Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Mansueto Joseph D | Executive Chairman | Nov 26 '24 | Sale | 355.22 | 9,062 | 3,219,026 | 10,738,224 | Nov 27 06:07 PM | Mansueto Joseph D | Executive Chairman | Nov 27 '24 | Sale | 354.83 | 8,133 | 2,885,829 | 10,730,091 | Nov 27 06:07 PM | Mansueto Joseph D | Executive Chairman | Nov 25 '24 | Sale | 350.72 | 9,062 | 3,178,184 | 10,747,286 | Nov 26 05:31 PM | Mansueto Joseph D | Executive Chairman | Nov 22 '24 | Sale | 344.46 | 9,062 | 3,121,539 | 10,756,348 | Nov 26 05:31 PM | Mansueto Joseph D | Executive Chairman | Nov 21 '24 | Sale | 339.60 | 7,837 | 2,661,467 | 10,765,410 | Nov 22 04:45 PM | Mansueto Joseph D | Executive Chairman | Nov 20 '24 | Sale | 334.92 | 5,794 | 1,940,545 | 10,773,247 | Nov 22 04:45 PM | Mansueto Joseph D | Executive Chairman | Nov 19 '24 | Sale | 334.92 | 9,062 | 3,035,048 | 10,779,041 | Nov 20 05:50 PM | Mansueto Joseph D | Executive Chairman | Nov 18 '24 | Sale | 336.67 | 275 | 92,583 | 10,788,103 | Nov 20 05:50 PM | DUBINSKY JASON | Chief Financial Officer | Nov 15 '24 | Option Exercise | 0.00 | 601 | 0 | 20,782 | Nov 19 07:11 PM | Dunn Daniel Joseph | Chief Revenue Officer | Nov 15 '24 | Option Exercise | 0.00 | 334 | 0 | 13,301 | Nov 19 07:09 PM | Kapoor Kunal | CEO | Nov 15 '24 | Option Exercise | 0.00 | 2,674 | 0 | 134,939 | Nov 19 07:07 PM | Mansueto Joseph D | Executive Chairman | Nov 14 '24 | Sale | 346.22 | 2,884 | 998,504 | 10,788,496 | Nov 18 05:35 PM | Mansueto Joseph D | Executive Chairman | Nov 15 '24 | Sale | 342.13 | 118 | 40,371 | 10,788,378 | Nov 18 05:35 PM | Mansueto Joseph D | Executive Chairman | Nov 12 '24 | Sale | 350.46 | 6,156 | 2,157,437 | 10,795,205 | Nov 14 04:57 PM | Mansueto Joseph D | Executive Chairman | Nov 13 '24 | Sale | 351.05 | 3,825 | 1,342,752 | 10,791,380 | Nov 14 04:57 PM | Mansueto Joseph D | Executive Chairman | Nov 08 '24 | Sale | 348.45 | 9,062 | 3,157,699 | 10,808,583 | Nov 12 05:56 PM | Mansueto Joseph D | Executive Chairman | Nov 11 '24 | Sale | 349.67 | 7,222 | 2,525,281 | 10,801,361 | Nov 12 05:56 PM | Kaplan Steven N | Director | Nov 11 '24 | Proposed Sale | 348.58 | 1,250 | 435,725 | | Nov 12 10:29 AM | Mansueto Joseph D | Executive Chairman | Nov 06 '24 | Sale | 339.59 | 9,062 | 3,077,368 | 10,818,932 | Nov 08 05:08 PM | Mansueto Joseph D | Executive Chairman | Nov 07 '24 | Sale | 343.96 | 1,287 | 442,674 | 10,817,645 | Nov 08 05:08 PM | Mansueto Joseph D | Executive Chairman | Nov 04 '24 | Sale | 329.45 | 9,062 | 2,985,465 | 10,836,656 | Nov 06 05:27 PM | Mansueto Joseph D | Executive Chairman | Nov 05 '24 | Sale | 333.84 | 8,662 | 2,891,752 | 10,827,994 | Nov 06 05:27 PM | Mansueto Joseph D | Executive Chairman | Nov 01 '24 | Sale | 328.22 | 9,062 | 2,974,310 | 10,845,718 | Nov 04 06:02 PM | Mansueto Joseph D | Officer | Nov 01 '24 | Proposed Sale | 328.22 | 125,000 | 41,027,238 | | Nov 01 05:02 PM | Lyons William M | Director | Oct 30 '24 | Sale | 331.88 | 750 | 248,910 | 12,840 | Oct 30 04:44 PM | Lyons William M | Director | Oct 30 '24 | Proposed Sale | 331.88 | 750 | 248,910 | | Oct 30 04:04 PM | Lyons William M | Director | Sep 30 '24 | Sale | 316.48 | 750 | 237,360 | 13,590 | Sep 30 05:10 PM | Lyons William M | Director | Sep 30 '24 | Proposed Sale | 316.48 | 750 | 237,360 | | Sep 30 04:10 PM | Mansueto Joseph D | Executive Chairman | Sep 10 '24 | Sale | 305.97 | 345 | 105,561 | 10,516,912 | Sep 12 04:48 PM | Mansueto Joseph D | Executive Chairman | Sep 09 '24 | Sale | 305.95 | 8,056 | 2,464,727 | 10,517,257 | Sep 10 05:02 PM | Mansueto Joseph D | Executive Chairman | Sep 06 '24 | Sale | 311.50 | 425 | 132,389 | 10,525,313 | Sep 10 05:02 PM | Mansueto Joseph D | Executive Chairman | Sep 04 '24 | Sale | 312.85 | 6,461 | 2,021,317 | 10,525,792 | Sep 06 04:33 PM | Mansueto Joseph D | Executive Chairman | Sep 03 '24 | Sale | 312.94 | 721 | 225,633 | 10,532,253 | Sep 06 04:33 PM | Mansueto Joseph D | Executive Chairman | Sep 05 '24 | Sale | 312.55 | 54 | 16,878 | 10,525,738 | Sep 06 04:33 PM | Lyons William M | Director | Aug 30 '24 | Sale | 311.60 | 750 | 233,700 | 14,340 | Sep 03 05:24 PM | Mansueto Joseph D | Executive Chairman | Aug 30 '24 | Sale | 312.23 | 6,744 | 2,105,672 | 10,532,974 | Sep 03 05:21 PM | Mansueto Joseph D | Executive Chairman | Aug 29 '24 | Sale | 312.18 | 6,110 | 1,907,440 | 10,539,718 | Sep 03 05:21 PM | Lyons William M | Director | Aug 30 '24 | Proposed Sale | 311.60 | 750 | 233,700 | | Aug 30 04:26 PM | Mansueto Joseph D | Executive Chairman | Aug 27 '24 | Sale | 311.27 | 5,724 | 1,781,714 | 10,551,498 | Aug 29 04:40 PM | Mansueto Joseph D | Executive Chairman | Aug 28 '24 | Sale | 311.33 | 5,670 | 1,765,230 | 10,545,828 | Aug 29 04:40 PM | Mansueto Joseph D | Executive Chairman | Aug 23 '24 | Sale | 313.16 | 8,256 | 2,585,428 | 10,561,939 | Aug 27 04:29 PM | Mansueto Joseph D | Executive Chairman | Aug 26 '24 | Sale | 313.51 | 4,717 | 1,478,808 | 10,557,222 | Aug 27 04:29 PM | Mansueto Joseph D | Executive Chairman | Aug 21 '24 | Sale | 312.12 | 6,209 | 1,937,959 | 10,574,707 | Aug 23 04:51 PM | Mansueto Joseph D | Executive Chairman | Aug 22 '24 | Sale | 311.96 | 4,512 | 1,407,559 | 10,570,195 | Aug 23 04:51 PM | Mansueto Joseph D | Executive Chairman | Aug 19 '24 | Sale | 315.90 | 3,838 | 1,212,410 | 10,581,130 | Aug 21 05:03 PM | Mansueto Joseph D | Executive Chairman | Aug 20 '24 | Sale | 315.00 | 214 | 67,409 | 10,580,916 | Aug 21 05:03 PM | Mansueto Joseph D | Executive Chairman | Aug 16 '24 | Sale | 315.36 | 7,922 | 2,498,295 | 10,584,968 | Aug 19 04:40 PM | Mansueto Joseph D | Executive Chairman | Aug 15 '24 | Sale | 312.35 | 6,909 | 2,157,998 | 10,592,890 | Aug 19 04:40 PM | Mansueto Joseph D | Executive Chairman | Aug 13 '24 | Sale | 308.99 | 5,499 | 1,699,150 | 10,605,056 | Aug 15 05:30 PM | Mansueto Joseph D | Executive Chairman | Aug 14 '24 | Sale | 310.37 | 5,257 | 1,631,600 | 10,599,799 | Aug 15 05:30 PM | Mansueto Joseph D | Executive Chairman | Aug 12 '24 | Sale | 305.30 | 5,149 | 1,571,981 | 10,610,555 | Aug 13 04:55 PM | Mansueto Joseph D | Executive Chairman | Aug 09 '24 | Sale | 305.60 | 4,975 | 1,520,384 | 10,615,704 | Aug 13 04:55 PM | Kaplan Steven N | Director | Aug 12 '24 | Proposed Sale | 305.47 | 1,250 | 381,838 | | Aug 12 04:43 PM | Mansueto Joseph D | Executive Chairman | Aug 07 '24 | Sale | 304.19 | 5,910 | 1,797,767 | 10,625,796 | Aug 09 05:24 PM | Mansueto Joseph D | Executive Chairman | Aug 08 '24 | Sale | 304.70 | 5,117 | 1,559,170 | 10,620,679 | Aug 09 05:24 PM | Mansueto Joseph D | Executive Chairman | Aug 06 '24 | Sale | 302.64 | 9,062 | 2,742,528 | 10,631,706 | Aug 07 05:08 PM | Mansueto Joseph D | Executive Chairman | Aug 01 '24 | Sale | 317.03 | 1,144 | 362,677 | 10,640,768 | Aug 05 04:58 PM | Mansueto Joseph D | Officer | Aug 01 '24 | Proposed Sale | 317.03 | 125,000 | 39,628,150 | | Aug 01 04:43 PM | Lyons William M | Director | Jul 30 '24 | Sale | 324.83 | 750 | 243,622 | 15,090 | Jul 31 05:20 PM | Dunn Daniel Joseph | Chief Revenue Officer | Jul 31 '24 | Sale | 320.89 | 1,600 | 513,424 | 12,967 | Jul 31 05:11 PM | Dunn Daniel Joseph | Officer | Jul 31 '24 | Proposed Sale | 320.89 | 1,600 | 513,424 | | Jul 31 04:10 PM | Lyons William M | Director | Jul 30 '24 | Proposed Sale | 324.83 | 750 | 243,623 | | Jul 30 04:07 PM | DUBINSKY JASON | Chief Financial Officer | Jul 02 '24 | Sale | 300.11 | 3,400 | 1,020,380 | 20,181 | Jul 02 08:32 PM | Lyons William M | Director | Jun 28 '24 | Sale | 294.21 | 750 | 220,657 | 15,840 | Jul 01 04:51 PM | TSAY CAROLINE J | Director | Jun 24 '24 | Sale | 296.98 | 290 | 86,124 | 3,925 | Jun 25 04:40 PM | Mansueto Joseph D | Executive Chairman | Jun 04 '24 | Sale | 292.67 | 6,619 | 1,937,152 | 10,642,309 | Jun 06 06:04 PM | Mansueto Joseph D | Executive Chairman | Jun 05 '24 | Sale | 294.77 | 397 | 117,022 | 10,641,912 | Jun 06 06:04 PM | Lyons William M | Director | Jun 04 '24 | Sale | 289.07 | 750 | 216,802 | 16,590 | Jun 06 06:03 PM | Mansueto Joseph D | Executive Chairman | Jun 03 '24 | Sale | 289.22 | 9,062 | 2,620,893 | 10,648,928 | Jun 04 06:06 PM | Mansueto Joseph D | Executive Chairman | May 31 '24 | Sale | 287.33 | 4,535 | 1,303,044 | 10,657,990 | Jun 04 06:06 PM | Mansueto Joseph D | Executive Chairman | May 30 '24 | Sale | 287.16 | 5,869 | 1,685,346 | 10,662,525 | May 31 04:38 PM | Mansueto Joseph D | Executive Chairman | May 29 '24 | Sale | 290.95 | 95 | 27,640 | 10,668,394 | May 31 04:38 PM | Mansueto Joseph D | Executive Chairman | May 28 '24 | Sale | 296.65 | 236 | 70,010 | 10,668,489 | May 29 05:07 PM | Mansueto Joseph D | Executive Chairman | May 24 '24 | Sale | 296.99 | 5,082 | 1,509,298 | 10,668,725 | May 28 05:37 PM | Mansueto Joseph D | Executive Chairman | May 23 '24 | Sale | 298.62 | 1,115 | 332,960 | 10,673,807 | May 28 05:37 PM | Mansueto Joseph D | Executive Chairman | May 21 '24 | Sale | 298.32 | 7,986 | 2,382,397 | 10,679,945 | May 23 05:07 PM | Mansueto Joseph D | Executive Chairman | May 22 '24 | Sale | 300.17 | 5,023 | 1,507,742 | 10,674,922 | May 23 05:07 PM | Mansueto Joseph D | Executive Chairman | May 20 '24 | Sale | 300.00 | 5,234 | 1,570,202 | 10,687,931 | May 21 05:02 PM | Mansueto Joseph D | Executive Chairman | May 17 '24 | Sale | 299.50 | 4,285 | 1,283,360 | 10,693,165 | May 21 05:02 PM | Mansueto Joseph D | Executive Chairman | May 16 '24 | Sale | 300.61 | 6,062 | 1,822,319 | 10,697,450 | May 17 08:24 PM | Mansueto Joseph D | Executive Chairman | May 15 '24 | Sale | 301.10 | 4,804 | 1,446,501 | 10,703,512 | May 17 08:24 PM | DUBINSKY JASON | Chief Financial Officer | May 17 '24 | Option Exercise | 0.00 | 1,254 | 0 | 24,792 | May 17 08:22 PM | Kapoor Kunal | CEO | May 17 '24 | Option Exercise | 0.00 | 5,580 | 0 | 138,523 | May 17 08:22 PM | Dunn Daniel Joseph | Chief Revenue Officer | May 17 '24 | Option Exercise | 0.00 | 697 | 0 | 15,269 | May 17 08:19 PM | Mansueto Joseph D | Executive Chairman | May 14 '24 | Sale | 296.40 | 4,681 | 1,387,467 | 10,708,316 | May 15 05:30 PM | Mansueto Joseph D | Executive Chairman | May 13 '24 | Sale | 298.17 | 1,558 | 464,548 | 10,712,997 | May 15 05:30 PM | Mansueto Joseph D | Executive Chairman | May 09 '24 | Sale | 297.47 | 6,450 | 1,918,697 | 10,719,618 | May 13 05:13 PM | Mansueto Joseph D | Executive Chairman | May 10 '24 | Sale | 299.03 | 5,063 | 1,513,978 | 10,714,555 | May 13 05:13 PM | Kaplan Steven N | Director | May 10 '24 | Sale | 298.13 | 1,250 | 372,662 | 43,177 | May 13 05:12 PM | Mansueto Joseph D | Executive Chairman | May 07 '24 | Sale | 300.45 | 7,344 | 2,206,505 | 10,726,482 | May 09 05:24 PM | Mansueto Joseph D | Executive Chairman | May 06 '24 | Sale | 300.02 | 280 | 84,005 | 10,726,068 | May 09 05:24 PM | Mansueto Joseph D | Executive Chairman | May 08 '24 | Sale | 300.43 | 134 | 40,257 | 10,726,348 | May 09 05:24 PM | Mansueto Joseph D | Executive Chairman | May 03 '24 | Sale | 294.34 | 8,954 | 2,635,502 | 10,741,312 | May 07 04:34 PM | Mansueto Joseph D | Executive Chairman | May 06 '24 | Sale | 298.30 | 7,486 | 2,233,078 | 10,733,826 | May 07 04:34 PM | Mansueto Joseph D | Executive Chairman | May 02 '24 | Sale | 290.11 | 8,321 | 2,414,015 | 10,750,266 | May 03 04:49 PM | Mansueto Joseph D | Executive Chairman | May 01 '24 | Sale | 286.72 | 8,325 | 2,386,975 | 10,758,587 | May 03 04:49 PM | Mansueto Joseph D | Executive Chairman | Mar 12 '24 | Sale | 307.73 | 8,614 | 2,650,789 | 10,766,912 | Mar 14 05:04 PM | Mansueto Joseph D | Executive Chairman | Mar 08 '24 | Sale | 311.07 | 4,675 | 1,454,252 | 10,776,823 | Mar 12 05:18 PM | Mansueto Joseph D | Executive Chairman | Mar 11 '24 | Sale | 307.69 | 1,297 | 399,072 | 10,775,526 | Mar 12 05:18 PM | Kaplan Steven N | Director | Mar 11 '24 | Sale | 306.81 | 1,250 | 383,516 | 44,427 | Mar 12 05:16 PM |
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