Joseph D. Mansueto - Executive Chairman, Director, 10%+ Owner at Morningstar, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Executive Chairman, Director, 10%+ Owner
Stock Symbol
MORN on Nasdaq
Industry
Investment Advice
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Joseph D. Mansueto - trading volume in the past year for Morningstar, Inc.

Holdings reported by Joseph D. Mansueto for Morningstar, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Common Stock 8.62M $1.82B $211.27 Nov 19, 2025 Direct
Common Stock 150K $32.2M $214.43 Nov 18, 2025 By Trust

Transactions reported by Joseph D. Mansueto for Morningstar, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.