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 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
MORNINGSTAR INC: MORN
Price: 3/7/25 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
$290.65 $365.00 $281.37 $12,451 43 135 0.6% 2.0% 60.79% 44.77%
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
1138
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
2
1y
1138
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
3
1y
1138
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
4
1y
1138
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
5
1y
1138
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
6
1y
1138
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
7
1y
1138
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
8
1y
1138
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
9
1y
1138
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
10
1y
1138
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
11
1y
1138
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
12
    
 
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
13
    
 
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
14
    
 
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
15
    
 
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
16
    
 
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
17
    
 
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
18
    
 
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
19
    
 
MCGARRY KIMBERLY J
CT,CAO
JB
---
394
---
5/15/23
---
---
2,469
19.0
D
R
5/17/23 - 8:15:09 pm
20
    
 
KAPLAN STEVEN N
DIR
JB
---
868
---
5/15/23
---
---
45,677
1.9
D
R
5/17/23 - 8:12:27 pm
21
    
 
JOYNT STEPHEN
DIR
JB
---
868
---
5/15/23
---
---
3,879
28.8
D
R
5/17/23 - 8:12:09 pm
22
    
 
DIAMONTE ROBIN
DIR
JB
---
868
---
5/15/23
---
---
9,335
10.3
D
R
5/17/23 - 8:11:51 pm
23
    
 
LANDIS GAIL S
DIR
JB
---
868
---
5/15/23
---
---
6,122
16.5
D
R
5/17/23 - 8:11:35 pm
24
    
 
SUTTON DONIEL
DIR
JB
---
868
---
5/15/23
---
---
2,567
51.1
D
R
5/17/23 - 8:11:12 pm
25
    
 
FRANCIS CHERYL A
DIR
JB
---
868
---
5/15/23
---
---
34,531
2.6
D
R
5/17/23 - 8:10:08 pm
26
    
 
TSAY CAROLINE J
DIR
S
$124,549
651
---
5/15/23
---
$191.32
3,576
-15.4
D
R
5/17/23 - 8:09:38 pm
27
    
 
TSAY CAROLINE J
DIR
JS
---
124
---
5/15/23
---
---
4,227
-2.9
D
R
5/17/23 - 8:09:38 pm
28
    
 
TSAY CAROLINE J
DIR
JB
---
868
---
5/15/23
---
---
4,351
24.9
D
R
5/17/23 - 8:09:38 pm
29
    
 
LYONS WILLIAM M
DIR
JB
---
868
---
5/15/23
---
---
16,701
5.5
D
R
5/17/23 - 8:09:14 pm
30
1y
1138
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,151,795
6,151
---
3/21/23
$183.60
$189.01
11,468,225
-0.1
D
10b
3/23/23 - 1:24:46 pm
31
1y
1138
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,552,748
8,451
3/17/23
3/20/23
$183.15
$184.88
11,474,376
-0.1
D
10b
3/21/23 - 1:54:55 pm
32
1y
1138
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,158,105
11,584
---
3/16/23
$183.08
$189.99
11,482,827
-0.1
D
10b
3/17/23 - 1:21:06 pm
33
1y
1138
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,744,704
14,500
---
3/14/23
$186.74
$190.46
11,494,411
-0.1
D
10b
3/15/23 - 12:55:02 pm
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