MORN

Morningstar Inc

217.65

Aug 28 • 3:59 PM ET -1.16 (-0.53%)

217.65

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Financial Financial Data & Stock Exchanges USA Mid NASD

Peers: FDS MSCI MCO SPGI NDAQ ICE TRU CME MKTX TW

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

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Index	-
Market Cap	8.16B
Enterprise Value	9.55B
Income	421.60M
Sales	2.57B
Book/sh	27.29
Cash/sh	13.96
Dividend Est.	2.00 (0.92%)
Dividend TTM	1.96 (0.90%)
Dividend Ex-Date	Oct 02, 2026
Dividend Gr. 3/5Y	8.41% 8.80%
Payout	21.03%
Employees	10973
IPO	May 03, 2005

P/E	20.63
Forward P/E	15.62
PEG	0.84
P/S	3.18
P/B	7.98
P/C	15.59
P/FCF	16.41
EV/EBITDA	11.98
EV/Sales	3.72
Quick Ratio	1.02
Current Ratio	1.02
Debt/Eq	1.86
LT Debt/Eq	1.80
Option/Short	Yes / Yes

EPS (ttm)	10.55
EPS next Y	13.94
EPS next Q	2.97
EPS this Y	24.91%
EPS next Y	13.17%
EPS next 5Y	18.58%
EPS past 3/5Y	75.39% 11.37%
Sales past 3/5Y	9.34% 11.97%
EPS Y/Y TTM	12.16%
Sales Y/Y TTM	9.33%
EPS Q/Q	35.11%
Sales Q/Q	9.60%
Earnings	Jul 29 AMC
EPS/Sales Surpr.	9.56% 2.08%

Insider Own	49.20%
Insider Trans	-1.09%
Inst Own	65.09%
Inst Trans	1.58%
ROA	11.13%
ROE	31.96%
ROIC	14.70%
Gross Margin	54.47%
Oper. Margin	23.29%
Profit Margin	16.43%
SMA20	4.94%
SMA50	18.30%
SMA200	15.81%
Trades

Shs Outstand	37.51M
Shs Float	19.27M
Short Float	7.97%
Short Ratio	3.66
Short Interest	1.54M
52W High	265.31 -17.96%
52W Low	141.49 53.83%
Volatility	2.71% 3.26%
ATR (14)	6.89
RSI (14)	67.76
Beta	1.00
Rel Volume	0.81
Avg Volume	419.75K
Volume	340,088

Perf Week	0.78%
Perf Month	12.70%
Perf Quarter	19.57%
Perf Half Y	18.84%
Perf YTD	0.16%
Perf Year	-16.69%
Perf 3Y	-3.85%
Perf 5Y	-16.74%
Perf 10Y	161.13%
Recom	1.67
Target Price	236.67
Prev Close	218.81
Price	217.65
Change %	-0.53%

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

Aug-26-26 05:08AM	Home Depot Or Lowes? Morningstar Says One Home-Improvement Stock Looks Cheaper (Stocktwits)
12:02AM	Whats the Deal with Long-Term Treasurys? (The Daily Upside)
Aug-25-26 12:36PM	Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems (Business Wire)
Aug-20-26 02:52AM	S&P 500 Could Hit 8,000 Soon, Morningstar Says CRM, NOW, WDAY And MSFT Lead The August Rebound (Stocktwits)
Aug-18-26 09:29AM	Good Stock Picks, Bad Trading: Why Active Funds Still Lagged (Wealth Management)
05:30AM	Loading…
Aug-17-26 05:30AM	AI Is Driving Up Treasury Yields: It Just Touches Everything (Bloomberg)
Aug-16-26 10:20PM	NIO Stock Suffers Worst Run In 3 Weeks Morningstar Sees 2027 Profit Even As China EV Price War Rages (Stocktwits)
09:07PM	CXMTs Rise to Chinas Most Valuable Firm Heralds New Tech Era (Bloomberg)
08:00AM	Clients Are Craving Income. Heres How Advisors Are Delivering (The Daily Upside)
Aug-13-26 07:28AM	Ciscos AI Revenue Opportunity Is Immense and Growing Quickly, Says Morningstar CEO Touts A Networking Supercycle (Stocktwits)
Aug-12-26 11:33PM	SPCX Stock Eyes Another Green Week: Analyst Warns Traders To Divorce SpaceX Rally From Fundamentals (Stocktwits)
Aug-11-26 09:37AM	Which ETFs are attracting the most investment? (Moneyweek)
05:00AM	How Much Should Retirees Keep in Stocks, Bonds and Cash? (SmartAsset)
Aug-10-26 08:11PM	Tencents WorkBuddy Sparks AI Turnaround Hopes After Stock Rout (Bloomberg)
12:03AM	The DRAMa Behind Wall Streets Fastest Selling ETF (The Daily Upside)
12:02AM	Loading…
12:02AM	Heres Where Active Investing Is Actually Beating Passive (The Daily Upside)
Aug-06-26 11:59AM	Active funds vs passive: Is active management still relevant? (Moneyweek)
07:00AM	Why Investor Returns Dont Always Match Fund Performance (The Daily Upside)
07:00AM	Morningstar: Investors Miss Out on 12% of Fund Returns Over Decade (Wealth Management)
Aug-05-26 08:43AM	US sustainable funds see positive inflows for first time since 2022: Morningstar (ESG Dive)
07:15AM	I've Been Investing In the Stock Market for a Long Time. Here's Why I Still Like Actively Managed Funds (Kiplinger)
06:00AM	5 Top ETFs to Build Wealth Over the Long Term (Kiplinger)
Aug-03-26 01:04AM	NIO Stock Logs Best Week In 4 Months Analyst Sees 30% Upside, Profitability By 2027 (Stocktwits)
Jul-31-26 03:18PM	NVIDIA Stock Rises 1.8% as Morningstar Sees $280 Value (GuruFocus.com)
Jul-30-26 09:26PM	HIMS Stock Eyes 4-Week Losing Streak: Legal Woes Fuel Very High Uncertainty As Analyst Sticks To No Moat Call (Stocktwits)
Jul-29-26 05:03PM	Morningstar: Q2 Earnings Snapshot (Associated Press)
04:15PM	Morningstar, Inc. Reports Second-Quarter 2026 Financial Results (Business Wire)
12:00AM	Buffett Followers Score a Rare Win for Value Investing in Spain (Bloomberg)
Jul-28-26 08:55AM	Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes (Business Wire) +6.41%
04:26AM	TSLA Stock Slips Premarket: Morningstar Calls Tesla Very Attractive After Earnings Rout Nows A Good Time To Buy (Stocktwits)
04:05AM	Loading…
Jul-27-26 04:05AM	VZ Stock Falls Premarket: Here's Why Morningstar Sees 23% Upside (Stocktwits) +5.69%
12:14AM	CXMT Can Rally More Than 1,200% on Market Share Win, Nomura Says (Bloomberg)
Jul-22-26 09:40AM	Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practices (Business Wire)
12:03AM	Why Income ETFs Are Having a Jerry Maguire Moment (The Daily Upside)
Jul-15-26 05:20AM	Morningstar Announces New London Office (Business Wire)
Jul-14-26 08:00AM	Small-Caps Offer Rare Value as Sector Gaps Narrow (ETF Trends)
06:19AM	You just retired (or are about to). Now what? (Associated Press)
Jul-12-26 07:02AM	A Trump Account could make your kid a millionaire by 45but financial experts say the apps projections come with a catch (Fortune)
Jul-10-26 07:41AM	MCO Stock: Collect 9.4% Now, In Exchange For 11% Of Upside (Trefis)
Jul-09-26 04:01AM	Investors Shift From Private Credit to Equity Semiliquid Funds (CRE Daily)
Jul-02-26 04:17PM	Reading more deeply into the headline risk of alternative investments (Financial Planning)
Jul-01-26 09:30AM	Avoiding Sequence Risk: When and How Clients Should Draw From Fixed Income First (Investopedia)
Jun-30-26 06:37AM	Could Netflix Make A Move After Comcast's Breakup? Morningstar Sees The Possibility (Stocktwits)
Jun-29-26 04:15PM	Morningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29 (Business Wire)
Jun-26-26 04:40PM	The Real Engine Behind S&P Global Stock Is Not What You Think (Trefis) +9.03%
11:55AM	ETFs lead growth in loan fund AUM as outlook on lending rates shifts (Pitchbook)
04:02AM	MU Stock Slips Premarket: Analyst Warns Revenue Could Halve By 2030 But Retail Still Targets $1,500 In A Year (Stocktwits)
Jun-25-26 09:30AM	Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows (Business Wire) -7.43%
08:00AM	First Calamos Autocallable ETF Celebrates 1-Year Anniversary (ETF Trends)
Jun-24-26 04:37PM	How to train clients for uncertainty, according to David Booth, Morningstar (Financial Planning)
11:00AM	Morningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market. (Business Wire)
Jun-23-26 12:03AM	Semiliquid Funds Close In on $600 Billion as Investors Pile into Private Markets (The Daily Upside)
Jun-19-26 03:00AM	Thinking About Switching Financial Advisors? Here's What to Know (SmartAsset)
Jun-18-26 04:15PM	Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share (Business Wire) -6.46%
12:02AM	Morningstar to Launch Public-Private Model Portfolios With Funds From Apollo, Franklin Templeton, JPMorgan (The Daily Upside)
Jun-17-26 02:17PM	The case for applying an old-school dividend strategy to investing today (Financial Planning)
11:05AM	Morningstar Wealth to Launch Public/Private Model Portfolios (Wealth Management)
09:15AM	Snubbing Nvidia for Adobe Costs Florida Stock-Picker $50 Billion (Bloomberg)
09:04AM	Morningstar teams up with Wall Street firms to open private markets to retail investors (Reuters)
07:00AM	Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios (Business Wire)
06:00AM	Morningstar Teams Up With Apollo, Franklin Templeton and J.P. Morgan on Public/Private Model Portfolios (Barrons.com)
Jun-16-26 11:46AM	What is an emerging market, and should you invest in them? (Moneyweek)
08:05AM	Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam (Business Wire)
01:59AM	Chinas Property Stocks Tumble Back to Pre-2024 Stimulus Levels (Bloomberg)
Jun-15-26 05:22PM	ARK Buys Millions of SpaceX Shares. Cathie Wood Doubles Down on Elon Musk. (Barrons.com)
Jun-13-26 03:11AM	Private market data sector seen reaching $30bn TAM by 2030 (Investing.com)
Jun-10-26 04:55PM	CME Group and Morningstar Announce Exclusive Index Derivatives Licensing Agreement (PR Newswire)
12:44PM	ETF flows fall in May as risk appetite diverges (Moneyweek)
Jun-09-26 04:32AM	PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings (Stocktwits)
Jun-08-26 08:50AM	Institutional investors have governance concerns about SpaceX IPO: Morningstar director (ESG Dive)
Jun-06-26 11:46AM	What SpaceX Downplays in Its $1.77 Trillion IPO Filing (BeInCrypto)
Jun-04-26 09:05AM	Broadcom Stock Dropped 15% Despite a Record Quarter and AI Revenue (BeInCrypto)
08:00AM	Morningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS Analytics (Business Wire)
Jun-03-26 01:55PM	Vanguards VOO Hits $1 Trillion of Assets in ETF Industry First (Bloomberg)
Jun-02-26 01:46PM	SpaceX valued at just $780 billion by Morningstar, less than half its IPO target (Yahoo Finance) -5.33%
09:35AM	Morningstar values SpaceX at $780 billion, below IPO target (Quartz)
Jun-01-26 01:46PM	Morningstar Questions Government Plan for Private Equity in 401(k)s (The Wall Street Journal) +7.58%
May-31-26 07:43AM	Morningstar's Subscription Flywheel Compounds While the Stock Sits at Half Price (GuruFocus.com)
May-27-26 09:00AM	Morningstar Shares Perspective from Global Asset Owners (Business Wire)
12:03AM	Fee Wars Are Changing Which ETFs Go to Market. Heres How (The Daily Upside)
May-26-26 07:11AM	Is your cautious retirement spending doing more harm than good? (Associated Press)
May-20-26 08:30AM	Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics (Business Wire)
May-19-26 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)
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)
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)

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 Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. It includes product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. The PitchBook segment provides investors access to data, proprietary research, analytics, and AI-enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and M&A. The platform offers access to Morningstar's public-equity data and research. The Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Credit includes the Morningstar DBRS product area and the Morningstar Credit data and credit analytics product areas. The Morningstar Wealth segment provides investment products, investor tools, and an advisor platform powered by research and data. Morningstar Wealth serves financial advisors through model portfolios, separately managed accounts, and an advisor platform powered by research and data, and individuals through Morningstar Investor. The Morningstar Retirement segment offers products designed to help individuals reach their 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
Mansueto Joseph D	Executive Chairman	Aug 24 '26	Sale	218.84	5,659	1,238,394	7,938,192	Aug 24 05:15 PM
Mansueto Joseph D	Executive Chairman	Aug 20 '26	Sale	214.16	7,250	1,552,628	7,947,946	Aug 21 04:47 PM
Mansueto Joseph D	Executive Chairman	Aug 21 '26	Sale	216.75	4,095	887,609	7,943,851	Aug 21 04:47 PM
Mansueto Joseph D	Executive Chairman	Aug 18 '26	Sale	210.26	7,906	1,662,311	7,960,570	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 17 '26	Sale	207.04	7,250	1,501,068	7,969,696	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 19 '26	Sale	213.75	6,594	1,409,451	7,955,196	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 14 '26	Sale	206.88	7,250	1,499,863	7,976,946	Aug 14 05:56 PM
Mansueto Joseph D	Executive Chairman	Aug 13 '26	Sale	197.92	7,250	1,434,945	7,984,196	Aug 14 05:56 PM
Mansueto Joseph D	Executive Chairman	Aug 10 '26	Sale	201.84	7,250	1,463,370	7,999,670	Aug 12 06:54 PM
Mansueto Joseph D	Executive Chairman	Aug 12 '26	Sale	195.27	7,250	1,415,672	7,991,446	Aug 12 06:54 PM
Mansueto Joseph D	Executive Chairman	Aug 11 '26	Sale	200.32	974	195,108	7,998,696	Aug 12 06:54 PM
Mansueto Joseph D	Executive Chairman	Aug 07 '26	Sale	199.63	7,250	1,447,293	8,006,920	Aug 07 07:12 PM
Mansueto Joseph D	Executive Chairman	Aug 06 '26	Sale	198.38	2,272	450,730	8,014,170	Aug 07 07:12 PM
Mansueto Joseph D	Executive Chairman	Aug 05 '26	Sale	201.06	7,250	1,457,686	8,016,442	Aug 05 05:35 PM
Mansueto Joseph D	Executive Chairman	Aug 04 '26	Sale	199.67	7,250	1,447,590	8,023,692	Aug 05 05:35 PM
Mansueto Joseph D	Executive Chairman	Aug 03 '26	Sale	199.20	7,250	1,444,216	8,030,942	Aug 05 05:35 PM
Lyons William M	Director	Aug 03 '26	Sale	199.00	1,000	199,000	12,904	Aug 03 06:15 PM
Mansueto Joseph D	Officer	Aug 03 '26	Proposed Sale	199.20	100,000	19,920,220		Aug 03 05:04 PM
Lyons William M	Director	Aug 03 '26	Proposed Sale	199.00	1,000	199,000		Aug 03 05:02 PM
Lyons William M	Director	May 27 '26	Sale	179.00	700	125,300	13,904	May 27 04:40 PM
Lyons William M	Director	May 27 '26	Proposed Sale	179.00	700	125,300		May 27 04:04 PM
Mansueto Joseph D	Executive Chairman	May 21 '26	Sale	172.53	7,250	1,250,840	8,045,762	May 22 04:52 PM
Mansueto Joseph D	Executive Chairman	May 22 '26	Sale	176.72	2,270	401,145	8,043,492	May 22 04:52 PM
Mansueto Joseph D	Executive Chairman	May 18 '26	Sale	175.84	7,250	1,274,832	8,066,990	May 20 05:06 PM
Mansueto Joseph D	Executive Chairman	May 20 '26	Sale	171.57	7,250	1,243,890	8,053,012	May 20 05:06 PM
Mansueto Joseph D	Executive Chairman	May 19 '26	Sale	178.33	6,728	1,199,804	8,060,262	May 20 05:06 PM
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

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