Joseph D Mansueto Morningstar, Inc. (MORN) insider trading activity

Joseph D Mansueto is Executive Chairman of Morningstar, Inc.. Currently has a direct ownership of 9.43 Million shares of MORN, which is worth approximately $2.83 Billion. The most recent transaction as insider was on Feb 26, 2025, when has been sold 4,080 shares (Common Stock) at a price of $324.13 per share, resulting in proceeds of $1,322,450. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 9.43M

5.98% 3M change

11.41% 12M change

Total Value Held $2.83 Billion

Joseph D Mansueto Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Feb 26 2025	SELL Open market or private sale	$1,322,450 $324.13 p/Share	4,080 Reduced 0.04%	10,072,938 Common Stock
Feb 25 2025	SELL Open market or private sale	$2,774,788 $322.35 p/Share	8,608 Reduced 0.09%	10,077,018 Common Stock
Feb 24 2025	SELL Open market or private sale	$2,928,385 $323.15 p/Share	9,062 Reduced 0.09%	10,085,626 Common Stock
Feb 21 2025	SELL Open market or private sale	$461,789 $327.51 p/Share	1,410 Reduced 0.01%	10,094,688 Common Stock
Feb 20 2025	SELL Open market or private sale	$2,755,002 $328.25 p/Share	8,393 Reduced 0.08%	10,096,098 Common Stock
Feb 19 2025	SELL Open market or private sale	$1,684,506 $328.62 p/Share	5,126 Reduced 0.05%	10,104,491 Common Stock
Feb 18 2025	SELL Open market or private sale	$2,959,649 $326.6 p/Share	9,062 Reduced 0.09%	10,109,617 Common Stock
Feb 14 2025	SELL Open market or private sale	$1,056,065 $329.3 p/Share	3,207 Reduced 0.03%	10,118,679 Common Stock
Feb 13 2025	SELL Open market or private sale	$2,759,305 $324.93 p/Share	8,492 Reduced 0.08%	10,121,886 Common Stock
Feb 12 2025	SELL Open market or private sale	$410,329 $320.57 p/Share	1,280 Reduced 0.01%	10,130,378 Common Stock
Feb 10 2025	SELL Open market or private sale	$552,603 $326.02 p/Share	1,695 Reduced 0.02%	10,131,658 Common Stock
Feb 07 2025	SELL Open market or private sale	$815,865 $327.0 p/Share	2,495 Reduced 0.02%	10,133,353 Common Stock
Feb 06 2025	SELL Open market or private sale	$2,236,588 $326.7 p/Share	6,846 Reduced 0.07%	10,135,848 Common Stock
Feb 05 2025	SELL Open market or private sale	$1,188,063 $326.84 p/Share	3,635 Reduced 0.04%	10,142,694 Common Stock
Feb 04 2025	SELL Open market or private sale	$1,570,298 $327.76 p/Share	4,791 Reduced 0.05%	10,146,329 Common Stock
Feb 03 2025	SELL Open market or private sale	$562,659 $327.89 p/Share	1,716 Reduced 0.02%	10,151,120 Common Stock
Dec 10 2024	SELL Bona fide gift	-	17,125 Reduced 0.17%	10,152,836 Common Stock
Dec 06 2024	SELL Bona fide gift	-	20,000 Reduced 0.2%	10,169,961 Common Stock
Dec 06 2024	SELL Bona fide gift	-	118,508 Reduced 1.18%	9,964,240 Common Stock
Dec 02 2024	SELL Open market or private sale	$41,825 $354.45 p/Share	118 Reduced 0.0%	10,729,780 Common Stock
Nov 29 2024	SELL Open market or private sale	$68,731 $356.12 p/Share	193 Reduced 0.0%	10,729,898 Common Stock
Nov 27 2024	SELL Open market or private sale	$2,893,558 $355.78 p/Share	8,133 Reduced 0.08%	10,730,091 Common Stock
Nov 26 2024	SELL Open market or private sale	$3,212,479 $354.5 p/Share	9,062 Reduced 0.08%	10,738,224 Common Stock
Nov 25 2024	SELL Open market or private sale	$3,174,237 $350.28 p/Share	9,062 Reduced 0.08%	10,747,286 Common Stock
Nov 22 2024	SELL Open market or private sale	$3,111,165 $343.32 p/Share	9,062 Reduced 0.08%	10,756,348 Common Stock

Joseph D Mansueto

Executive Chairman

Chicago, IL

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