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MORN

Congressional & insider trading activity

21
Total Trades
1
Traders
9 / 12
Buys / Sells
Distributing
Congress Sentiment
Buy Volume: $135,000 Sell Volume: $30,000

Top Traders

April Mcclain Delaney
April Mcclain Delaney
9 buys · 2 sells
D
M
Mansueto Joseph D
0 buys · 9 sells
Insider
L
Lyons William M
0 buys · 1 sells
Insider

Recent Trades

Date Trader Type Amount Filed
2026-05-27 Lyons William M Insider SELL - 2026-05-27
2026-05-22 Mansueto Joseph D Insider SELL - 2026-05-22
2026-05-20 Mansueto Joseph D Insider SELL - 2026-05-20
2026-05-19 Mansueto Joseph D Insider SELL - 2026-05-20
2026-05-18 Mansueto Joseph D Insider SELL - 2026-05-20
2026-05-15 Mansueto Joseph D Insider SELL - 2026-05-15
2026-05-14 Mansueto Joseph D Insider SELL - 2026-05-15
2026-05-12 Mansueto Joseph D Insider SELL - 2026-05-12
2026-05-11 Mansueto Joseph D Insider SELL - 2026-05-12
2026-05-08 Mansueto Joseph D Insider SELL - 2026-05-12
2026-04-30 April Mcclain Delaney D BUY $1,001-15,000 2026-05-06
2026-04-17 April Mcclain Delaney D BUY $1,001-15,000 2026-05-06
2026-04-16 April Mcclain Delaney D BUY $1,001-15,000 2026-05-06
2026-02-25 April Mcclain Delaney D BUY $1,001-15,000 2026-03-10
2026-02-25 April Mcclain Delaney D BUY $1,001-15,000 2026-03-10
2026-02-19 April Mcclain Delaney D BUY $1,001-15,000 2026-03-10
2026-02-19 April Mcclain Delaney D BUY $1,001-15,000 2026-03-10
2026-02-06 April Mcclain Delaney D BUY $1,001-15,000 2026-03-10
2026-02-06 April Mcclain Delaney D BUY $1,001-15,000 2026-03-10
2026-01-15 April Mcclain Delaney D SELL $1,001-15,000 2026-02-02

Showing 20 of 21 trades

Top Institutional Holders SEC 13F Filings

Quarterly institutional ownership from 13F-HR filings

Institution Shares Value Report Date
BlackRock Inc 2,392,043 $684,698,429 2023-12-31
Vanguard Group Inc 2,374,364 $515,973,040 2025-12-31
Morgan Stanley 1,730,549 $292,549,533 2026-03-31
Wellington Management Group 1,662,405 $281,029,566 2026-03-31
Two Sigma Investments LP 859,459 $145,291,544 2026-03-31
State Street Corp 735,574 $124,348,785 2026-03-31
AQR Capital Management LLC 623,629 $105,206,293 2026-03-31
Dimensional Fund Advisors 517,769 $87,513,841 2026-03-31
Renaissance Technologies LLC 448,870 $75,881,474 2026-03-31
JPMorgan Chase & Co 200,763 $60,202,800 2025-03-31

Trade-Event Timing Trades near material events

Trades within 7 days before or 3 days after 8-K filings

Mansueto Joseph D SELL same day as Regulation FD Disclosure (2026-05-22)
Mansueto Joseph D SELL 1d after Departure/Appointment of Directors or Officers; Submission of Matters to a Vote (2026-05-07)
April Mcclain Delaney BUY 7d before Departure/Appointment of Directors or Officers; Submission of Matters to a Vote (2026-05-07)

Corporate Events SEC 8-K Filings

Material corporate events reported to the SEC

Regulation FD Disclosure 7.01,9.01

Morningstar, Inc.

2026-05-22 SEC Filing →
Departure/Appointment of Directors or Officers; Submission of Matters to a Vote 5.02,5.07

Morningstar, Inc.

2026-05-07 SEC Filing →
Regulation FD Disclosure 7.01,9.01

Morningstar, Inc.

2026-03-25 SEC Filing →
Other Events 8.01,9.01

Morningstar, Inc.

2026-03-13 SEC Filing →

Major Shareholders SEC 13D/13G Filings

Beneficial owners holding 5%+ of outstanding shares

Owner Shares Ownership Filing Type Filing Date
The Vanguard Group SCHEDULE 13G/A
- - SCHEDULE 13G/A 2026-03-27