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 |
|---|---|---|---|---|---|---|
| 2025-11-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −480 | $210.18 | $101K | 8,624,167 |
| 2025-11-17 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,070 | $211.12 | $226K | 8,631,417 |
| 2025-11-15 | Holt Michael Chief Financial Officer | Option exercise | +163 | 5,665 | ||
| 2025-11-15 | Holt Michael Chief Financial Officer | Shares withheld for taxes | −73 | $211.95 | $15K | 5,592 |
| 2025-11-15 | Holt Michael Chief Financial Officer | Option exercise · Market Stock Units | −163 | 0 | ||
| 2025-11-15 | Holt Michael Chief Financial Officer | Grant or award · Market Stock Units | +1,946 | 1,946 | ||
| 2025-11-15 | Wiersema Conan CAO & PAO | Grant or award | +471 | 1,887 | ||
| 2025-11-15 | Wiersema Conan CAO & PAO | Option exercise | +12 | 1,899 | ||
| 2025-11-15 | Wiersema Conan CAO & PAO | Shares withheld for taxes | −28 | $211.95 | $6K | 1,871 |
| 2025-11-15 | Wiersema Conan CAO & PAO | Option exercise · Market Stock Units | −12 | 0 | ||
| 2025-11-15 | Wiersema Conan CAO & PAO | Grant or award · Market Stock Units | +294 | 294 | ||
| 2025-11-15 | Dunn Daniel Joseph Chief Revenue Officer | Option exercise | +346 | 15,005 | ||
| 2025-11-15 | Dunn Daniel Joseph Chief Revenue Officer | Shares withheld for taxes | −154 | $211.95 | $33K | 14,851 |
| 2025-11-15 | Dunn Daniel Joseph Chief Revenue Officer | Option exercise · Market Stock Units | −346 | 0 | ||
| 2025-11-15 | Kapoor Kunal CEO | Option exercise | +1,861 | 141,156 | ||
| 2025-11-15 | Kapoor Kunal CEO | Shares withheld for taxes | −826 | $211.95 | $175K | 140,330 |
| 2025-11-15 | Kapoor Kunal CEO | Option exercise · Market Stock Units | −1,861 | 0 | ||
| 2025-11-15 | Kapoor Kunal CEO | Grant or award · Market Stock Units | +10,810 | 10,810 | ||
| 2025-11-14 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −6,969 | $213.32 | $1.5M | 8,632,487 |
| 2025-11-13 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −6,708 | $215.28 | $1.4M | 8,639,596 |
Page 16 of 29 · 561 trades