MORN- Morningstar, Inc.

Name: Morningstar, Inc. Insider Trading Data
Creator: U.S. Securities and Exchange Commission
License: https://www.sec.gov/privacy#accessibility

Morningstar, Inc. (MORN) has 13 insiders with recent SEC Form 4 filings, including 0 buys and 73 sells. MORN is classified in the Capital Markets industry within the Financials sector.

Insider Ownership

Role	Insider	Shares	Value	30d
Other	Mansueto Joseph D	8.11M	$1.32B	-36,250
Dir	Kaplan Steven N	41.9K	$6.83M	-
Dir	Francis Cheryl A	35.8K	$5.83M	-
Dir	Lyons William M	13.5K	$2.19M	-
CEO	Kapoor Kunal	10.8K	$1.76M	-

Activity

Buys and sells only

Transactions

10 filings · page 3

Date	Insider	Role	Type	Shares	Price	Value	Chg%	3M	12M
May 16, 2025	Mansueto Joseph D62	Executive Chairman	Sell	14,500	$307.78	$4,462,840.89	-	-16.3%	-
May 14, 2025	Mansueto Joseph D62	Executive Chairman	Sell	9,474	$309.12	$2,928,579.37	-	-15.7%	-
May 12, 2025	Holt Michael	Chief Financial Officer	Sell	353	$309.01	$109,080.53	-7.2%	-17.5%	-42.9%
May 12, 2025	Mansueto Joseph D62	Executive Chairman	Sell	14,500	$307.09	$4,452,793.83	-	-17.5%	-42.9%
May 8, 2025	Mansueto Joseph D62	Executive Chairman	Sell	14,500	$300.89	$4,362,871.18	-	-14.8%	-42.1%
May 6, 2025	Mansueto Joseph D62	Executive Chairman	Sell	10,461	$294.88	$3,084,739.84	-	-7.9%	-42.9%
May 2, 2025	Mansueto Joseph D62	Executive Chairman	Sell	14,420	$288.08	$4,154,068.01	-	-5.7%	-42.3%
Mar 14, 2025	Mansueto Joseph D62	Executive Chairman	Sell	1,372	$286.20	$392,669.25	-	+6.5%	-36.2%
Mar 12, 2025	Mansueto Joseph D62	Executive Chairman	Sell	18,124	$283.39	$5,136,089.24	-	+5.4%	-37.1%
Mar 5, 2025	Mansueto Joseph D62	Executive Chairman	Sell	9,062	$301.10	$2,728,562.13	-	+2.0%	-37.2%

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Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC