Public research preview

Lisa McClain, Representative disclosure: Morningstar, Inc. - Common Stock (MORN)

Disclosed a sell transaction in Morningstar, Inc. - Common Stock (MORN). Use this page to inspect source evidence, confidence scores, filing delay, and post-disclosure price movement before deciding whether to research the signal further.

Copy Window
Probably too late
24/100
Signal Quality
44/100
Data quality
93%
High quality

This public page is for public-disclosure research only. It is not investment advice and does not place orders. Verify the official source before relying on any signal.

Evidence passport

Official-source context and parser confidence before any simulation or alert decision.

Source
House STOCK Act disclosures
Published
12 Sept 2025, 00:00
Parser confidence
94%
Instrument mapping
95%
Filing delay
39 days

Timeline

Transaction date

4 Aug 2025

Public disclosure

12 Sept 2025

Now

Tracked today

Filing delay: 39 days

Price movement

Complete coverage

Provider
Yahoo Finance daily close
Fetched
23 Jul 2026

Stock path

MORN from pre-transaction context through latest close.

Transaction

4 Aug 2025 · 267.631 USD · Not public yet

System decision

Would not buyThe strategy's filters reject this signal. Failed filters: Buy disclosure · Filed within 30 days.

Not public yetWould not buy141.4204.5267.6USDDate4 Aug12 Sept23 JulOfficial disclosure12 SeptTransactionDisclosureLatest
  • Not public yet
  • Would not buy
Observed transaction close
267.631
Observed disclosure close
254.507
Observed latest close
167.57
Pre-disclosure move
-4.9%
Post-disclosure move
-34.2%
Market-adjusted move
-47.7%
1w since disclosure
-8.5%
1m since disclosure
-11.9%
3m since disclosure
-16.7%
Pre-disclosure peak run-up
0.0%
Retrace from peak
-4.9%

Why Copy Window is Probably too late

Supporting factors

  • Parsed sell disclosure for ordinary shares from House STOCK Act disclosures.
  • Reported amount is $1,001 - $15,000.
  • Post-disclosure move is calculated from Yahoo Finance daily close daily closes.

Cautions

  • Yahoo Finance daily close coverage is end-of-day and should be verified against the official price source.
  • Review the original source document before making any investment decision.

Source document

House STOCK Act disclosures, published 12 Sept 2025, 00:00

View source
Parser confidence
94%
Instrument mapping
95%
FieldExtracted value
roleRepresentative
sidesell
value1001
sourcehouse_stock_act
tickerMORN
chamberHouse
currencyUSD
assetTypestock
sourceUrlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030932.pdf
personNameLisa McClain
amountRange$1,001 - $15,000
companyNameMorningstar, Inc. - Common Stock (MORN)
publishedAt2025-09-12T00:00:00.000Z
rawDocumentIdraw-us-house-20030932-87
disclosureDate2025-09-12
transactionDate2025-08-04
transactionTypeS