Morningstar, Inc. - MORN

Include option trades

Include indirect trades

Latest data: 9/9/2026 10:01:45 PM

EDGAR CIK

0001289419

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $186,590

Sell Breakdown

Total $76,211,358

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
08/24/2026 10b5-1	08/24/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,659 @ $218.84	($1,238,393.94)	7,938,192	(-0.07%)	Direct
08/21/2026 10b5-1	08/21/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,095 @ $216.75	($887,609.15)	7,943,851	(-0.05%)	Direct
08/20/2026 10b5-1	08/21/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $214.16	($1,552,628.50)	7,947,946	(-0.09%)	Direct
08/19/2026 10b5-1	08/19/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,594 @ $213.75	($1,409,450.99)	7,955,196	(-0.08%)	Direct
08/18/2026 10b5-1	08/19/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,906 @ $210.26	($1,662,310.80)	7,960,570	(-0.10%)	Direct
08/17/2026 10b5-1	08/19/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $207.04	($1,501,067.99)	7,969,696	(-0.09%)	Direct
08/14/2026 10b5-1	08/14/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $206.88	($1,499,862.65)	7,976,946	(-0.09%)	Direct
08/13/2026 10b5-1	08/14/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $197.92	($1,434,945.38)	7,984,196	(-0.09%)	Direct
08/12/2026 10b5-1	08/12/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $195.27	($1,415,672.50)	7,991,446	(-0.09%)	Direct
08/11/2026 10b5-1	08/12/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-974 @ $200.32	($195,108.47)	7,998,696	(-0.01%)	Direct
08/10/2026 10b5-1	08/12/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $201.84	($1,463,369.73)	7,999,670	(-0.09%)	Direct
08/07/2026 10b5-1	08/07/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $199.63	($1,447,292.76)	8,006,920	(-0.09%)	Direct
08/06/2026 10b5-1	08/07/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2,272 @ $198.38	($450,729.81)	8,014,170	(-0.03%)	Direct
08/05/2026 10b5-1	08/05/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $201.06	($1,457,685.90)	8,016,442	(-0.09%)	Direct
08/04/2026 10b5-1	08/05/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $199.67	($1,447,589.82)	8,023,692	(-0.09%)	Direct
08/03/2026	08/03/2026	Lyons William M Director	Sell	-1,000 @ $199.00	($199,000.00)	12,904	(-7.19%)	Direct
08/03/2026 10b5-1	08/05/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $199.20	($1,444,216.25)	8,030,942	(-0.09%)	Direct
05/27/2026	05/27/2026	Lyons William M Director	Sell	-700 @ $179.00	($125,300.00)	13,904	(-4.79%)	Direct
05/22/2026 10b5-1	05/22/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2,270 @ $176.72	($401,145.29)	8,043,492	(-0.03%)	Direct
05/21/2026 10b5-1	05/22/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $172.53	($1,250,839.75)	8,045,762	(-0.09%)	Direct
05/20/2026 10b5-1	05/20/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $171.57	($1,243,889.93)	8,053,012	(-0.09%)	Direct
05/19/2026 10b5-1	05/20/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,728 @ $178.33	($1,199,804.00)	8,060,262	(-0.08%)	Direct
05/18/2026 10b5-1	05/20/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $175.84	($1,274,831.89)	8,066,990	(-0.09%)	Direct
05/15/2026 10b5-1	05/15/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $169.34	($1,227,688.80)	8,074,240	(-0.09%)	Direct
05/14/2026 10b5-1	05/15/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $167.99	($1,217,924.06)	8,081,490	(-0.09%)	Direct
05/12/2026 10b5-1	05/12/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $177.23	($1,284,933.06)	8,088,740	(-0.09%)	Direct
05/11/2026 10b5-1	05/12/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $175.96	($1,275,701.17)	8,095,990	(-0.09%)	Direct
05/08/2026 10b5-1	05/12/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,002 @ $177.08	($708,674.56)	8,103,240	(-0.05%)	Direct
05/07/2026 10b5-1	05/07/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $172.53	($1,250,829.12)	8,107,242	(-0.09%)	Direct
05/06/2026 10b5-1	05/07/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $166.23	($1,205,165.78)	8,114,492	(-0.09%)	Direct
05/05/2026 10b5-1	05/07/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $167.57	($1,214,863.30)	8,121,742	(-0.09%)	Direct
05/04/2026 10b5-1	05/04/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $169.97	($1,232,314.73)	8,128,992	(-0.09%)	Direct
05/01/2026 10b5-1	05/04/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $171.02	($1,239,902.06)	8,136,242	(-0.09%)	Direct
03/04/2026	03/04/2026	Holt Michael Chief Financial Officer CFO	Buy	1,000 @ $186.59	$186,590.00	9,480	(11.79%)	Direct
03/02/2026 10b5-1	03/02/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,122 @ $182.32	($569,190.86)	8,138,232	(-0.04%)	Direct
02/27/2026 10b5-1	02/27/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $181.60	($1,316,603.00)	8,141,354	(-0.09%)	Direct
02/26/2026 10b5-1	02/27/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $178.00	($1,290,513.63)	8,148,604	(-0.09%)	Direct
02/25/2026 10b5-1	02/25/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $164.90	($1,195,541.16)	8,155,854	(-0.09%)	Direct
02/24/2026 10b5-1	02/25/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $159.47	($1,156,161.24)	8,163,104	(-0.09%)	Direct
02/20/2026 10b5-1	02/20/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,608 @ $161.34	($1,066,111.21)	8,170,354	(-0.08%)	Direct
02/19/2026 10b5-1	02/20/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $161.87	($1,173,553.27)	8,176,962	(-0.09%)	Direct
02/18/2026 10b5-1	02/18/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,737 @ $159.09	($1,071,771.23)	8,184,725	(-0.08%)	Direct
02/17/2026 10b5-1	02/18/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,304 @ $160.63	($1,173,223.73)	8,184,212	(-0.09%)	Direct
02/13/2026 10b5-1	02/13/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $156.21	($1,132,490.12)	8,198,253	(-0.09%)	Direct
02/12/2026 10b5-1	02/13/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,939 @ $154.74	($1,073,753.57)	8,205,503	(-0.08%)	Direct
02/10/2026 10b5-1	02/11/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,214 @ $162.84	($523,355.87)	8,212,442	(-0.04%)	Direct
02/09/2026 10b5-1	02/11/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,653 @ $165.00	($272,750.39)	8,215,656	(-0.02%)	Direct
02/06/2026 10b5-1	02/06/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,352 @ $169.57	($1,077,099.85)	8,217,309	(-0.08%)	Direct
02/05/2026 10b5-1	02/06/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,464 @ $185.21	($1,197,215.26)	8,223,661	(-0.08%)	Direct
02/04/2026 10b5-1	02/06/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $180.80	($1,310,805.28)	8,230,125	(-0.09%)	Direct
02/02/2026 10b5-1	02/04/2026	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-857 @ $202.38	($173,442.71)	8,237,375	(-0.01%)	Direct
12/29/2025	12/30/2025	Tsay Caroline J Director	Sell	-600 @ $218.48	($131,090.40)	3,745	(-13.81%)	Direct
11/25/2025 10b5-1	11/26/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,286 @ $213.12	($274,069.45)	8,600,815	(-0.01%)	Direct
11/24/2025 10b5-1	11/26/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-316 @ $211.99	($66,990.01)	8,602,101	(-0.00%)	Direct
11/21/2025 10b5-1	11/24/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $211.22	($1,531,378.55)	8,602,417	(-0.08%)	Direct
11/20/2025 10b5-1	11/24/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $210.89	($1,528,936.83)	8,609,667	(-0.08%)	Direct
11/19/2025 10b5-1	11/20/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $209.26	($1,517,104.19)	8,616,917	(-0.08%)	Direct
11/18/2025 10b5-1	11/20/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $208.29	($1,510,089.45)	8,624,167	(-0.08%)	Direct
11/17/2025 10b5-1	11/18/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,070 @ $211.12	($225,901.93)	8,631,417	(-0.01%)	Direct
11/14/2025 10b5-1	11/18/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,969 @ $213.32	($1,486,609.66)	8,632,487	(-0.08%)	Direct
11/13/2025 10b5-1	11/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,848 @ $215.30	($1,474,390.05)	8,639,456	(-0.08%)	Direct
11/12/2025 10b5-1	11/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $215.03	($1,558,990.26)	8,646,304	(-0.08%)	Direct
11/11/2025 10b5-1	11/12/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $215.71	($1,563,895.47)	8,653,554	(-0.08%)	Direct
11/10/2025 10b5-1	11/12/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $215.18	($1,560,063.55)	8,660,804	(-0.08%)	Direct
11/07/2025 10b5-1	11/12/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $211.89	($1,536,191.46)	8,668,054	(-0.08%)	Direct
11/06/2025 10b5-1	11/07/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,093 @ $211.61	($866,134.06)	8,675,304	(-0.05%)	Direct
11/05/2025 10b5-1	11/07/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $211.03	($1,530,001.55)	8,679,397	(-0.08%)	Direct
11/04/2025 10b5-1	11/05/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,918 @ $213.72	($1,478,528.85)	8,686,647	(-0.08%)	Direct
11/03/2025 10b5-1	11/05/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $211.95	($1,536,668.16)	8,693,565	(-0.08%)	Direct

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Morningstar, Inc. - MORN

Latest data: 9/9/2026 10:01:45 PM

Buy Breakdown

Total $186,590

Sell Breakdown

Total $76,211,358

Monthly Totals