Insider Trading Summary for Morningstar Inc. (MORN): Year

Recent Insider Trades

Last Transaction		Last Three Months
SEC Filing	Transaction	Insider	Sentiment	Company	Holdings Change	Buy Amount	Sell Amount	Buy Price Range	Sell Price Range
17-May-24 5:36 PM View:	15-May-24 Grant 0	Francis Cheryl A Director		Morningstar Inc. - MORN	2% 34.53K to 35.17K	0	0	--	--	Show Txns Hide Txns

13-Aug-24 4:54 PM View:	12-Aug-24 Disposition $381.84K	Kaplan Steven N Director		Morningstar Inc. - MORN	(7%) 45.68K to 42.57K	0	($756.18K) (5%)	--	$298.13 - $306.81	Show Txns Hide Txns

30-Sep-24 5:10 PM View:	30-Sep-24 Market Sale (Planned) ($237.36K)	Lyons William M Director		Morningstar Inc. - MORN	(60%) 34.04K to 13.59K	0	($471.06K) (4%)	--	$311.60 - $316.48	Show Txns Hide Txns

Yesterday 5:52 PM View:	18-Nov-24 Gift 0	Landis Gail S Director		Morningstar Inc. - MORN	6% 5.15K to 5.45K	0	0	--	--	Show Txns Hide Txns

17-May-24 5:43 PM View:	15-May-24 Grant 0	Diamonte Robin Director		Morningstar Inc. - MORN	7% 8.94K to 9.57K	0	0	--	--	Show Txns Hide Txns

19-Nov-24 7:09 PM View:	15-Nov-24 Payment of Exercise ($52.82K)	Dunn Daniel Joseph Chief Revenue Officer		Morningstar Inc. - MORN	(69%) 42.42K to 13.16K	0	($513.42K) (4%)	--	$320.89	Show Txns Hide Txns

25-Jun-24 4:40 PM View:	24-Jun-24 Market Sale ($86.12K)	Tsay Caroline J Director		Morningstar Inc. - MORN	10% 3.58K to 3.92K	0	($86.12K) (8%)	--	$296.98	Show Txns Hide Txns

19-Nov-24 7:11 PM View:	15-Nov-24 Payment of Exercise ($95.01K)	Dubinsky Jason Chief Financial Officer		Morningstar Inc. - MORN	(71%) 71.78K to 20.53K	0	($1.02M) (5%)	--	$300.11	Show Txns Hide Txns

Yesterday 5:50 PM View:	19-Nov-24 Sale (Planned) ($3.04M)	Mansueto Joseph D Executive Chairman Director 10% Owner		Morningstar Inc. - MORN	(4%) 15.92M to 15.34M	0	($130.91M) (3%)	--	$272.65 - $315.90	Show Txns Hide Txns

17-May-24 5:48 PM View:	15-May-24 Grant 0	Joynt Stephen Director		Morningstar Inc. - MORN	16% 3.88K to 4.52K	0	0	--	--	Show Txns Hide Txns

17-May-24 5:44 PM View:	15-May-24 Grant 0	Sutton Doniel Director		Morningstar Inc. - MORN	25% 2.57K to 3.21K	0	0	--	--	Show Txns Hide Txns

19-Nov-24 7:07 PM View:	15-Nov-24 Payment of Exercise ($421.88K)	Kapoor Kunal CEO Director		Morningstar Inc. - MORN	(66%) 393.17K to 133.81K	0	0	--	--	Show Txns Hide Txns

17-May-24 8:12 PM View:	17-May-24 Payment of Exercise ($15.46K)	Wiersema Conan CAO & PAO		Morningstar Inc. - MORN	10% 1.99K to 2.19K	0	0	--	--	Show Txns Hide Txns

Buy:	0	--
Sell:	($133.75M)	$272.65 - $320.89

Morningstar Inc. (MORN)

Last Year

22-Nov-23 -- 21-Nov-24

Company Sentiment

Asset Management

Financial Services

Two Year Chart

22-Nov-22 -- 21-Nov-24

Price ($)

Sentiment

Buy & Sell Volume ($)

Recent Insider Trades