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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
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −956 $304.03 $291K 10,047,526
2025-03-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −194 $304.49 $59K 10,047,332
2025-03-03 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,172 $313.21 $367K 10,062,336
2025-03-03 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,735 $314.61 $1.2M 10,058,601
2025-03-03 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,189 $315.42 $690K 10,056,412
2025-03-03 Mansueto Joseph D Executive Chairman Sale 10b5-1 −18 $317.15 $6K 10,056,394
2025-03-01 Holt Michael Chief Financial Officer Grant or award +184 4,928
2025-03-01 Wiersema Conan CAO & PAO Grant or award +98 1,184
2025-02-28 Mansueto Joseph D Executive Chairman Sale 10b5-1 −7,472 $310.57 $2.3M 10,065,098
2025-02-28 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,149 $311.33 $358K 10,063,949
2025-02-28 Mansueto Joseph D Executive Chairman Sale 10b5-1 −76 $312.23 $24K 10,063,873
2025-02-28 Mansueto Joseph D Executive Chairman Sale 10b5-1 −365 $313.32 $114K 10,063,508
2025-02-27 Mansueto Joseph D Executive Chairman Sale 10b5-1 −368 $319.10 $117K 10,072,570
2025-02-26 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,867 $322.65 $602K 10,075,151
2025-02-26 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,184 $323.69 $383K 10,073,967
2025-02-26 Mansueto Joseph D Executive Chairman Sale 10b5-1 −999 $324.61 $324K 10,072,968
2025-02-26 Mansueto Joseph D Executive Chairman Sale 10b5-1 −30 $325.59 $10K 10,072,938
2025-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,286 $321.34 $735K 10,083,340
2025-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,026 $322.51 $1.3M 10,079,314
2025-02-25 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,296 $323.20 $742K 10,077,018

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