Form4insider filings, from the source

Company · CIK 0001289419 · SIC 6282 — Investment Advice · Nasdaq

Morningstar, Inc. · MORN

Insider activity reported against this company. All insider holders · On EDGAR ↗

1M3M6M1Y2YAll datashares as filed — not split-adjusted
Open-market buys & salesbuys $0 · 0sales $20.7M · 8net −$20.7M
$10k$10k$100k$100k$1M$1M$10M$10MbuyssalesJun 28Jul 13Jul 28Aug 13Aug 28Sep 13Sep 28

Reported at this company — common stock

TradeReported (ET)InsiderSharesAvg priceTotalOwned afterΔ stakeFlags
Sep 1, 2026 FForm 4 →Sep 2, 5:40 pm EDTConan WiersemaCAO & PAO29$218.94$6,3493,068—
Sep 1, 2026 FForm 4 →Sep 2, 5:35 pm EDTMichael HoltChief Financial Officer54$218.94$11,82312,272—
Aug 24, 2026 JForm 4 →Aug 26, 4:54 pm EDTDaniel Mansueto10% Owner376,969——3,483,827—
Aug 24, 2026 SForm 4 →Aug 24, 5:15 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner5,659$218.84$1,238,3947,938,192−0.07%10b5-1
Aug 20, 2026 SForm 4 →Aug 21, 4:47 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner11,345$215.09$2,440,2387,943,851−0.14%10b5-1
Aug 17, 2026 SForm 4 →Aug 19, 5:31 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner21,750$210.25$4,572,8307,955,196−0.27%10b5-1
Aug 13, 2026 SForm 4 →Aug 14, 5:56 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner14,500$202.40$2,934,8087,976,946−0.18%10b5-1
Aug 10, 2026 SForm 4 →Aug 12, 6:54 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner15,474$198.67$3,074,1517,991,446−0.19%10b5-1
Aug 6, 2026 SForm 4 →Aug 7, 7:12 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner9,522$199.33$1,898,0238,006,920−0.12%10b5-1
Aug 3, 2026 SForm 4 →Aug 5, 5:35 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner21,750$199.98$4,349,4928,016,442−0.27%10b5-1
Aug 3, 2026 GForm 4 →Aug 5, 5:35 pm EDTJoseph D MansuetoExecutive Chairman, Director, 10% Owner5,300——8,038,192—10b5-1
Aug 3, 2026 SForm 4 →Aug 3, 6:15 pm EDTWilliam M LyonsDirector1,000$199.00$199,00012,904−7.19%

Reported at this company — derivatives (options, RSUs, warrants)

No reported derivative activity in this period.