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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
2025-08-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −114 $271.17 $31K 9,405,818
2025-08-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,961 $271.90 $533K 9,410,875
2025-08-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,164 $272.87 $863K 9,407,711
2025-08-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,499 $273.72 $410K 9,406,212
2025-06-30 Mansueto Joseph D Executive Chairman Gift 10b5-1 −15,000 9,412,836
2025-05-27 Mansueto Joseph D Executive Chairman Sale 10b5-1 −202 $305.06 $62K 9,428,880
2025-05-27 Mansueto Joseph D Executive Chairman Sale 10b5-1 −356 $306.14 $109K 9,428,524
2025-05-27 Mansueto Joseph D Executive Chairman Sale 10b5-1 −564 $306.96 $173K 9,427,960
2025-05-27 Mansueto Joseph D Executive Chairman Sale 10b5-1 −114 $307.97 $35K 9,427,846
2025-05-27 Mansueto Joseph D Executive Chairman Sale 10b5-1 −10 $308.71 $3K 9,427,836
2025-05-23 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,296 $305.80 $396K 9,429,082
2025-05-22 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,981 $305.30 $910K 9,434,647
2025-05-22 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,471 $306.51 $451K 9,433,176
2025-05-22 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,519 $307.29 $467K 9,431,657
2025-05-22 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,279 $307.94 $394K 9,430,378
2025-05-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,897 $310.05 $1.5M 9,437,834
2025-05-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −206 $310.81 $64K 9,437,628
2025-05-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,495 $309.25 $772K 9,447,486
2025-05-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,088 $310.09 $1.3M 9,443,398
2025-05-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −667 $310.79 $207K 9,442,731

Page 21 of 29 · 561 trades