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CIK 0001289419 · Large accelerated filer

Morningstar, Inc.

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Ticker
MORN
Exchange
Nasdaq
Industry
Investment Advice
FY end
Dec 31
Incorporated
IL
Entity type
operating
EIN
363297908
Phone
(312) 696-6000
Business address
22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$22,324,128
in 7 filings, $22.3M under 10b5-1 plans

Net −$22,324,128. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Mansueto Joseph D −$22.3M Executive Chairman sold 1% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,955 $173.12 $338K 8,109,037
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,107 $173.94 $193K 8,107,930
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −286 $175.35 $50K 8,107,644
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −52 $176.18 $9K 8,107,592
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −271 $177.87 $48K 8,107,321
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −53 $178.88 $9K 8,107,268
2026-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −26 $180.00 $5K 8,107,242
2026-05-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,977 $166.01 $992K 8,115,765
2026-05-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −784 $166.74 $131K 8,114,981
2026-05-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −411 $168.03 $69K 8,114,570
2026-05-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −78 $168.79 $13K 8,114,492
2026-05-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,202 $167.12 $702K 8,124,790
2026-05-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,957 $168.14 $497K 8,121,833
2026-05-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −52 $169.34 $9K 8,121,781
2026-05-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −39 $170.04 $7K 8,121,742
2026-05-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,256 $168.56 $380K 8,133,986
2026-05-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,803 $169.65 $306K 8,132,183
2026-05-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,063 $170.93 $353K 8,130,120
2026-05-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,128 $171.58 $194K 8,128,992
2026-05-01 Mansueto Joseph D Executive Chairman Sale 10b5-1 −150 $168.84 $25K 8,143,342

Page 10 of 29 · 561 trades