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$MORN All transactions

Morningstar, Inc.

G

$ Value

$0

Shares

15,000

Price

$0

Filed

Jun 30

Insider

Name

Mansueto Joseph D

Title

Executive Chairman

CIK

0001324069

Roles

Director Officer 10% Owner

Transaction Details

Transaction Date

2025-06-30

Code

G

Table

Non-Derivative

Ownership

Direct

Equity Swap

No

Shares After

9,412,836

Footnotes

The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. | The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.

Filing Info

Accession No.

0001289419-25-000138

Form Type

4

Issuer CIK

0001289419

Mansueto Joseph D's History

Date Ticker Type Value
2026-03-02 MORN $569K
2026-02-27 MORN $1.3M
2026-02-27 MORN $37K
2026-02-27 MORN $7K
2026-02-26 MORN $35K
2026-02-26 MORN $17K
2026-02-26 MORN $285K
2026-02-26 MORN $177K
2026-02-26 MORN $538K
2026-02-26 MORN $135K

Other Insiders at MORN (90d)

Insider Bought Sold Last
Holt Michael
Chief Financial Officer
$187K 2026-03-04
Mansueto Joseph D
Executive Chairman
$16.8M 2026-03-02
Wiersema Conan
CAO & PAO
2026-03-01