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Morningstar, Inc.

MORN Mostly scheduled

CIK 0001289419 #1052 in the set updated 17 Sep 2026

Bought (12 mo)

$186.59K

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

Sold (12 mo)

$76.26M

$75.76M on a plan · $44.83K straight out of an exercise

Sold at will

$455.39K

3 of 259 sales

Net

−$76.07M

−$268.80K against sales at will

By person

10 insiders · 260 transactions

Insider

Role

Bought

Sold

Net

Holding

Worth

Change

Mansueto Joseph D

Executive Chairman

—

$75.76M (255) scheduled

−$75.76M

7,938,192

$1.76B

−11.7%

Lyons William M

Director

—

$324.30K (2)

−$324.30K

12,904

$2.85M

−10.0%

Holt Michael

Chief Financial Officer

$186.59K (1)

$44.83K (1) scheduled

+$141.76K

12,272

$2.71M

+76.3%

TSAY CAROLINE J

Director

—

$131.09K (1)

−$131.09K

3,745

$827.98K

+34.7%

Mansueto Daniel

10% owner

—

3,483,827

$770.34M

−9.8%

Kapoor Kunal

CEO

—

151,275

$33.45M

+13.3%

DUBINSKY JASON

Chief Financial Officer

—

17,304

$3.83M

−14.3%

Dunn Daniel Joseph

Chief Revenue Officer

—

14,851

$3.28M

+15.5%

Landis Gail S

Director

—

5,449

$1.20M

+5.5%

Wiersema Conan

CAO & PAO

—

4,955

$1.10M

+66.7%

No percentages here. These insiders hold more than one class of share between them, and the share count on file covers one of them rather than all. Dividing the two would compare different things.

Individual transactions

Insider

Date

Role

Action

Price

Amount

Holt Michael

15 May 2026

Chief Financial Officer

Sold after exercise

270

$166.05

$44.83K

Showing 250 of 260 transactions. The figures above use every one of them.

What was left out

Form 4 filings counted 55

Amendments (4/A) skipped 0

Filings about a different issuer 0

Unreadable filings 0

Joint filings 0

Sales on a Rule 10b5-1 plan 255

Sales straight out of an exercise 1

Sales at will 3

Transactions with no price 0

Shares from compensation/vesting 447,026

History held since 28 Oct 2016