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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
2025-11-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −140 $216.60 $30K 8,639,456
2025-11-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,609 $214.07 $344K 8,651,945
2025-11-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,284 $215.18 $922K 8,647,661
2025-11-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,357 $215.73 $293K 8,646,304
2025-11-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,650 $214.78 $354K 8,659,154
2025-11-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,581 $215.64 $772K 8,655,573
2025-11-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,644 $216.45 $356K 8,653,929
2025-11-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −375 $217.19 $81K 8,653,554
2025-11-10 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,376 $215.03 $1.2M 8,662,678
2025-11-10 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,874 $215.61 $404K 8,660,804
2025-11-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,856 $211.04 $603K 8,672,448
2025-11-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,862 $212.19 $819K 8,668,586
2025-11-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −154 $213.32 $33K 8,668,432
2025-11-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −340 $214.55 $73K 8,668,092
2025-11-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −38 $215.34 $8K 8,668,054
2025-11-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,093 $211.61 $866K 8,675,304
2025-11-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −6,668 $210.94 $1.4M 8,679,979
2025-11-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −530 $212.11 $112K 8,679,449
2025-11-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −52 $212.75 $11K 8,679,397
2025-11-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,858 $212.93 $396K 8,691,707

Page 17 of 29 · 561 trades