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Morningstar stock timeline
A year of the price with every insider trade, planned sale, earnings report and material 8-K marked
252 sessions+16.6% to $244.15
Morningstar (MORN) stock rose 17% over the last 252 sessions, to $244.15. On the way it reported 4 quarters, its insiders filed 4 open-market trades and 3 Form 144 notices of planned sales, and the company filed 2 material 8-Ks. Each is marked on the price and listed with what the stock did next.
Each mark, and what followed
| Date | Kind | What | Next session | 5 sessions | 21 sessions |
|---|---|---|---|---|---|
| Nov 2, 2026 | Form 144 | Form 144: Joseph D Mansueto plans to sell $23.3M | +5.4% (+5.9% vs SPY) | +7.6% (+10.4% vs SPY) | — |
| Oct 28, 2026 | Earnings | Earnings: beat the EPS estimate by 14.5% | −0.4% (−0.8% vs SPY) | +9.3% (+11.3% vs SPY) | — |
| Aug 3, 2026 | Form 144 | Form 144: William M Lyons plans to sell $199K | +3.3% (+1.8% vs SPY) | +4.1% (+0.7% vs SPY) | +12.8% (+10.2% vs SPY) |
| Aug 3, 2026 | Form 144 | Form 144: Joseph D Mansueto plans to sell $19.9M | +3.3% (+1.8% vs SPY) | +4.1% (+0.7% vs SPY) | +12.8% (+10.2% vs SPY) |
| Aug 3, 2026 | Insider sale | Lyons William M sold $199K | +3.3% (+1.8% vs SPY) | +4.1% (+0.7% vs SPY) | +12.8% (+10.2% vs SPY) |
| Jul 29, 2026 | Earnings | Earnings: beat the EPS estimate by 9.6% | +2.3% (+3.9% vs SPY) | +3.1% (−0.9% vs SPY) | +9.0% (+5.7% vs SPY) |
| May 27, 2026 | Insider sale | Lyons William M sold $125K | −0.6% (−0.6% vs SPY) | +4.2% (+3.0% vs SPY) | −22.6% (−20.6% vs SPY) |
| May 15, 2026 | Insider sale | Holt Michael sold $45K | +2.4% (+3.6% vs SPY) | +4.3% (+5.0% vs SPY) | +4.2% (+3.3% vs SPY) |
| May 8, 2026 | 8-K | Directors and officers: departures, appointments, pay | −0.3% (−0.5% vs SPY) | −3.8% (−4.1% vs SPY) | +4.4% (+4.5% vs SPY) |
| Apr 29, 2026 | Earnings | Earnings: beat the EPS estimate by 19.5% | +2.1% (+2.1% vs SPY) | −9.8% (−11.5% vs SPY) | −2.0% (−7.8% vs SPY) |
| Mar 4, 2026 | Insider buy | Holt Michael bought $187K | +2.5% (+1.8% vs SPY) | +1.1% (+1.6% vs SPY) | −7.2% (−3.7% vs SPY) |
| Feb 12, 2026 | Earnings | Earnings: beat the EPS estimate by 14.8% | −0.9% (+0.7% vs SPY) | +4.1% (+5.2% vs SPY) | +16.5% (+20.9% vs SPY) |
| Jan 5, 2026 | 8-K | Directors and officers: departures, appointments, pay | +1.7% (+1.0% vs SPY) | +3.0% (+1.4% vs SPY) | −15.4% (−16.3% vs SPY) |
Insiders’ record here
In the year on the chart, Morningstar's insiders reported 1 open-market buy ($187K) and 3 sales ($369K). Of the 4 old enough to score, 0 were followed by the stock doing what the trade implied over the next 63 sessions (beating SPY after a buy, lagging it after a sale); the median excess return after a buy was −13.4% and after a sale +17.1%.
Across the whole universe (19,782 scored trades), insider buys beat the market 46% of the time and sales were followed by a lagging stock 61% of the time; buys of $1M or more 39%. Every pattern →
What this kind of 8-K usually did
| Item | 8-Ks | Next session, median | Up next session | 21 sessions, median | Typical size |
|---|---|---|---|---|---|
| 5.02 Directors and officers: departures, appointments, pay | 39,174 | −0.1% | 48% | +0.7% | ±1.4% |
Across every company in the move-odds universe, measured from the close before the filing. Every 8-K item ranked →
Report card: every quarter against the estimate → Morningstar: every quarter → Live insider trades →
Prices are daily closes; filings and trades are as filed with the SEC (Form 4 within two business days of the trade, 8-K within four of the event). Moves after a mark are the stock's close-to-close change and the same for SPY; they describe the record, not what the next one will do. Not investment advice.