MORN
Morningstar, Inc.
Morningstar provides independent investment research and data services, with a primary political signal being a single CFO purchase of $186,590 and executive branch holdings by Donald J. Trump.
Next filing → your inbox
Govt Dependence
0/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL
BusinessWhat MORN does
Morningstar, Inc. is an independent provider of investment research, offering data, software, and ratings on stocks, mutual funds, and other investment vehicles. Its revenue is derived from asset-based fees for its investment management services, subscription-based access to its research and data platforms, and licensing of its intellectual property. The company operates globally, serving individual investors, financial advisors, and institutional clients.
12 months past · 3 months futureMORN activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
249 trading days ·
9 congressional trades shown
·
0 insider buys
·
9 13F filings
·
1 past bill actions
·
5 upcoming markups
Executive Branch ConflictsMORN held by Trump-administration officials
1 cabinet/senior official reported MORN positions in OGE Form 278 disclosures across 15 filings.
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Donald J. Trump
President · White House
MORNINGSTAR INC
Lifetime Government AwardsMORN federal contracts by year
$149K
total awarded · 2014–2014
1
contracts on file
2014
peak year ($149K)
Top contracts by award amount
$149K
Securities and Exchange Commission
2014-01-27
IGF::OT::IGF FOR OTHER FUNCTIONS MORNINGSTAR DIRECT LICENSING SERVIC
1 years · 1 contracts
Smart Money · 13F HoldingsHedge funds holding MORN
$221.25B
Total MORN held by tracked 13F funds
5
Funds with MORN positions
Two Sigma Investments
$145.29B
+125%
9 overlap
2026-03-31
Renaissance Technologies
$75.88B
+39%
9 overlap
2026-03-31
Millennium Management
$75M
+15%
2 overlap
2025-12-31
D.E. Shaw & Co.
$5M
-12%
2 overlap
2025-12-31
Citadel Advisors
$2M
-89%
2 overlap
2025-12-31
Politicians Trading MORNMembers of Congress with recent MORN positions
2 politicians traded MORN across 15 disclosed transactions totaling $169K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just MORN). 0-30 LOW · 30-60 MID · 60+ HIGH.
Congressional TradesWho in Congress is trading MORN
2026-05-06
April McClain Delaney
Sale
$1,001 - $15,000
2026-05-04
April McClain Delaney
Sale
$1,001 - $15,000
2026-04-30
April McClain Delaney
Sale
$1,001 - $15,000
2026-04-16
April McClain Delaney
Sale
$1,001 - $15,000
2026-04-17
April McClain Delaney
Sale
$1,001 - $15,000
2026-02-25
April McClain Delaney
Sale
$1,001 - $15,000
2026-02-19
April McClain Delaney
Sale
$1,001 - $15,000
2026-02-06
April McClain Delaney
Sale
$1,001 - $15,000
2026-01-15
April McClain Delaney
Sale
$1,001 - $15,000
2025-08-04
Lisa C. McClain
Sale
$1,001 - $15,000
2025-08-04
Lisa C. McClain
sale
$1,001 - $15,000
2025-08-02
April McClain Delaney
purchase
$15,001 - $50,000
17+ trades on file · most recent 2026-06-05
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
No Form 4 activity recorded in the last 180 days.
Bills Affecting MORNLive legislation impacting this stock
S.870 · 118th
An act to authorize appropriations for the United States Fire Administration and firefighter assistance grant programs, to advance
HR.2285 · 119th
DHS Basic Training Accreditation Improvement Act of 2025
S.1051 · 119th
Historic Greenwood District—Black Wall Street National Monument Establishment Act
S.695 · 119th
Small Business Investment Act of 2025
HR.1235 · 119th
Federal Infrastructure Bank Act of 2025
HJRES.53 · 119th
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities an
HJRES.51 · 119th
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Con
S.673 · 118th
Small Business Child Care Investment Act
HR.1384 · 118th
Middle Class Mortgage Insurance Premium Act of 2021
S.887 · 118th
A bill to amend the Federal Reserve Act to prohibit the Federal reserve banks from offering certain products or services directly
Political ProfileWhere MORN sits in Washington
[object Object]
STRUCTURAL: High regulatory density (8 finance bills) but no direct lobbying spend (`get_political_influence.lobbying.total_income`: $0) or donation alignment. EVIDENTIARY: Single CFO purchase ($186,590, `get_corporate_insider_signal.top_buys[0]`) and an executive branch holding by Donald J. Trump (`get_executive_branch_exposure.by_ticker[0].holdings[0]`). Net: Limited direct political engagement contrasts with regulatory exposure and minor insider/executive interest.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Broad financial services regulation impacting data and research providers.SEC, CFTC, Congressional Finance Committees"`Recent bill_impacts` shows 8 finance-sector bills with impact_ratios between 0.0003-0.0004, indicating regulatory density."
Regulatory opportunities
-
Potential for regulatory frameworks that increase demand for independent, standardized investment data.SEC"`Recent bill_impacts` sector concentration in finance suggests legislative activity where data providers could be beneficiaries."
Member intelligence layer
Live signals + predictions for MORN — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades MORN
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout MORN & political exposure
Does Morningstar, Inc. (MORN) hold federal contracts?
Yes. Morningstar, Inc. has 1 federal contract awards totaling $149,188, primarily from agencies including Securities and Exchange Commission. See full contract list and amounts on this page.
Which Trump cabinet officials own MORN stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in MORN on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded MORN stock?
17 congressional trades by 3 unique members of Congress, most recently on 2026-05-06. See the Congressional Trading panel for politician-by-politician breakdown.
What is MORN political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track MORN political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. MORN data is updated daily from these official federal sources.