CIK 0001289419 · Large accelerated filer
Morningstar, Inc.
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- 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.
Who's trading
90 days
Reading 100 more Form 4s from the SEC; this list fills in as they're read.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2026-08-04 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −2,349 | $200.57 | $471K | 8,023,756 |
| 2026-08-04 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −64 | $201.15 | $13K | 8,023,692 |
| 2026-08-03 | Mansueto Joseph D Executive Chairman | Gift 10b5-1 | −5,300 | 8,038,192 | ||
| 2026-08-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −40 | $196.72 | $8K | 8,038,152 |
| 2026-08-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −573 | $197.72 | $113K | 8,037,579 |
| 2026-08-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −4,043 | $199.06 | $805K | 8,033,536 |
| 2026-08-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −2,568 | $199.78 | $513K | 8,030,968 |
| 2026-08-03 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −26 | $200.87 | $5K | 8,030,942 |
| 2026-08-03 | Lyons William M Director | Sale | −1,000 | $199.00 | $199K | 12,904 |
| 2026-05-27 | Lyons William M Director | Sale | −700 | $179.00 | $125K | 13,904 |
| 2026-05-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −317 | $174.09 | $55K | 8,045,445 |
| 2026-05-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −114 | $174.98 | $20K | 8,045,331 |
| 2026-05-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −741 | $176.30 | $131K | 8,044,590 |
| 2026-05-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −578 | $177.08 | $102K | 8,044,012 |
| 2026-05-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −293 | $178.39 | $52K | 8,043,719 |
| 2026-05-22 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −227 | $179.52 | $41K | 8,043,492 |
| 2026-05-21 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −5,081 | $172.33 | $876K | 8,047,931 |
| 2026-05-21 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,935 | $172.87 | $335K | 8,045,996 |
| 2026-05-21 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −234 | $174.07 | $41K | 8,045,762 |
| 2026-05-20 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −5,704 | $171.32 | $977K | 8,054,558 |
Page 6 of 29 · 561 trades