SEC Form 4Coverage since May 27, 2026
$MORN insider trading
Over the last 12 months, Morningstar insiders reported no purchases and 4 sales totaling $6.6M across SEC Form 4 filings. 50% of the activity was filed under pre-arranged 10b5-1 trading plans.
- Bought · 12m
- — 0 events
- Sold · 12m
- $6.6M 4 events
- Events · 12m
- 4 Form 4 filings, grouped
- Insiders · 12m
- 2 distinct reporters
- 10b5-1 share
- 50% pre-arranged plans
Side
Price · $MORN · 12Mvia TradingView
Top insiders · 12m
Lyons William M—2× · $324K
Mansueto Joseph DExecutive Chairman2× · $6.2M
All insider trades
4 events
| Date | Insider | Type | Shares | Avg price | Value | Δ stake | Marks |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 9,522 | $199.33 | $1.9M | -0.1% | plan · 6 tranches |
| Aug 5, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 21,750 | $199.98 | $4.3M | -0.3% | plan · 13 tranches |
| Aug 3, 2026 | Lyons William MD | ▼ Sale | 1,000 | $199 | $199K | -7.2% | — |
| May 27, 2026 | Lyons William MD | ▼ Sale | 700 | $179 | $125K | -4.8% | — |
About Form 4
Corporate insiders — officers, directors and 10%+ owners — must report their trades to the SEC on Form 4 within two business days. We group each filing's transactions into one economic event (a laddered 10b5-1 sale is one event, not 25 rows), flag pre-arranged plans and late filings, and link every event to its AI-scored article in the $MORN feed.