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MORN · Morningstar, Inc.

Financial Services · −0.9% on Oct 16

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Updated Oct 17 · 6 feeds behind: Insider filings, 2 days, and 5 more · Every feed →

On this page

The market view

Price chart

The interactive MORN chart (by TradingView) loads here.

Our take

4 rules fired on MORN

In short: none of these rules has solid or some evidence yet, so they show no clear lean on MORN.

How each did in past tests, against similar stocks over 3 months. Past results don't predict future ones.

All 4 rules
The 0–100 score for MORN, and which of these rules are open on it right now
Members see one number for how strongly these rules agree on MORN, and the day each rule fired. Better-tested rules count more, and so do different kinds of filings that point the same way.
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Compare with this company’s history

Is disclosure activity unusual?

See how many different insiders or members of Congress reported purchases or sales of MORN. Each bar covers 28 days, by disclosure date. Several trades by one person count once in each group and period.

Latest period: Sep 21, 2026–Oct 18, 2026 · UTC dates · today is excluded

Congress sales

Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view.

Latest 28 days
0
Earlier median
0
Earlier range
0–1
Distinct filers per 28 daysScale: 0–1
Oct 20, 2025Oct 18, 2026
Earlier periodsLatest 28 daysEarlier median 0

Who appears in the latest period?

No named filers on file for this period.

Up to three filers; one example disclosure each.

Inspect this period’s filings

The history behind this view

First stored company disclosure: Aug 13, 2025. Newest disclosure across this feed: Oct 15, 2026.

Earlier periods in the comparison: 12. Outlined periods are missing data, so they are left out of the comparison. The chart scale changes with the category.

Exact counts, dates and filings for all four categories
Insider purchases · Short history

Only 1 earlier period is on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 0; range: 0–0.

Insider purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 2026—Unavailable
Jul 27, 2026–Aug 23, 20260Partial; excluded
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Insider sales · Short history

Only 1 earlier period is on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 1; range: 1–1.

Insider sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 2026—Unavailable
Jul 27, 2026–Aug 23, 20262Partial; excluded
Aug 24, 2026–Sep 20, 20261Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress purchases · Sparse history

Only 0 of 12 earlier periods had activity. That is too little recurring activity to label this count unusual. Earlier median: 0; range: 0–0.

Congress purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20250Within stored history
Dec 15, 2025–Jan 11, 20260Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20260Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20260Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20260Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress sales · Within earlier range

This count falls within the range of the 12 earlier comparable periods in this view. Earlier median: 0; range: 0–1.

Congress sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20250Within stored history
Dec 15, 2025–Jan 11, 20260Within stored history
Jan 12, 2026–Feb 8, 20261Within stored history
Feb 9, 2026–Mar 8, 20261Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20261Within stored history
May 4, 2026–May 31, 20261Within stored history
Jun 1, 2026–Jun 28, 20261Within stored history
Jun 29, 2026–Jul 26, 20260Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
How to read this comparison

The median is the middle count in up to 12 earlier, non-overlapping 28-day periods; the range runs from the smallest to the largest count. The latest period is excluded from both. A comparison needs at least 6 earlier periods, including 3 with activity. The feed’s latest disclosure must be within 7 days of the current period’s end. This freshness check does not verify complete collection.

Insiders include individuals and reporting entities; only purchase and sale codes enter this view. Congress counts reporting members, including their disclosed family transactions. The same filer can appear in purchases and sales, so these categories should not be added into a net count.

These are stored disclosures, not a complete measure of trading. Reporting delays and collection gaps can change the comparison. More activity does not identify a motive or predict a stock’s return.

Company timeline

What has been happening?

May 1, 2026–Oct 16, 2026. Select a month in a category to inspect its records.

Company filings

Insiders

Public officials

Owners & lobbying

All 37 records in this snapshot
  1. Filed
  2. Filed
  3. Filed
  4. Filed
  5. Record date
  6. Filed
  7. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 24, 2026

  8. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 24, 2026

  9. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 24, 2026

  10. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 24, 2026

  11. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 24, 2026

  12. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 24, 2026

  13. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 20, 2026

  14. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 21, 2026

  15. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 20, 2026

  16. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 20, 2026

  17. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 21, 2026

  18. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 20, 2026

  19. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 20, 2026

  20. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 18, 2026

  21. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 17, 2026

  22. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 19, 2026

  23. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 19, 2026

  24. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 18, 2026

  25. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 19, 2026

  26. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 19, 2026

  27. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 19, 2026

  28. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 18, 2026

  29. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 18, 2026

  30. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 19, 2026

  31. Disclosed
    Joseph D Mansueto · Sale

    Transaction dated Aug 18, 2026

  32. Filed
  33. Filed
  34. Filed
  35. Filed
  36. Filed
  37. Filed

Month counts include every record on file. The lists show the newest records on this page. A dash means none on file that month. Trades use disclosure dates; contract dates follow the source record. Nearby events do not establish the cause of a price move.

Who's buying and selling · last 90 days

Congress

No Congress trades on MORN disclosed in the last 90 days.

See every Congress trade on MORN →

Company insiders

0 buys · 8 sells (66 filed lots) · $20.7M sold

  1. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$380Kdisclosed Aug 24 · filed the same day
  2. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$215Kdisclosed Aug 24 · filed the same day
  3. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$290Kdisclosed Aug 24 · filed the same day
  4. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$50Kdisclosed Aug 24 · filed the same day
  5. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$47.5Kdisclosed Aug 24 · filed the same day
  6. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$257Kdisclosed Aug 24 · filed the same day
  7. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$63.8Kdisclosed Aug 21 · filed 1 day after the trade
  8. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$829Kdisclosed Aug 21 · filed the same day
  9. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$672Kdisclosed Aug 21 · filed 1 day after the trade
  10. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$417Kdisclosed Aug 21 · filed 1 day after the trade
See every insider trade on MORN →

Big holders (Schedule 13D / 13G): 1 filing in the last 90 days · newest: Bamco Inc /Ny/ (13G), Aug 14, 2026 ↗

Filings & events

Company filings (8-K) 121

Events the company must report to the SEC within days — results, deals, departures, restatements.

What it files 8-Ks about

  • Shared information with investors · item 7.0141
  • Other events · item 8.0112
  • Quarterly or yearly results · item 2.0212
  • Directors or officers joined, left or got new pay · item 5.026
  • Shareholder vote results · item 5.073
  • Signed a major agreement · item 1.011

Filing red flags 8

Warning signs in the company's own SEC filings — going-concern doubts, control weaknesses, staff comment letters, late filings, restatements, Wells notices, clinical holds, dividend cuts.

Lobbying 5

Lobbying reports filed with the Senate for the company.

$150K across 5 reports

Issues named in the most reports

  • Financial Institutions/Investments/Securities 5

Planned insider sales (Form 144) 31

Notices insiders file before they sell certain shares, such as ones they got straight from the company.

2 in the last 90 days · 31 notices on file

The notices on file don't give the sale's size; each sale shows up under company insiders once it is reported.

5% owners (13D / 13G) 1

Investors who reported owning 5% or more — 13D for owners who may push for changes, 13G for owners who just hold.

Push for changes, or just hold?

  • 13G, just holds: 1 filing

Filed by Bamco Inc /Ny/

Biggest named funds (13F)

The largest MORN holdings among the well-known funds whose quarterly 13F filings we read — opens here.

Every disclosed trade on MORN

  1. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$380Kdisclosed Aug 24 · filed the same day
  2. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$215Kdisclosed Aug 24 · filed the same day
  3. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$290Kdisclosed Aug 24 · filed the same day
  4. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$50Kdisclosed Aug 24 · filed the same day
  5. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$47.5Kdisclosed Aug 24 · filed the same day
  6. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$257Kdisclosed Aug 24 · filed the same day
  7. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$63.8Kdisclosed Aug 21 · filed 1 day after the trade
  8. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$829Kdisclosed Aug 21 · filed the same day
  9. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$672Kdisclosed Aug 21 · filed 1 day after the trade
  10. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$417Kdisclosed Aug 21 · filed 1 day after the trade
  11. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$58.3Kdisclosed Aug 21 · filed the same day
  12. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$109Kdisclosed Aug 21 · filed 1 day after the trade
  13. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$291Kdisclosed Aug 21 · filed 1 day after the trade
  14. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$139Kdisclosed Aug 19 · filed 1 day after the trade
  15. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$1.2Mdisclosed Aug 19 · filed 2 days after the trade
  16. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$90.1Kdisclosed Aug 19 · filed the same day
  17. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$649Kdisclosed Aug 19 · filed the same day
  18. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$335Kdisclosed Aug 19 · filed 1 day after the trade
  19. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$41Kdisclosed Aug 19 · filed the same day
  20. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$143Kdisclosed Aug 19 · filed the same day
  21. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$383Kdisclosed Aug 19 · filed the same day
  22. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$22.5Kdisclosed Aug 19 · filed 1 day after the trade
  23. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$405Kdisclosed Aug 19 · filed 1 day after the trade
  24. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$79.7Kdisclosed Aug 19 · filed the same day
  25. ▼ SELLJoseph D Mansueto Executive ChairmanMORN Morningstar, Inc.$190Kdisclosed Aug 19 · filed 1 day after the trade
See all 79 trades on MORN →
People & votes

Which members of Congress traded MORN, sponsored bills that touch it and voted on them — opens here.