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 S  AS  JS*  OS  OS*  3
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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
$2,742,528
9,062
---
8/6/24
$300.98
$304.84
10,631,706
-0.1
D
10b
8/7/24 - 5:08:09 pm
2
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$362,677
1,144
---
8/1/24
$316.90
$317.66
10,640,768
-0.0
D
10b
8/5/24 - 4:58:35 pm
3
    
 
DUNN DANIEL JOSEPH
O
S
$513,424
1,600
---
7/31/24
---
$320.89
12,967
-11.0
D
---
7/31/24 - 5:11:49 pm
4
1y
12
33%
10%
2
LYONS WILLIAM M
DIR
AS
$243,623
750
---
7/30/24
---
$324.83
15,090
-4.7
D
10b
7/31/24 - 5:20:28 pm
5
    
 
DUBINSKY JASON
CFO
AS
$1,020,380
3,400
---
7/2/24
---
$300.11
20,181
-14.4
D
10b
7/2/24 - 8:32:57 pm
6
1y
12
33%
10%
2
LYONS WILLIAM M
DIR
AS
$220,658
750
---
6/28/24
---
$294.21
15,840
-4.5
D
10b
7/1/24 - 4:51:31 pm
7
    
 
TSAY CAROLINE J
DIR
S
$86,124
290
---
6/24/24
---
$296.98
3,925
-6.9
D
---
6/25/24 - 4:40:27 pm
8
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,054,174
7,016
6/4/24
6/5/24
$291.28
$296.02
10,641,912
-0.1
D
10b
6/6/24 - 6:04:55 pm
9
1y
12
33%
10%
2
LYONS WILLIAM M
DIR
AS
$216,803
750
---
6/4/24
---
$289.07
16,590
-4.3
D
R,10b
6/6/24 - 6:03:57 pm
10
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,923,937
13,597
5/31/24
6/3/24
$286.68
$290.55
10,648,928
-0.1
D
10b
6/4/24 - 6:06:55 pm
11
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,712,986
5,964
5/29/24
5/30/24
$286.98
$288.81
10,662,525
-0.1
D
10b
5/31/24 - 4:38:28 pm
12
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$70,010
236
---
5/28/24
---
$296.65
10,668,489
-0.0
D
10b
5/29/24 - 5:07:28 pm
13
1y
1204
39%
12%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,842,258
6,197
5/23/24
5/24/24
$294.32
$298.47
10,668,725
-0.1
D
10b
5/28/24 - 5:37:10 pm
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