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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
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −369 $215.93 $80K 7,955,385
2026-08-19 Mansueto Joseph D Executive Chairman Sale 10b5-1 −189 $217.01 $41K 7,955,196
2026-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −913 $208.13 $190K 7,968,783
2026-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,935 $209.48 $405K 7,966,848
2026-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,708 $210.32 $570K 7,964,140
2026-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,588 $211.26 $335K 7,962,552
2026-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −106 $212.20 $22K 7,962,446
2026-08-18 Mansueto Joseph D Executive Chairman Sale 10b5-1 −656 $212.53 $139K 7,960,570
2026-08-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,749 $206.84 $1.2M 7,971,197
2026-08-17 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,501 $207.81 $312K 7,969,696
2026-08-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,924 $206.28 $809K 7,980,272
2026-08-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,809 $207.33 $582K 7,977,463
2026-08-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −240 $208.45 $50K 7,977,223
2026-08-14 Mansueto Joseph D Executive Chairman Sale 10b5-1 −277 $209.38 $58K 7,976,946
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,498 $197.06 $689K 7,987,948
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,936 $197.88 $581K 7,985,012
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −430 $198.96 $86K 7,984,582
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −26 $199.75 $5K 7,984,556
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −52 $202.09 $11K 7,984,504
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −78 $203.79 $16K 7,984,426

Page 4 of 29 · 561 trades