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 |
|---|---|---|---|---|---|---|
| 2026-05-20 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,255 | $172.33 | $216K | 8,053,303 |
| 2026-05-20 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −291 | $173.11 | $50K | 8,053,012 |
| 2026-05-19 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −2,629 | $176.66 | $464K | 8,064,361 |
| 2026-05-19 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,446 | $178.06 | $257K | 8,062,915 |
| 2026-05-19 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −676 | $179.08 | $121K | 8,062,239 |
| 2026-05-19 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,726 | $180.39 | $311K | 8,060,513 |
| 2026-05-19 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −227 | $181.05 | $41K | 8,060,286 |
| 2026-05-19 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −24 | $182.14 | $4K | 8,060,262 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −559 | $171.33 | $96K | 8,073,681 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −300 | $172.43 | $52K | 8,073,381 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −116 | $173.38 | $20K | 8,073,265 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −500 | $174.51 | $87K | 8,072,765 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −1,620 | $175.80 | $285K | 8,071,145 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −3,515 | $176.85 | $622K | 8,067,630 |
| 2026-05-18 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −640 | $177.42 | $114K | 8,066,990 |
| 2026-05-15 | Holt Michael Chief Financial Officer | Grant or award | +2,860 | 12,352.95 | ||
| 2026-05-15 | Holt Michael Chief Financial Officer | Option exercise | +243 | 12,595.95 | ||
| 2026-05-15 | Holt Michael Chief Financial Officer | Sale | −270 | $166.05 | $45K | 12,325.95 |
| 2026-05-15 | Holt Michael Chief Financial Officer | Option exercise · Market Stock Units | −243 | 0 | ||
| 2026-05-15 | Holt Michael Chief Financial Officer | Grant or award · Market Stock Units | +4,290 | 4,290 |
Page 7 of 29 · 561 trades