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 S  AS  JS*  OS  OS*  3
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 JS
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Detailed Insider History for:
MORNINGSTAR INC: MORN
Price: 5/15/26 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$170.04 $316.71 $149.08 $6,466 38 556 1.2% 6.4% 64.84% 49.35%
Exch Sector Industry Sub-Industry
NasdaqGS Finance, Insurance, And Real Estate Security And Commodity Brokers, Dealers, Exchanges, And Services Investment Advice
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,718,526
21,228
5/18/26
5/20/26
$171.32
$173.11
8,053,012
-0.3
D
10b
5/20/26 - 5:06:26 pm
2
    
 
BRAMMAN ANNE L
DIR
JB
---
1,505
---
5/15/26
---
---
1,505
New
D
R
5/19/26 - 7:45:10 pm
3
    
 
TSAY CAROLINE J
DIR
JB
---
1,144
---
5/15/26
---
---
4,889
30.6
D
R
5/19/26 - 7:44:48 pm
4
    
 
KAPLAN STEVEN N
DIR
JB
---
1,144
---
5/15/26
---
---
43,080
2.7
D
R
5/19/26 - 7:44:26 pm
5
    
 
SUTTON DONIEL
DIR
JB
---
1,144
---
5/15/26
---
---
4,970
29.9
D
R
5/19/26 - 7:43:41 pm
6
    
 
JOYNT STEPHEN
DIR
JB
---
1,144
---
5/15/26
---
---
6,282
22.3
D
R
5/19/26 - 7:43:09 pm
7
    
 
DIAMONTE ROBIN
DIR
JB
---
1,144
---
5/15/26
---
---
11,338
11.2
D
R
5/19/26 - 7:41:51 pm
8
    
 
FRANCIS CHERYL A
DIR
JB
---
1,144
---
5/15/26
---
---
36,934
3.2
D
R
5/19/26 - 7:41:24 pm
9
    
 
LYONS WILLIAM M
DIR
JB
---
1,144
---
5/15/26
---
---
14,604
8.5
D
R
5/19/26 - 7:40:35 pm
10
    
 
KAPOOR KUNAL
CEO,DIR
JS
$614,219
3,699
---
5/15/26
---
$166.05
151,275
-2.4
D
R
5/19/26 - 7:40:06 pm
11
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
14,644
---
5/15/26
---
---
154,974
10.4
D
R
5/19/26 - 7:40:06 pm
12
    
 
HOLT MICHAEL
CFO
JS*
$44,834
270
---
5/15/26
---
$166.05
12,326
-2.1
D
R
5/19/26 - 7:39:38 pm
13
    
 
HOLT MICHAEL
CFO
JB
---
3,103
---
5/15/26
---
---
12,596
32.7
D
R
5/19/26 - 7:39:38 pm
14
    
 
WIERSEMA CONAN
CAO
JS
$17,435
105
---
5/15/26
---
$166.05
3,097
-3.3
D
R
5/19/26 - 7:39:11 pm
15
    
 
WIERSEMA CONAN
CAO
JB
---
916
---
5/15/26
---
---
3,202
40.1
D
R
5/19/26 - 7:39:11 pm
16
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,445,613
14,500
5/14/26
5/15/26
$165.60
$171.47
8,074,240
-0.2
D
10b
5/15/26 - 5:41:04 pm
17
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,269,309
18,502
5/8/26
5/12/26
$175.96
$177.96
8,088,740
-0.2
D
10b
5/12/26 - 5:20:53 pm
18
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$16,666
100
---
5/7/26
---
$166.66
8,114,392
-0.0
D
10b
5/7/26 - 5:56:28 pm
19
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,654,192
21,650
5/5/26
5/7/26
$166.01
$180.00
8,107,242
-0.3
D
10b
5/7/26 - 5:56:28 pm
20
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,472,217
14,500
5/1/26
5/4/26
$168.56
$171.58
8,128,992
-0.2
D
10b
5/4/26 - 5:38:33 pm
21
    
 
HOLT MICHAEL
CFO
B
$186,590
1,000
---
3/4/26
---
$186.59
9,480
11.8
D
---
3/4/26 - 4:54:30 pm
22
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$569,191
3,122
---
3/2/26
---
$182.32
8,138,232
-0.0
D
10b
3/2/26 - 5:07:23 pm
23
    
 
HOLT MICHAEL
CFO
JB
---
684
---
3/1/26
---
---
8,480
8.8
D
R
3/3/26 - 6:39:15 pm
24
    
 
WIERSEMA CONAN
CAO
JB
---
301
---
3/1/26
---
---
2,286
15.2
D
R
3/3/26 - 6:36:46 pm
25
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,607,117
14,500
2/26/26
2/27/26
$172.91
$183.41
8,141,354
-0.2
D
10b
2/27/26 - 5:52:29 pm
26
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,351,703
14,500
2/24/26
2/25/26
$156.92
$172.87
8,155,854
-0.2
D
10b
2/25/26 - 5:03:12 pm
27
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,239,665
13,858
2/19/26
2/20/26
$161.10
$162.16
8,170,354
-0.2
D
10b
2/20/26 - 5:03:35 pm
28
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,244,995
14,041
2/17/26
2/18/26
$157.97
$162.69
8,184,212
-0.2
D
10b
2/18/26 - 6:15:28 pm
29
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,132,490
7,250
---
2/13/26
$154.73
$159.75
8,198,253
-0.1
D
10b
2/13/26 - 5:11:42 pm
30
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,073,754
6,939
---
2/12/26
$154.61
$156.46
8,205,503
-0.1
D
10b
2/13/26 - 5:11:42 pm
31
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$796,106
4,867
2/9/26
2/10/26
---
$162.84
8,212,442
-0.1
D
10b
2/11/26 - 5:02:19 pm
32
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,585,121
20,066
2/4/26
2/6/26
$168.53
$172.67
8,217,309
-0.2
D
10b
2/6/26 - 5:47:24 pm
33
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$173,443
857
---
2/2/26
$201.47
$203.34
8,237,375
-0.0
D
10b
2/4/26 - 4:07:43 pm
34
    
 
BRAMMAN ANNE L
DIR
3
---
---
---
1/2/26
---
---
---
---
---
---
1/7/26 - 4:41:37 pm
35
    
 
TSAY CAROLINE J
DIR
S
$131,090
600
---
12/29/25
---
$218.48
3,745
-13.8
D
---
12/30/25 - 4:22:54 pm
36
    
 
MANSUETO JOSEPH D
CB,DIR,BO
JS
---
27,775
---
12/12/25
---
---
8,238,232
-0.3
D
10b
12/15/25 - 4:32:02 pm
37
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$341,059
1,602
11/24/25
11/25/25
$211.31
$214.51
8,600,815
-0.0
D
10b
11/26/25 - 5:40:42 pm
38
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,060,316
14,500
11/20/25
11/21/25
$209.82
$214.84
8,602,417
-0.2
D
10b
11/24/25 - 4:44:38 pm
39
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,027,194
14,500
11/18/25
11/19/25
$207.27
$211.27
8,616,917
-0.2
D
10b
11/20/25 - 4:56:55 pm
40
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,712,512
8,039
11/14/25
11/17/25
---
$211.12
8,631,417
-0.1
D
10b
11/18/25 - 4:41:41 pm
41
    
 
DUNN DANIEL JOSEPH
O
JS
$32,640
154
---
11/15/25
---
$211.95
14,851
-1.0
D
---
11/18/25 - 6:07:39 pm
42
    
 
DUNN DANIEL JOSEPH
O
JB
---
346
---
11/15/25
---
---
15,005
2.4
D
---
11/18/25 - 6:07:39 pm
43
    
 
KAPOOR KUNAL
CEO,DIR
JS
$175,071
826
---
11/15/25
---
$211.95
140,330
-0.6
D
R
11/18/25 - 6:07:22 pm
44
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
1,861
---
11/15/25
---
---
141,156
1.3
D
R
11/18/25 - 6:07:22 pm
45
    
 
WIERSEMA CONAN
CAO
JS
$5,935
28
---
11/15/25
---
$211.95
1,871
-1.5
D
R
11/18/25 - 6:07:07 pm
46
    
 
WIERSEMA CONAN
CAO
JB
---
483
---
11/15/25
---
---
1,899
34.1
D
R
11/18/25 - 6:07:07 pm
47
    
 
HOLT MICHAEL
CFO
JS
$15,472
73
---
11/15/25
---
$211.95
5,592
-1.3
D
---
11/18/25 - 6:06:35 pm
48
    
 
HOLT MICHAEL
CFO
JB
---
163
---
11/15/25
---
---
5,665
3.0
D
---
11/18/25 - 6:06:35 pm
49
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,033,380
14,098
11/12/25
11/13/25
$214.07
$216.60
8,639,456
-0.2
D
10b
11/14/25 - 4:40:19 pm
50
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,660,151
21,750
11/7/25
11/11/25
$211.04
$217.19
8,653,554
-0.3
D
10b
11/12/25 - 4:28:16 pm
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