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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
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,395 $162.32 $226K 8,161,709
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −300 $163.46 $49K 8,161,409
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,650 $164.72 $601K 8,157,759
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,102 $165.43 $182K 8,156,657
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −78 $167.22 $13K 8,156,579
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −234 $168.38 $39K 8,156,345
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −130 $169.71 $22K 8,156,215
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −104 $170.77 $18K 8,156,111
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −231 $172.16 $40K 8,155,880
2026-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −26 $172.87 $4K 8,155,854
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −442 $156.92 $69K 8,169,912
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,298 $157.96 $363K 8,167,614
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,286 $159.32 $205K 8,166,328
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,965 $160.51 $315K 8,164,363
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −910 $161.36 $147K 8,163,453
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −347 $162.43 $56K 8,163,106
2026-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2 $163.01 $326 8,163,104
2026-02-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,147 $161.10 $829K 8,171,815
2026-02-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,461 $162.16 $237K 8,170,354
2026-02-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −7,138 $161.86 $1.2M 8,177,074

Page 12 of 29 · 561 trades