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Morningstar, Inc.

MORN Scheduled selling only

CIK 0001289419 #1052 in the set updated 17 Sep 2026

Bought (1 mo)

$0.00

out of their own pocket, the only kind of buying there is

Sold (1 mo)

$8.25M

$8.25M on a plan · $0.00 straight out of an exercise

Sold at will

$0.00

0 of 28 sales

Net

−$8.25M

$0.00 against sales at will

By person

10 insiders · 28 transactions

Insider

Role

Bought

Sold

Net

Holding

Of company

Worth

Change

Mansueto Joseph D

Executive Chairman

—

$8.25M (28) scheduled

−$8.25M

7,938,192

21.16%

$1.76B

−11.7%

Mansueto Daniel

10% owner

—

3,483,827

9.29%

$770.34M

−9.8%

Kapoor Kunal

CEO

—

151,275

0.4033%

$33.45M

+13.3%

DUBINSKY JASON

Chief Financial Officer

—

17,304

0.0461%

$3.83M

−14.3%

Dunn Daniel Joseph

Chief Revenue Officer

—

14,851

0.0396%

$3.28M

+15.5%

Lyons William M

Director

—

12,904

0.0344%

$2.85M

−10.0%

Holt Michael

Chief Financial Officer

—

12,272

0.0327%

$2.71M

+76.3%

Landis Gail S

Director

—

5,449

0.0145%

$1.20M

+5.5%

Wiersema Conan

CAO & PAO

—

4,955

0.0132%

$1.10M

+66.7%

TSAY CAROLINE J

Director

—

3,745

0.0100%

$827.98K

+34.7%

Individual transactions

Nothing of that kind in this period.

What was left out

Form 4 filings counted 6

Amendments (4/A) skipped 0

Filings about a different issuer 0

Unreadable filings 0

Joint filings 0

Sales on a Rule 10b5-1 plan 28

Sales straight out of an exercise 0

Sales at will 0

Transactions with no price 0

Shares from compensation/vesting 377,052

History held since 28 Oct 2016