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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
2025-08-22 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,846 $265.04 $754K 9,325,421
2025-08-22 Mansueto Joseph D Executive Chairman Sale 10b5-1 −704 $265.67 $187K 9,324,717
2025-08-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,014 $261.42 $265K 9,331,967
2025-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,323 $259.91 $1.1M 9,335,908
2025-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,446 $260.69 $638K 9,333,462
2025-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −455 $261.81 $119K 9,333,007
2025-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −26 $262.41 $7K 9,332,981
2025-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,757 $258.96 $714K 9,344,724
2025-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,577 $259.83 $929K 9,341,147
2025-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −916 $260.57 $239K 9,340,231
2025-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −6,846 $258.03 $1.8M 9,347,885
2025-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −404 $258.83 $105K 9,347,481
2025-08-15 Mansueto Joseph D Executive Chairman Sale 10b5-1 −6,040 $258.51 $1.6M 9,355,941
2025-08-15 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,208 $259.32 $313K 9,354,733
2025-08-15 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2 $260.68 $521 9,354,731
2025-08-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,944 $260.28 $1.0M 9,361,981
2025-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −6,382 $257.78 $1.6M 9,366,793
2025-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −596 $258.61 $154K 9,366,197
2025-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −188 $259.77 $49K 9,366,009
2025-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −84 $260.82 $22K 9,365,925

Page 19 of 29 · 561 trades