The dollar value is trivial — no actionable signal. Monitor for any material increase in insider selling volume or a change in pattern (e.g., C-suite cluster sales above 0.5% of market cap).
Price Chart
Executive Summary
Executive Chairman Joseph Mansueto and Director William Lyons sold a total of $180K in MORN stock over a 7-day window. The sales are small relative to the $6.8B market cap (0.003%) and likely reflect routine portfolio diversification or tax planning, not a bearish signal.
Key Financial Metrics
Key Facts
- Executive Chairman Joseph Mansueto sold 317 shares at $174.09 on 2026-05-22 for $55K.
- Director William Lyons sold 700 shares at $179.00 on 2026-05-27 for $125K.
- Total insider sales in the cluster: $180K, representing ~0.003% of Morningstar's $6.8B market cap.
- No open-market purchases were reported in the cluster.
Financial Impact
Total insider sales of $180K are immaterial relative to $6.8B market cap.
Risk Factors
- Insider sales could increase if management anticipates headwinds, but current activity is too small to indicate anything.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MORN-1779914472300 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | Insider Cluster | $206.89 $191.02 | ▼ −7.67% | ▼ −5.92% | $183.55 (−11.28%) |
Aug 7, 2026 7w ago | Insider Cluster | $201.03 $200.53 | ▼ −0.25% | ▲ +0.67% | $183.55 (−8.70%) |
Aug 5, 2026 8w ago | Insider Cluster | $199.33 $209.80 | ▲ +5.26% | ▲ +5.86% | $183.55 (−7.91%) |
Jun 25, 2026 14w ago | 8-K | $154.65 $167.57 | ▲ +8.35% | ▲ +7.09% | $183.55 (+18.69%) |
Jun 18, 2026 15w ago | 8-K | $153.41 $172.48 | ▲ +12.43% | ▲ +12.58% | $183.55 (+19.65%) |
May 27, 2026 18w ago | Insider Cluster | $180.11 $154.65 | ▼ −14.14% | ▼ −10.99% | $183.55 (+1.91%) |
May 22, 2026 19w ago | Insider Cluster | $177.74 $155.56 | ▼ −12.48% | ▼ −10.53% | $183.55 (+3.27%) |
May 22, 2026 19w ago | 8-K | $177.74 $155.56 | ▼ −12.48% | ▼ −10.53% | $183.55 (+3.27%) |
May 20, 2026 19w ago | Insider Cluster | $173.37 $153.55 | ▼ −11.44% | ▼ −11.77% | $183.55 (+5.87%) |
May 19, 2026 19w ago | Insider Cluster | $172.55 $153.68 | ▼ −10.94% | ▼ −11.68% | $183.55 (+6.37%) |
US Market Status
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