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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: 9/12/25 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
$257.14 $365.00 $249.56 $10,846 42 344 0.7% 3.5% 61.95% 44.75%
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
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
219
---
D
R
1/10/25 - 5:38:50 pm
2
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
149
---
D
R
1/10/25 - 5:38:50 pm
3
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
689
---
D
R
1/10/25 - 5:38:50 pm
4
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
592
---
D
R
1/10/25 - 5:38:50 pm
5
    
 
HOLT MICHAEL
CFO
3
---
---
---
1/1/25
---
---
555
---
D
R
1/10/25 - 5:38:50 pm
6
    
 
KAPOOR KUNAL
CEO,DIR
JS
---
500
---
12/26/24
---
---
133,307
-0.4
D
---
12/27/24 - 9:12:59 pm
7
    
 
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
8
    
 
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
9
    
 
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
10
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$110,395
311
11/29/24
12/2/24
$353.65
$355.31
10,729,780
-0.0
D
10b
12/3/24 - 5:22:06 pm
11
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,104,855
17,195
11/26/24
11/27/24
$352.04
$357.71
10,730,091
-0.2
D
10b
11/27/24 - 6:07:18 pm
12
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,299,723
18,124
11/22/24
11/25/24
$339.71
$352.09
10,747,286
-0.2
D
10b
11/26/24 - 5:31:19 pm
13
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,602,013
13,631
11/20/24
11/21/24
$334.39
$340.37
10,765,410
-0.1
D
10b
11/22/24 - 4:45:57 pm
14
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,127,631
9,337
11/18/24
11/19/24
$333.94
$337.12
10,779,041
-0.1
D
10b
11/20/24 - 5:50:12 pm
15
    
 
LANDIS GAIL S
DIR
JS
---
337
---
11/18/24
---
---
5,449
-5.8
D
---
11/20/24 - 5:52:29 pm
16
    
 
DUBINSKY JASON
CFO
JS
$95,008
277
---
11/15/24
---
$342.99
20,505
-1.3
D
---
11/19/24 - 7:11:29 pm
17
    
 
DUBINSKY JASON
CFO
JB
---
623
---
11/15/24
---
---
20,782
3.1
D
---
11/19/24 - 7:11:29 pm
18
    
 
DUNN DANIEL JOSEPH
O
JS
$52,820
154
---
11/15/24
---
$342.99
13,147
-1.2
D
---
11/19/24 - 7:09:00 pm
19
    
 
DUNN DANIEL JOSEPH
O
JB
---
346
---
11/15/24
---
---
13,301
2.7
D
---
11/19/24 - 7:09:00 pm
20
    
 
KAPOOR KUNAL
CEO,DIR
JS
$421,878
1,230
---
11/15/24
---
$342.99
133,709
-0.9
D
---
11/19/24 - 7:07:12 pm
21
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
2,772
---
11/15/24
---
---
134,939
2.1
D
---
11/19/24 - 7:07:12 pm
22
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,038,876
3,002
11/14/24
11/15/24
---
$342.13
10,788,378
-0.0
D
10b
11/18/24 - 5:35:32 pm
23
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,397,882
9,687
11/12/24
11/13/24
$349.27
$352.12
10,791,380
-0.1
D
10b
11/14/24 - 4:57:48 pm
24
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$102,307
294
---
11/12/24
---
$347.98
10,801,067
-0.0
D
10b
11/14/24 - 4:57:48 pm
25
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,682,980
16,284
11/8/24
11/11/24
$343.46
$351.54
10,801,361
-0.2
D
10b
11/12/24 - 5:56:50 pm
26
    
 
KAPLAN STEVEN N
DIR
JS
$435,725
1,250
---
11/11/24
---
$348.58
41,316
-2.9
D
10b
11/12/24 - 5:54:49 pm
27
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,520,042
10,349
11/6/24
11/7/24
$336.39
$345.43
10,817,645
-0.1
D
10b
11/8/24 - 5:08:12 pm
28
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,877,218
17,724
11/4/24
11/5/24
$327.83
$336.19
10,827,994
-0.2
D
10b
11/6/24 - 5:27:29 pm
29
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,974,310
9,062
---
11/1/24
$327.58
$329.46
10,845,718
-0.1
D
10b
11/4/24 - 6:02:43 pm
30
1y
11
27%
15%
2
LYONS WILLIAM M
DIR
AS
$248,910
750
---
10/30/24
---
$331.88
12,840
-5.5
D
10b
10/30/24 - 4:44:59 pm
31
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$105,561
345
---
9/10/24
$304.69
$308.33
10,516,912
-0.0
D
10b
9/12/24 - 4:48:52 pm
32
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,597,116
8,481
9/6/24
9/9/24
$304.98
$307.64
10,517,257
-0.1
D
10b
9/10/24 - 5:02:30 pm
33
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,263,828
7,236
9/3/24
9/5/24
$311.94
$312.55
10,525,738
-0.1
D
10b
9/6/24 - 4:33:23 pm
34
    
 
DUNN DANIEL JOSEPH
O
JS
$34,828
111
---
8/31/24
---
$313.77
13,048
-0.8
D
R
3/4/25 - 5:29:37 pm
35
1y
11
27%
15%
2
LYONS WILLIAM M
DIR
AS
$233,700
750
---
8/30/24
---
$311.60
14,340
-5.0
D
10b
9/3/24 - 5:24:48 pm
36
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,013,112
12,854
8/29/24
8/30/24
$309.70
$314.78
10,532,974
-0.1
D
10b
9/3/24 - 5:21:43 pm
37
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,546,944
11,394
8/27/24
8/28/24
$310.46
$314.31
10,545,828
-0.1
D
10b
8/29/24 - 4:40:18 pm
38
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,008,649
12,794
8/23/24
8/26/24
$311.86
$314.94
10,557,222
-0.1
D
10b
8/27/24 - 4:29:17 pm
39
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$55,587
179
---
8/23/24
---
$310.54
10,570,016
-0.0
D
10b
8/27/24 - 4:29:17 pm
40
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,345,518
10,721
8/21/24
8/22/24
$311.41
$313.26
10,570,195
-0.1
D
10b
8/23/24 - 4:51:08 pm
41
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,279,820
4,052
8/19/24
8/20/24
$314.88
$315.61
10,580,916
-0.0
D
10b
8/21/24 - 5:03:12 pm
42
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,656,293
14,831
8/15/24
8/16/24
$310.84
$316.52
10,584,968
-0.1
D
10b
8/19/24 - 4:40:28 pm
43
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,330,750
10,756
8/13/24
8/14/24
$306.82
$311.20
10,599,799
-0.1
D
10b
8/15/24 - 5:30:32 pm
44
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,092,365
10,124
8/9/24
8/12/24
$305.03
$305.75
10,610,555
-0.1
D
10b
8/13/24 - 4:55:37 pm
45
    
 
KAPLAN STEVEN N
DIR
JS
$381,838
1,250
---
8/12/24
---
$305.47
42,566
-2.9
D
10b
8/13/24 - 4:54:32 pm
46
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,100
17
---
8/8/24
---
$299.98
10,625,779
-0.0
D
10b
8/9/24 - 5:24:09 pm
47
1y
1171
37%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,351,837
11,010
8/7/24
8/8/24
$301.14
$305.72
10,620,679
-0.1
D
10b
8/9/24 - 5:24:09 pm
48
1y
1171
37%
13%
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
49
1y
1171
37%
13%
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
50
    
 
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
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