Over the last 12 months, Morningstar insiders reported 1 buy totaling $187K and 29 sales totaling $65.1M across SEC Form 4 filings. 87% of those filings were made under pre-arranged 10b5-1 trading plans.
Scroll the table sideways for price, value and marks.
| Date | Insider | Type | Shares | Avg price | Value | Δ stake | Marks |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 5,659 | $218.84 | $1.2M | -0.1% | plan · 6 tranches |
| Aug 21, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 11,345 | $215.09 | $2.4M | -0.1% | plan · 7 tranches |
| Aug 19, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 21,750 | $210.25 | $4.6M | -0.3% | plan · 15 tranches |
| Aug 14, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,500 | $202.4 | $2.9M | -0.2% | plan · 12 tranches |
| Aug 12, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 15,474 | $198.67 | $3.1M | -0.2% | plan · 6 tranches |
| 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% | — |
| May 7, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 21,750 | $168.78 | $3.7M | -0.3% | plan · 20 tranches |
| May 4, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,500 | $170.5 | $2.5M | -0.2% | plan · 9 tranches |
| Mar 4, 2026 | Holt MichaelChief Financial Officer · O | ▲ Buy | 1,000 | $186.59 | $187K | +11.8% | — |
| Mar 2, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 3,122 | $182.32 | $569K | — | plan |
| Feb 27, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,500 | $179.8 | $2.6M | -0.2% | plan · 12 tranches |
| Feb 25, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,500 | $162.19 | $2.4M | -0.2% | plan · 17 tranches |
| Feb 20, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 13,858 | $161.62 | $2.2M | -0.2% | plan · 4 tranches |
| Feb 18, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,041 | $159.89 | $2.2M | -0.2% | plan · 9 tranches |
| Feb 13, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,189 | $155.49 | $2.2M | -0.2% | plan · 9 tranches |
| Feb 10, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 4,867 | $163.57 | $796K | -0.1% | plan · 3 tranches |
| Feb 6, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 20,066 | $178.67 | $3.6M | -0.2% | plan · 14 tranches |
| Feb 2, 2026 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 857 | $202.38 | $173K | — | plan · 2 tranches |
| Dec 29, 2025 | TSAY CAROLINE JD | ▼ Sale | 600 | $218.48 | $131K | -13.8% | — |
| Nov 25, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 1,602 | $212.9 | $341K | — | plan · 5 tranches |
| Nov 21, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,500 | $211.06 | $3.1M | -0.2% | plan · 9 tranches |
| Nov 19, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,500 | $208.77 | $3.0M | -0.2% | plan · 7 tranches |
| Nov 17, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 8,039 | $213.03 | $1.7M | -0.1% | plan · 2 tranches |
| Nov 13, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,098 | $215.16 | $3.0M | -0.2% | plan · 5 tranches |
| Nov 11, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 21,750 | $214.26 | $4.7M | -0.3% | plan · 11 tranches |
| Nov 6, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 11,343 | $211.24 | $2.4M | -0.1% | plan · 4 tranches |
| Nov 4, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 14,168 | $212.82 | $3.0M | -0.2% | plan · 6 tranches |
| Aug 27, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 11,881 | $260.96 | $3.1M | -0.1% | plan · 9 tranches |
| Aug 22, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 15,514 | $262.1 | $4.1M | -0.2% | plan · 11 tranches |
| Aug 19, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 21,750 | $258.77 | $5.6M | -0.2% | plan · 8 tranches |
| Aug 14, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 18,444 | $257.87 | $4.8M | -0.2% | plan · 10 tranches |
| Aug 11, 2025 | Mansueto Joseph DExecutive Chairman · O·D·10% | ▼ Sale | 21,082 | $260.96 | $5.5M | -0.2% | plan · 12 tranches |
The same Form 4 data over REST or MCP, already grouped into events with the plan flag and the dollar value read. A free key does 100 calls a day and needs no card. Prefer email? Morningstar filings can reach your inbox instead.
Corporate insiders — officers, directors and 10%+ owners — must report their trades to the SEC on Form 4 within two business days. This page shows open-market activity: purchases (code P), sales (S) and dispositions back to the issuer (D). Scheduled compensation events such as stock grants and option exercises are also filed on Form 4 but carry no trading signal, so they are not shown and counts here can be lower than the raw EDGAR filing total. 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.