Morningstar, Inc. planned insider sales
In the twelve months since 9 October 2025 insiders at Morningstar, Inc. filed 8 Form 144 notices of planned sales, 403,028 shares worth $79.0 million at the time of filing, from 4 sellers. The latest, filed 3 August 2026: Lyons William M (director), 1,000 shares worth $199,000, planned for around 3 August 2026 through Charles Schwab & Co. Inc..
| Filed | Seller | Relationship | Shares | Value | Planned sale | Broker | How acquired | Filing |
|---|---|---|---|---|---|---|---|---|
| 3 August 2026 | Lyons William M | Director | 1,000 | $199,000 | 3 August 2026 | Charles Schwab & Co. Inc. | Restricted Stock Lapse | Form 144 |
| 3 August 2026 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | $19.9 million | 3 August 2026 | Charles Schwab & Co. Inc. | Founders Shares | Form 144 |
| 27 May 2026 | Lyons William M | Director | 700 | $125,300 | 27 May 2026 | Charles Schwab & Co. Inc. | Restricted Stock Lapse | Form 144 |
| 12 May 2026 | Landis Gail S | Former Affiliate | 728 | $129,551 | 12 May 2026 | Charles Schwab & Co., Inc. | Restricted Stock Lapse | Form 144 |
| 1 May 2026 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | $17.1 million | 1 May 2026 | Charles Schwab & Co. Inc. | Founders Shares | Form 144 |
| 2 February 2026 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | $20.2 million | 2 February 2026 | Charles Schwab & Co. Inc. | Founders Shares | Form 144 |
| 29 December 2025 | Tsay Caroline J | Director | 600 | $131,090 | 29 December 2025 | Charles Schwab & Co., Inc. | Restricted Stock Lapse | Form 144 |
| 3 November 2025 | Mansueto Joseph D | Officer, Director, 10% Stockholder | 100,000 | $21.2 million | 3 November 2025 | Charles Schwab & Co. Inc. | Founders Shares | Form 144 |
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.
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Value is the filer's own aggregate market value. Whether the sale happened shows up later on Form 4, on the insiders page.Source
Form 144 filings on EDGAR for Morningstar, Inc.: the company's filing index, each notice read from its own XML.
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