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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
2025-11-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −157 $211.31 $33K 8,601,944
2025-11-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −481 $212.74 $102K 8,601,463
2025-11-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −570 $213.75 $122K 8,600,893
2025-11-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −78 $214.51 $17K 8,600,815
2025-11-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −316 $211.99 $67K 8,602,101
2025-11-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,701 $210.15 $568K 8,606,966
2025-11-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,535 $211.41 $747K 8,603,431
2025-11-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −566 $212.82 $120K 8,602,865
2025-11-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −361 $214.12 $77K 8,602,504
2025-11-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −87 $214.84 $19K 8,602,417
2025-11-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,104 $209.82 $232K 8,615,813
2025-11-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,000 $210.72 $843K 8,611,813
2025-11-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,069 $211.71 $438K 8,609,744
2025-11-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −77 $212.62 $16K 8,609,667
2025-11-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −6,575 $209.12 $1.4M 8,617,592
2025-11-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −413 $210.17 $87K 8,617,179
2025-11-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −262 $211.27 $55K 8,616,917
2025-11-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,017 $207.27 $418K 8,629,400
2025-11-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,069 $208.29 $639K 8,626,331
2025-11-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,684 $208.97 $352K 8,624,647

Page 15 of 29 · 561 trades