Morningstar, Inc. - MORN

Include option trades

Include indirect trades

Latest data: 12/20/2024 10:22:22 PM

EDGAR CIK

0001289419

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $0

No buy transactions for this time period.

Sell Breakdown

Total $174,586,725

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
12/13/2024	12/16/2024	Dubinsky Jason Chief Financial Officer CFO	Sell	-3,223 @ $352.88	($1,137,347.33)	17,304	(-15.70%)	Direct
12/02/2024 10b5-1	12/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-118 @ $354.08	($41,781.52)	10,729,780	(-0.00%)	Direct
11/29/2024 10b5-1	12/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-193 @ $355.51	($68,613.78)	10,729,898	(-0.00%)	Direct
11/27/2024 10b5-1	11/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,133 @ $354.83	($2,885,829.23)	10,730,091	(-0.08%)	Direct
11/26/2024 10b5-1	11/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $355.22	($3,219,025.51)	10,738,224	(-0.08%)	Direct
11/25/2024 10b5-1	11/26/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $350.72	($3,178,183.92)	10,747,286	(-0.08%)	Direct
11/22/2024 10b5-1	11/26/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $344.46	($3,121,539.30)	10,756,348	(-0.08%)	Direct
11/21/2024 10b5-1	11/22/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,837 @ $339.60	($2,661,467.46)	10,765,410	(-0.07%)	Direct
11/20/2024 10b5-1	11/22/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,794 @ $334.92	($1,940,545.26)	10,773,247	(-0.05%)	Direct
11/19/2024 10b5-1	11/20/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $334.92	($3,035,048.07)	10,779,041	(-0.08%)	Direct
11/18/2024 10b5-1	11/20/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-275 @ $336.67	($92,582.88)	10,788,103	(-0.00%)	Direct
11/15/2024 10b5-1	11/18/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-118 @ $342.13	($40,371.34)	10,788,378	(-0.00%)	Direct
11/14/2024 10b5-1	11/18/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-2,884 @ $346.22	($998,504.38)	10,788,496	(-0.03%)	Direct
11/13/2024 10b5-1	11/14/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,825 @ $351.05	($1,342,752.19)	10,791,380	(-0.04%)	Direct
11/12/2024 10b5-1	11/14/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,156 @ $350.46	($2,157,436.84)	10,795,205	(-0.06%)	Direct
11/11/2024 10b5-1	11/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,222 @ $349.67	($2,525,280.67)	10,801,361	(-0.07%)	Direct
11/08/2024 10b5-1	11/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $348.45	($3,157,699.11)	10,808,583	(-0.08%)	Direct
11/07/2024 10b5-1	11/08/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,287 @ $343.96	($442,673.91)	10,817,645	(-0.01%)	Direct
11/06/2024 10b5-1	11/08/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $339.59	($3,077,368.08)	10,818,932	(-0.08%)	Direct
11/05/2024 10b5-1	11/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,662 @ $333.84	($2,891,752.05)	10,827,994	(-0.08%)	Direct
11/04/2024 10b5-1	11/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $329.45	($2,985,465.48)	10,836,656	(-0.08%)	Direct
11/01/2024 10b5-1	11/04/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $328.22	($2,974,310.18)	10,845,718	(-0.08%)	Direct
10/30/2024 10b5-1	10/30/2024	Lyons William M Director	Sell	-750 @ $331.88	($248,910.00)	12,840	(-5.52%)	Direct
09/30/2024 10b5-1	09/30/2024	Lyons William M Director	Sell	-750 @ $316.48	($237,360.00)	13,590	(-5.23%)	Direct
09/10/2024 10b5-1	09/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-345 @ $305.97	($105,561.36)	10,516,912	(-0.00%)	Direct
09/09/2024 10b5-1	09/10/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,056 @ $305.95	($2,464,726.50)	10,517,257	(-0.08%)	Direct
09/06/2024 10b5-1	09/10/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-425 @ $311.50	($132,389.07)	10,525,313	(-0.00%)	Direct
09/05/2024 10b5-1	09/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-54 @ $312.55	($16,877.52)	10,525,738	(-0.00%)	Direct
09/04/2024 10b5-1	09/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,461 @ $312.85	($2,021,317.39)	10,525,792	(-0.06%)	Direct
09/03/2024 10b5-1	09/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-721 @ $312.94	($225,632.55)	10,532,253	(-0.01%)	Direct
08/30/2024 10b5-1	09/03/2024	Lyons William M Director	Sell	-750 @ $311.60	($233,700.00)	14,340	(-4.97%)	Direct
08/30/2024 10b5-1	09/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,744 @ $312.23	($2,105,672.04)	10,532,974	(-0.06%)	Direct
08/29/2024 10b5-1	09/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,110 @ $312.18	($1,907,439.97)	10,539,718	(-0.06%)	Direct
08/28/2024 10b5-1	08/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,670 @ $311.33	($1,765,229.84)	10,545,828	(-0.05%)	Direct
08/27/2024 10b5-1	08/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,724 @ $311.27	($1,781,714.42)	10,551,498	(-0.05%)	Direct
08/26/2024 10b5-1	08/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,717 @ $313.51	($1,478,807.78)	10,557,222	(-0.04%)	Direct
08/23/2024 10b5-1	08/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,256 @ $313.16	($2,585,427.79)	10,561,939	(-0.08%)	Direct
08/22/2024 10b5-1	08/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,512 @ $311.96	($1,407,558.65)	10,570,195	(-0.04%)	Direct
08/21/2024 10b5-1	08/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,209 @ $312.12	($1,937,959.18)	10,574,707	(-0.06%)	Direct
08/20/2024 10b5-1	08/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-214 @ $315.00	($67,409.46)	10,580,916	(-0.00%)	Direct
08/19/2024 10b5-1	08/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,838 @ $315.90	($1,212,410.41)	10,581,130	(-0.04%)	Direct
08/16/2024 10b5-1	08/19/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,922 @ $315.36	($2,498,295.27)	10,584,968	(-0.07%)	Direct
08/15/2024 10b5-1	08/19/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,909 @ $312.35	($2,157,997.90)	10,592,890	(-0.07%)	Direct
08/14/2024 10b5-1	08/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,257 @ $310.37	($1,631,599.66)	10,599,799	(-0.05%)	Direct
08/13/2024 10b5-1	08/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,499 @ $308.99	($1,699,150.07)	10,605,056	(-0.05%)	Direct
08/12/2024 10b5-1	08/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,149 @ $305.30	($1,571,980.87)	10,610,555	(-0.05%)	Direct
08/09/2024 10b5-1	08/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,975 @ $305.60	($1,520,384.12)	10,615,704	(-0.05%)	Direct
08/08/2024 10b5-1	08/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,117 @ $304.70	($1,559,170.44)	10,620,679	(-0.05%)	Direct
08/07/2024 10b5-1	08/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,910 @ $304.19	($1,797,766.59)	10,625,796	(-0.06%)	Direct
08/06/2024 10b5-1	08/07/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $302.64	($2,742,527.67)	10,631,706	(-0.09%)	Direct
08/01/2024 10b5-1	08/05/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,144 @ $317.03	($362,676.78)	10,640,768	(-0.01%)	Direct
07/31/2024	07/31/2024	Dunn Daniel Joseph Chief Revenue Officer Officer	Sell	-1,600 @ $320.89	($513,424.00)	12,967	(-10.98%)	Direct
07/30/2024 10b5-1	07/31/2024	Lyons William M Director	Sell	-750 @ $324.83	($243,622.50)	15,090	(-4.73%)	Direct
07/02/2024 10b5-1	07/02/2024	Dubinsky Jason Chief Financial Officer CFO	Sell	-3,400 @ $300.11	($1,020,380.12)	20,181	(-14.42%)	Direct
06/28/2024 10b5-1	07/01/2024	Lyons William M Director	Sell	-750 @ $294.21	($220,657.50)	15,840	(-4.52%)	Direct
06/24/2024	06/25/2024	Tsay Caroline J Director	Sell	-290 @ $296.98	($86,124.23)	3,925	(-6.88%)	Direct
06/05/2024 10b5-1	06/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-397 @ $294.77	($117,021.88)	10,641,912	(-0.00%)	Direct
06/04/2024 10b5-1	06/06/2024	Lyons William M Director	Sell	-750 @ $289.07	($216,802.50)	16,590	(-4.33%)	Direct
06/04/2024 10b5-1	06/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,619 @ $292.67	($1,937,152.33)	10,642,309	(-0.06%)	Direct
06/03/2024 10b5-1	06/04/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,062 @ $289.22	($2,620,893.27)	10,648,928	(-0.09%)	Direct
05/31/2024 10b5-1	06/04/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,535 @ $287.33	($1,303,043.63)	10,657,990	(-0.04%)	Direct
05/30/2024 10b5-1	05/31/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,869 @ $287.16	($1,685,345.75)	10,662,525	(-0.06%)	Direct
05/29/2024 10b5-1	05/31/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-95 @ $290.95	($27,640.25)	10,668,394	(-0.00%)	Direct
05/28/2024 10b5-1	05/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-236 @ $296.65	($70,010.44)	10,668,489	(-0.00%)	Direct
05/24/2024 10b5-1	05/28/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,082 @ $296.99	($1,509,297.75)	10,668,725	(-0.05%)	Direct
05/23/2024 10b5-1	05/28/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,115 @ $298.62	($332,959.79)	10,673,807	(-0.01%)	Direct
05/22/2024 10b5-1	05/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,023 @ $300.17	($1,507,742.30)	10,674,922	(-0.05%)	Direct
05/21/2024 10b5-1	05/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,986 @ $298.32	($2,382,397.48)	10,679,945	(-0.07%)	Direct
05/20/2024 10b5-1	05/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,234 @ $300.00	($1,570,201.55)	10,687,931	(-0.05%)	Direct
05/17/2024 10b5-1	05/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,285 @ $299.50	($1,283,359.53)	10,693,165	(-0.04%)	Direct
05/16/2024 10b5-1	05/17/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,062 @ $300.61	($1,822,318.91)	10,697,450	(-0.06%)	Direct
05/15/2024 10b5-1	05/17/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,804 @ $301.10	($1,446,500.79)	10,703,512	(-0.04%)	Direct
05/14/2024 10b5-1	05/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,681 @ $296.40	($1,387,467.36)	10,708,316	(-0.04%)	Direct
05/13/2024 10b5-1	05/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,558 @ $298.17	($464,548.42)	10,712,997	(-0.01%)	Direct
05/10/2024 10b5-1	05/13/2024	Kaplan Steven N Director	Sell	-1,250 @ $298.13	($372,662.50)	43,177	(-2.81%)	Direct
05/10/2024 10b5-1	05/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-5,063 @ $299.03	($1,513,978.03)	10,714,555	(-0.05%)	Direct
05/09/2024 10b5-1	05/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,450 @ $297.47	($1,918,696.94)	10,719,618	(-0.06%)	Direct
05/08/2024 10b5-1	05/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-134 @ $300.43	($40,257.42)	10,726,348	(-0.00%)	Direct
05/07/2024 10b5-1	05/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,344 @ $300.45	($2,206,504.65)	10,726,482	(-0.07%)	Direct
05/06/2024 10b5-1	05/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-280 @ $300.02	($84,005.21)	10,726,068	(-0.00%)	Direct
05/06/2024 10b5-1	05/07/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,486 @ $298.30	($2,233,078.22)	10,733,826	(-0.07%)	Direct
05/03/2024 10b5-1	05/07/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,954 @ $294.34	($2,635,501.94)	10,741,312	(-0.08%)	Direct
05/02/2024 10b5-1	05/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,321 @ $290.11	($2,414,015.31)	10,750,266	(-0.08%)	Direct
05/01/2024 10b5-1	05/03/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,325 @ $286.72	($2,386,975.24)	10,758,587	(-0.08%)	Direct
03/12/2024 10b5-1	03/14/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,614 @ $307.73	($2,650,789.41)	10,766,912	(-0.08%)	Direct
03/11/2024 10b5-1	03/12/2024	Kaplan Steven N Director	Sell	-1,250 @ $306.81	($383,516.50)	44,427	(-2.74%)	Direct
03/11/2024 10b5-1	03/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,297 @ $307.69	($399,072.24)	10,775,526	(-0.01%)	Direct
03/08/2024 10b5-1	03/12/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,675 @ $311.07	($1,454,251.63)	10,776,823	(-0.04%)	Direct
03/07/2024 10b5-1	03/08/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,533 @ $311.72	($2,659,946.44)	10,781,498	(-0.08%)	Direct
03/06/2024 10b5-1	03/08/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,982 @ $309.15	($3,085,889.33)	10,790,031	(-0.09%)	Direct
03/05/2024 10b5-1	03/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-11,717 @ $303.79	($3,559,458.28)	10,800,013	(-0.11%)	Direct
03/04/2024 10b5-1	03/06/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,861 @ $303.17	($2,989,595.68)	10,811,730	(-0.09%)	Direct
03/01/2024 10b5-1	03/04/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,025 @ $298.38	($1,797,718.21)	10,821,591	(-0.06%)	Direct
02/29/2024 10b5-1	03/04/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,398 @ $298.64	($1,313,427.40)	10,827,616	(-0.04%)	Direct
02/28/2024 10b5-1	02/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-9,935 @ $296.94	($2,950,114.26)	10,832,014	(-0.09%)	Direct
02/27/2024 10b5-1	02/29/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-11,024 @ $294.87	($3,250,599.46)	10,841,949	(-0.10%)	Direct
02/26/2024 10b5-1	02/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,198 @ $298.80	($1,851,972.50)	10,852,973	(-0.06%)	Direct
02/23/2024 10b5-1	02/27/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-12,650 @ $298.12	($3,771,159.39)	10,859,171	(-0.12%)	Direct
02/22/2024 10b5-1	02/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-11,742 @ $276.18	($3,242,940.54)	10,871,821	(-0.11%)	Direct
02/21/2024 10b5-1	02/23/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,748 @ $272.65	($1,021,904.19)	10,883,563	(-0.03%)	Direct
02/20/2024 10b5-1	02/21/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-4,176 @ $273.07	($1,140,340.32)	10,887,311	(-0.04%)	Direct
02/16/2024 10b5-1	02/20/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-1,367 @ $277.60	($379,483.16)	10,891,487	(-0.01%)	Direct
02/15/2024 10b5-1	02/20/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,863 @ $277.78	($1,906,400.36)	10,892,854	(-0.06%)	Direct
02/14/2024 10b5-1	02/15/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-8,993 @ $275.94	($2,481,502.35)	10,899,717	(-0.08%)	Direct
02/12/2024 10b5-1	02/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,481 @ $282.08	($2,110,272.93)	10,908,710	(-0.07%)	Direct
02/09/2024 10b5-1	02/13/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,668 @ $278.69	($2,137,018.27)	10,916,191	(-0.07%)	Direct
02/08/2024 10b5-1	02/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-3,292 @ $277.66	($914,049.65)	10,923,859	(-0.03%)	Direct
02/07/2024 10b5-1	02/09/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-7,470 @ $277.23	($2,070,939.14)	10,927,151	(-0.07%)	Direct
02/06/2024 10b5-1	02/07/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-45 @ $275.22	($12,385.09)	10,934,621	(-0.00%)	Direct
02/05/2024 10b5-1	02/07/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-100 @ $276.97	($27,697.00)	10,934,666	(-0.00%)	Direct
02/02/2024 10b5-1	02/05/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-220 @ $279.24	($61,432.80)	10,934,766	(-0.00%)	Direct
02/01/2024 10b5-1	02/05/2024	Mansueto Joseph D Executive Chairman Officer Director 10% owner	Sell	-6,926 @ $279.39	($1,935,029.18)	10,934,986	(-0.06%)	Direct

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Morningstar, Inc. - MORN

Latest data: 12/20/2024 10:22:22 PM

Buy Breakdown

Total $0

Sell Breakdown

Total $174,586,725

Monthly Totals