Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-18 · Built: 2026-10-18 · 中文

← United States · Coverage record

US · SEC FORM 4

Morningstar, Inc.

MORN · Nasdaq · CIK 0001289419 · Financial Services · Financial Data & Stock Exchanges

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

160 Form 4 transaction lines observed in the same window
138 sales · 22 option, withholding, award, gift or other lines

Last qualifying purchase2026-03-04 · Holt Michael · $186.6K

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesHigh
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Mansueto Joseph DExecutive Chairman
▼▼▼▼▼▼▼▼▼▼▼▼▼○▼▼▼▼▼▼▼▼▼▼▼▼▼▼▼▼
Wiersema ConanCAO & PAO
○○○○
Holt MichaelChief Financial Officer
○○▼○
Lyons William MDirector
○▼▼
Kapoor KunalCEO
○○○
Mansueto DanielTenPercentOwner
○○
● Purchase▼ Sale○ Other

Showing the six most active owners; 7 additional owner(s) remain in Form 4 evidence.

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2026-03-04 · Holt Michael.

Recent Form 4 activity

1Purchases
259Sales
34Other Form 4 lines
56SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING138 sale line(s) · context only
OTHER22 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
1,424,280
Previous report
1,434,731
Avg daily volume
315,697
Days to cover
4.5

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2026-03-04Holt MichaelPurchase (P)Common Stock1,000USD 186.59USD 186,590SEC filing ↗
2021-02-01TSAY CAROLINE JPurchase (P)Common Stock5USD 234.68USD 1,152SEC filing ↗
2020-05-01TSAY CAROLINE JPurchase (P)Common Stock5USD 151.39USD 802SEC filing ↗
2020-02-03TSAY CAROLINE JPurchase (P)Common Stock5USD 159.56USD 801SEC filing ↗

Form 4 evidence

294 transaction lines in the latest 365-day window; 3,493 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-30Mansueto DanielJ (J)Common Stock657,779USD 0.00USD 0SEC filing ↗
2026-09-01Wiersema ConanTax withholding (F)Common Stock29USD 218.94USD 6,349SEC filing ↗
2026-09-01Holt MichaelTax withholding (F)Common Stock54USD 218.94USD 11,823SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-30Mansueto DanielJ (J)Common Stock657,779USD 0.00USD 0SEC filing ↗
2026-09-01Wiersema ConanTax withholding (F)Common Stock29USD 218.94USD 6,349SEC filing ↗
2026-09-01Holt MichaelTax withholding (F)Common Stock54USD 218.94USD 11,823SEC filing ↗
2026-08-24Mansueto DanielJ (J)Common Stock376,969USD 0.00USD 0SEC filing ↗
2026-08-24Mansueto Joseph DSale (S)Common Stock5,659USD 218.84USD 1,238,392SEC filing ↗
2026-08-21Mansueto Joseph DSale (S)Common Stock4,095USD 216.76USD 887,620SEC filing ↗
2026-08-20Mansueto Joseph DSale (S)Common Stock7,250USD 214.16USD 1,552,656SEC filing ↗
2026-08-19Mansueto Joseph DSale (S)Common Stock6,594USD 213.75USD 1,409,448SEC filing ↗
2026-08-18Mansueto Joseph DSale (S)Common Stock7,906USD 210.26USD 1,662,307SEC filing ↗
2026-08-17Mansueto Joseph DSale (S)Common Stock7,250USD 207.04USD 1,501,046SEC filing ↗
2026-08-14Mansueto Joseph DSale (S)Common Stock7,250USD 206.88USD 1,499,859SEC filing ↗
2026-08-13Mansueto Joseph DSale (S)Common Stock7,250USD 197.92USD 1,434,943SEC filing ↗
2026-08-12Mansueto Joseph DSale (S)Common Stock7,250USD 195.27USD 1,415,693SEC filing ↗
2026-08-11Mansueto Joseph DSale (S)Common Stock974USD 200.32USD 195,112SEC filing ↗
2026-08-10Mansueto Joseph DSale (S)Common Stock7,250USD 201.84USD 1,463,340SEC filing ↗
2026-08-07Mansueto Joseph DSale (S)Common Stock7,250USD 199.62USD 1,447,280SEC filing ↗
2026-08-06Mansueto Joseph DSale (S)Common Stock2,272USD 198.38USD 450,719SEC filing ↗
2026-08-05Mansueto Joseph DSale (S)Common Stock7,250USD 201.06USD 1,457,674SEC filing ↗
2026-08-04Mansueto Joseph DSale (S)Common Stock7,250USD 199.67USD 1,447,597SEC filing ↗
2026-08-03Mansueto Joseph DSale (S)Common Stock7,250USD 199.20USD 1,444,220SEC filing ↗
2026-08-03Mansueto Joseph DGift (G)Common Stock5,300USD 0.00USD 0SEC filing ↗
2026-08-03Lyons William MSale (S)Common Stock1,000USD 199.00USD 199,000SEC filing ↗
2026-05-27Lyons William MSale (S)Common Stock700USD 179.00USD 125,300SEC filing ↗
2026-05-22Mansueto Joseph DSale (S)Common Stock2,270USD 176.72USD 401,144SEC filing ↗
2026-05-21Mansueto Joseph DSale (S)Common Stock7,250USD 172.53USD 1,250,845SEC filing ↗
2026-05-20Mansueto Joseph DSale (S)Common Stock7,250USD 171.57USD 1,243,858SEC filing ↗
2026-05-19Mansueto Joseph DSale (S)Common Stock6,728USD 178.33USD 1,199,795SEC filing ↗
2026-05-18Mansueto Joseph DSale (S)Common Stock7,250USD 175.84USD 1,274,842SEC filing ↗
2026-05-15Wiersema ConanTax withholding (F)Common Stock105USD 166.05USD 17,435SEC filing ↗
2026-05-15Wiersema ConanAward / grant (A)Common Stock (Restricted Stock Units)903USD 0.00USD 0SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-18
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerMORN
CIK0001289419
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges Yahoo Finance
SEC SIC6282 Investment Advice
ExchangeNasdaq

Data coverage

Local Form 4 history3,493 transaction lines from 2020-01-02 to 2026-09-30
4 P purchase lines · 3,187 S sale lines · 302 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.