Morningstar, INC Form 4 insider transactions

Joseph D. Mansueto, Executive Chairman and 10% owner of Morningstar, Inc., sold a total of 4,867 shares of common stock in early February 2026 pursuant to a Rule 10b5-1 trading plan.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., sold 20,066 shares of common stock through a pre-arranged 10b5-1 trading plan.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., sold a total of 857 shares of common stock on February 2, 2026, under a pre-arranged 10b5-1 trading plan.

Morningstar Director Caroline J. Tsay sold 600 shares of common stock at $218.484 per share, reducing her direct beneficial ownership to 3,744.5115 shares.

Joseph D. Mansueto, Executive Chairman of Morningstar, reported a gift of 27,775 common shares and significant trust-related stock movements.

Morningstar Executive Chairman Joseph D. Mansueto sold over 1,600 shares of common stock in late November 2025, pursuant to a pre-arranged 10b5-1 trading plan.

Morningstar Executive Chairman Joseph D. Mansueto sold 14,500 shares of common stock in planned transactions on November 20 and 21, 2025.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., reported sales of common stock totaling 14,500 shares over two days in November 2025.

Morningstar Chief Revenue Officer Daniel Joseph Dunn reported the vesting of 346 market stock units and the subsequent sale of 154 shares for tax purposes on November 15, 2025.

Morningstar CEO Kunal Kapoor reported the vesting of market stock units, a related tax withholding sale, and a new grant of performance-based equity, alongside a correction to previously reported beneficial ownership.

Morningstar's Chief Accounting Officer, Conan Wiersema, reported several equity transactions including the grant of new restricted and market stock units and the vesting of previous awards.

Morningstar CFO Michael Holt reported the vesting of market stock units and acquisition of new performance-based units, alongside a sale for tax withholding.

Morningstar Executive Chairman Joseph D. Mansueto sold 8,039 shares under a Rule 10b5-1 plan at ~$211–$213, retaining about 14.73 million shares.

Morningstar Executive Chairman Joseph D. Mansueto reported the sale of 14,098 shares of common stock through a pre-arranged Rule 10b5-1 trading plan.

Morningstar's Executive Chairman, Joseph D. Mansueto, sold 21,750 shares of common stock over three days in November 2025, pursuant to a pre-arranged 10b5-1 trading plan.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., reported sales of common stock totaling 11,343 shares under a Rule 10b5-1 trading plan.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., reported sales of common stock totaling 14,168 shares on November 3 and 4, 2025, executed under a Rule 10b5-1 trading plan.

Morningstar's Chief Accounting Officer, Conan Wiersema, disposed of 20 shares of common stock to cover tax obligations related to a restricted stock unit vesting.

Morningstar's Chief Financial Officer, Michael Holt, disposed of 49 shares of common stock for tax withholding purposes following an RSU vesting.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., reported the sale of 11,881 shares of common stock under a pre-arranged 10b5-1 trading plan.

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc., sold 15,560 shares of common stock in August 2025 through a pre-arranged Rule 10b5-1 trading plan.

Morningstar's Executive Chairman, Joseph D. Mansueto, reported the sale of 21,750 shares of common stock through a pre-arranged Rule 10b5-1 trading plan.

Joseph Mansueto, Executive Chairman of Morningstar, sold shares between August 12 and August 14, 2025, under a pre-arranged trading plan.

Morningstar's Executive Chairman, Joseph D. Mansueto, sold 17,582 shares of common stock through a pre-arranged Rule 10b5-1 trading plan.

Morningstar's Executive Chairman, Joseph D. Mansueto, sold 11,329 shares of common stock through a pre-arranged trading plan in early August 2025.

Morningstar, Inc. Executive Chairman Joseph D. Mansueto reported a disposition of 15,000 shares of common stock via gift on June 30, 2025, executed under a Rule 10b5-1 plan.

Morningstar, Inc.'s Executive Chairman and 10% owner, Joseph D. Mansueto, reported the sale of 9,292 shares of common stock in late May 2025, executed under a Rule 10b5-1 trading plan.

Joseph Mansueto, Executive Chairman of Morningstar, Inc., sold shares of common stock on May 19 and May 20, 2025, under a pre-arranged Rule 10b5-1 trading plan.

Morningstar CEO Kunal Kapoor reports acquisition and disposal of company stock and derivative securities.

Conan Wiersema, CAO & PAO of Morningstar, Inc., reports acquisition and disposal of common stock and market stock units.