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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
2025-05-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −226 $311.65 $70K 9,466,893
2025-05-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,658 $307.32 $510K 9,479,547
2025-05-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,422 $308.11 $438K 9,478,125
2025-05-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,240 $309.36 $384K 9,476,885
2025-05-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,232 $310.22 $382K 9,475,653
2025-05-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,698 $311.73 $529K 9,473,955
2025-05-12 Holt Michael Chief Financial Officer Sale −353 $309.01 $109K 4,575
2025-05-09 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,099 $304.61 $1.6M 9,483,356
2025-05-09 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,859 $305.24 $567K 9,481,497
2025-05-09 Mansueto Joseph D Executive Chairman Sale 10b5-1 −292 $306.05 $89K 9,481,205
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −14 $298.03 $4K 9,495,691
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −220 $300.16 $66K 9,495,471
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −462 $301.32 $139K 9,495,009
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,750 $302.52 $529K 9,493,259
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −426 $303.87 $129K 9,492,833
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −968 $305.15 $295K 9,491,865
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,358 $305.93 $721K 9,489,507
2025-05-08 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,052 $306.79 $323K 9,488,455
2025-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −808 $294.80 $238K 9,502,147
2025-05-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −507 $295.77 $150K 9,501,640

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