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 |
|---|---|---|---|---|---|---|
| 2026-11-04 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −795 | $243.67 | $194K | 8,594,514 |
| 2026-11-04 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −85 | $244.51 | $21K | 8,594,429 |
| 2026-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −4,390 | $239.39 | $1.1M | 8,604,193 |
| 2026-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −2,384 | $239.96 | $572K | 8,601,809 |
| 2026-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −78 | $241.11 | $19K | 8,601,731 |
| 2026-11-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −52 | $242.26 | $13K | 8,601,679 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −344 | $227.57 | $78K | 8,615,489 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −478 | $228.49 | $109K | 8,615,011 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −518 | $229.04 | $119K | 8,614,493 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −970 | $230.42 | $224K | 8,613,523 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −798 | $231.89 | $185K | 8,612,725 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −520 | $232.89 | $121K | 8,612,205 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,312 | $234.19 | $307K | 8,610,893 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,604 | $235.63 | $378K | 8,609,289 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −104 | $237.28 | $25K | 8,609,185 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −273 | $238.58 | $65K | 8,608,912 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −303 | $239.61 | $73K | 8,608,609 |
| 2026-11-02 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −26 | $240.14 | $6K | 8,608,583 |
| 2026-09-30 | Mansueto Daniel 10% owner | Other disposition | −657,779 | 3,196,048 | ||
| 2026-09-01 | Holt Michael Chief Financial Officer | Shares withheld for taxes | −54 | $218.94 | $12K | 12,271.95 |
Page 2 of 29 · 561 trades