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 |
|---|---|---|---|---|---|---|
| 2025-11-04 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −4,117 | $213.88 | $881K | 8,687,590 |
| 2025-11-04 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −943 | $214.59 | $202K | 8,686,647 |
| 2025-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −5,460 | $211.71 | $1.2M | 8,695,355 |
| 2025-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,489 | $212.53 | $316K | 8,693,866 |
| 2025-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −301 | $213.55 | $64K | 8,693,565 |
| 2025-09-01 | Holt Michael Chief Financial Officer | Shares withheld for taxes | −49 | $262.42 | $13K | 5,502 |
| 2025-09-01 | Wiersema Conan CAO & PAO | Shares withheld for taxes | −20 | $262.42 | $5K | 1,416 |
| 2025-08-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −5,806 | $260.14 | $1.5M | 9,313,735 |
| 2025-08-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −48 | $261.45 | $13K | 9,313,687 |
| 2025-08-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −130 | $263.07 | $34K | 9,313,557 |
| 2025-08-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −505 | $264.01 | $133K | 9,313,052 |
| 2025-08-27 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −216 | $265.12 | $57K | 9,312,836 |
| 2025-08-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −3,432 | $260.48 | $894K | 9,319,641 |
| 2025-08-26 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −100 | $261.67 | $26K | 9,319,541 |
| 2025-08-25 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,528 | $263.10 | $402K | 9,323,189 |
| 2025-08-25 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −116 | $263.84 | $31K | 9,323,073 |
| 2025-08-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −465 | $260.58 | $121K | 9,331,502 |
| 2025-08-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −691 | $261.81 | $181K | 9,330,811 |
| 2025-08-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −948 | $262.77 | $249K | 9,329,863 |
| 2025-08-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,596 | $264.05 | $421K | 9,328,267 |
Page 18 of 29 · 561 trades