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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
2025-03-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −263 $284.84 $75K 10,028,864
2025-03-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −183 $285.91 $52K 10,028,681
2025-03-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −788 $286.96 $226K 10,027,893
2025-03-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −57 $287.47 $16K 10,027,836
2025-03-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2 $287.10 $574 10,029,206
2025-03-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,454 $283.90 $1.3M 10,033,816
2025-03-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,290 $284.62 $936K 10,030,526
2025-03-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −893 $285.77 $255K 10,029,633
2025-03-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −301 $287.34 $86K 10,029,332
2025-03-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −124 $287.99 $36K 10,029,208
2025-03-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −7,162 $281.92 $2.0M 10,040,170
2025-03-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,203 $282.70 $340K 10,038,967
2025-03-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −235 $284.24 $67K 10,038,732
2025-03-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −429 $285.19 $122K 10,038,303
2025-03-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −33 $285.74 $9K 10,038,270
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,906 $298.55 $569K 10,054,488
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,066 $299.45 $619K 10,052,422
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −736 $300.50 $221K 10,051,686
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −449 $301.75 $135K 10,051,237
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,755 $302.89 $834K 10,048,482

Page 26 of 29 · 561 trades