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 |
|---|---|---|---|---|---|---|
| 2026-05-15 | Wiersema Conan CAO & PAO | Grant or award | +903 | 3,189 | ||
| 2026-05-15 | Wiersema Conan CAO & PAO | Grant or award | +13 | 3,202 | ||
| 2026-05-15 | Wiersema Conan CAO & PAO | Shares withheld for taxes | −105 | $166.05 | $17K | 3,097 |
| 2026-05-15 | Wiersema Conan CAO & PAO | Option exercise · Market Stock Units | −13 | 0 | ||
| 2026-05-15 | Wiersema Conan CAO & PAO | Grant or award · Market Stock Units | +451 | 451 | ||
| 2026-05-15 | Sutton Doniel Director | Grant or award | +1,144 | 4,970 | ||
| 2026-05-15 | Diamonte Robin Director | Grant or award | +1,144 | 11,338 | ||
| 2026-05-15 | BRAMMAN ANNE L Director | Grant or award | +1,505 | 1,505 | ||
| 2026-05-15 | TSAY CAROLINE J Director | Grant or award | +1,144 | 4,888.51 | ||
| 2026-05-15 | Kapoor Kunal CEO | Grant or award | +1,177 | 141,507 | ||
| 2026-05-15 | Kapoor Kunal CEO | Grant or award | +11,359 | 152,866 | ||
| 2026-05-15 | Kapoor Kunal CEO | Option exercise | +2,108 | 154,974 | ||
| 2026-05-15 | Kapoor Kunal CEO | Shares withheld for taxes | −3,699 | $166.05 | $614K | 151,275 |
| 2026-05-15 | Kapoor Kunal CEO | Option exercise · Market Stock Units | −2,108 | 2,108 | ||
| 2026-05-15 | Kapoor Kunal CEO | Grant or award · Market Stock Units | +17,039 | 17,039 | ||
| 2026-05-15 | Lyons William M Director | Grant or award | +1,144 | 14,604 | ||
| 2026-05-15 | Kaplan Steven N Director | Grant or award | +1,144 | 43,080 | ||
| 2026-05-15 | FRANCIS CHERYL A Director | Grant or award | +1,144 | 36,934 | ||
| 2026-05-15 | JOYNT STEPHEN Director | Grant or award | +1,144 | 6,282 | ||
| 2026-05-15 | Mansueto Joseph D Executive Chairman | Sale 10b5-1 | −704 | $167.49 | $118K | 8,080,786 |
Page 8 of 29 · 561 trades