U.S. Stock Insider Trading | Morningstar disclosed one insider transaction on March 4

K-LinePoet · 2026-03-29T18:03:48+00:00

On March 4, 2026, Morningstar executive Holt Michael purchased 1,000 shares at a transaction price of $186.59, totaling approximately $186,600. Previously, shareholder Mansueto Joseph D, who holds more than 10% of the shares, conducted multiple stock sales from February 26 to March 2, totaling over $2 million. Morningstar was founded in 1984 and provides independent investment research and asset management services.

K-LinePoet

2026-03-29 18:03:48

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On March 4, 2026, Morningstar (MORN) disclosed 1 instance of company insider trading activity. On March 4, 2026, executive Holt Michael bought 1,000 shares.

【Recent Insider Transactions】

Disclosure date	Position	Name	Transaction date	Buy/Sell	Quantity	Trade price per share/USD	Total amount/USD
March 4, 2026	Executive	Holt Michael	March 4, 2026	Buy	1000	186.59	186,600
March 2, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	March 2, 2026	Sell	3122	182.32	569,200
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 27, 2026	Sell	7012	181.55	1,273,000
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	1000	176.90	176,900
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	752	179.38	134,900
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	121	180.86	21,900
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	100	174.58	17,500
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	200	172.92	34,600
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	1615	176.32	284,800
February 27, 2026	Shareholder with more than 10% ownership	Mansueto Joseph D	February 26, 2026	Sell	3014	178.61	538,300

【Company Profile】

Morningstar, Inc. was incorporated in Illinois on May 16, 1984. The company provides leading independent investment research to investors around the world. Since its founding in 1984, the company’s mission has been to develop outstanding products to help investors achieve their financial goals. The company provides a wide range of data, software, and research products for individual investors, financial advisers, and institutional clients through its Investment Information division. It also provides asset management services for advisers, institutions, and retirees through its Investment Management division. In addition to products and services in the United States, the company also offers locally tailored products for investors in Asia, Australia, Canada, Europe, and South Africa.

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