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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: 12/20/24 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
$340.32 $365.00 $269.51 $14,594 43 144 0.5% 1.8% 61.38% 44.58%
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
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
6,212
---
11/17/23
---
---
131,121
5.0
D
---
11/20/23 - 8:52:35 pm
2
    
 
DUBINSKY JASON
CFO
JS
$169,616
629
---
11/17/23
---
$269.66
22,151
-2.8
D
---
11/20/23 - 5:46:40 pm
3
    
 
DUBINSKY JASON
CFO
JB
---
1,419
---
11/17/23
---
---
22,780
6.6
D
---
11/20/23 - 5:46:40 pm
4
    
 
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
5
    
 
DUNN DANIEL JOSEPH
O
JB
---
798
---
11/17/23
---
---
13,625
6.2
D
---
11/20/23 - 5:46:16 pm
6
1y
1124
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
7
    
 
DIAMONTE ROBIN
DIR
S
$107,564
400
---
11/14/23
---
$268.91
8,935
-4.3
D
---
11/15/23 - 2:08:32 pm
8
1y
1124
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
9
1y
1124
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
10
1y
1124
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
11
1y
1124
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
12
1y
1124
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
13
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
14
1y
1124
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
15
1y
1124
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
16
1y
1124
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
17
1y
1124
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
18
1y
1124
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
19
1y
1124
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
20
1y
1124
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
21
1y
1124
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
22
1y
1124
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
23
1y
1124
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
24
1y
1124
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
25
    
 
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
26
1y
1124
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
27
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
28
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,530,447
22,902
7/7/23
7/10/23
$193.46
$199.60
11,293,225
-0.2
D
10b
7/11/23 - 1:43:04 pm
29
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,319,837
6,810
7/5/23
7/6/23
$193.73
$194.24
11,316,127
-0.1
D
10b
7/7/23 - 3:09:15 pm
30
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,360,857
6,950
---
7/3/23
$195.46
$196.34
11,322,937
-0.1
D
10b
7/5/23 - 12:18:26 pm
31
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,873,814
25,300
6/29/23
6/30/23
$188.56
$196.45
11,329,887
-0.2
D
10b
7/3/23 - 3:11:19 pm
32
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,814,878
20,294
6/27/23
6/28/23
$187.12
$188.55
11,355,187
-0.2
D
10b
6/29/23 - 3:51:22 pm
33
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$553,728
2,829
6/23/23
6/26/23
---
$192.92
11,375,481
-0.0
D
10b
6/27/23 - 4:05:58 pm
34
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,120,544
5,519
---
6/21/23
$202.86
$203.87
11,378,310
-0.0
D
10b
6/23/23 - 3:23:25 pm
35
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,843,867
13,962
6/13/23
6/14/23
$201.90
$205.08
11,396,582
-0.1
D
10b
6/15/23 - 4:38:22 pm
36
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$773,221
3,762
6/9/23
6/12/23
---
$203.58
11,410,544
-0.0
D
10b
6/13/23 - 3:19:30 pm
37
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,473,523
11,995
6/7/23
6/8/23
$205.23
$206.22
11,414,306
-0.1
D
10b
6/9/23 - 11:20:34 am
38
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,679,259
8,138
6/5/23
6/6/23
$205.51
$206.95
11,426,301
-0.1
D
10b
6/7/23 - 12:55:59 pm
39
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,161,533
15,384
6/1/23
6/2/23
$204.15
$207.76
11,434,439
-0.1
D
10b
6/5/23 - 4:10:22 pm
40
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$24,534
120
---
6/2/23
---
$204.45
11,441,751
-0.0
D
10b
6/5/23 - 4:10:22 pm
41
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$3,743,587
18,282
5/30/23
5/31/23
$200.80
$207.03
11,449,943
-0.2
D
10b
6/1/23 - 3:06:39 pm
42
    
 
KAPOOR KUNAL
CEO,DIR
JS
$1,845,077
9,714
---
5/17/23
---
$189.94
121,961
-7.4
D
R
5/17/23 - 8:15:34 pm
43
    
 
KAPOOR KUNAL
CEO,DIR
JB
---
17,850
5/15/23
5/17/23
---
---
131,675
15.7
D
R
5/17/23 - 8:15:34 pm
44
    
 
MCGARRY KIMBERLY J
CT,CAO
JS
$24,502
129
---
5/17/23
---
$189.94
2,340
-5.2
D
R
5/17/23 - 8:15:09 pm
45
    
 
DUNN DANIEL JOSEPH
O
JS
$155,941
821
---
5/17/23
---
$189.94
14,448
-5.4
D
R
5/17/23 - 8:14:49 pm
46
    
 
DUNN DANIEL JOSEPH
O
JB
---
2,994
5/15/23
5/17/23
---
---
15,269
24.4
D
R
5/17/23 - 8:14:49 pm
47
    
 
DUBINSKY JASON
CFO
JS
$329,546
1,735
---
5/17/23
---
$189.94
20,687
-7.7
D
R
5/17/23 - 8:14:26 pm
48
    
 
DUBINSKY JASON
CFO
JB
---
4,621
5/15/23
5/17/23
---
---
22,422
26.0
D
R
5/17/23 - 8:14:26 pm
49
    
 
MCGARRY KIMBERLY J
CT,CAO
JB
---
394
---
5/15/23
---
---
2,469
19.0
D
R
5/17/23 - 8:15:09 pm
50
    
 
KAPLAN STEVEN N
DIR
JB
---
868
---
5/15/23
---
---
45,677
1.9
D
R
5/17/23 - 8:12:27 pm
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