Morningstar, Inc. - MORN

Include option trades

Include indirect trades

Latest data: 12/10/2025 10:05:24 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 $118,382,345

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
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
08/27/2025 10b5-1	08/27/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,705 @ $260.65	($1,747,688.65)	9,312,836	(-0.07%)	Direct
08/26/2025 10b5-1	08/27/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,532 @ $260.52	($920,143.97)	9,319,541	(-0.04%)	Direct
08/25/2025 10b5-1	08/27/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,644 @ $263.15	($432,617.66)	9,323,073	(-0.02%)	Direct
08/22/2025 10b5-1	08/22/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $263.99	($1,913,947.46)	9,324,717	(-0.08%)	Direct
08/21/2025 10b5-1	08/22/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,014 @ $261.42	($265,082.72)	9,331,967	(-0.01%)	Direct
08/20/2025 10b5-1	08/22/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $260.30	($1,887,196.39)	9,332,981	(-0.08%)	Direct
08/19/2025 10b5-1	08/19/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $259.59	($1,882,033.92)	9,340,231	(-0.08%)	Direct
08/18/2025 10b5-1	08/19/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $258.08	($1,871,044.84)	9,347,481	(-0.08%)	Direct
08/15/2025 10b5-1	08/19/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $258.65	($1,875,199.77)	9,354,731	(-0.08%)	Direct
08/14/2025 10b5-1	08/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,944 @ $260.28	($1,026,549.84)	9,361,981	(-0.04%)	Direct
08/13/2025 10b5-1	08/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $257.94	($1,870,028.92)	9,365,925	(-0.08%)	Direct
08/12/2025 10b5-1	08/14/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $256.50	($1,859,638.36)	9,373,175	(-0.08%)	Direct
08/11/2025 10b5-1	08/11/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,764 @ $260.28	($1,760,563.84)	9,380,425	(-0.07%)	Direct
08/08/2025 10b5-1	08/11/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,068 @ $261.34	($1,847,168.04)	9,387,189	(-0.08%)	Direct
08/07/2025 10b5-1	08/11/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,250 @ $261.21	($1,893,746.16)	9,394,257	(-0.08%)	Direct
08/06/2025 10b5-1	08/06/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,311 @ $261.67	($1,128,046.02)	9,401,507	(-0.05%)	Direct
08/05/2025 10b5-1	08/06/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-394 @ $270.39	($106,532.52)	9,405,818	(-0.00%)	Direct
08/04/2025 10b5-1	08/06/2025	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,624 @ $272.77	($1,806,859.20)	9,406,212	(-0.07%)	Direct
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

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Morningstar, Inc. - MORN

Latest data: 12/10/2025 10:05:24 PM

Buy Breakdown

Total $0

Sell Breakdown

Total $118,382,345

Monthly Totals