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 |
|---|---|---|---|---|---|---|
| 2025-05-16 | Kapoor Kunal CEO | Option exercise | +6,667 | 144,959 | ||
| 2025-05-16 | Kapoor Kunal CEO | Shares withheld for taxes | −6,901 | $306.41 | $2.1M | 138,058 |
| 2025-05-16 | Kapoor Kunal CEO | Option exercise · Market Stock Units | −6,667 | 0 | ||
| 2025-05-16 | Wiersema Conan CAO & PAO | Option exercise | +45 | 1,522 | ||
| 2025-05-16 | Wiersema Conan CAO & PAO | Shares withheld for taxes | −86 | $306.41 | $26K | 1,436 |
| 2025-05-16 | Wiersema Conan CAO & PAO | Option exercise · Market Stock Units | −45 | 0 | ||
| 2025-05-16 | TSAY CAROLINE J Director | Sale | −200 | $309.84 | $62K | 4,344.51 |
| 2025-05-16 | Dunn Daniel Joseph Chief Revenue Officer | Option exercise | +1,241 | 15,512 | ||
| 2025-05-16 | Dunn Daniel Joseph Chief Revenue Officer | Shares withheld for taxes | −853 | $306.41 | $261K | 14,659 |
| 2025-05-16 | Dunn Daniel Joseph Chief Revenue Officer | Option exercise · Market Stock Units | −1,241 | 0 | ||
| 2025-05-16 | Holt Michael Chief Financial Officer | Option exercise | +586 | 6,058 | ||
| 2025-05-16 | Holt Michael Chief Financial Officer | Shares withheld for taxes | −507 | $306.41 | $155K | 5,551 |
| 2025-05-16 | Holt Michael Chief Financial Officer | Option exercise · Market Stock Units | −586 | 0 | ||
| 2025-05-16 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −6,242 | $309.30 | $1.9M | 9,450,989 |
| 2025-05-16 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,008 | $310.37 | $313K | 9,449,981 |
| 2025-05-15 | Kapoor Kunal CEO | Grant or award | +4,985 | 138,292 | ||
| 2025-05-15 | Kapoor Kunal CEO | Grant or award · Market Stock Units | +7,477 | 7,477 | ||
| 2025-05-15 | Wiersema Conan CAO & PAO | Grant or award | +407 | 1,477 | ||
| 2025-05-15 | Wiersema Conan CAO & PAO | Grant or award · Market Stock Units | +203 | 203 | ||
| 2025-05-15 | TSAY CAROLINE J Director | Grant or award | +620 | 4,544.51 |
Page 22 of 29 · 561 trades