MORN

Morningstar Inc

May 19 • 04:00PM ET

171.81

-5.26 -2.97 %

Financial • Financial Data & Stock Exchanges • USA • Mid • NASD

| Held by: IJH VTI VB VBK VXF MDY XMHQ RONB VIG SPMD

Index	-	P/E	17.51	EPS (ttm)	9.81	Insider Own	48.80%	Shs Outstand	38.03M	Perf Week	-2.28%
Market Cap	6.53B	Forward P/E	12.69	EPS next Y	13.54	Insider Trans	-1.06%	Shs Float	19.47M	Perf Month	-7.86%
Enterprise Value	7.91B	PEG	0.62	EPS next Q	2.82	Inst Own	63.16%	Short Float	7.56%	Perf Quarter	5.57%
Income	402.80M	P/S	2.60	EPS this Y	20.66%	Inst Trans	-2.30%	Short Ratio	2.69	Perf Half Y	-18.94%
Sales	2.51B	P/B	6.41	EPS next Y	13.78%	ROA	10.64%	Short Interest	1.47M	Perf YTD	-20.94%
Book/sh	26.79	P/C	12.28	EPS next 5Y	20.59%	ROE	30.66%	52W High	316.71 -45.75%	Perf Year	-44.69%
Cash/sh	13.99	P/FCF	14.94	EPS past 3/5Y	75.39% 11.37%	ROIC	14.06%	52W Low	149.08 15.25%	Perf 3Y	-12.98%
Dividend Est.	2.02 (1.18%)	EV/EBITDA	10.42	Sales past 3/5Y	9.34% 11.97%	Gross Margin	53.97%	Volatility	5.15% 4.54%	Perf 5Y	-26.28%
Dividend TTM	1.91 (1.11%)	EV/Sales	3.15	EPS Y/Y TTM	10.06%	Oper. Margin	22.52%	ATR (14)	7.81	Perf 10Y	110.24%
Dividend Ex-Date	Jul 10, 2026	Quick Ratio	1.00	Sales Y/Y TTM	8.39%	Profit Margin	16.06%	RSI (14)	47.84	Recom	1.00
Dividend Gr. 3/5Y	8.41% 8.80%	Current Ratio	1.00	EPS Q/Q	49.62%	SMA20	-1.45%	Beta	0.99	Target Price	246.00
Payout	21.03%	Debt/Eq	1.87	Sales Q/Q	10.81%	SMA50	-1.84%	Rel Volume	1.34	Prev Close	177.07
Employees	10973	LT Debt/Eq	1.81	Earnings	Apr 29 AMC	SMA200	-17.27%	Avg Volume	546.38K	Price	171.81
IPO	May 03, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	32.11% 2.85%	Trades		Volume	734,640	Change	-2.97%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-09-24	Downgrade	Redburn Atlantic	Buy → Neutral	$340
Oct-08-24	Initiated	UBS	Buy	$390
Aug-12-24	Initiated	BMO Capital Markets	Outperform	$352
Oct-30-23	Upgrade	Redburn Atlantic	Neutral → Overweight	$320
Jan-11-23	Downgrade	Redburn	Buy → Neutral
Sep-20-22	Upgrade	Redburn	Neutral → Buy
Oct-31-08	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$67 → $40
May-02-08	Upgrade	Keefe Bruyette	Mkt Perform → Outperform

Today 11:35AM	12 Investment Must Reads for This Week (May 19, 2026) (Wealth Management)
May-13-26 12:47AM	Alibaba, Tencent AI Bets Face Show Me the Profits Scrutiny (Bloomberg) -5.46%
May-08-26 11:00AM	AI Research Integration Expands Morningstar (MORN) and PitchBook Distribution Through Perplexity (InvestorsHub)
09:00AM	Morningstar and PitchBook Expand Access to Trusted Investment Intelligence Through Perplexity (Business Wire)
May-05-26 11:25AM	This retirement portfolio beat the stock market in 2025 (USA TODAY)
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10:21AM	Morningstar CEO: I agree with the SEC on ending quarterly reportingwith conditions (Fortune)
May-04-26 01:05PM	60% of Americans say trust matters most in a financial advisor here are the red flags you're missing (Moneywise)
May-01-26 02:36PM	3 Takeaways From Apple Earnings. The Stock Is Surging. (Barrons.com)
Apr-30-26 04:18PM	Pershing Square Shares Rebound After Ackman Bought Stock (Bloomberg) -10.07%
01:17PM	AIs entry-level hiring nightmare is another gift to boomers retirement plans (Fortune)
11:19AM	Leveraged loan funds endure rocky Q1, while CLO ETFs draw inflows (Pitchbook)
Apr-29-26 04:57PM	Morningstar: Q1 Earnings Snapshot (Associated Press)
04:15PM	Morningstar, Inc. Reports First-Quarter 2026 Financial Results (Business Wire)
08:00AM	Morningstar Reaches New Milestone in the CRSP Acquisition, Rebranding CRSP Market Indexes to Morningstar Indexes (Business Wire)
Apr-28-26 09:00AM	Morningstar: Semiliquid Funds Often Overlap Holdings, Hold High Cash Allocations (Wealth Management)
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Apr-27-26 12:37PM	Q1 Highlights Appeal of Active Bond ETFs (ETF Trends)
Apr-24-26 04:51AM	More than a rough patch: Recent restaurant closures signal market correction (Restaurant Dive)
Apr-23-26 09:00AM	PitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate Indicator (Business Wire)
09:00AM	Morningstar Introduces Europe Modern Market 50 Index (Business Wire)
Apr-22-26 02:32PM	Active Mutual Funds Owning at Least 1 ETF More Than Doubled (ETF Trends)
Apr-21-26 12:42PM	Morningstar to lease big chunk of Loops Thompson Center from Google (The Real Deal)
11:48AM	Multisector Bond ETF FUSI Gets 5-Star Rating From Morningstar (ETF Trends)
10:30AM	Philadelphia industrial conversion apartments head to servicing (Multifamily Dive)
10:12AM	11 Investment Must Reads for This Week (April 21, 2026) (Wealth Management)
Apr-20-26 04:28PM	Morningstar considers revamping index construction ahead of SpaceX IPO (Reuters)
08:00AM	T. Rowe Price Value ETF Earns Morningstar Recognition (ETF Trends)
Apr-17-26 01:12PM	Micron Technology Is Helping the Market's Hottest Value ETF Crush the Market (Barrons.com)
Apr-14-26 07:00AM	Morningstar: 60/40 Model Beats Diversified Portfolios Over the Long Term (Wealth Management)
Apr-12-26 02:00AM	Global Dividend ETFs Are Crushing the S&P 500. 3 ETFs With Yields Above 5% (Barrons.com)
Apr-09-26 04:15PM	Pello Companies to Acquire ByAllAccounts from Morningstar (Business Wire)
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Apr-08-26 10:00AM	PIMCO, Capital Group, Causeway top Morningstar manager awards (Financial Planning)
10:00AM	Morningstar Announces Winners for the 2026 US Morningstar Awards for Investing Excellence (Business Wire)
Apr-07-26 08:05AM	Morningstar DBRS Marks 50 Years of Credit Ratings; Advances Global Methodology Program and Asia-Pacific Growth (Business Wire)
07:00AM	How the Average 401(k) Withdrawal Rate Could Impact Retirees and Their Financial Future (Investopedia)
Apr-06-26 04:15PM	Morningstar, Inc. to Announce First-Quarter 2026 Financial Results on April 29 (Business Wire)
02:01PM	How spending shocks affect retirement planning (Associated Press)
12:02AM	Lives of ETFs Get Shorter as More Funds Shutter Than Ever Before (The Daily Upside)
Apr-01-26 12:34PM	The Best S&P 500 Index Fund? You Might Be Surprised. (Barrons.com)
12:03AM	Investors Shy Away from Sustainable ETFs. Energy Demands May Change That (The Daily Upside)
Mar-31-26 08:30AM	Morningstar Expands Investment Data Available on Snowflake Marketplace (Business Wire)
Mar-30-26 04:32PM	Evergreen funds may cost more than you think (Pitchbook) +5.01%
Mar-27-26 08:28PM	Fund With Anthropic Stake Slides in Post-Listing Reversal (Bloomberg)
12:51PM	Leveraged loan fund AUM declines at steepest clip since April 2025 (Pitchbook)
03:00AM	How Much Should Retirees Keep in Stocks, Bonds and Cash? (SmartAsset)
Mar-26-26 03:56PM	Evergreen Funds Hit $534.6 Billion Despite Headwinds (Wealth Management)
08:00AM	Packaging stocks among hardest hit by Iran war: Morningstar (Packaging Dive)
Mar-24-26 04:25PM	Fund With Stakes in SpaceX and Anthropic Jumps 1,200% Above Asset Value (Bloomberg) -5.51%
10:20AM	10 Investment Must Reads for This Week (March 24, 2026) (Wealth Management)
08:35AM	Financial Advisors Are Turning Portfolios Into ETFs. Wait, They Can Do That? (Barrons.com)
Mar-23-26 01:32PM	Leveraged ETFs Are Dangerous but They're Doing Their Job This Year (Barrons.com)
Mar-22-26 10:00AM	Accountancy giants bet on the Middle East goes sour (The Telegraph)
Mar-20-26 06:00PM	PitchBook Earns Spot on G2's 2026 Best Financial Services Software Products List (Business Wire)
03:00AM	Morningstar Awards for Investing Excellence UK 2026: Winners Announced (Business Wire)
Mar-18-26 12:19PM	What the Fed's Inflation Outlook Means for You and Your Portfolio (Barrons.com)
Mar-15-26 05:00AM	Retiring Soon? You Need to See This New Report That Questions the 4% Withdrawal Rule (Investopedia)
Mar-13-26 04:15PM	Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share (Business Wire)
Mar-12-26 03:21PM	PitchBook Announces New Essential MCP Integration with Perplexity, Expanding Access to AI-Powered, Verifiable Market Intelligence (Business Wire)
07:30AM	Morningstar Credit Analytics Launches Credit Models and Bring Your Own Loan Analysis (Business Wire)
Mar-10-26 04:06PM	How to bust myths about private investments, per Morningstar (Financial Planning)
03:36PM	Morningstar, Intercontinental Exchange, and Fiserv Stocks Trade Down, What You Need To Know (StockStory)
08:00AM	Morningstar Unveils Agenda for 2026 Morningstar Investment Conference (Business Wire)
Mar-09-26 08:30AM	Morningstar Introduces AI Assistant Built into the Advisor Workflow (Business Wire)
06:00AM	Morningstar Launches AI Assistant for Flagship Platform (Wealth Management)
Mar-05-26 08:00AM	Morningstar Contributes Nearly $5 Million to University of Illinois Gies College of Business to Bring Real-World Investing Closer to the Classroom (Business Wire)
06:00AM	AI Megadeals and Capital Concentration Define 2025 for Female Founders Across US and Europe (Business Wire)
Mar-04-26 06:07PM	The 4% rule is done 5 signs your $1 million retirement portfolio can survive the new withdrawal reality (MarketWatch)
04:25PM	PE deals topped $1T. So why are returns and liquidity under pressure? (Financial Planning)
02:00AM	What This Top International ETF Is Buying Now (Barrons.com)
Mar-03-26 02:40PM	This Schwab Dividend ETF is a Superstar. Defense and Energy Are Key (Barrons.com)
09:29AM	Morningstar Sustainalytics: Institutional Investors Signal Rising Demand for ESG Data Integration Amid Market Maturity (Business Wire)
06:00AM	PitchBook Introduces Late-Stage Company Research Covering the Worlds Leading Private Companies (Business Wire)
12:01AM	Private Investments Are Coming for 401(k)s. Theres a Big Illiquidity Problem (The Daily Upside)
Mar-01-26 07:30AM	What Will the Average 401(k) Withdrawal Rate in 2026 Mean for Retirees and Your Financial Future? (Investopedia)
Feb-28-26 02:48PM	Morningstar, Inc. (MORN): A Bull Case Theory (Insider Monkey)
Feb-27-26 03:53PM	Private markets in 401(k)s face major liquidity challenges: Morningstar (Financial Planning)
Feb-23-26 10:34PM	Financial Exchanges & Data Stocks Q4 Earnings: Morningstar (NASDAQ:MORN) Firing on All Cylinders (StockStory)
02:58PM	Why ETFs Are Getting an Exotic Revamp (The Wall Street Journal)
01:25AM	Potential U.S. Strike on Iran Likely to Have Limited Impact on Oil (The Wall Street Journal)
Feb-22-26 11:05PM	Morningstar (MORN): 3 Reasons We Love This Stock (StockStory)
Feb-20-26 06:03AM	Morningstar Predicts Likeliest Iran Outcome (Rigzone.com)
Feb-19-26 02:07PM	Morningstar: Active Funds Underperformed Passive Peers in 2025 (Wealth Management)
07:30AM	Morningstar Names Scott Brown as President of Direct Platform Business (Business Wire)
06:59AM	Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement Portfolios (Business Wire)
04:00AM	Trying to Cut Retirement Taxes? Avoid This Common Strategy (SmartAsset)
Feb-18-26 12:02AM	Why Buffer ETFs May Fall Short for Long-Term Investors (The Daily Upside)
12:00AM	Not Happy With Your Financial Advisor? Here's How to Switch (SmartAsset)
Feb-13-26 01:41PM	Morningstar: Semiliquid Funds Are Not the Diversifiers Advisors Think They Are (Wealth Management)
Feb-12-26 05:00PM	Morningstar: Q4 Earnings Snapshot (Associated Press Finance)
04:37PM	Morningstar's (NASDAQ:MORN) Q4 CY2025 Sales Beat Estimates (StockStory)
04:15PM	Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2025 Financial Results (Business Wire)
11:32AM	Everyone Missed Morningstars ETF Quietly Beating the S&P 500 by 30% (24/7 Wall St.)
08:00AM	3 issues shaping the future of retirement planning: Morningstar (Financial Planning)
Feb-11-26 04:01PM	PitchBook Introduces the First Daily Valuation Model for VC-Backed Companies (Business Wire)
02:00AM	A New ETF Aims to Bring Hedge Funds to the Masses (Barrons.com)
Feb-10-26 10:04PM	What To Expect From Morningstar's (MORN) Q4 Earnings (StockStory)
02:07PM	Attention Catholics: Theres a New Index Fund For Your Values (Moby)
Feb-05-26 02:02PM	Victory Capital Holdings Inc (VCTR) Q4 2025 Earnings Call Highlights: Record Revenue and ... (GuruFocus.com) -6.24%
10:35AM	These New Indexes Track Private Market Funds. Performance Is Mixed. (Barrons.com)
04:07AM	Utilities face cost-recovery risk as infrastructure costs, demand rise: Morningstar (Utility Dive)
12:01AM	Want Better Relationships with Clients? Advisors Are Asking AI for Help (The Daily Upside)

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.

Founder & Executive Chairman of the BoardMr. Joseph D. Mansueto

CFAMr. Kunal Kapoor C.F.A.

Chief Financial OfficerMr. Michael John Holt C.F.A.

Chief Accounting Officer & Principal Accounting OfficerMr. Conan Wiersema

Director of Investor RelationsSarah Bush

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kapoor Kunal	CEO	May 15 '26	Option Exercise	0.00	2,108	0	154,974	May 19 07:40 PM
Holt Michael	Chief Financial Officer	May 15 '26	Option Exercise	0.00	243	0	12,596	May 19 07:39 PM
Holt Michael	Chief Financial Officer	May 15 '26	Sale	166.05	270	44,834	12,326	May 19 07:39 PM
Mansueto Joseph D	Executive Chairman	May 15 '26	Sale	169.34	7,250	1,227,689	8,074,240	May 15 05:41 PM
Mansueto Joseph D	Executive Chairman	May 14 '26	Sale	167.99	7,250	1,217,924	8,081,490	May 15 05:41 PM
Mansueto Joseph D	Executive Chairman	May 12 '26	Sale	177.23	7,250	1,284,933	8,088,740	May 12 05:20 PM
Mansueto Joseph D	Executive Chairman	May 11 '26	Sale	175.96	7,250	1,275,701	8,095,990	May 12 05:20 PM
Mansueto Joseph D	Executive Chairman	May 08 '26	Sale	177.08	4,002	708,675	8,103,240	May 12 05:20 PM
Landis Gail S	Former Affiliate	May 12 '26	Proposed Sale	177.95	728	129,551		May 12 04:09 PM
Mansueto Joseph D	Executive Chairman	May 07 '26	Sale	172.53	7,250	1,250,829	8,107,242	May 07 05:56 PM
Mansueto Joseph D	Executive Chairman	May 05 '26	Sale	167.57	7,250	1,214,863	8,121,742	May 07 05:56 PM
Mansueto Joseph D	Executive Chairman	May 06 '26	Sale	166.23	7,250	1,205,166	8,114,492	May 07 05:56 PM
Mansueto Joseph D	Executive Chairman	May 01 '26	Sale	171.02	7,250	1,239,902	8,136,242	May 04 05:38 PM
Mansueto Joseph D	Executive Chairman	May 04 '26	Sale	169.97	7,250	1,232,315	8,128,992	May 04 05:38 PM
Mansueto Joseph D	Officer	May 01 '26	Proposed Sale	171.02	100,000	17,102,100		May 01 05:10 PM
Holt Michael	Chief Financial Officer	Mar 04 '26	Buy	186.59	1,000	186,590	9,480	Mar 04 04:54 PM
Mansueto Joseph D	Executive Chairman	Mar 02 '26	Sale	182.32	3,122	569,191	8,138,232	Mar 02 05:07 PM
Mansueto Joseph D	Executive Chairman	Feb 27 '26	Sale	181.60	7,250	1,316,603	8,141,354	Feb 27 05:52 PM
Mansueto Joseph D	Executive Chairman	Feb 26 '26	Sale	178.00	7,250	1,290,514	8,148,604	Feb 27 05:52 PM
Mansueto Joseph D	Executive Chairman	Feb 25 '26	Sale	164.90	7,250	1,195,541	8,155,854	Feb 25 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 24 '26	Sale	159.47	7,250	1,156,161	8,163,104	Feb 25 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 19 '26	Sale	161.87	7,250	1,173,553	8,176,962	Feb 20 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 20 '26	Sale	161.34	6,608	1,066,111	8,170,354	Feb 20 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 17 '26	Sale	160.63	7,304	1,173,224	8,184,212	Feb 18 06:15 PM
Mansueto Joseph D	Executive Chairman	Feb 18 '26	Sale	159.09	6,737	1,071,771	8,184,725	Feb 18 06:15 PM
Mansueto Joseph D	Executive Chairman	Feb 13 '26	Sale	156.21	7,250	1,132,490	8,198,253	Feb 13 05:11 PM
Mansueto Joseph D	Executive Chairman	Feb 12 '26	Sale	154.74	6,939	1,073,754	8,205,503	Feb 13 05:11 PM
Mansueto Joseph D	Executive Chairman	Feb 10 '26	Sale	162.84	3,214	523,356	8,212,442	Feb 11 05:02 PM
Mansueto Joseph D	Executive Chairman	Feb 09 '26	Sale	165.00	1,653	272,750	8,215,656	Feb 11 05:02 PM
Mansueto Joseph D	Executive Chairman	Feb 04 '26	Sale	180.80	7,250	1,310,805	8,230,125	Feb 06 05:47 PM
Mansueto Joseph D	Executive Chairman	Feb 05 '26	Sale	185.21	6,464	1,197,215	8,223,661	Feb 06 05:47 PM
Mansueto Joseph D	Executive Chairman	Feb 06 '26	Sale	169.57	6,352	1,077,100	8,217,309	Feb 06 05:47 PM
Mansueto Joseph D	Executive Chairman	Feb 02 '26	Sale	202.38	857	173,443	8,237,375	Feb 04 04:07 PM
Mansueto Joseph D	Officer	Feb 02 '26	Proposed Sale	202.38	100,000	20,238,350		Feb 02 05:00 PM
TSAY CAROLINE J	Director	Dec 29 '25	Sale	218.48	600	131,090	3,745	Dec 30 04:22 PM
TSAY CAROLINE J	Director	Dec 29 '25	Proposed Sale	218.48	600	131,090		Dec 29 04:41 PM
Mansueto Joseph D	Executive Chairman	Nov 25 '25	Sale	213.12	1,286	274,069	8,600,815	Nov 26 05:40 PM
Mansueto Joseph D	Executive Chairman	Nov 24 '25	Sale	211.99	316	66,990	8,602,101	Nov 26 05:40 PM
Mansueto Joseph D	Executive Chairman	Nov 21 '25	Sale	211.22	7,250	1,531,379	8,602,417	Nov 24 04:44 PM
Mansueto Joseph D	Executive Chairman	Nov 20 '25	Sale	210.89	7,250	1,528,937	8,609,667	Nov 24 04:44 PM
Mansueto Joseph D	Executive Chairman	Nov 19 '25	Sale	209.26	7,250	1,517,104	8,616,917	Nov 20 04:56 PM
Mansueto Joseph D	Executive Chairman	Nov 18 '25	Sale	208.29	7,250	1,510,089	8,624,167	Nov 20 04:56 PM
Dunn Daniel Joseph	Chief Revenue Officer	Nov 15 '25	Option Exercise	0.00	346	0	15,005	Nov 18 06:07 PM
Kapoor Kunal	CEO	Nov 15 '25	Option Exercise	0.00	1,861	0	141,156	Nov 18 06:07 PM
Wiersema Conan	CAO & PAO	Nov 15 '25	Option Exercise	0.00	12	0	1,899	Nov 18 06:07 PM
Holt Michael	Chief Financial Officer	Nov 15 '25	Option Exercise	0.00	163	0	5,665	Nov 18 06:06 PM
Mansueto Joseph D	Executive Chairman	Nov 14 '25	Sale	213.32	6,969	1,486,610	8,632,487	Nov 18 04:41 PM
Mansueto Joseph D	Executive Chairman	Nov 17 '25	Sale	211.12	1,070	225,902	8,631,417	Nov 18 04:41 PM
Mansueto Joseph D	Executive Chairman	Nov 12 '25	Sale	215.03	7,250	1,558,990	8,646,304	Nov 14 04:40 PM
Mansueto Joseph D	Executive Chairman	Nov 13 '25	Sale	215.30	6,848	1,474,390	8,639,456	Nov 14 04:40 PM
Mansueto Joseph D	Executive Chairman	Nov 11 '25	Sale	215.71	7,250	1,563,895	8,653,554	Nov 12 04:28 PM
Mansueto Joseph D	Executive Chairman	Nov 10 '25	Sale	215.18	7,250	1,560,064	8,660,804	Nov 12 04:28 PM
Mansueto Joseph D	Executive Chairman	Nov 07 '25	Sale	211.89	7,250	1,536,191	8,668,054	Nov 12 04:28 PM
Mansueto Joseph D	Executive Chairman	Nov 05 '25	Sale	211.03	7,250	1,530,002	8,679,397	Nov 07 04:23 PM
Mansueto Joseph D	Executive Chairman	Nov 06 '25	Sale	211.61	4,093	866,134	8,675,304	Nov 07 04:23 PM
Mansueto Joseph D	Executive Chairman	Nov 03 '25	Sale	211.95	7,250	1,536,668	8,693,565	Nov 05 04:34 PM
Mansueto Joseph D	Executive Chairman	Nov 04 '25	Sale	213.72	6,918	1,478,529	8,686,647	Nov 05 04:34 PM
Mansueto Joseph D	Officer	Nov 03 '25	Proposed Sale	211.95	100,000	21,195,430		Nov 03 04:52 PM
Mansueto Joseph D	Executive Chairman	Aug 27 '25	Sale	260.65	6,705	1,747,689	9,312,836	Aug 27 05:10 PM
Mansueto Joseph D	Executive Chairman	Aug 26 '25	Sale	260.52	3,532	920,144	9,319,541	Aug 27 05:10 PM
Mansueto Joseph D	Executive Chairman	Aug 25 '25	Sale	263.15	1,644	432,618	9,323,073	Aug 27 05:10 PM
Mansueto Joseph D	Executive Chairman	Aug 22 '25	Sale	263.99	7,250	1,913,947	9,324,717	Aug 22 05:38 PM
Mansueto Joseph D	Executive Chairman	Aug 20 '25	Sale	260.30	7,250	1,887,196	9,332,981	Aug 22 05:38 PM
Mansueto Joseph D	Executive Chairman	Aug 21 '25	Sale	261.42	1,014	265,083	9,331,967	Aug 22 05:38 PM
Mansueto Joseph D	Executive Chairman	Aug 19 '25	Sale	259.59	7,250	1,882,034	9,340,231	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 15 '25	Sale	258.65	7,250	1,875,200	9,354,731	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 18 '25	Sale	258.08	7,250	1,871,045	9,347,481	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 13 '25	Sale	257.94	7,250	1,870,029	9,365,925	Aug 14 06:14 PM
Mansueto Joseph D	Executive Chairman	Aug 12 '25	Sale	256.50	7,250	1,859,638	9,373,175	Aug 14 06:14 PM
Mansueto Joseph D	Executive Chairman	Aug 14 '25	Sale	260.28	3,944	1,026,550	9,361,981	Aug 14 06:14 PM
Mansueto Joseph D	Executive Chairman	Aug 07 '25	Sale	261.21	7,250	1,893,746	9,394,257	Aug 11 06:33 PM
Mansueto Joseph D	Executive Chairman	Aug 08 '25	Sale	261.34	7,068	1,847,168	9,387,189	Aug 11 06:33 PM
Mansueto Joseph D	Executive Chairman	Aug 11 '25	Sale	260.28	6,764	1,760,564	9,380,425	Aug 11 06:33 PM
Mansueto Joseph D	Executive Chairman	Aug 04 '25	Sale	272.77	6,624	1,806,859	9,406,212	Aug 06 06:00 PM
Mansueto Joseph D	Executive Chairman	Aug 06 '25	Sale	261.67	4,311	1,128,046	9,401,507	Aug 06 06:00 PM
Mansueto Joseph D	Executive Chairman	Aug 05 '25	Sale	270.39	394	106,533	9,405,818	Aug 06 06:00 PM
Mansueto Joseph D	Officer	Aug 04 '25	Proposed Sale	272.77	100,000	27,277,470		Aug 04 04:52 PM
Mansueto Joseph D	Executive Chairman	May 22 '25	Sale	306.43	7,250	2,221,600	9,430,378	May 27 04:54 PM
Mansueto Joseph D	Executive Chairman	May 23 '25	Sale	305.80	1,296	396,316	9,429,082	May 27 04:54 PM
Mansueto Joseph D	Executive Chairman	May 27 '25	Sale	306.52	1,246	381,926	9,427,836	May 27 04:54 PM
Mansueto Joseph D	Executive Chairman	May 20 '25	Sale	310.08	5,103	1,582,347	9,437,628	May 21 05:16 PM

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Morningstar Inc

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