Morningstar, Inc. - MORN

Include option trades

Include indirect trades

Latest data: 6/13/2025 10:04:30 PM

EDGAR CIK

0001289419

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $0

No buy transactions for this time period.

Sell Breakdown

Total $155,442,406

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
05/27/2025 10b5-1	05/27/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,246 @ $306.52	($381,926.22)	9,427,836	(-0.01%)	Direct
05/23/2025 10b5-1	05/27/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,296 @ $305.80	($396,316.15)	9,429,082	(-0.01%)	Direct
05/22/2025 10b5-1	05/27/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $306.43	($2,221,599.75)	9,430,378	(-0.08%)	Direct
05/20/2025 10b5-1	05/21/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,103 @ $310.08	($1,582,346.99)	9,437,628	(-0.05%)	Direct
05/19/2025 10b5-1	05/21/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $309.86	($2,246,514.47)	9,442,731	(-0.08%)	Direct
05/16/2025 10b5-1	05/16/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $309.45	($2,243,478.21)	9,449,981	(-0.08%)	Direct
05/16/2025	05/19/2025	Tsay Caroline J Director	Sell	-200 @ $309.84	($61,968.24)	4,345	(-4.40%)	Direct
05/15/2025 10b5-1	05/16/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $306.12	($2,219,362.69)	9,457,231	(-0.08%)	Direct
05/14/2025 10b5-1	05/15/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2,412 @ $306.67	($739,695.28)	9,464,481	(-0.03%)	Direct
05/13/2025 10b5-1	05/15/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,062 @ $309.95	($2,188,884.10)	9,466,893	(-0.07%)	Direct
05/12/2025	05/13/2025	Holt Michael Chief Financial Officer CFO	Sell	-353 @ $309.01	($109,080.53)	4,575	(-7.16%)	Direct
05/12/2025 10b5-1	05/13/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $309.35	($2,242,775.46)	9,473,955	(-0.08%)	Direct
05/09/2025 10b5-1	05/13/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $304.83	($2,210,018.37)	9,481,205	(-0.08%)	Direct
05/08/2025 10b5-1	05/09/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $304.52	($2,207,780.66)	9,488,455	(-0.08%)	Direct
05/07/2025 10b5-1	05/09/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $297.25	($2,155,090.52)	9,495,705	(-0.08%)	Direct
05/06/2025 10b5-1	05/07/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,211 @ $294.27	($944,896.80)	9,502,955	(-0.03%)	Direct
05/05/2025 10b5-1	05/07/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $295.15	($2,139,843.05)	9,506,166	(-0.08%)	Direct
05/02/2025 10b5-1	05/05/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $292.01	($2,117,093.94)	9,513,416	(-0.08%)	Direct
05/01/2025 10b5-1	05/05/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,170 @ $284.10	($2,036,974.07)	9,520,666	(-0.08%)	Direct
03/14/2025 10b5-1	03/17/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,370 @ $286.20	($392,095.05)	10,027,836	(-0.01%)	Direct
03/13/2025 10b5-1	03/17/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2 @ $287.10	($574.20)	10,029,206	(-0.00%)	Direct
03/12/2025 10b5-1	03/13/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $284.52	($2,578,302.26)	10,029,208	(-0.09%)	Direct
03/11/2025 10b5-1	03/13/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $282.25	($2,557,786.98)	10,038,270	(-0.09%)	Direct
03/05/2025 10b5-1	03/06/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $301.10	($2,728,562.13)	10,047,332	(-0.09%)	Direct
03/03/2025 10b5-1	03/04/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,114 @ $314.63	($2,238,301.17)	10,056,394	(-0.07%)	Direct
02/28/2025 10b5-1	03/04/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $310.79	($2,816,386.21)	10,063,508	(-0.09%)	Direct
02/27/2025 10b5-1	02/28/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-368 @ $319.10	($117,427.70)	10,072,570	(-0.00%)	Direct
02/26/2025 10b5-1	02/28/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,080 @ $323.46	($1,319,697.28)	10,072,938	(-0.04%)	Direct
02/25/2025 10b5-1	02/26/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,608 @ $322.38	($2,775,070.01)	10,077,018	(-0.09%)	Direct
02/24/2025 10b5-1	02/26/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $323.03	($2,927,288.95)	10,085,626	(-0.09%)	Direct
02/21/2025 10b5-1	02/24/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,410 @ $326.58	($460,484.04)	10,094,688	(-0.01%)	Direct
02/20/2025 10b5-1	02/24/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,393 @ $327.89	($2,751,982.11)	10,096,098	(-0.08%)	Direct
02/19/2025 10b5-1	02/20/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,126 @ $328.37	($1,683,244.98)	10,104,491	(-0.05%)	Direct
02/18/2025 10b5-1	02/20/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $326.86	($2,961,971.28)	10,109,617	(-0.09%)	Direct
02/14/2025 10b5-1	02/18/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,207 @ $328.90	($1,054,767.24)	10,118,679	(-0.03%)	Direct
02/13/2025 10b5-1	02/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,492 @ $326.08	($2,769,099.40)	10,121,886	(-0.08%)	Direct
02/12/2025 10b5-1	02/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,280 @ $320.57	($410,331.65)	10,130,378	(-0.01%)	Direct
02/10/2025 10b5-1	02/12/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,695 @ $325.53	($551,777.17)	10,131,658	(-0.02%)	Direct
02/07/2025 10b5-1	02/10/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2,495 @ $326.44	($814,473.91)	10,133,353	(-0.02%)	Direct
02/06/2025 10b5-1	02/10/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,846 @ $326.67	($2,236,401.69)	10,135,848	(-0.07%)	Direct
02/05/2025 10b5-1	02/06/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,635 @ $325.44	($1,182,965.10)	10,142,694	(-0.04%)	Direct
02/04/2025 10b5-1	02/06/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,791 @ $327.21	($1,567,668.43)	10,146,329	(-0.05%)	Direct
02/03/2025 10b5-1	02/04/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,716 @ $327.89	($562,661.81)	10,151,120	(-0.02%)	Direct
12/13/2024	12/16/2024	Dubinsky Jason Chief Financial Officer CFO	Sell	-3,223 @ $352.88	($1,137,347.33)	17,304	(-15.70%)	Direct
12/02/2024 10b5-1	12/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-118 @ $354.08	($41,781.52)	10,729,780	(-0.00%)	Direct
11/29/2024 10b5-1	12/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-193 @ $355.51	($68,613.78)	10,729,898	(-0.00%)	Direct
11/27/2024 10b5-1	11/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,133 @ $354.83	($2,885,829.23)	10,730,091	(-0.08%)	Direct
11/26/2024 10b5-1	11/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $355.22	($3,219,025.51)	10,738,224	(-0.08%)	Direct
11/25/2024 10b5-1	11/26/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $350.72	($3,178,183.92)	10,747,286	(-0.08%)	Direct
11/22/2024 10b5-1	11/26/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $344.46	($3,121,539.30)	10,756,348	(-0.08%)	Direct
11/21/2024 10b5-1	11/22/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,837 @ $339.60	($2,661,467.46)	10,765,410	(-0.07%)	Direct
11/20/2024 10b5-1	11/22/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,794 @ $334.92	($1,940,545.26)	10,773,247	(-0.05%)	Direct
11/19/2024 10b5-1	11/20/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $334.92	($3,035,048.07)	10,779,041	(-0.08%)	Direct
11/18/2024 10b5-1	11/20/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-275 @ $336.67	($92,582.88)	10,788,103	(-0.00%)	Direct
11/15/2024 10b5-1	11/18/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-118 @ $342.13	($40,371.34)	10,788,378	(-0.00%)	Direct
11/14/2024 10b5-1	11/18/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2,884 @ $346.22	($998,504.38)	10,788,496	(-0.03%)	Direct
11/13/2024 10b5-1	11/14/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,825 @ $351.05	($1,342,752.19)	10,791,380	(-0.04%)	Direct
11/12/2024 10b5-1	11/14/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,156 @ $350.46	($2,157,436.84)	10,795,205	(-0.06%)	Direct
11/11/2024 10b5-1	11/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,222 @ $349.67	($2,525,280.67)	10,801,361	(-0.07%)	Direct
11/08/2024 10b5-1	11/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $348.45	($3,157,699.11)	10,808,583	(-0.08%)	Direct
11/07/2024 10b5-1	11/08/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,287 @ $343.96	($442,673.91)	10,817,645	(-0.01%)	Direct
11/06/2024 10b5-1	11/08/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $339.59	($3,077,368.08)	10,818,932	(-0.08%)	Direct
11/05/2024 10b5-1	11/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,662 @ $333.84	($2,891,752.05)	10,827,994	(-0.08%)	Direct
11/04/2024 10b5-1	11/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $329.45	($2,985,465.48)	10,836,656	(-0.08%)	Direct
11/01/2024 10b5-1	11/04/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $328.22	($2,974,310.18)	10,845,718	(-0.08%)	Direct
10/30/2024 10b5-1	10/30/2024	Lyons William M Director	Sell	-750 @ $331.88	($248,910.00)	12,840	(-5.52%)	Direct
09/30/2024 10b5-1	09/30/2024	Lyons William M Director	Sell	-750 @ $316.48	($237,360.00)	13,590	(-5.23%)	Direct
09/10/2024 10b5-1	09/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-345 @ $305.97	($105,561.36)	10,516,912	(-0.00%)	Direct
09/09/2024 10b5-1	09/10/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,056 @ $305.95	($2,464,726.50)	10,517,257	(-0.08%)	Direct
09/06/2024 10b5-1	09/10/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-425 @ $311.50	($132,389.07)	10,525,313	(-0.00%)	Direct
09/05/2024 10b5-1	09/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-54 @ $312.55	($16,877.52)	10,525,738	(-0.00%)	Direct
09/04/2024 10b5-1	09/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,461 @ $312.85	($2,021,317.39)	10,525,792	(-0.06%)	Direct
09/03/2024 10b5-1	09/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-721 @ $312.94	($225,632.55)	10,532,253	(-0.01%)	Direct
08/30/2024 10b5-1	09/03/2024	Lyons William M Director	Sell	-750 @ $311.60	($233,700.00)	14,340	(-4.97%)	Direct
08/30/2024 10b5-1	09/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,744 @ $312.23	($2,105,672.04)	10,532,974	(-0.06%)	Direct
08/29/2024 10b5-1	09/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,110 @ $312.18	($1,907,439.97)	10,539,718	(-0.06%)	Direct
08/28/2024 10b5-1	08/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,670 @ $311.33	($1,765,229.84)	10,545,828	(-0.05%)	Direct
08/27/2024 10b5-1	08/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,724 @ $311.27	($1,781,714.42)	10,551,498	(-0.05%)	Direct
08/26/2024 10b5-1	08/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,717 @ $313.51	($1,478,807.78)	10,557,222	(-0.04%)	Direct
08/23/2024 10b5-1	08/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,256 @ $313.16	($2,585,427.79)	10,561,939	(-0.08%)	Direct
08/22/2024 10b5-1	08/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,512 @ $311.96	($1,407,558.65)	10,570,195	(-0.04%)	Direct
08/21/2024 10b5-1	08/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,209 @ $312.12	($1,937,959.18)	10,574,707	(-0.06%)	Direct
08/20/2024 10b5-1	08/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-214 @ $315.00	($67,409.46)	10,580,916	(-0.00%)	Direct
08/19/2024 10b5-1	08/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,838 @ $315.90	($1,212,410.41)	10,581,130	(-0.04%)	Direct
08/16/2024 10b5-1	08/19/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,922 @ $315.36	($2,498,295.27)	10,584,968	(-0.07%)	Direct
08/15/2024 10b5-1	08/19/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,909 @ $312.35	($2,157,997.90)	10,592,890	(-0.07%)	Direct
08/14/2024 10b5-1	08/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,257 @ $310.37	($1,631,599.66)	10,599,799	(-0.05%)	Direct
08/13/2024 10b5-1	08/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,499 @ $308.99	($1,699,150.07)	10,605,056	(-0.05%)	Direct
08/12/2024 10b5-1	08/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,149 @ $305.30	($1,571,980.87)	10,610,555	(-0.05%)	Direct
08/09/2024 10b5-1	08/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,975 @ $305.60	($1,520,384.12)	10,615,704	(-0.05%)	Direct
08/08/2024 10b5-1	08/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,117 @ $304.70	($1,559,170.44)	10,620,679	(-0.05%)	Direct
08/07/2024 10b5-1	08/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,910 @ $304.19	($1,797,766.59)	10,625,796	(-0.06%)	Direct
08/06/2024 10b5-1	08/07/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $302.64	($2,742,527.67)	10,631,706	(-0.09%)	Direct
08/01/2024 10b5-1	08/05/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,144 @ $317.03	($362,676.78)	10,640,768	(-0.01%)	Direct
07/31/2024	07/31/2024	Dunn Daniel Joseph Chief Revenue Officer Officer	Sell	-1,600 @ $320.89	($513,424.00)	12,967	(-10.98%)	Direct
07/30/2024 10b5-1	07/31/2024	Lyons William M Director	Sell	-750 @ $324.83	($243,622.50)	15,090	(-4.73%)	Direct
07/02/2024 10b5-1	07/02/2024	Dubinsky Jason Chief Financial Officer CFO	Sell	-3,400 @ $300.11	($1,020,380.12)	20,181	(-14.42%)	Direct
06/28/2024 10b5-1	07/01/2024	Lyons William M Director	Sell	-750 @ $294.21	($220,657.50)	15,840	(-4.52%)	Direct
06/24/2024	06/25/2024	Tsay Caroline J Director	Sell	-290 @ $296.98	($86,124.23)	3,925	(-6.88%)	Direct

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Morningstar, Inc. - MORN

Latest data: 6/13/2025 10:04:30 PM

Buy Breakdown

Total $0

Sell Breakdown

Total $155,442,406

Monthly Totals