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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: 9/27/24 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
$317.27 $330.22 $219.45 $13,591 43 104 0.5% 0.7% 61.17% 39.73%
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%
CB,DIR,BO
AS
$1,033,211
4,240
2/9/23
2/10/23
---
$238.13
11,639,805
-0.0
D
10b
2/13/23 - 2:29:09 pm
2
1y
1024
39%
13%
CB,DIR,BO
AS
$1,321,499
5,413
2/7/23
2/8/23
$242.83
$245.65
11,644,045
-0.0
D
10b
2/9/23 - 2:20:20 pm
3
1y
1024
39%
13%
CB,DIR,BO
AS
$4,703,732
18,767
2/1/23
2/2/23
$242.45
$258.54
11,649,458
-0.2
D
10b
2/3/23 - 4:08:30 pm
4
1y
1024
39%
13%
CB,DIR,BO
AS
$622,854
2,859
---
1/3/23
$216.03
$218.92
11,668,225
-0.0
D
10b
1/4/23 - 5:17:17 pm
5
1y
1024
39%
13%
CB,DIR,BO
AS
$2,054,685
9,444
---
12/29/22
$211.65
$219.35
11,671,084
-0.1
D
10b
1/3/23 - 5:14:58 pm
6
1y
1024
39%
13%
CB,DIR,BO
AS
$32,763
156
---
12/29/22
$208.69
$210.21
11,680,528
-0.0
D
10b
1/3/23 - 5:14:58 pm
7
1y
1024
39%
13%
CB,DIR,BO
AS
$2,015,410
9,477
12/27/22
12/28/22
$211.86
$213.62
11,680,684
-0.1
D
10b
12/29/22 - 2:54:48 pm
8
1y
1024
39%
13%
CB,DIR,BO
AS
$301,337
1,406
---
12/23/22
$214.21
$215.51
11,690,161
-0.0
D
10b
12/27/22 - 3:23:26 pm
9
1y
1024
39%
13%
CB,DIR,BO
AS
$4,472,135
20,863
12/21/22
12/22/22
$212.93
$215.07
11,691,567
-0.2
D
10b
12/23/22 - 10:13:20 am
10
1y
1024
39%
13%
CB,DIR,BO
AS
$3,707,229
17,300
12/19/22
12/20/22
$213.31
$214.69
11,712,430
-0.1
D
10b
12/21/22 - 12:06:37 pm
11
1y
1024
39%
13%
CB,DIR,BO
AS
$2,765,213
11,765
12/13/22
12/14/22
$232.96
$234.57
11,729,730
-0.1
D
10b
12/15/22 - 2:15:43 pm
12
1y
1024
39%
13%
CB,DIR,BO
AS
$409,204
1,746
12/9/22
12/12/22
---
$232.60
11,741,495
-0.0
D
10b
12/13/22 - 12:28:15 pm
13
    
 
CB,DIR,BO
JS
---
56,000
---
12/8/22
---
---
11,748,448
-0.5
D
10b
12/9/22 - 4:05:50 pm
14
1y
1024
39%
13%
CB,DIR,BO
AS
$3,028,832
12,717
12/7/22
12/8/22
$234.29
$241.19
11,743,241
-0.1
D
10b
12/9/22 - 4:05:50 pm
15
1y
1024
39%
13%
CB,DIR,BO
AS
$28,793
120
---
12/6/22
---
$239.94
11,811,958
-0.0
D
10b
12/7/22 - 7:34:51 pm
16
1y
1024
39%
13%
CB,DIR,BO
AS
$3,297,703
13,253
12/1/22
12/2/22
$244.16
$251.00
12,412,078
-0.1
D
10b
12/5/22 - 1:53:02 pm
17
1y
1024
39%
13%
CB,DIR,BO
AS
$2,004,539
8,306
11/29/22
11/30/22
$235.02
$245.65
12,425,331
-0.1
D
10b
12/1/22 - 5:17:45 pm
18
1y
1024
39%
13%
CB,DIR,BO
AS
$1,359,851
5,521
11/25/22
11/28/22
---
$245.55
12,433,637
-0.0
D
10b
11/29/22 - 1:33:01 pm
19
1y
1024
39%
13%
CB,DIR,BO
AS
$1,623,322
6,600
---
11/23/22
$243.45
$247.14
12,439,158
-0.1
D
10b
11/28/22 - 5:43:47 pm
20
1y
1024
39%
13%
CB,DIR,BO
AS
$24,165
100
---
11/23/22
---
$241.65
12,445,758
-0.0
D
10b
11/28/22 - 5:43:47 pm
21
1y
1024
39%
13%
CB,DIR,BO
AS
$4,041,298
16,811
11/21/22
11/22/22
$238.72
$242.84
12,445,858
-0.1
D
10b
11/23/22 - 5:40:53 pm
22
1y
1024
39%
13%
CB,DIR,BO
AS
$608,706
2,531
---
11/18/22
$239.46
$242.44
12,462,669
-0.0
D
10b
11/21/22 - 2:28:47 pm
23
    
 
CFO
JS
$228,270
946
---
11/17/22
---
$241.30
18,475
-4.9
D
---
11/21/22 - 6:18:02 pm
24
    
 
CFO
JB
---
2,134
---
11/17/22
---
---
19,421
12.3
D
---
11/21/22 - 6:18:02 pm
25
    
 
O
JS
$114,135
473
---
11/17/22
---
$241.30
12,405
-3.7
D
---
11/21/22 - 6:16:25 pm
26
    
 
O
JB
---
1,066
---
11/17/22
---
---
12,878
9.0
D
---
11/21/22 - 6:16:25 pm
27
    
 
CEO,DIR
JS
$936,003
3,879
---
11/17/22
---
$241.30
116,773
-3.2
D
---
11/21/22 - 6:13:22 pm
28
    
 
CEO,DIR
JB
---
8,754
---
11/17/22
---
---
120,652
7.8
D
---
11/21/22 - 6:13:22 pm
29
    
 
O
JS
$130,543
541
---
11/17/22
---
$241.30
24,774
-2.1
D
---
11/21/22 - 6:09:45 pm
30
    
 
O
JB
---
1,219
---
11/17/22
---
---
25,315
5.1
D
---
11/21/22 - 6:09:45 pm
31
    
 
DIR
JS
---
2,049
---
11/17/22
---
---
3,483
-37.0
D
---
11/21/22 - 5:01:02 pm
32
1y
1024
39%
13%
CB,DIR,BO
AS
$3,502,152
14,319
11/15/22
11/16/22
$240.56
$246.36
12,465,200
-0.1
D
10b
11/17/22 - 3:49:16 pm
33
    
 
CT,CAO
JS
$15,443
64
---
11/15/22
---
$241.30
2,075
-3.0
D
R
12/22/22 - 4:55:38 pm
34
1y
1024
39%
13%
CB,DIR,BO
AS
$2,107,232
8,592
11/11/22
11/14/22
$244.57
$244.93
12,479,519
-0.1
D
10b
11/21/22 - 12:47:30 pm
35
1y
77
40%
9%
O
S
$2,417,508
10,000
---
11/10/22
$241.24
$242.95
11,207
-47.2
I
---
11/14/22 - 4:13:25 pm
36
1y
1024
39%
13%
CB,DIR,BO
AS
$3,210,892
13,300
11/9/22
11/10/22
$234.84
$243.29
12,488,111
-0.1
D
10b
11/14/22 - 10:07:50 am
37
1y
1024
39%
13%
CB,DIR,BO
AS
$2,860,505
12,254
11/7/22
11/8/22
$230.70
$236.06
12,501,411
-0.1
D
10b
11/9/22 - 12:52:52 pm
38
1y
1024
39%
13%
CB,DIR,BO
AS
$2,435,462
10,560
---
11/4/22
$228.89
$233.99
12,513,665
-0.1
D
10b
11/7/22 - 2:36:24 pm
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