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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
2025-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,217 $322.45 $715K 10,092,471
2025-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,774 $323.08 $1.9M 10,086,697
2025-02-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,071 $323.92 $347K 10,085,626
2025-02-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,392 $326.56 $455K 10,094,706
2025-02-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −18 $328.45 $6K 10,094,688
2025-02-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −7,693 $327.82 $2.5M 10,096,798
2025-02-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −700 $328.68 $230K 10,096,098
2025-02-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,506 $328.29 $1.5M 10,105,111
2025-02-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −620 $328.95 $204K 10,104,491
2025-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,154 $324.62 $375K 10,117,525
2025-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −781 $325.45 $254K 10,116,744
2025-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,670 $326.96 $1.2M 10,113,074
2025-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,545 $327.60 $834K 10,110,529
2025-02-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −912 $328.39 $299K 10,109,617
2025-02-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,563 $328.41 $513K 10,120,323
2025-02-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,518 $329.28 $500K 10,118,805
2025-02-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −126 $330.21 $42K 10,118,679
2024-09-02 Wiersema Conan CAO & PAO Shares withheld for taxes −26 $313.77 $8K 1,086
2024-08-31 Dunn Daniel Joseph Chief Revenue Officer Shares withheld for taxes −111 $313.77 $35K 13,048
2005-05-06 SOFTBANK CORP 10% owner Sale −6,984,821 $18.50 $129.2M 0

Page 28 of 29 · 561 trades