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 54 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	$1.35B	-36,250
Dir	Kaplan Steven N	41.9K	$6.97M	-
Dir	Francis Cheryl A	35.8K	$5.95M	-
Dir	Lyons William M	13.5K	$2.24M	-
CEO	Kapoor Kunal	10.8K	$1.80M	-

Activity

Buys and sells only

Transactions

10 filings · page 6

Date	Insider	Role	Type	Shares	Price	Value	Chg%	3M	12M
Nov 7, 2024	Mansueto Joseph D62	Executive Chairman	Sell	10,349	$340.13	$3,520,041.99	-	-5.2%	-37.2%
Nov 5, 2024	Mansueto Joseph D62	Executive Chairman	Sell	17,724	$331.60	$5,877,217.53	-	-2.8%	-36.8%
Nov 1, 2024	Mansueto Joseph D62	Executive Chairman	Sell	9,062	$328.22	$2,974,310.18	-	+0.7%	-35.4%
Oct 30, 2024	Lyons William M56	Director	Sell	750	$331.88	$248,910.00	-5.5%	+0.1%	-35.1%
Sep 30, 2024	Lyons William M56	Director	Sell	750	$316.48	$237,360.00	-5.2%	+5.8%	-27.3%
Sep 10, 2024	Mansueto Joseph D62	Executive Chairman	Sell	345	$305.97	$105,561.36	-	+15.6%	-18.4%
Sep 9, 2024	Mansueto Joseph D62	Executive Chairman	Sell	8,481	$306.23	$2,597,115.58	-	+16.7%	-15.5%
Sep 5, 2024	Mansueto Joseph D62	Executive Chairman	Sell	7,236	$312.86	$2,263,827.46	-	+13.5%	-17.5%
Aug 30, 2024	Lyons William M56	Director	Sell	750	$311.60	$233,700.00	-5.0%	+12.9%	-16.4%
Aug 30, 2024	Mansueto Joseph D62	Executive Chairman	Sell	12,854	$312.21	$4,013,112.01	-	+12.9%	-16.4%

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Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC