CIK 0001289419 · Large accelerated filer
Morningstar, Inc.
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- 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.
Who's trading
90 days
Reading 100 more Form 4s from the SEC; this list fills in as they're read.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2026-05-01 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,892 | $170.36 | $322K | 8,141,450 |
| 2026-05-01 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −4,698 | $171.19 | $804K | 8,136,752 |
| 2026-05-01 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −406 | $172.18 | $70K | 8,136,346 |
| 2026-05-01 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −104 | $174.21 | $18K | 8,136,242 |
| 2026-03-04 | Holt Michael Chief Financial Officer | Purchase | +1,000 | $186.59 | $187K | 9,480 |
| 2026-03-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −3,122 | $182.32 | $569K | 8,138,232 |
| 2026-03-01 | Holt Michael Chief Financial Officer | Grant or award | +684 | 8,480 | ||
| 2026-03-01 | Wiersema Conan CAO & PAO | Grant or award | +301 | 2,286 | ||
| 2026-02-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −7,012 | $181.55 | $1.3M | 8,141,592 |
| 2026-02-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −200 | $182.92 | $37K | 8,141,392 |
| 2026-02-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −38 | $183.41 | $7K | 8,141,354 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −200 | $172.92 | $35K | 8,155,654 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −100 | $174.58 | $17K | 8,155,554 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,615 | $176.32 | $285K | 8,153,939 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,000 | $176.90 | $177K | 8,152,939 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −3,014 | $178.61 | $538K | 8,149,925 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −752 | $179.38 | $135K | 8,149,173 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −121 | $180.86 | $22K | 8,149,052 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −160 | $181.81 | $29K | 8,148,892 |
| 2026-02-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −288 | $182.69 | $53K | 8,148,604 |
Page 11 of 29 · 561 trades