Kunal Kapoor Morningstar, Inc. (MORN) insider trading activity

Kunal Kapoor is CEO of Morningstar, Inc.. Currently has a direct ownership of 138,058 shares of MORN, which is worth approximately $41.5 Million. The most recent transaction as insider was on May 16, 2025, when has been sold 6,901 shares (Common Stock) at a price of $306.41 per share, resulting in proceeds of $2,114,535. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 138K

3.56% 3M change

4.7% 12M change

Total Value Held $41.5 Million

Kunal Kapoor Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
May 16 2025	SELL Payment of exercise price or tax liability	$2,114,535 $306.41 p/Share	6,901 Reduced 4.76%	138,058 Common Stock
May 16 2025	BUY Exercise of conversion of derivative security	-	6,667 Added 4.4%	144,959 Common Stock
May 15 2025	BUY Grant, award, or other acquisition	-	4,985 Added 3.48%	138,292 Common Stock (Restrict...
Dec 26 2024	SELL Bona fide gift	-	500 Reduced 0.37%	133,307 Common Stock
Nov 15 2024	SELL Payment of exercise price or tax liability	$421,877 $342.99 p/Share	1,230 Reduced 0.91%	133,709 Common Stock
Nov 15 2024	BUY Exercise of conversion of derivative security	-	2,674 Added 1.94%	134,939 Common Stock
Nov 15 2024	BUY Grant, award, or other acquisition	-	98 Added 0.07%	133,807 Common Stock
May 17 2024	SELL Payment of exercise price or tax liability	$1,980,346 $297.26 p/Share	6,662 Reduced 4.81%	131,861 Common Stock
May 17 2024	BUY Grant, award, or other acquisition	-	404 Added 0.3%	132,265 Common Stock
May 17 2024	BUY Exercise of conversion of derivative security	-	5,580 Added 3.87%	138,523 Common Stock
May 15 2024	BUY Grant, award, or other acquisition	-	4,575 Added 3.33%	132,943 Common Stock (Restrict...
Nov 17 2023	SELL Payment of exercise price or tax liability	$742,373 $269.66 p/Share	2,753 Reduced 2.1%	128,368 Common Stock
Nov 17 2023	BUY Grant, award, or other acquisition	-	938 Added 0.71%	131,121 Common Stock
Nov 17 2023	BUY Exercise of conversion of derivative security	-	5,274 Added 3.89%	130,183 Common Stock
May 17 2023	SELL Payment of exercise price or tax liability	$1,845,077 $189.94 p/Share	9,714 Reduced 7.38%	121,961 Common Stock
May 17 2023	BUY Exercise of conversion of derivative security	-	8,058 Added 5.77%	131,675 Common Stock
May 17 2023	BUY Grant, award, or other acquisition	-	2,948 Added 2.31%	124,909 Common Stock
May 15 2023	BUY Grant, award, or other acquisition	-	6,844 Added 5.25%	123,617 Common Stock (Restrict...
Nov 17 2022	SELL Payment of exercise price or tax liability	$936,002 $241.3 p/Share	3,879 Reduced 3.22%	116,773 Common Stock
Nov 17 2022	BUY Grant, award, or other acquisition	-	3,453 Added 2.78%	120,652 Common Stock
Nov 17 2022	BUY Exercise of conversion of derivative security	-	5,301 Added 4.33%	117,199 Common Stock
Aug 17 2022	SELL Bona fide gift	-	600 Reduced 0.53%	111,898 Common Stock
May 17 2022	BUY Exercise of conversion of derivative security	-	6,428 Added 5.2%	117,283 Common Stock
May 17 2022	BUY Grant, award, or other acquisition	-	4,185 Added 3.33%	121,468 Common Stock
May 15 2022	SELL Payment of exercise price or tax liability	$2,179,261 $242.95 p/Share	8,970 Reduced 7.38%	112,498 Common Stock

Kunal Kapoor

CEO

Chicago, IL

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