Informed-money record

MORN · Morningstar, Inc.

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

3

Bearish filings

257

Named actors

8

Disclosed $ (bull / bear)

$227K / $166.1M

Recent disclosures

25 of 260 in the window · linked to source
DateWhoWhatDisclosed $Receipt
2026-05-27Director (via Charles Schwab & Co. Inc.) Lyons William Mfiled notice to sell$125KSEC ↗
2026-05-20Executive Chairman Mansueto Joseph Dsold$977KSEC ↗
2026-05-20Executive Chairman Mansueto Joseph Dsold$216KSEC ↗
2026-05-20Executive Chairman Mansueto Joseph Dsold$50KSEC ↗
2026-05-19Executive Chairman Mansueto Joseph Dsold$311KSEC ↗
2026-05-19Executive Chairman Mansueto Joseph Dsold$41KSEC ↗
2026-05-19Executive Chairman Mansueto Joseph Dsold$4KSEC ↗
2026-05-19Executive Chairman Mansueto Joseph Dsold$464KSEC ↗
2026-05-19Executive Chairman Mansueto Joseph Dsold$257KSEC ↗
2026-05-19Executive Chairman Mansueto Joseph Dsold$121KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$114KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$96KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$52KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$20KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$87KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$285KSEC ↗
2026-05-18Executive Chairman Mansueto Joseph Dsold$622KSEC ↗
2026-05-15Executive Chairman Mansueto Joseph Dsold$257KSEC ↗
2026-05-15Executive Chairman Mansueto Joseph Dsold$118KSEC ↗
2026-05-15Executive Chairman Mansueto Joseph Dsold$719KSEC ↗
2026-05-15Executive Chairman Mansueto Joseph Dsold$100KSEC ↗
2026-05-15Executive Chairman Mansueto Joseph Dsold$34KSEC ↗
2026-05-15Chief Financial Officer Holt Michaelsold$45KSEC ↗
2026-05-14Executive Chairman Mansueto Joseph Dsold$206KSEC ↗
2026-05-14Executive Chairman Mansueto Joseph Dsold$188KSEC ↗

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals