| JOYNT STEPHEN Director | ▲ Buy | Grant | 6,282 Shares held | 5/15/2026 | View profile |
| Landis Gail S Director | ▲ Buy | Grant | 6,069 Shares held | 5/15/2025 | View profile |
| Sutton Doniel Director | ▲ Buy | Grant | 4,970 Shares held | 5/15/2026 | View profile |
| TSAY CAROLINE J Director | ▲ Buy | Grant | 4,889 Shares held | 5/15/2026 | View profile |
| Wiersema Conan CAO & PAO | ▼ Sell | Tax Withholding | 3,068 Shares held | 9/1/2026 | View profile |
| Kimberly J. McGarry Global Controller & CAO | ▼ Sell | Tax Withholding | 2,307 Shares held | 11/17/2023 | View profile |
| Anne L. Bramman Director | ▲ Buy | Grant | 1,505 Shares held | 5/15/2026 | View profile |
Transaction History
| Mansueto Daniel | ▼ Sell | Other | 657,779 | $0 | 9/30/2026 |
| Wiersema Conan | ▼ Sell | Tax Withholding | 29 | $6K | 9/1/2026 |
| Holt Michael | ▼ Sell | Tax Withholding | 54 | $12K | 9/1/2026 |
| Mansueto Daniel | ▼ Sell | Other | 376,969 | $0 | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 220 | $48K | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,181 | $257K | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,740 | $380K | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 978 | $215K | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,314 | $290K | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 226 | $50K | 8/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,827 | $829K | 8/21/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 268 | $58K | 8/21/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 295 | $64K | 8/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 501 | $109K | 8/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,157 | $672K | 8/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,359 | $291K | 8/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,938 | $417K | 8/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 114 | $24K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 680 | $143K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 426 | $90K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,031 | $649K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,785 | $383K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 369 | $80K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 189 | $41K | 8/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 913 | $190K | 8/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,935 | $405K | 8/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,708 | $570K | 8/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,588 | $335K | 8/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 106 | $22K | 8/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 656 | $139K | 8/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 5,749 | $1.2M | 8/17/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,501 | $312K | 8/17/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,924 | $809K | 8/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 277 | $58K | 8/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 240 | $50K | 8/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,809 | $582K | 8/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,936 | $581K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 430 | $86K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 26 | $5K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 52 | $11K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 78 | $16K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 178 | $37K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 52 | $11K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,498 | $689K | 8/13/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 5,027 | $980K | 8/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,906 | $373K | 8/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 291 | $57K | 8/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 26 | $5K | 8/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 974 | $195K | 8/11/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 7,250 | $1.5M | 8/10/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 166 | $33K | 8/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,453 | $288K | 8/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,559 | $510K | 8/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 506 | $102K | 8/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,566 | $514K | 8/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,272 | $451K | 8/6/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,664 | $336K | 8/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 30 | $6K | 8/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,246 | $249K | 8/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,310 | $867K | 8/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 997 | $197K | 8/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,840 | $766K | 8/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,349 | $471K | 8/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 64 | $13K | 8/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 40 | $8K | 8/3/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 573 | $113K | 8/3/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,043 | $805K | 8/3/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,568 | $513K | 8/3/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 26 | $5K | 8/3/2026 |
| Lyons William M | ▼ Sell | Open Market | 1,000 | $199K | 8/3/2026 |
| Mansueto Joseph D | ▼ Sell | Gift | 5,300 | $0 | 8/3/2026 |
| Lyons William M | ▼ Sell | Open Market | 700 | $125K | 5/27/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 317 | $55K | 5/22/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 114 | $20K | 5/22/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 741 | $131K | 5/22/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 578 | $102K | 5/22/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 227 | $41K | 5/22/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 293 | $52K | 5/22/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 5,081 | $876K | 5/21/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,935 | $335K | 5/21/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 234 | $41K | 5/21/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 5,704 | $977K | 5/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,255 | $216K | 5/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 291 | $50K | 5/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,629 | $464K | 5/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,446 | $257K | 5/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 676 | $121K | 5/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,726 | $311K | 5/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 227 | $41K | 5/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 24 | $4K | 5/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 559 | $96K | 5/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,620 | $285K | 5/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,515 | $622K | 5/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 640 | $114K | 5/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 300 | $52K | 5/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 116 | $20K | 5/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 500 | $87K | 5/18/2026 |
| FRANCIS CHERYL A | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Lyons William M | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Kapoor Kunal | ▲ Buy | Grant | 1,177 | $0 | 5/15/2026 |
| Holt Michael | ▲ Buy | Grant | 2,860 | $0 | 5/15/2026 |
| Holt Michael | ▲ Buy | Option Exercise | 243 | $0 | 5/15/2026 |
| Holt Michael | ▼ Sell | Open Market | 270 | $45K | 5/15/2026 |
| Wiersema Conan | ▲ Buy | Grant | 13 | $0 | 5/15/2026 |
| Wiersema Conan | ▼ Sell | Tax Withholding | 105 | $17K | 5/15/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 704 | $118K | 5/15/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,525 | $257K | 5/15/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,237 | $719K | 5/15/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 584 | $100K | 5/15/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 200 | $34K | 5/15/2026 |
| Kapoor Kunal | ▲ Buy | Grant | 11,359 | $0 | 5/15/2026 |
| Kapoor Kunal | ▲ Buy | Option Exercise | 2,108 | $0 | 5/15/2026 |
| Wiersema Conan | ▲ Buy | Grant | 903 | $0 | 5/15/2026 |
| Diamonte Robin | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Kapoor Kunal | ▼ Sell | Tax Withholding | 3,699 | $614K | 5/15/2026 |
| TSAY CAROLINE J | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Kaplan Steven N | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Sutton Doniel | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Anne L. Bramman | ▲ Buy | Grant | 1,505 | $0 | 5/15/2026 |
| JOYNT STEPHEN | ▲ Buy | Grant | 1,144 | $0 | 5/15/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,138 | $188K | 5/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,236 | $206K | 5/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 794 | $133K | 5/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,373 | $570K | 5/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 709 | $120K | 5/14/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,988 | $350K | 5/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,732 | $307K | 5/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,530 | $628K | 5/12/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 7,232 | $1.3M | 5/11/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 18 | $3K | 5/11/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,002 | $709K | 5/8/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 100 | $17K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 312 | $53K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 300 | $51K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,268 | $217K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,520 | $261K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,955 | $338K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,107 | $193K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 286 | $50K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 52 | $9K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 26 | $5K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 271 | $48K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 53 | $9K | 5/7/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 5,977 | $992K | 5/6/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 784 | $131K | 5/6/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 411 | $69K | 5/6/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 78 | $13K | 5/6/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,202 | $702K | 5/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,957 | $497K | 5/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 52 | $9K | 5/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 39 | $7K | 5/5/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,256 | $380K | 5/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,803 | $306K | 5/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,063 | $353K | 5/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,128 | $194K | 5/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 104 | $18K | 5/1/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 150 | $25K | 5/1/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,892 | $322K | 5/1/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,698 | $804K | 5/1/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 406 | $70K | 5/1/2026 |
| Holt Michael | ▲ Buy | Open Market | 1,000 | $187K | 3/4/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,122 | $569K | 3/2/2026 |
| Wiersema Conan | ▲ Buy | Grant | 301 | $0 | 3/1/2026 |
| Holt Michael | ▲ Buy | Grant | 684 | $0 | 3/1/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 200 | $37K | 2/27/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 38 | $7K | 2/27/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 7,012 | $1.3M | 2/27/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 200 | $35K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 100 | $17K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,615 | $285K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,000 | $177K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,014 | $538K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 752 | $135K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 121 | $22K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 160 | $29K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 288 | $53K | 2/26/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,395 | $226K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 300 | $49K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 3,650 | $601K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,102 | $182K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 78 | $13K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 234 | $39K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 130 | $22K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 104 | $18K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 231 | $40K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 26 | $4K | 2/25/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 442 | $69K | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2,298 | $363K | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,286 | $205K | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,965 | $315K | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 910 | $147K | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 347 | $56K | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 2 | $326 | 2/24/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 5,147 | $829K | 2/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,461 | $237K | 2/20/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 7,138 | $1.2M | 2/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 112 | $18K | 2/19/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,278 | $202K | 2/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 4,201 | $668K | 2/18/2026 |
| Mansueto Joseph D | ▼ Sell | Open Market | 1,077 | $172K | 2/18/2026 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 7, 2026
Morningstar Launches Direct AI Platform for Advisors
Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.
Morningstar Launches Direct AI Platform for Advisors. Morningstar introduced Direct AI, an agentic platform built on its independent insights, and expanded access to public and private markets with Envestnet. These moves highlight the company's push into AI-driven tools for financial advisors. The stock is currently trading near its 52-week low, despite analyst targets remaining significantly higher than the current price.