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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| Yesterday 5:50 PM View:  | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 19-Nov-24 | Sale (Planned) | 9,062 | $334.92 | $3,035,050.00 | (< 1%) 15.35M to 15.34M | |
| Yesterday 5:50 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 18-Nov-24 | Private Sale (Planned) | 275 | $336.67 | $92,582.90 | (< 1%) 15.35M to 15.35M | |
| Yesterday 5:52 PM View: | Landis Gail S Director | Morningstar Inc. (MORN) | 18-Nov-24 | Gift | 337 | -- | -- | (6%) 5.79K to 5.45K | |
| 19-Nov-24 7:11 PM View: | Dubinsky Jason Chief Financial Officer | Morningstar Inc. (MORN) | 15-Nov-24 | Option Exercise | 601 | -- | -- | 3% 20.2K to 20.8K | |
| 19-Nov-24 7:09 PM View: | Dunn Daniel Joseph Chief Revenue Officer | Morningstar Inc. (MORN) | 15-Nov-24 | Option Exercise | 334 | -- | -- | 3% 12.98K to 13.31K | |
| 19-Nov-24 7:07 PM View: | Kapoor Kunal CEO Director | Morningstar Inc. (MORN) | 15-Nov-24 | Option Exercise | 2,674 | -- | -- | 2% 132.36K to 135.04K | |
| 19-Nov-24 7:11 PM View: | Dubinsky Jason Chief Financial Officer | Morningstar Inc. (MORN) | 15-Nov-24 | Grant | 22 | -- | -- | < 1% 20.18K to 20.2K | |
| 19-Nov-24 7:09 PM View: | Dunn Daniel Joseph Chief Revenue Officer | Morningstar Inc. (MORN) | 15-Nov-24 | Grant | 12 | -- | -- | < 1% 12.97K to 12.98K | |
| 19-Nov-24 7:07 PM View: | Kapoor Kunal CEO Director | Morningstar Inc. (MORN) | 15-Nov-24 | Grant | 98 | -- | -- | < 1% 132.26K to 132.36K | |
| 19-Nov-24 7:11 PM View: | Dubinsky Jason Chief Financial Officer | Morningstar Inc. (MORN) | 15-Nov-24 | Payment of Exercise | 277 | $342.99 | $95,008.20 | (1%) 20.8K to 20.53K | |
| 19-Nov-24 7:09 PM View: | Dunn Daniel Joseph Chief Revenue Officer | Morningstar Inc. (MORN) | 15-Nov-24 | Payment of Exercise | 154 | $342.99 | $52,820.50 | (1%) 13.31K to 13.16K | |
| 18-Nov-24 5:35 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 15-Nov-24 | Sale (Planned) | 118 | $342.13 | $40,371.30 | (< 1%) 15.35M to 15.35M | |
| 19-Nov-24 7:07 PM View: | Kapoor Kunal CEO Director | Morningstar Inc. (MORN) | 15-Nov-24 | Payment of Exercise | 1,230 | $342.99 | $421,878.00 | (< 1%) 135.04K to 133.81K | |
| 18-Nov-24 5:35 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 14-Nov-24 | Private Sale (Planned) | 2,884 | $346.22 | $998,504.00 | (< 1%) 15.36M to 15.35M | |
| 14-Nov-24 4:57 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 13-Nov-24 | Sale (Planned) | 3,825 | $351.05 | $1,342,750.00 | (< 1%) 15.36M to 15.36M | |
| 14-Nov-24 4:57 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 12-Nov-24 | Private Sale (Planned) | 6,156 | $350.46 | $2,157,440.00 | (< 1%) 15.37M to 15.36M | |
| 30-Sep-24 5:10 PM View: | Lyons William M Director | Morningstar Inc. (MORN) | 30-Sep-24 | Market Sale (Planned) | 750 | $316.48 | $237,360.00 | (5%) 14.34K to 13.59K | 4% |
| 12-Sep-24 4:48 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 10-Sep-24 | Market Sale (Planned) | 345 | $305.98 | $105,561.00 | (< 1%) 15.42M to 15.42M | < 1% |
| 06-Sep-24 4:33 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 05-Sep-24 | Market Sale (Planned) | 54 | $312.55 | $16,877.50 | (< 1%) 15.43M to 15.43M | 3% |
| 06-Sep-24 4:33 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 04-Sep-24 | Market Sale (Planned) | 6,461 | $312.85 | $2,021,320.00 | (< 1%) 15.43M to 15.43M | 3% |
| 06-Sep-24 4:33 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 03-Sep-24 | Market Sale (Planned) | 721 | $312.94 | $225,633.00 | (< 1%) 15.44M to 15.43M | 3% |
| 03-Sep-24 5:21 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 30-Aug-24 | Market Sale (Planned) | 6,744 | $312.23 | $2,105,670.00 | (< 1%) 15.44M to 15.44M | 3% |
| 03-Sep-24 5:24 PM View: | Lyons William M Director | Morningstar Inc. (MORN) | 30-Aug-24 | Market Sale (Planned) | 750 | $311.60 | $233,700.00 | (5%) 15.09K to 14.34K | 3% |
| 03-Sep-24 5:21 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 29-Aug-24 | Market Sale (Planned) | 6,110 | $312.18 | $1,907,440.00 | (< 1%) 15.45M to 15.44M | 3% |
| 29-Aug-24 4:40 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 28-Aug-24 | Market Sale (Planned) | 5,670 | $311.33 | $1,765,230.00 | (< 1%) 15.45M to 15.45M | 3% |
| 29-Aug-24 4:40 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 27-Aug-24 | Market Sale (Planned) | 5,724 | $311.27 | $1,781,710.00 | (< 1%) 15.46M to 15.45M | 3% |
| 27-Aug-24 4:29 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 26-Aug-24 | Market Sale (Planned) | 4,717 | $313.51 | $1,478,810.00 | (< 1%) 15.46M to 15.46M | 3% |
| 27-Aug-24 4:29 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 23-Aug-24 | Market Sale (Planned) | 8,256 | $313.16 | $2,585,430.00 | (< 1%) 15.47M to 15.46M | 3% |
| 23-Aug-24 4:51 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 22-Aug-24 | Market Sale (Planned) | 4,512 | $311.96 | $1,407,560.00 | (< 1%) 15.48M to 15.47M | 3% |
| 23-Aug-24 4:51 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 21-Aug-24 | Market Sale (Planned) | 6,209 | $312.12 | $1,937,960.00 | (< 1%) 15.48M to 15.48M | 3% |
| 21-Aug-24 5:03 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 20-Aug-24 | Market Sale (Planned) | 214 | $315.00 | $67,409.50 | (< 1%) 15.48M to 15.48M | 4% |
| 21-Aug-24 5:03 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 19-Aug-24 | Market Sale (Planned) | 3,838 | $315.90 | $1,212,410.00 | (< 1%) 15.49M to 15.48M | 4% |
| 19-Aug-24 4:40 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 16-Aug-24 | Market Sale (Planned) | 7,922 | $315.36 | $2,498,300.00 | (< 1%) 15.5M to 15.49M | 4% |
| 19-Aug-24 4:40 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 15-Aug-24 | Market Sale (Planned) | 6,909 | $312.35 | $2,158,000.00 | (< 1%) 15.5M to 15.5M | 3% |
| 15-Aug-24 5:30 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 14-Aug-24 | Market Sale (Planned) | 5,257 | $310.37 | $1,631,600.00 | (< 1%) 15.51M to 15.5M | 2% |
| 15-Aug-24 5:30 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 13-Aug-24 | Market Sale (Planned) | 5,499 | $308.99 | $1,699,150.00 | (< 1%) 15.51M to 15.51M | 2% |
| 13-Aug-24 4:54 PM View: | Kaplan Steven N Director | Morningstar Inc. (MORN) | 12-Aug-24 | Disposition | 1,250 | $305.47 | $381,838.00 | (3%) 43.82K to 42.57K | < 1% |
| 13-Aug-24 4:55 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 12-Aug-24 | Market Sale (Planned) | 5,149 | $305.30 | $1,571,980.00 | (< 1%) 15.52M to 15.51M | < 1% |
| 13-Aug-24 4:55 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 09-Aug-24 | Market Sale (Planned) | 4,975 | $305.61 | $1,520,380.00 | (< 1%) 15.52M to 15.52M | < 1% |
| 09-Aug-24 5:24 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 08-Aug-24 | Market Sale (Planned) | 5,117 | $304.70 | $1,559,170.00 | (< 1%) 15.53M to 15.52M | < 1% |
| 09-Aug-24 5:24 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 07-Aug-24 | Market Sale (Planned) | 5,910 | $304.19 | $1,797,770.00 | (< 1%) 15.53M to 15.53M | < 1% |
| 07-Aug-24 5:08 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 06-Aug-24 | Market Sale (Planned) | 9,062 | $302.64 | $2,742,530.00 | (< 1%) 15.54M to 15.53M | (< 1%) |
| 31-Jul-24 5:11 PM View: | Dunn Daniel Joseph Chief Revenue Officer | Morningstar Inc. (MORN) | 31-Jul-24 | Market Sale | 1,600 | $320.89 | $513,424.00 | (11%) 14.57K to 12.97K | 5% |
| 31-Jul-24 5:20 PM View: | Lyons William M Director | Morningstar Inc. (MORN) | 30-Jul-24 | Private Sale (Planned) | 750 | $324.83 | $243,622.00 | (5%) 15.84K to 15.09K | |
| 02-Jul-24 8:32 PM View: | Dubinsky Jason Chief Financial Officer | Morningstar Inc. (MORN) | 02-Jul-24 | Market Sale (Planned) | 3,400 | $300.11 | $1,020,380.00 | (14%) 23.58K to 20.18K | (1%) |
| 25-Jun-24 4:40 PM View: | Tsay Caroline J Director | Morningstar Inc. (MORN) | 24-Jun-24 | Market Sale | 290 | $296.98 | $86,124.20 | (7%) 4.21K to 3.92K | (2%) |
| 06-Jun-24 6:04 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 05-Jun-24 | Market Sale (Planned) | 397 | $294.77 | $117,022.00 | (< 1%) 15.54M to 15.54M | (3%) |
| 06-Jun-24 6:04 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 04-Jun-24 | Market Sale (Planned) | 6,619 | $292.67 | $1,937,150.00 | (< 1%) 15.55M to 15.54M | (4%) |
| 06-Jun-24 6:03 PM View: | Lyons William M Director | Morningstar Inc. (MORN) | 04-Jun-24 | Sale (Planned) | 750 | $289.07 | $216,802.00 | (2%) 34.68K to 33.93K | |
| 04-Jun-24 6:06 PM View: | Mansueto Joseph D Executive Chairman Director 10% Owner | Morningstar Inc. (MORN) | 03-Jun-24 | Market Sale (Planned) | 9,062 | $289.22 | $2,620,890.00 | (< 1%) 15.56M to 15.55M | (5%) |
