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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
MORNINGSTAR INC: MORN
Price: 4/10/24 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
$312.89 $316.06 $163.28 $13,375 43 132 0.5% 0.7% 60.00% 40.38%
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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#
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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
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,219,367
14,565
8/7/23
8/8/23
$220.19
$220.92
11,263,385
-0.1
D
10b
8/9/23 - 12:47:23 pm
2
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,353,687
10,460
8/3/23
8/4/23
$223.88
$224.68
11,277,950
-0.1
D
10b
8/7/23 - 4:19:55 pm
3
    
 
DUNN DANIEL JOSEPH
O
S
$449,850
2,000
---
8/2/23
---
$224.93
12,827
-13.5
D
---
8/3/23 - 2:41:47 pm
4
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,106,973
4,815
8/1/23
8/2/23
---
$226.91
11,288,410
-0.0
D
10b
8/3/23 - 1:20:18 pm
5
1y
11
27%
25%
1
LANDIS GAIL S
DIR
AS
$88,875
395
---
7/27/23
---
$225.00
5,727
-6.5
D
10b
7/28/23 - 2:48:14 pm
6
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,530,447
22,902
7/7/23
7/10/23
$193.46
$199.60
11,293,225
-0.2
D
10b
7/11/23 - 1:43:04 pm
7
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,319,837
6,810
7/5/23
7/6/23
$193.73
$194.24
11,316,127
-0.1
D
10b
7/7/23 - 3:09:15 pm
8
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,360,857
6,950
---
7/3/23
$195.46
$196.34
11,322,937
-0.1
D
10b
7/5/23 - 12:18:26 pm
9
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,873,814
25,300
6/29/23
6/30/23
$188.56
$196.45
11,329,887
-0.2
D
10b
7/3/23 - 3:11:19 pm
10
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,814,878
20,294
6/27/23
6/28/23
$187.12
$188.55
11,355,187
-0.2
D
10b
6/29/23 - 3:51:22 pm
11
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$553,728
2,829
6/23/23
6/26/23
---
$192.92
11,375,481
-0.0
D
10b
6/27/23 - 4:05:58 pm
12
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,120,544
5,519
---
6/21/23
$202.86
$203.87
11,378,310
-0.0
D
10b
6/23/23 - 3:23:25 pm
13
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,843,867
13,962
6/13/23
6/14/23
$201.90
$205.08
11,396,582
-0.1
D
10b
6/15/23 - 4:38:22 pm
14
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$773,221
3,762
6/9/23
6/12/23
---
$203.58
11,410,544
-0.0
D
10b
6/13/23 - 3:19:30 pm
15
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,473,523
11,995
6/7/23
6/8/23
$205.23
$206.22
11,414,306
-0.1
D
10b
6/9/23 - 11:20:34 am
16
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,679,259
8,138
6/5/23
6/6/23
$205.51
$206.95
11,426,301
-0.1
D
10b
6/7/23 - 12:55:59 pm
17
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$24,534
120
---
6/2/23
---
$204.45
11,441,751
-0.0
D
10b
6/5/23 - 4:10:22 pm
18
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,161,533
15,384
6/1/23
6/2/23
$204.15
$207.76
11,434,439
-0.1
D
10b
6/5/23 - 4:10:22 pm
19
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,743,587
18,282
5/30/23
5/31/23
$200.80
$207.03
11,449,943
-0.2
D
10b
6/1/23 - 3:06:39 pm
20
    
 
KAPOOR KUNAL
CEO,DIR
JS
$1,845,077
9,714
---
5/17/23
---
$189.94
121,961
-7.4
D
R
5/17/23 - 8:15:34 pm
21
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
17,850
5/15/23
5/17/23
---
---
131,675
15.7
D
R
5/17/23 - 8:15:34 pm
22
    
 
MCGARRY KIMBERLY J
CT,CAO
JS
$24,502
129
---
5/17/23
---
$189.94
2,340
-5.2
D
R
5/17/23 - 8:15:09 pm
23
    
 
DUNN DANIEL JOSEPH
O
JS
$155,941
821
---
5/17/23
---
$189.94
14,448
-5.4
D
R
5/17/23 - 8:14:49 pm
24
    
 
DUNN DANIEL JOSEPH
O
JB
---
2,994
5/15/23
5/17/23
---
---
15,269
24.4
D
R
5/17/23 - 8:14:49 pm
25
    
 
DUBINSKY JASON
CFO
JS
$329,546
1,735
---
5/17/23
---
$189.94
20,687
-7.7
D
R
5/17/23 - 8:14:26 pm
26
    
 
DUBINSKY JASON
CFO
JB
---
4,621
5/15/23
5/17/23
---
---
22,422
26.0
D
R
5/17/23 - 8:14:26 pm
27
    
 
MCGARRY KIMBERLY J
CT,CAO
JB
---
394
---
5/15/23
---
---
2,469
19.0
D
R
5/17/23 - 8:15:09 pm
28
    
 
KAPLAN STEVEN N
DIR
JB
---
868
---
5/15/23
---
---
45,677
1.9
D
R
5/17/23 - 8:12:27 pm
29
    
 
JOYNT STEPHEN
DIR
JB
---
868
---
5/15/23
---
---
3,879
28.8
D
R
5/17/23 - 8:12:09 pm
30
    
 
DIAMONTE ROBIN
DIR
JB
---
868
---
5/15/23
---
---
9,335
10.3
D
R
5/17/23 - 8:11:51 pm
31
    
 
LANDIS GAIL S
DIR
JB
---
868
---
5/15/23
---
---
6,122
16.5
D
R
5/17/23 - 8:11:35 pm
32
    
 
SUTTON DONIEL
DIR
JB
---
868
---
5/15/23
---
---
2,567
51.1
D
R
5/17/23 - 8:11:12 pm
33
    
 
FRANCIS CHERYL A
DIR
JB
---
868
---
5/15/23
---
---
34,531
2.6
D
R
5/17/23 - 8:10:08 pm
34
    
 
TSAY CAROLINE J
DIR
S
$124,549
651
---
5/15/23
---
$191.32
3,576
-15.4
D
R
5/17/23 - 8:09:38 pm
35
    
 
TSAY CAROLINE J
DIR
JS
---
124
---
5/15/23
---
---
4,227
-2.9
D
R
5/17/23 - 8:09:38 pm
36
    
 
TSAY CAROLINE J
DIR
JB
---
868
---
5/15/23
---
---
4,351
24.9
D
R
5/17/23 - 8:09:38 pm
37
    
 
LYONS WILLIAM M
DIR
JB
---
868
---
5/15/23
---
---
16,701
5.5
D
R
5/17/23 - 8:09:14 pm
38
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,151,795
6,151
---
3/21/23
$183.60
$189.01
11,468,225
-0.1
D
10b
3/23/23 - 1:24:46 pm
39
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,552,748
8,451
3/17/23
3/20/23
$183.15
$184.88
11,474,376
-0.1
D
10b
3/21/23 - 1:54:55 pm
40
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,158,105
11,584
---
3/16/23
$183.08
$189.99
11,482,827
-0.1
D
10b
3/17/23 - 1:21:06 pm
41
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,744,704
14,500
---
3/14/23
$186.74
$190.46
11,494,411
-0.1
D
10b
3/15/23 - 12:55:02 pm
42
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,071,211
5,162
3/9/23
3/10/23
---
$200.56
11,508,911
-0.0
D
10b
3/13/23 - 12:08:35 pm
43
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,852,843
8,940
3/7/23
3/8/23
---
$207.18
11,514,073
-0.1
D
10b
3/9/23 - 2:31:51 pm
44
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,767,647
22,641
3/3/23
3/6/23
$206.98
$215.23
11,523,013
-0.2
D
10b
3/7/23 - 2:32:48 pm
45
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,096,404
24,627
3/1/23
3/2/23
$206.51
$207.22
11,545,654
-0.2
D
10b
3/3/23 - 12:46:53 pm
46
    
 
DUNN DANIEL JOSEPH
O
JB
---
249
---
3/1/23
---
---
12,654
2.0
D
R
3/3/23 - 3:34:36 pm
47
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,271,361
25,400
2/27/23
2/28/23
$206.62
$207.88
11,570,281
-0.2
D
10b
3/1/23 - 1:21:28 pm
48
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,168,172
9,273
---
2/23/23
$232.39
$236.17
11,595,681
-0.1
D
10b
2/27/23 - 4:55:06 pm
49
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,976,246
8,491
---
2/22/23
$232.06
$233.89
11,604,954
-0.1
D
10b
2/23/23 - 12:23:20 pm
50
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,268,869
5,347
---
2/17/23
$236.71
$238.42
11,613,445
-0.0
D
10b
2/21/23 - 2:43:02 pm
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