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Detailed Insider History for:
MORNINGSTAR INC: MORN
Price: 8/30/24 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
$313.77 $330.22 $219.45 $13,441 43 102 0.5% 0.8% 61.28% 39.78%
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
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
2
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
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
    
 
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
13
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
14
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
15
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
16
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
17
    
 
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
18
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
19
    
 
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
20
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
21
    
 
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
22
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
23
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
24
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
25
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
26
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
27
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
28
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
29
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
30
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
31
    
 
LYONS WILLIAM M
DIR
JB
---
639
---
5/15/24
---
---
17,340
3.8
D
R,10b
6/6/24 - 6:03:57 pm
32
    
 
KAPLAN STEVEN N
DIR
JB
---
639
---
5/15/24
---
---
43,816
1.5
D
R
5/17/24 - 5:58:39 pm
33
    
 
JOYNT STEPHEN
DIR
JB
---
639
---
5/15/24
---
---
4,518
16.5
D
R
5/17/24 - 5:48:02 pm
34
    
 
LANDIS GAIL S
DIR
JB
---
639
---
5/15/24
---
---
5,786
12.4
D
R
5/17/24 - 5:45:48 pm
35
    
 
SUTTON DONIEL
DIR
JB
---
639
---
5/15/24
---
---
3,206
24.9
D
R
5/17/24 - 5:44:33 pm
36
    
 
DIAMONTE ROBIN
DIR
JB
---
639
---
5/15/24
---
---
9,574
7.2
D
R
5/17/24 - 5:43:23 pm
37
    
 
TSAY CAROLINE J
DIR
JB
---
639
---
5/15/24
---
---
4,215
17.9
D
R
5/17/24 - 5:36:05 pm
38
    
 
FRANCIS CHERYL A
DIR
JB
---
639
---
5/15/24
---
---
35,170
1.9
D
R
5/17/24 - 5:36:00 pm
39
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,852,016
6,239
5/13/24
5/14/24
$295.81
$297.51
10,708,316
-0.1
D
10b
5/15/24 - 5:30:20 pm
40
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,432,675
11,513
5/9/24
5/10/24
$295.94
$300.39
10,714,555
-0.1
D
10b
5/13/24 - 5:13:07 pm
41
1y
28
18%
17%
1
KAPLAN STEVEN N
DIR
AS
$372,663
1,250
---
5/10/24
---
$298.13
43,177
-2.8
D
10b
5/13/24 - 5:12:38 pm
42
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,314,953
7,705
5/6/24
5/8/24
$299.82
$300.02
10,726,068
-0.1
D
10b
5/9/24 - 5:24:00 pm
43
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$15,815
53
---
5/7/24
---
$298.39
10,733,773
-0.0
D
10b
5/9/24 - 5:24:00 pm
44
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,825,490
16,294
5/3/24
5/6/24
$293.57
$299.34
10,733,826
-0.2
D
10b
5/7/24 - 4:34:59 pm
45
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$43,091
146
5/3/24
5/6/24
$291.74
$295.62
10,741,184
-0.0
D
10b
5/7/24 - 4:34:59 pm
46
1y
1024
39%
13%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,800,991
16,646
5/1/24
5/2/24
$282.95
$291.63
10,750,266
-0.2
D
10b
5/3/24 - 4:49:12 pm
47
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
87
---
D
R
3/18/24 - 5:20:24 pm
48
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
158
---
D
R
3/18/24 - 5:20:24 pm
49
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
394
---
D
R
3/18/24 - 5:20:24 pm
50
    
 
WIERSEMA CONAN
CAO
3
---
---
---
3/15/24
---
---
231
---
D
R
3/18/24 - 5:20:24 pm
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