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 |
|---|---|---|---|---|---|---|
| 2025-05-15 | Diamonte Robin Director | Grant or award | +620 | 10,194 | ||
| 2025-05-15 | FRANCIS CHERYL A Director | Grant or award | +620 | 35,790 | ||
| 2025-05-15 | Landis Gail S Director | Grant or award | +620 | 6,069 | ||
| 2025-05-15 | Dunn Daniel Joseph Chief Revenue Officer | Grant or award | +1,223 | 14,271 | ||
| 2025-05-15 | Dunn Daniel Joseph Chief Revenue Officer | Grant or award · Market Stock Units | +1,835 | 1,835 | ||
| 2025-05-15 | Kaplan Steven N Director | Grant or award | +620 | 41,936 | ||
| 2025-05-15 | Holt Michael Chief Financial Officer | Grant or award | +897 | 5,472 | ||
| 2025-05-15 | Holt Michael Chief Financial Officer | Grant or award · Market Stock Units | +1,346 | 1,346 | ||
| 2025-05-15 | Sutton Doniel Director | Grant or award | +620 | 3,826 | ||
| 2025-05-15 | JOYNT STEPHEN Director | Grant or award | +620 | 5,138 | ||
| 2025-05-15 | Lyons William M Director | Grant or award 10b5-1 | +620 | 13,460 | ||
| 2025-05-15 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −6,575 | $305.94 | $2.0M | 9,457,906 |
| 2025-05-15 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −350 | $306.66 | $107K | 9,457,556 |
| 2025-05-15 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −104 | $307.79 | $32K | 9,457,452 |
| 2025-05-15 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −135 | $309.32 | $42K | 9,457,317 |
| 2025-05-15 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −86 | $310.23 | $27K | 9,457,231 |
| 2025-05-14 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −2,412 | $306.67 | $740K | 9,464,481 |
| 2025-05-13 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,350 | $309.07 | $417K | 9,472,605 |
| 2025-05-13 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −4,727 | $309.97 | $1.5M | 9,467,878 |
| 2025-05-13 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −759 | $310.90 | $236K | 9,467,119 |
Page 23 of 29 · 561 trades