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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
2025-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,957 $254.79 $499K 9,378,468
2025-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −899 $255.78 $230K 9,377,569
2025-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,496 $257.07 $642K 9,375,073
2025-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,638 $257.74 $422K 9,373,435
2025-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −260 $258.56 $67K 9,373,175
2025-08-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −98 $258.61 $25K 9,387,091
2025-08-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,509 $259.84 $912K 9,383,582
2025-08-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,936 $260.77 $766K 9,380,646
2025-08-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −221 $261.64 $58K 9,380,425
2025-08-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −601 $259.69 $156K 9,393,656
2025-08-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,104 $260.85 $810K 9,390,552
2025-08-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,857 $261.75 $486K 9,388,695
2025-08-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,506 $262.52 $395K 9,387,189
2025-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,934 $260.66 $1.0M 9,397,573
2025-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,284 $261.40 $597K 9,395,289
2025-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −506 $262.35 $133K 9,394,783
2025-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −526 $263.37 $139K 9,394,257
2025-08-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,689 $261.55 $965K 9,402,129
2025-08-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −622 $262.38 $163K 9,401,507
2025-08-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −280 $270.07 $76K 9,405,932

Page 20 of 29 · 561 trades