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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
2026-09-01 Wiersema Conan CAO & PAO Shares withheld for taxes −29 $218.94 $6K 3,068
2026-08-24 Mansueto Daniel 10% owner Other disposition −376,969 3,483,827
2026-08-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −220 $216.01 $48K 7,943,631
2026-08-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,181 $217.26 $257K 7,942,450
2026-08-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,740 $218.43 $380K 7,940,710
2026-08-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −978 $219.44 $215K 7,939,732
2026-08-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,314 $220.42 $290K 7,938,418
2026-08-24 Mansueto Joseph D Executive Chairman Sale 10b5-1 −226 $221.12 $50K 7,938,192
2026-08-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,827 $216.70 $829K 7,944,119
2026-08-21 Mansueto Joseph D Executive Chairman Sale 10b5-1 −268 $217.57 $58K 7,943,851
2026-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,157 $212.87 $672K 7,952,039
2026-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,359 $214.17 $291K 7,950,680
2026-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,938 $215.18 $417K 7,948,742
2026-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −295 $216.16 $64K 7,948,447
2026-08-20 Mansueto Joseph D Executive Chairman Sale 10b5-1 −501 $217.13 $109K 7,947,946
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −114 $208.21 $24K 7,962,332
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −680 $210.24 $143K 7,961,652
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −426 $211.52 $90K 7,961,226
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,031 $213.96 $649K 7,957,539
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,785 $214.81 $383K 7,955,754

Page 3 of 29 · 561 trades