Selling by month
Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
Disclosed planOne dollar scale for every month; the tallest bar is labeled
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 5 of the 13 calendar months from Oct 2025 to Oct 2026: Nov 2025, Feb 2026, Mar 2026, May 2026 and Aug 2026.
- Largest single sale: $1.5M (6,969 shares) of Morningstar, Inc. on Nov 14, 2025. Filing
- Last sale before this period: Aug 27, 2025.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Morningstar, Inc. (MORN) | Executive Chairman, Director | May 2, 2005 | Aug 24, 2026 |
Recent filings
The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Aug 24, 2026, Morningstar, Inc.: sold 5,659 shares for $1.2M, under a disclosed plan. 1 filing: 1
- Aug 21, 2026, Morningstar, Inc.: sold 4,095 shares for $888K, under a disclosed plan. 1 filing: 1
- Aug 20, 2026, Morningstar, Inc.: sold 7,250 shares for $1.6M, under a disclosed plan. 1 filing: 1
- Aug 19, 2026, Morningstar, Inc.: sold 6,594 shares for $1.4M, under a disclosed plan. 1 filing: 1
- Aug 18, 2026, Morningstar, Inc.: sold 7,906 shares for $1.7M, under a disclosed plan. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.