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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
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 JS
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Detailed Insider History for:
MORNINGSTAR INC: MORN
Price: 4/25/25 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
$280.63 $365.00 $250.34 $12,003 43 183 0.7% 0.9% 60.97% 44.61%
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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#
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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
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,853,324
5,972
3/8/24
3/11/24
---
$307.69
10,775,526
-0.1
D
10b
3/12/24 - 5:18:46 pm
2
1y
29
21%
16%
1
KAPLAN STEVEN N
DIR
AS
$383,517
1,250
---
3/11/24
---
$306.81
44,427
-2.7
D
10b
3/12/24 - 5:16:57 pm
3
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,745,836
18,515
3/6/24
3/7/24
$305.45
$315.06
10,781,498
-0.2
D
10b
3/8/24 - 4:48:07 pm
4
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,549,054
21,578
3/4/24
3/5/24
$299.64
$305.76
10,800,013
-0.2
D
10b
3/6/24 - 6:08:33 pm
5
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,111,146
10,423
2/29/24
3/1/24
$298.09
$298.82
10,821,591
-0.1
D
10b
3/4/24 - 5:20:31 pm
6
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,200,714
20,959
2/27/24
2/28/24
$294.86
$298.71
10,832,014
-0.2
D
10b
2/29/24 - 5:01:51 pm
7
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,589,244
18,728
2/23/24
2/26/24
$291.32
$300.13
10,852,973
-0.2
D
10b
2/27/24 - 5:20:55 pm
8
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$33,888
120
---
2/23/24
$282.10
$283.90
10,871,701
-0.0
D
10b
2/27/24 - 5:20:55 pm
9
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,264,845
15,490
2/21/24
2/22/24
$272.65
$276.85
10,871,821
-0.1
D
10b
2/23/24 - 4:41:26 pm
10
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,140,340
4,176
---
2/20/24
---
$273.07
10,887,311
-0.0
D
10b
2/21/24 - 4:18:12 pm
11
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,285,884
8,230
2/15/24
2/16/24
$276.81
$277.60
10,891,487
-0.1
D
10b
2/20/24 - 5:06:49 pm
12
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,481,502
8,993
---
2/14/24
$273.60
$278.52
10,899,717
-0.1
D
10b
2/15/24 - 5:53:39 pm
13
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,247,291
15,149
2/9/24
2/12/24
$276.40
$283.08
10,908,710
-0.1
D
10b
2/13/24 - 5:02:12 pm
14
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,984,989
10,762
2/7/24
2/8/24
$273.87
$278.26
10,923,859
-0.1
D
10b
2/9/24 - 4:29:45 pm
15
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$40,082
145
2/5/24
2/6/24
---
$275.22
10,934,621
-0.0
D
10b
2/7/24 - 1:35:30 pm
16
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,996,462
7,146
2/1/24
2/2/24
$278.80
$279.24
10,934,766
-0.1
D
10b
2/5/24 - 5:16:38 pm
17
    
 
MANSUETO JOSEPH D
CB,DIR,BO
JS
---
47,625
---
11/30/23
---
---
11,294,880
-0.4
D
---
12/6/23 - 4:45:49 pm
18
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,734,274
6,257
---
11/27/23
$276.22
$279.55
11,342,505
-0.1
D
10b
11/29/23 - 12:43:46 pm
19
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,808,263
6,555
---
11/24/23
$275.77
$276.76
11,348,762
-0.1
D
10b
11/27/23 - 2:09:04 pm
20
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,955,981
25,300
11/21/23
11/22/23
$272.77
$277.40
11,355,317
-0.2
D
10b
11/24/23 - 11:09:13 am
21
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,978,765
22,021
11/17/23
11/20/23
$270.78
$273.45
11,380,617
-0.2
D
10b
11/21/23 - 12:49:58 pm
22
    
 
MCGARRY KIMBERLY J
CAO
JS
$8,899
33
---
11/17/23
---
$269.66
2,307
-1.4
D
---
11/20/23 - 9:16:09 pm
23
    
 
KAPOOR KUNAL
CEO,DIR
JS
$742,374
2,753
---
11/17/23
---
$269.66
128,368
-2.1
D
---
11/20/23 - 8:52:35 pm
24
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
6,212
---
11/17/23
---
---
131,121
5.0
D
---
11/20/23 - 8:52:35 pm
25
    
 
DUBINSKY JASON
CFO
JS
$169,616
629
---
11/17/23
---
$269.66
22,151
-2.8
D
---
11/20/23 - 5:46:40 pm
26
    
 
DUBINSKY JASON
CFO
JB
---
1,419
---
11/17/23
---
---
22,780
6.6
D
---
11/20/23 - 5:46:40 pm
27
    
 
DUNN DANIEL JOSEPH
O
JS
$84,404
313
---
11/17/23
---
$269.66
13,312
-2.3
D
---
11/20/23 - 5:46:16 pm
28
    
 
DUNN DANIEL JOSEPH
O
JB
---
798
---
11/17/23
---
---
13,625
6.2
D
---
11/20/23 - 5:46:16 pm
29
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,510,155
20,426
11/15/23
11/16/23
$268.99
$270.68
11,402,638
-0.2
D
10b
11/17/23 - 11:18:29 am
30
    
 
DIAMONTE ROBIN
DIR
S
$107,564
400
---
11/14/23
---
$268.91
8,935
-4.3
D
---
11/15/23 - 2:08:32 pm
31
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,675,218
21,233
11/13/23
11/14/23
$265.51
$269.75
11,423,064
-0.2
D
10b
11/15/23 - 1:44:54 pm
32
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,207,564
12,175
11/9/23
11/10/23
$260.45
$266.26
11,444,297
-0.1
D
10b
11/13/23 - 12:13:03 pm
33
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,939,868
15,023
11/7/23
11/8/23
$261.97
$262.80
11,456,472
-0.1
D
10b
11/9/23 - 1:20:26 pm
34
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,442,813
20,710
11/3/23
11/6/23
$261.54
$263.89
11,471,495
-0.2
D
10b
11/7/23 - 1:58:27 pm
35
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$6,483,935
25,300
11/1/23
11/2/23
$252.92
$259.71
11,492,205
-0.2
D
10b
11/3/23 - 1:50:24 pm
36
1y
13
23%
25%
1
LANDIS GAIL S
DIR
AS
$145,000
580
---
9/5/23
---
$250.00
5,147
-10.1
D
10b
9/7/23 - 12:13:44 pm
37
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,605,284
24,044
8/31/23
9/1/23
$227.85
$236.01
11,517,505
-0.2
D
10b
9/5/23 - 4:01:19 pm
38
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,838,721
16,930
8/29/23
8/30/23
$224.32
$228.45
11,541,549
-0.1
D
10b
8/31/23 - 12:57:22 pm
39
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,645,592
25,300
8/25/23
8/28/23
$220.53
$227.47
11,558,479
-0.2
D
10b
8/29/23 - 5:05:37 pm
40
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,007,128
18,250
8/23/23
8/24/23
$216.09
$221.24
11,184,499
-0.2
D
10b
8/25/23 - 3:46:49 pm
41
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,967,013
13,772
8/21/23
8/22/23
$214.23
$216.21
11,202,749
-0.1
D
10b
8/23/23 - 3:45:34 pm
42
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,844,763
12,874
8/17/23
8/18/23
$219.37
$219.39
11,216,521
-0.1
D
10b
8/21/23 - 11:04:51 am
43
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,913,996
13,302
8/15/23
8/16/23
$218.46
$219.49
11,229,395
-0.1
D
10b
8/17/23 - 2:11:01 pm
44
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,907,784
8,700
8/11/23
8/14/23
$218.57
$219.04
11,242,697
-0.1
D
10b
8/15/23 - 3:40:27 pm
45
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,630,560
11,988
8/9/23
8/10/23
$218.63
$220.50
11,251,397
-0.1
D
10b
8/11/23 - 4:15:45 pm
46
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,219,367
14,565
8/7/23
8/8/23
$220.19
$220.92
11,263,385
-0.1
D
10b
8/9/23 - 12:47:23 pm
47
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,353,687
10,460
8/3/23
8/4/23
$223.88
$224.68
11,277,950
-0.1
D
10b
8/7/23 - 4:19:55 pm
48
    
 
DUNN DANIEL JOSEPH
O
S
$449,850
2,000
---
8/2/23
---
$224.93
12,827
-13.5
D
---
8/3/23 - 2:41:47 pm
49
1y
1140
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,106,973
4,815
8/1/23
8/2/23
---
$226.91
11,288,410
-0.0
D
10b
8/3/23 - 1:20:18 pm
50
1y
13
23%
25%
1
LANDIS GAIL S
DIR
AS
$88,875
395
---
7/27/23
---
$225.00
5,727
-6.5
D
10b
7/28/23 - 2:48:14 pm
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