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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: 12/27/24 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
$339.81 $365.00 $269.51 $14,572 43 143 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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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
    
 
KAPLAN STEVEN N
DIR
JB
---
868
---
5/15/23
---
---
45,677
1.9
D
R
5/17/23 - 8:12:27 pm
2
    
 
JOYNT STEPHEN
DIR
JB
---
868
---
5/15/23
---
---
3,879
28.8
D
R
5/17/23 - 8:12:09 pm
3
    
 
DIAMONTE ROBIN
DIR
JB
---
868
---
5/15/23
---
---
9,335
10.3
D
R
5/17/23 - 8:11:51 pm
4
    
 
LANDIS GAIL S
DIR
JB
---
868
---
5/15/23
---
---
6,122
16.5
D
R
5/17/23 - 8:11:35 pm
5
    
 
SUTTON DONIEL
DIR
JB
---
868
---
5/15/23
---
---
2,567
51.1
D
R
5/17/23 - 8:11:12 pm
6
    
 
FRANCIS CHERYL A
DIR
JB
---
868
---
5/15/23
---
---
34,531
2.6
D
R
5/17/23 - 8:10:08 pm
7
    
 
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
8
    
 
TSAY CAROLINE J
DIR
JS
---
124
---
5/15/23
---
---
4,227
-2.9
D
R
5/17/23 - 8:09:38 pm
9
    
 
TSAY CAROLINE J
DIR
JB
---
868
---
5/15/23
---
---
4,351
24.9
D
R
5/17/23 - 8:09:38 pm
10
    
 
LYONS WILLIAM M
DIR
JB
---
868
---
5/15/23
---
---
16,701
5.5
D
R
5/17/23 - 8:09:14 pm
11
1y
1124
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
12
1y
1124
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
13
1y
1124
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
14
1y
1124
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
15
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,071,211
5,162
3/9/23
3/10/23
---
$200.56
11,508,911
-0.0
D
10b
3/13/23 - 12:08:35 pm
16
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,852,843
8,940
3/7/23
3/8/23
---
$207.18
11,514,073
-0.1
D
10b
3/9/23 - 2:31:51 pm
17
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,767,647
22,641
3/3/23
3/6/23
$206.98
$215.23
11,523,013
-0.2
D
10b
3/7/23 - 2:32:48 pm
18
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,096,404
24,627
3/1/23
3/2/23
$206.51
$207.22
11,545,654
-0.2
D
10b
3/3/23 - 12:46:53 pm
19
    
 
DUNN DANIEL JOSEPH
O
JB
---
249
---
3/1/23
---
---
12,654
2.0
D
R
3/3/23 - 3:34:36 pm
20
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$5,271,361
25,400
2/27/23
2/28/23
$206.62
$207.88
11,570,281
-0.2
D
10b
3/1/23 - 1:21:28 pm
21
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,168,172
9,273
---
2/23/23
$232.39
$236.17
11,595,681
-0.1
D
10b
2/27/23 - 4:55:06 pm
22
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,976,246
8,491
---
2/22/23
$232.06
$233.89
11,604,954
-0.1
D
10b
2/23/23 - 12:23:20 pm
23
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,268,869
5,347
---
2/17/23
$236.71
$238.42
11,613,445
-0.0
D
10b
2/21/23 - 2:43:02 pm
24
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,037,719
8,542
2/15/23
2/16/23
$236.40
$239.58
11,618,792
-0.1
D
10b
2/17/23 - 5:53:41 pm
25
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$2,957,101
12,471
2/13/23
2/14/23
$235.37
$239.25
11,627,334
-0.1
D
10b
2/15/23 - 12:11:08 pm
26
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,033,211
4,240
2/9/23
2/10/23
---
$238.13
11,639,805
-0.0
D
10b
2/13/23 - 2:29:09 pm
27
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$1,321,499
5,413
2/7/23
2/8/23
$242.83
$245.65
11,644,045
-0.0
D
10b
2/9/23 - 2:20:20 pm
28
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$4,703,732
18,767
2/1/23
2/2/23
$242.45
$258.54
11,649,458
-0.2
D
10b
2/3/23 - 4:08:30 pm
29
1y
1124
36%
14%
1
MANSUETO JOSEPH D
CB,DIR,BO
AS
$622,854
2,859
---
1/3/23
$216.03
$218.92
11,668,225
-0.0
D
10b
1/4/23 - 5:17:17 pm
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