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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
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −52 $205.66 $11K 7,984,374
2026-08-13 Mansueto Joseph D Executive Chairman Sale 10b5-1 −178 $206.78 $37K 7,984,196
2026-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −5,027 $194.96 $980K 7,993,669
2026-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,906 $195.77 $373K 7,991,763
2026-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −291 $197.09 $57K 7,991,472
2026-08-12 Mansueto Joseph D Executive Chairman Sale 10b5-1 −26 $197.63 $5K 7,991,446
2026-08-11 Mansueto Joseph D Executive Chairman Sale 10b5-1 −974 $200.32 $195K 7,998,696
2026-08-10 Mansueto Joseph D Executive Chairman Sale 10b5-1 −7,250 $201.84 $1.5M 7,999,670
2026-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −166 $196.16 $33K 8,014,004
2026-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,453 $198.49 $288K 8,012,551
2026-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,559 $199.34 $510K 8,009,992
2026-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,566 $200.40 $514K 8,007,426
2026-08-07 Mansueto Joseph D Executive Chairman Sale 10b5-1 −506 $201.53 $102K 8,006,920
2026-08-06 Mansueto Joseph D Executive Chairman Sale 10b5-1 −2,272 $198.38 $451K 8,014,170
2026-08-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,246 $199.58 $249K 8,022,446
2026-08-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −4,310 $201.12 $867K 8,018,136
2026-08-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −1,664 $201.98 $336K 8,016,472
2026-08-05 Mansueto Joseph D Executive Chairman Sale 10b5-1 −30 $202.51 $6K 8,016,442
2026-08-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −997 $198.06 $197K 8,029,945
2026-08-04 Mansueto Joseph D Executive Chairman Sale 10b5-1 −3,840 $199.51 $766K 8,026,105

Page 5 of 29 · 561 trades