Morningstar, Inc. - MORN

Include option trades

Include indirect trades

Latest data: 3/13/2026 10:27:05 PM

EDGAR CIK

0001289419

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $186,590

Sell Breakdown

Total $95,082,445

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
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
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

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Morningstar, Inc. - MORN

Latest data: 3/13/2026 10:27:05 PM

Buy Breakdown

Total $186,590

Sell Breakdown

Total $95,082,445

Monthly Totals