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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: 5/23/25 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
$304.12 $365.00 $250.34 $12,849 42 210 0.6% 1.6% 60.58% 45.00%
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
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,828,862
12,353
5/19/25
5/20/25
$309.25
$310.81
9,437,628
-0.1
D
10b
5/21/25 - 5:16:52 pm
2
    
 
KAPOOR KUNAL
CEO,DIR
JS
$2,114,536
6,901
---
5/16/25
---
$306.41
138,058
-4.8
D
R
5/19/25 - 9:37:42 pm
3
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
11,652
5/15/25
5/16/25
---
---
144,959
8.7
D
R
5/19/25 - 9:37:42 pm
4
    
 
WIERSEMA CONAN
CAO
JS
$26,351
86
---
5/16/25
---
$306.41
1,436
-5.7
D
R
5/19/25 - 9:05:54 pm
5
    
 
WIERSEMA CONAN
CAO
JB
---
452
5/15/25
5/16/25
---
---
1,522
42.2
D
R
5/19/25 - 9:05:54 pm
6
    
 
TSAY CAROLINE J
DIR
S
$61,968
200
---
5/16/25
---
$309.84
4,345
-4.4
D
R
5/19/25 - 9:04:47 pm
7
    
 
DUNN DANIEL JOSEPH
O
JS
$261,368
853
---
5/16/25
---
$306.41
14,659
-5.5
D
R
5/19/25 - 8:49:50 pm
8
    
 
DUNN DANIEL JOSEPH
O
JB
---
2,464
5/15/25
5/16/25
---
---
15,512
18.9
D
R
5/19/25 - 8:49:50 pm
9
    
 
HOLT MICHAEL
CFO
JS
$155,350
507
---
5/16/25
---
$306.41
5,551
-8.4
D
R
5/19/25 - 8:40:02 pm
10
    
 
HOLT MICHAEL
CFO
JB
---
1,483
5/15/25
5/16/25
---
---
6,058
32.4
D
R
5/19/25 - 8:40:02 pm
11
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,462,841
14,500
5/15/25
5/16/25
$305.94
$310.37
9,449,981
-0.2
D
10b
5/16/25 - 5:27:26 pm
12
    
 
TSAY CAROLINE J
DIR
JB
---
620
---
5/15/25
---
---
4,545
15.8
D
R
5/19/25 - 9:04:47 pm
13
    
 
DIAMONTE ROBIN
DIR
JB
---
620
---
5/15/25
---
---
10,194
6.5
D
R
5/19/25 - 9:02:05 pm
14
    
 
FRANCIS CHERYL A
DIR
JB
---
620
---
5/15/25
---
---
35,790
1.8
D
R
5/19/25 - 8:56:57 pm
15
    
 
LANDIS GAIL S
DIR
JB
---
620
---
5/15/25
---
---
6,069
11.4
D
R
5/19/25 - 8:51:53 pm
16
    
 
KAPLAN STEVEN N
DIR
JB
---
620
---
5/15/25
---
---
41,936
1.5
D
R
5/19/25 - 8:41:53 pm
17
    
 
SUTTON DONIEL
DIR
JB
---
620
---
5/15/25
---
---
3,826
19.3
D
R
5/19/25 - 8:38:23 pm
18
    
 
JOYNT STEPHEN
DIR
JB
---
620
---
5/15/25
---
---
5,138
13.7
D
R
5/19/25 - 8:36:16 pm
19
    
 
LYONS WILLIAM M
DIR
JB
---
620
---
5/15/25
---
---
13,460
4.8
D
R,10b
5/19/25 - 8:31:59 pm
20
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,928,579
9,474
5/13/25
5/14/25
---
$306.67
9,464,481
-0.1
D
10b
5/15/25 - 5:52:53 pm
21
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,452,794
14,500
5/9/25
5/12/25
$304.61
$311.73
9,473,955
-0.2
D
10b
5/13/25 - 5:11:41 pm
22
    
 
HOLT MICHAEL
CFO
S
$109,081
353
---
5/12/25
---
$309.01
4,575
-7.2
D
---
5/13/25 - 5:09:20 pm
23
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,054,461
13,458
5/7/25
5/8/25
$295.77
$306.79
9,488,455
-0.1
D
10b
5/9/25 - 4:28:59 pm
24
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$308,410
1,042
5/7/25
5/8/25
$294.80
$300.16
9,495,471
-0.0
D
10b
5/9/25 - 4:28:59 pm
25
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,084,740
10,461
5/5/25
5/6/25
$292.98
$294.27
9,502,955
-0.1
D
10b
5/7/25 - 5:09:06 pm
26
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,640
20
---
3/14/25
---
$282.00
10,029,186
-0.0
D
10b
3/17/25 - 5:35:56 pm
27
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$387,029
1,352
3/13/25
3/14/25
$283.22
$287.47
10,027,836
-0.0
D
10b
3/17/25 - 5:35:56 pm
28
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,136,089
18,124
3/11/25
3/12/25
$281.92
$287.99
10,029,208
-0.2
D
10b
3/13/25 - 5:38:11 pm
29
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,728,562
9,062
---
3/5/25
$298.55
$304.49
10,047,332
-0.1
D
10b
3/6/25 - 5:14:43 pm
30
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,054,688
16,176
2/28/25
3/3/25
$310.57
$317.14
10,056,394
-0.2
D
10b
3/4/25 - 5:05:08 pm
31
    
 
HOLT MICHAEL
CFO
JB
---
184
---
3/1/25
---
---
4,928
3.9
D
R
3/4/25 - 5:01:44 pm
32
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,437,125
4,448
2/26/25
2/27/25
---
$319.10
10,072,570
-0.0
D
10b
2/28/25 - 4:34:57 pm
33
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,702,359
17,670
2/24/25
2/25/25
$321.34
$323.20
10,077,018
-0.2
D
10b
2/26/25 - 5:23:31 pm
34
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,212,466
9,803
2/20/25
2/21/25
$326.56
$328.45
10,094,688
-0.1
D
10b
2/24/25 - 5:06:35 pm
35
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,645,217
14,188
2/18/25
2/19/25
$324.62
$328.95
10,104,491
-0.1
D
10b
2/20/25 - 5:36:25 pm
36
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,054,767
3,207
---
2/14/25
$328.41
$330.21
10,118,679
-0.0
D
10b
2/18/25 - 5:44:09 pm
37
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,179,431
9,772
2/12/25
2/13/25
$320.57
$328.67
10,121,886
-0.1
D
10b
2/14/25 - 4:38:11 pm
38
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$551,777
1,695
---
2/10/25
$325.52
$326.52
10,131,658
-0.0
D
10b
2/12/25 - 5:18:37 pm
39
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,050,876
9,341
2/6/25
2/7/25
$325.72
$327.68
10,133,353
-0.1
D
10b
2/10/25 - 4:54:52 pm
40
1y
1153
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$562,662
1,716
---
2/3/25
---
$327.89
10,151,120
-0.0
D
10b
2/4/25 - 5:47:09 pm
41
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
689
---
D
R
1/10/25 - 5:38:50 pm
42
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
592
---
D
R
1/10/25 - 5:38:50 pm
43
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
555
---
D
R
1/10/25 - 5:38:50 pm
44
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
4,744
---
D
R
1/10/25 - 5:38:50 pm
45
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
219
---
D
R
1/10/25 - 5:38:50 pm
46
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
149
---
D
R
1/10/25 - 5:38:50 pm
47
    
 
KAPOOR KUNAL
CEO,DIR
JS
---
500
---
12/26/24
---
---
133,307
-0.4
D
---
12/27/24 - 9:12:59 pm
48
    
 
DUBINSKY JASON
CFO
S
$1,137,347
3,223
---
12/13/24
$352.09
$356.49
17,304
-15.7
D
---
12/16/24 - 5:10:57 pm
49
    
 
MANSUETO JOSEPH D
CB,DIR,BO
JS
---
37,125
12/6/24
12/10/24
---
---
10,152,836
-0.4
D
---
12/12/24 - 4:42:26 pm
50
    
 
MANSUETO JOSEPH D
CB,DIR,BO
JS
---
118,508
---
12/6/24
---
---
9,964,240
-1.2
D
---
12/10/24 - 6:37:04 pm
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