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.
No plan disclosedOne 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 1 of the 13 calendar months from Oct 2025 to Oct 2026: May 2026.
- Largest single sale: $45K (270 shares) of Morningstar, Inc. on May 15, 2026. Filing
- Last sale before this period: May 12, 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) | Chief Financial Officer | Jan 10, 2025 | Sep 2, 2026 |
Recent filings
The last 4 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Sep 1, 2026, Morningstar, Inc.: 54 shares withheld by the company for taxes. 1 filing: 1
- May 15, 2026, Morningstar, Inc.: sold 270 shares for $45K, no plan disclosed; 243 shares vested. 1 filing: 1
- Mar 4, 2026, Morningstar, Inc.: bought 1,000 shares for $187K. 1 filing: 1
- Nov 15, 2025, Morningstar, Inc.: 163 shares vested; 73 shares withheld by the company for taxes. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.