Company Page
Most Recent Insiders Activity
| Transaction Date | Company Name | Insider Name (Title) | Activity | Stock | Acquired or Disposed | Shares | Price range | Amount |
|---|---|---|---|---|---|---|---|---|
| 2024-05-01 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 16646 | $282.95 - $291.63 | $4,800,983 |
| 2024-03-12 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 8614 | $305.10 - $310.25 | $2,650,786 |
| 2024-03-08 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 5972 | $307.69 - $312.48 | $1,853,322 |
| 2024-03-11 | Morningstar, Inc. | Kaplan Steven N
(Director) |
S | Common Stock | D | 1250 | $306.81 - $306.81 | $383,516 |
| 2024-03-06 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 18515 | $305.45 - $315.06 | $5,745,830 |
| 2024-03-04 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 21578 | $299.64 - $305.76 | $6,549,049 |
| 2024-02-21 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 15490 | $272.65 - $276.85 | $4,264,843 |
| 2024-02-20 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 4176 | $273.07 - $273.07 | $1,140,340 |
| 2024-02-15 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 8230 | $276.81 - $279.79 | $2,285,883 |
| 2024-02-14 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 8993 | $273.60 - $278.52 | $2,481,500 |
| 2024-02-05 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 145 | $275.22 - $276.97 | $40,082 |
| 2024-02-01 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 7146 | $278.80 - $280.51 | $1,996,460 |
| 2023-11-30 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
G | Common Stock | D | 47625 | $0.00 - $0.00 | $0 |
| 2023-11-21 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 25300 | $272.77 - $277.40 | $6,955,977 |
| 2023-11-17 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 22021 | $270.78 - $273.45 | $5,978,762 |
| 2023-11-17 | Morningstar, Inc. | McGarry Kimberly J
(Chief Accounting Officer) |
F | Common Stock | D | 33 | $269.66 - $269.66 | $8,898 |
| 2023-11-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
M | Common Stock | A | 5274 | $0.00 - $0.00 | $0 |
| 2023-11-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
F | Common Stock | D | 2753 | $269.66 - $269.66 | $742,373 |
| 2023-11-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
A | Common Stock | A | 938 | $0.00 - $0.00 | $0 |
| 2023-11-17 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
M | Common Stock | A | 1205 | $0.00 - $0.00 | $0 |
| 2023-11-17 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
F | Common Stock | D | 629 | $269.66 - $269.66 | $169,616 |
| 2023-11-17 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
A | Common Stock | A | 214 | $0.00 - $0.00 | $0 |
| 2023-11-17 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
M | Common Stock | A | 678 | $0.00 - $0.00 | $0 |
| 2023-11-17 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
F | Common Stock | D | 313 | $269.66 - $269.66 | $84,403 |
| 2023-11-17 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
A | Common Stock | A | 120 | $0.00 - $0.00 | $0 |
| 2023-11-15 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 20426 | $268.99 - $270.68 | $5,510,152 |
| 2023-11-14 | Morningstar, Inc. | Diamonte Robin
(Director) |
S | Common Stock | D | 400 | $268.91 - $268.91 | $107,564 |
| 2023-11-13 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 21233 | $265.51 - $269.75 | $5,675,215 |
| 2023-11-09 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 12175 | $260.45 - $266.26 | $3,207,558 |
| 2023-11-07 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 15023 | $261.97 - $264.10 | $3,939,865 |
Activity types
| A | Grant, award or other acquisition |
| C | Conversion of Derivative or Security |
| D | Disposition to the issuer of issuer equity securities |
| E | Expiration of short derivative position |
| F | Payment of exercise price or tax liability |
| G | Bona fide Gift |
| H | Expiration (or cancellation) of long derivative position with value received |
| I | Discretionary Transaction |
| J | Other acquisition or disposition |
| K | Transaction in equity swap or instrument with similar characteristics |
| L | Small Acquisition |
| M | Exercise or conversion of derivative security |
| O | Exercise of out-of-the-money derivative security |
| P | Open Market Purchase |
| S | Open Market Sale |
| U | Disposition pursuant to a tender of shares in a change of control transaction |
| V | Transaction Voluntarily Reported |
| X | Exercise of in-the-money or at-the-money derivative security |
| Z | Deposit into or withdrawal from voting trust |