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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
MORNINGSTAR INC: MORN
Price: 11/15/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$337.57 $352.55 $269.51 $14,476 43 123 0.5% 0.4% 61.33% 39.52%
Exch Sector Industry Sub-Industry
NasdaqGS Finance, Insurance, And Real Estate Security And Commodity Brokers, Dealers, Exchanges, And Services Investment Advice
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
DUBINSKY JASON
CFO
JS
$95,008
277
---
11/15/24
---
$342.99
20,505
-1.3
D
---
11/19/24 - 7:11:29 pm
2
    
 
DUBINSKY JASON
CFO
JB
---
623
---
11/15/24
---
---
20,782
3.1
D
---
11/19/24 - 7:11:29 pm
3
    
 
DUNN DANIEL JOSEPH
O
JS
$52,820
154
---
11/15/24
---
$342.99
13,147
-1.2
D
---
11/19/24 - 7:09:00 pm
4
    
 
DUNN DANIEL JOSEPH
O
JB
---
346
---
11/15/24
---
---
13,301
2.7
D
---
11/19/24 - 7:09:00 pm
5
    
 
KAPOOR KUNAL
CEO,DIR
JS
$421,878
1,230
---
11/15/24
---
$342.99
133,709
-0.9
D
---
11/19/24 - 7:07:12 pm
6
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
2,772
---
11/15/24
---
---
134,939
2.1
D
---
11/19/24 - 7:07:12 pm
7
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,038,876
3,002
11/14/24
11/15/24
---
$342.13
10,788,378
-0.0
D
10b
11/18/24 - 5:35:32 pm
8
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,397,882
9,687
11/12/24
11/13/24
$349.27
$352.12
10,791,380
-0.1
D
10b
11/14/24 - 4:57:48 pm
9
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$102,307
294
---
11/12/24
---
$347.98
10,801,067
-0.0
D
10b
11/14/24 - 4:57:48 pm
10
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,682,980
16,284
11/8/24
11/11/24
$343.46
$351.54
10,801,361
-0.2
D
10b
11/12/24 - 5:56:50 pm
11
    
 
KAPLAN STEVEN N
DIR
JS
$435,725
1,250
---
11/11/24
---
$348.58
41,316
-2.9
D
10b
11/12/24 - 5:54:49 pm
12
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,520,042
10,349
11/6/24
11/7/24
$336.39
$345.43
10,817,645
-0.1
D
10b
11/8/24 - 5:08:12 pm
13
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,877,218
17,724
11/4/24
11/5/24
$327.83
$336.19
10,827,994
-0.2
D
10b
11/6/24 - 5:27:29 pm
14
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,974,310
9,062
---
11/1/24
$327.58
$329.46
10,845,718
-0.1
D
10b
11/4/24 - 6:02:43 pm
15
1y
6
0%
32%
2
LYONS WILLIAM M
DIR
AS
$248,910
750
---
10/30/24
---
$331.88
12,840
-5.5
D
10b
10/30/24 - 4:44:59 pm
16
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$105,561
345
---
9/10/24
$304.69
$308.33
10,516,912
-0.0
D
10b
9/12/24 - 4:48:52 pm
17
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,597,116
8,481
9/6/24
9/9/24
$304.98
$307.64
10,517,257
-0.1
D
10b
9/10/24 - 5:02:30 pm
18
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,263,828
7,236
9/3/24
9/5/24
$311.94
$312.55
10,525,738
-0.1
D
10b
9/6/24 - 4:33:23 pm
19
1y
6
0%
32%
2
LYONS WILLIAM M
DIR
AS
$233,700
750
---
8/30/24
---
$311.60
14,340
-5.0
D
10b
9/3/24 - 5:24:48 pm
20
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,013,112
12,854
8/29/24
8/30/24
$309.70
$314.78
10,532,974
-0.1
D
10b
9/3/24 - 5:21:43 pm
21
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,546,944
11,394
8/27/24
8/28/24
$310.46
$314.31
10,545,828
-0.1
D
10b
8/29/24 - 4:40:18 pm
22
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,008,649
12,794
8/23/24
8/26/24
$311.86
$314.94
10,557,222
-0.1
D
10b
8/27/24 - 4:29:17 pm
23
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$55,587
179
---
8/23/24
---
$310.54
10,570,016
-0.0
D
10b
8/27/24 - 4:29:17 pm
24
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,345,518
10,721
8/21/24
8/22/24
$311.41
$313.26
10,570,195
-0.1
D
10b
8/23/24 - 4:51:08 pm
25
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,279,820
4,052
8/19/24
8/20/24
$314.88
$315.61
10,580,916
-0.0
D
10b
8/21/24 - 5:03:12 pm
26
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,656,293
14,831
8/15/24
8/16/24
$310.84
$316.52
10,584,968
-0.1
D
10b
8/19/24 - 4:40:28 pm
27
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,330,750
10,756
8/13/24
8/14/24
$306.82
$311.20
10,599,799
-0.1
D
10b
8/15/24 - 5:30:32 pm
28
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,092,365
10,124
8/9/24
8/12/24
$305.03
$305.75
10,610,555
-0.1
D
10b
8/13/24 - 4:55:37 pm
29
    
 
KAPLAN STEVEN N
DIR
JS
$381,838
1,250
---
8/12/24
---
$305.47
42,566
-2.9
D
10b
8/13/24 - 4:54:32 pm
30
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,351,837
11,010
8/7/24
8/8/24
$301.14
$305.72
10,620,679
-0.1
D
10b
8/9/24 - 5:24:09 pm
31
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,100
17
---
8/8/24
---
$299.98
10,625,779
-0.0
D
10b
8/9/24 - 5:24:09 pm
32
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,742,528
9,062
---
8/6/24
$300.98
$304.84
10,631,706
-0.1
D
10b
8/7/24 - 5:08:09 pm
33
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$362,677
1,144
---
8/1/24
$316.90
$317.66
10,640,768
-0.0
D
10b
8/5/24 - 4:58:35 pm
34
    
 
DUNN DANIEL JOSEPH
O
S
$513,424
1,600
---
7/31/24
---
$320.89
12,967
-11.0
D
---
7/31/24 - 5:11:49 pm
35
1y
6
0%
32%
2
LYONS WILLIAM M
DIR
AS
$243,623
750
---
7/30/24
---
$324.83
15,090
-4.7
D
10b
7/31/24 - 5:20:28 pm
36
    
 
DUBINSKY JASON
CFO
AS
$1,020,380
3,400
---
7/2/24
---
$300.11
20,181
-14.4
D
10b
7/2/24 - 8:32:57 pm
37
1y
6
0%
32%
2
LYONS WILLIAM M
DIR
AS
$220,658
750
---
6/28/24
---
$294.21
15,840
-4.5
D
10b
7/1/24 - 4:51:31 pm
38
    
 
TSAY CAROLINE J
DIR
S
$86,124
290
---
6/24/24
---
$296.98
3,925
-6.9
D
---
6/25/24 - 4:40:27 pm
39
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,054,174
7,016
6/4/24
6/5/24
$291.28
$296.02
10,641,912
-0.1
D
10b
6/6/24 - 6:04:55 pm
40
1y
6
0%
32%
2
LYONS WILLIAM M
DIR
AS
$216,803
750
---
6/4/24
---
$289.07
16,590
-4.3
D
R,10b
6/6/24 - 6:03:57 pm
41
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,923,937
13,597
5/31/24
6/3/24
$286.68
$290.55
10,648,928
-0.1
D
10b
6/4/24 - 6:06:55 pm
42
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,712,986
5,964
5/29/24
5/30/24
$286.98
$288.81
10,662,525
-0.1
D
10b
5/31/24 - 4:38:28 pm
43
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$70,010
236
---
5/28/24
---
$296.65
10,668,489
-0.0
D
10b
5/29/24 - 5:07:28 pm
44
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,842,258
6,197
5/23/24
5/24/24
$294.32
$298.47
10,668,725
-0.1
D
10b
5/28/24 - 5:37:10 pm
45
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,890,140
13,009
5/21/24
5/22/24
$296.81
$301.11
10,674,922
-0.1
D
10b
5/23/24 - 5:07:25 pm
46
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,853,561
9,519
5/17/24
5/20/24
$299.17
$301.27
10,687,931
-0.1
D
10b
5/21/24 - 5:02:32 pm
47
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,268,820
10,866
5/15/24
5/16/24
$297.25
$301.70
10,697,450
-0.1
D
10b
5/17/24 - 8:24:09 pm
48
    
 
LYONS WILLIAM M
DIR
JB
---
639
---
5/15/24
---
---
17,340
3.8
D
R,10b
6/6/24 - 6:03:57 pm
49
    
 
KAPLAN STEVEN N
DIR
JB
---
639
---
5/15/24
---
---
43,816
1.5
D
R
5/17/24 - 5:58:39 pm
50
    
 
JOYNT STEPHEN
DIR
JB
---
639
---
5/15/24
---
---
4,518
16.5
D
R
5/17/24 - 5:48:02 pm
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