Joseph D. Mansueto - Executive Chairman, Director, 10%+ Owner at Morningstar, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Executive Chairman, Director, 10%+ Owner
Issuer Symbol
MORN on Nasdaq
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Joseph D. Mansueto - trading volume in the past year for Morningstar, Inc.

Holdings reported by Joseph D. Mansueto for Morningstar, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 8,138,232 $1,483,730,719 $182.32 02 Mar 2026 Direct
Common Stock 150,000 $32,596,500 $217.31 02 Mar 2026 By Trust

Transactions reported by Joseph D. Mansueto for Morningstar, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.