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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: 8/8/25 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
$258.92 $365.00 $250.34 $10,921 42 279 0.7% 2.3% 60.62% 44.96%
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
1159
36%
13%
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
2
1y
1159
36%
13%
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
3
1y
1159
36%
13%
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
4
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,890,140
13,009
5/21/24
5/22/24
$296.81
$301.11
10,674,922
-0.1
D
10b
5/23/24 - 5:07:25 pm
5
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,853,561
9,519
5/17/24
5/20/24
$299.17
$301.27
10,687,931
-0.1
D
10b
5/21/24 - 5:02:32 pm
6
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,268,820
10,866
5/15/24
5/16/24
$297.25
$301.70
10,697,450
-0.1
D
10b
5/17/24 - 8:24:09 pm
7
    
 
LYONS WILLIAM M
DIR
JB
---
639
---
5/15/24
---
---
17,340
3.8
D
R,10b
6/6/24 - 6:03:57 pm
8
    
 
KAPLAN STEVEN N
DIR
JB
---
639
---
5/15/24
---
---
43,816
1.5
D
R
5/17/24 - 5:58:39 pm
9
    
 
JOYNT STEPHEN
DIR
JB
---
639
---
5/15/24
---
---
4,518
16.5
D
R
5/17/24 - 5:48:02 pm
10
    
 
LANDIS GAIL S
DIR
JB
---
639
---
5/15/24
---
---
5,786
12.4
D
R
5/17/24 - 5:45:48 pm
11
    
 
SUTTON DONIEL
DIR
JB
---
639
---
5/15/24
---
---
3,206
24.9
D
R
5/17/24 - 5:44:33 pm
12
    
 
DIAMONTE ROBIN
DIR
JB
---
639
---
5/15/24
---
---
9,574
7.2
D
R
5/17/24 - 5:43:23 pm
13
    
 
TSAY CAROLINE J
DIR
JB
---
639
---
5/15/24
---
---
4,215
17.9
D
R
5/17/24 - 5:36:05 pm
14
    
 
FRANCIS CHERYL A
DIR
JB
---
639
---
5/15/24
---
---
35,170
1.9
D
R
5/17/24 - 5:36:00 pm
15
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,852,016
6,239
5/13/24
5/14/24
$295.81
$297.51
10,708,316
-0.1
D
10b
5/15/24 - 5:30:20 pm
16
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,432,675
11,513
5/9/24
5/10/24
$295.94
$300.39
10,714,555
-0.1
D
10b
5/13/24 - 5:13:07 pm
17
1y
30
20%
15%
1
KAPLAN STEVEN N
DIR
AS
$372,663
1,250
---
5/10/24
---
$298.13
43,177
-2.8
D
10b
5/13/24 - 5:12:38 pm
18
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,314,953
7,705
5/6/24
5/8/24
$299.82
$300.02
10,726,068
-0.1
D
10b
5/9/24 - 5:24:00 pm
19
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$15,815
53
---
5/7/24
---
$298.39
10,733,773
-0.0
D
10b
5/9/24 - 5:24:00 pm
20
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,825,490
16,294
5/3/24
5/6/24
$293.57
$299.34
10,733,826
-0.2
D
10b
5/7/24 - 4:34:59 pm
21
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$43,091
146
5/3/24
5/6/24
$291.74
$295.62
10,741,184
-0.0
D
10b
5/7/24 - 4:34:59 pm
22
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,800,991
16,646
5/1/24
5/2/24
$282.95
$291.63
10,750,266
-0.2
D
10b
5/3/24 - 4:49:12 pm
23
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
87
---
D
R
3/18/24 - 5:20:24 pm
24
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
158
---
D
R
3/18/24 - 5:20:24 pm
25
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
394
---
D
R
3/18/24 - 5:20:24 pm
26
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
231
---
D
R
3/18/24 - 5:20:24 pm
27
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,650,790
8,614
---
3/12/24
$305.10
$310.25
10,766,912
-0.1
D
10b
3/14/24 - 5:04:20 pm
28
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,853,324
5,972
3/8/24
3/11/24
---
$307.69
10,775,526
-0.1
D
10b
3/12/24 - 5:18:46 pm
29
1y
30
20%
15%
1
KAPLAN STEVEN N
DIR
AS
$383,517
1,250
---
3/11/24
---
$306.81
44,427
-2.7
D
10b
3/12/24 - 5:16:57 pm
30
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,745,836
18,515
3/6/24
3/7/24
$305.45
$315.06
10,781,498
-0.2
D
10b
3/8/24 - 4:48:07 pm
31
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,549,054
21,578
3/4/24
3/5/24
$299.64
$305.76
10,800,013
-0.2
D
10b
3/6/24 - 6:08:33 pm
32
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,111,146
10,423
2/29/24
3/1/24
$298.09
$298.82
10,821,591
-0.1
D
10b
3/4/24 - 5:20:31 pm
33
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,200,714
20,959
2/27/24
2/28/24
$294.86
$298.71
10,832,014
-0.2
D
10b
2/29/24 - 5:01:51 pm
34
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,589,244
18,728
2/23/24
2/26/24
$291.32
$300.13
10,852,973
-0.2
D
10b
2/27/24 - 5:20:55 pm
35
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$33,888
120
---
2/23/24
$282.10
$283.90
10,871,701
-0.0
D
10b
2/27/24 - 5:20:55 pm
36
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,264,845
15,490
2/21/24
2/22/24
$272.65
$276.85
10,871,821
-0.1
D
10b
2/23/24 - 4:41:26 pm
37
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,140,340
4,176
---
2/20/24
---
$273.07
10,887,311
-0.0
D
10b
2/21/24 - 4:18:12 pm
38
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,285,884
8,230
2/15/24
2/16/24
$276.81
$277.60
10,891,487
-0.1
D
10b
2/20/24 - 5:06:49 pm
39
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,481,502
8,993
---
2/14/24
$273.60
$278.52
10,899,717
-0.1
D
10b
2/15/24 - 5:53:39 pm
40
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,247,291
15,149
2/9/24
2/12/24
$276.40
$283.08
10,908,710
-0.1
D
10b
2/13/24 - 5:02:12 pm
41
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,984,989
10,762
2/7/24
2/8/24
$273.87
$278.26
10,923,859
-0.1
D
10b
2/9/24 - 4:29:45 pm
42
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$40,082
145
2/5/24
2/6/24
---
$275.22
10,934,621
-0.0
D
10b
2/7/24 - 1:35:30 pm
43
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,996,462
7,146
2/1/24
2/2/24
$278.80
$279.24
10,934,766
-0.1
D
10b
2/5/24 - 5:16:38 pm
44
    
 
MANSUETO JOSEPH D
CB,DIR,BO
JS
---
47,625
---
11/30/23
---
---
11,294,880
-0.4
D
---
12/6/23 - 4:45:49 pm
45
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,734,274
6,257
---
11/27/23
$276.22
$279.55
11,342,505
-0.1
D
10b
11/29/23 - 12:43:46 pm
46
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,808,263
6,555
---
11/24/23
$275.77
$276.76
11,348,762
-0.1
D
10b
11/27/23 - 2:09:04 pm
47
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,955,981
25,300
11/21/23
11/22/23
$272.77
$277.40
11,355,317
-0.2
D
10b
11/24/23 - 11:09:13 am
48
1y
1159
36%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,978,765
22,021
11/17/23
11/20/23
$270.78
$273.45
11,380,617
-0.2
D
10b
11/21/23 - 12:49:58 pm
49
    
 
MCGARRY KIMBERLY J
CAO
JS
$8,899
33
---
11/17/23
---
$269.66
2,307
-1.4
D
---
11/20/23 - 9:16:09 pm
50
    
 
KAPOOR KUNAL
CEO,DIR
JS
$742,374
2,753
---
11/17/23
---
$269.66
128,368
-2.1
D
---
11/20/23 - 8:52:35 pm
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