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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
$510,534
2,213
---
9/2/22
$229.85
$231.66
12,309,925
-0.0
D
10b
9/6/22 - 1:35:27 pm
2
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,545,103
15,491
8/31/22
9/1/22
$227.45
$230.24
12,312,138
-0.1
D
10b
9/2/22 - 1:36:32 pm
3
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,733,470
11,834
8/29/22
8/30/22
$229.90
$230.93
12,327,629
-0.1
D
10b
8/31/22 - 3:18:35 pm
4
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,706,115
11,433
8/25/22
8/26/22
$235.05
$240.09
12,339,463
-0.1
D
10b
8/29/22 - 2:27:20 pm
5
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,041,609
8,665
8/23/22
8/24/22
$235.45
$236.20
12,350,896
-0.1
D
10b
8/25/22 - 3:07:19 pm
6
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,153,414
4,504
8/17/22
8/18/22
$255.29
$256.24
12,359,561
-0.0
D
10b
8/19/22 - 5:12:39 pm
7
    
 
KAPOOR KUNAL
CEO,DIR
JS
---
600
---
8/17/22
---
---
111,898
-0.5
D
---
8/19/22 - 12:52:24 pm
8
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,064,442
7,976
8/15/22
8/16/22
$257.37
$259.02
12,364,065
-0.1
D
10b
8/17/22 - 5:29:16 pm
9
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,736,000
6,772
8/11/22
8/12/22
$252.66
$257.54
12,372,041
-0.1
D
10b
8/15/22 - 1:51:30 pm
10
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,688,296
10,529
---
8/10/22
$247.19
$257.65
12,378,813
-0.1
D
10b
8/11/22 - 2:38:20 pm
11
1y
6
0%
32%
2
LYONS WILLIAM M
DIR
S
$624,812
2,500
---
8/8/22
$249.74
$250.48
15,833
-13.6
D
---
8/10/22 - 3:07:27 pm
12
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,804,361
11,218
8/5/22
8/8/22
$248.90
$252.73
12,389,342
-0.1
D
10b
8/9/22 - 4:55:17 pm
13
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$29,760
120
---
8/8/22
---
$248.00
12,397,237
-0.0
D
10b
8/9/22 - 4:55:17 pm
14
    
 
TSAY CAROLINE J
DIR
S
$56,205
225
---
8/5/22
---
$249.80
5,525
-3.9
D
---
8/9/22 - 4:56:53 pm
15
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,525,180
22,400
8/3/22
8/4/22
$240.12
$251.06
12,400,680
-0.2
D
10b
8/5/22 - 2:42:05 pm
16
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$30,522
120
---
8/1/22
---
$254.35
12,423,080
-0.0
D
10b
8/3/22 - 1:36:58 pm
17
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$10,263
45
---
6/17/22
$224.44
$229.71
12,423,200
-0.0
D
10b
6/21/22 - 3:23:17 pm
18
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,673,634
29,000
6/14/22
6/15/22
$223.49
$237.47
12,423,245
-0.2
D
10b
6/16/22 - 1:34:13 pm
19
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,140,643
4,707
6/8/22
6/9/22
$241.65
$244.14
12,452,245
-0.0
D
10b
6/10/22 - 3:17:48 pm
20
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,374,585
13,756
6/6/22
6/7/22
$242.10
$246.86
12,456,952
-0.1
D
10b
6/8/22 - 3:46:57 pm
21
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,486,957
9,882
---
6/2/22
$245.15
$253.13
12,470,708
-0.1
D
10b
6/6/22 - 12:52:22 pm
22
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$567,947
2,192
5/31/22
6/1/22
$256.20
$261.83
12,480,590
-0.0
D
10b
6/2/22 - 12:47:31 pm
23
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,040,734
15,769
5/26/22
5/27/22
$248.82
$262.75
12,482,782
-0.1
D
10b
5/31/22 - 5:17:52 pm
24
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$24,646
100
---
5/26/22
---
$246.46
12,498,551
-0.0
D
10b
5/31/22 - 5:17:52 pm
25
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,548,815
10,377
---
5/25/22
$240.60
$248.07
12,498,651
-0.1
D
10b
5/26/22 - 10:13:12 am
26
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,967,609
20,366
5/20/22
5/23/22
$238.75
$247.70
12,509,028
-0.2
D
10b
5/24/22 - 11:54:57 am
27
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$92,753
390
---
5/20/22
---
$237.83
12,529,394
-0.0
D
10b
5/24/22 - 11:54:57 am
28
    
 
TSAY CAROLINE J
DIR
AS
$142,954
594
---
5/20/22
---
$240.66
5,750
-9.4
D
10b
5/20/22 - 2:40:10 pm
29
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,797,821
11,846
---
5/19/22
$230.31
$238.63
12,529,784
-0.1
D
10b
5/20/22 - 11:02:23 am
30
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,959,367
12,218
5/16/22
5/17/22
$240.35
$244.86
12,541,630
-0.1
D
10b
5/18/22 - 12:23:08 pm
31
    
 
DUBINSKY JASON
CFO
JB
---
3,823
5/15/22
5/17/22
---
---
19,574
24.3
D
R
5/17/22 - 6:21:08 pm
32
    
 
DUNN DANIEL JOSEPH
O
JB
---
2,495
5/15/22
5/17/22
---
---
12,682
24.5
D
R
5/17/22 - 6:10:57 pm
33
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
16,663
5/15/22
5/17/22
---
---
121,468
15.9
D
R
5/17/22 - 6:07:45 pm
34
    
 
DESMOND BEVIN
O
JB
---
2,199
5/15/22
5/17/22
---
---
25,100
9.6
D
R
5/17/22 - 5:59:45 pm
35
    
 
DIAMONTE ROBIN
DIR
S
$144,600
600
---
5/16/22
---
$241.00
8,467
-6.6
D
R
5/17/22 - 2:49:59 pm
36
    
 
DUBINSKY JASON
CFO
JS
$555,627
2,287
---
5/15/22
---
$242.95
17,287
-11.7
D
R
5/17/22 - 6:21:08 pm
37
    
 
MCGARRY KIMBERLY J
CT,CAO
JS
$21,380
88
---
5/15/22
---
$242.95
2,137
-4.0
D
R
5/17/22 - 6:18:19 pm
38
    
 
MCGARRY KIMBERLY J
CT,CAO
JB
---
428
---
5/15/22
---
---
2,225
23.8
D
R
5/17/22 - 6:18:19 pm
39
    
 
DUNN DANIEL JOSEPH
O
JS
$211,367
870
---
5/15/22
---
$242.95
11,812
-6.9
D
R
5/17/22 - 6:10:57 pm
40
    
 
KAPOOR KUNAL
CEO,DIR
JS
$2,179,262
8,970
---
5/15/22
---
$242.95
112,498
-7.4
D
R
5/17/22 - 6:07:45 pm
41
    
 
DESMOND BEVIN
O
JS
$243,922
1,004
---
5/15/22
---
$242.95
24,096
-4.0
D
R
5/17/22 - 5:59:45 pm
42
    
 
FRANCIS CHERYL A
DIR
JB
---
679
---
5/15/22
---
---
33,663
2.1
D
R
5/17/22 - 3:04:56 pm
43
    
 
LYONS WILLIAM M
DIR
JB
---
679
---
5/15/22
---
---
18,333
3.8
D
R
5/17/22 - 3:03:45 pm
44
    
 
SUTTON DONIEL
DIR
JB
---
679
---
5/15/22
---
---
1,699
66.6
D
R
5/17/22 - 3:01:21 pm
45
    
 
KAPLAN STEVEN N
DIR
JB
---
679
---
5/15/22
---
---
44,809
1.5
D
R
5/17/22 - 2:55:31 pm
46
    
 
TSAY CAROLINE J
DIR
JB
---
679
---
5/15/22
---
---
6,713
11.3
D
R
5/17/22 - 2:53:17 pm
47
    
 
JOYNT STEPHEN
DIR
JB
---
679
---
5/15/22
---
---
3,011
29.1
D
R
5/17/22 - 2:51:52 pm
48
    
 
DIAMONTE ROBIN
DIR
JB
---
679
---
5/15/22
---
---
9,067
8.1
D
R
5/17/22 - 2:49:59 pm
49
    
 
LANDIS GAIL S
DIR
JB
---
679
---
5/15/22
---
---
5,254
14.8
D
R
5/17/22 - 2:48:32 pm
50
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,198,668
21,845
5/12/22
5/13/22
$233.19
$246.54
12,553,848
-0.2
D
10b
5/16/22 - 4:55:59 pm
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