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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
2026-02-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −112 $162.75 $18K 8,176,962
2026-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,278 $157.97 $202K 8,190,184
2026-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,201 $159.11 $668K 8,185,983
2026-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,077 $159.95 $172K 8,184,906
2026-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −181 $161.27 $29K 8,184,725
2026-02-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,786 $159.78 $285K 8,196,467
2026-02-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,089 $160.53 $656K 8,192,378
2026-02-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −816 $161.46 $132K 8,191,562
2026-02-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −100 $162.41 $16K 8,191,462
2026-02-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −513 $162.69 $83K 8,184,212
2026-02-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,676 $154.73 $414K 8,202,827
2026-02-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,693 $155.73 $264K 8,201,134
2026-02-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −697 $156.79 $109K 8,200,437
2026-02-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,424 $157.75 $225K 8,199,013
2026-02-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −613 $158.84 $97K 8,198,400
2026-02-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −147 $159.75 $23K 8,198,253
2026-02-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −6,116 $154.61 $946K 8,206,326
2026-02-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −717 $155.64 $112K 8,205,609
2026-02-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −106 $156.46 $17K 8,205,503
2026-02-10 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,214 $162.84 $523K 8,212,442

Page 13 of 29 · 561 trades