Dudediligence.

Morningstar, Inc

MORNNASDAQ · Investment Advice
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Last 12 months

Sales planned on beside the trades reported on , and whether each names a .

Planned ·

$79.0M

8 notices · 403,028 sh

Oct 2025 to Oct 2026

Reported ·

$55.5M

193 sales · 1 buy · $186,590 bought

Oct 2025 to Jun 2026

The two figures cover different periods.

190 of 193 reported sales carry the 10b5-1 box. Together they are 0.80% of the shares on issue.

PLANNED · FORM 144Oct 2025 to Oct 2026REPORTED · FORM 4Oct 2025 to Jun 2026N2025DJ2026FMAMJJASO2026-08-03: Mansueto Joseph D, Form 1442026-08-03: Lyons William M, Form 1442026-05-27: Lyons William M, Form 1442026-05-12: Landis Gail S, Form 1442026-05-01: Mansueto Joseph D, Form 1442026-02-02: Mansueto Joseph D, Form 1442025-12-29: TSAY CAROLINE J, Form 1442025-11-03: Mansueto Joseph D, Form 1442025-11-03: Mansueto Joseph D, sold2025-11-05: Mansueto Joseph D, sold2025-11-07: Mansueto Joseph D, sold2025-11-12: Mansueto Joseph D, sold2025-11-14: Mansueto Joseph D, sold2025-11-18: Mansueto Joseph D, sold2025-11-20: Mansueto Joseph D, sold2025-11-24: Mansueto Joseph D, sold2025-12-29: TSAY CAROLINE J, sold2026-02-02: Mansueto Joseph D, sold2026-02-04: Mansueto Joseph D, sold2026-02-09: Mansueto Joseph D, sold2026-02-12: Mansueto Joseph D, sold2026-02-17: Mansueto Joseph D, sold2026-02-19: Mansueto Joseph D, sold2026-02-24: Mansueto Joseph D, sold2026-02-26: Mansueto Joseph D, sold2026-03-02: Mansueto Joseph D, sold2026-03-04: Holt Michael, bought2026-05-01: Mansueto Joseph D, sold2026-05-05: Mansueto Joseph D, sold2026-05-08: Mansueto Joseph D, sold2026-05-14: Mansueto Joseph D, sold2026-05-15: Holt Michael, sold2026-05-18: Mansueto Joseph D, sold2026-05-21: Mansueto Joseph D, sold2026-05-27: Lyons William M, sold
under a no plan named▼ sale▲ buysize is dollars

Form 144 notices, newest first

2026-08-03Mansueto Joseph D, Executive Chairman$19.9M
100,000 shplan 2025-11-19Form 4s on file end Jun 23144 ↗
2026-08-03Lyons William M, Director$199,000
1,000 shno plan dateForm 4s on file end Jun 23144 ↗
2026-05-27Lyons William M, Director$125,300
700 shno plan date144 ↗
Form 4, 2026-05-27: sold 700 at $179.00 Form 4 ↗
2026-05-12Landis Gail S, Former Affiliate$129,551
728 shno plan dateForm 4s on file end Jun 23144 ↗
2026-05-01Mansueto Joseph D, Executive Chairman$17.1M
100,000 shplan 2025-11-19144 ↗
Form 4, 2026-05-04: sold 14,500 at $170.50 Form 4 ↗
2026-02-02Mansueto Joseph D, Executive Chairman$20.2M
100,000 shplan 2024-11-15144 ↗
Form 4, 2026-02-04: sold 857 at $202.38 Form 4 ↗
2025-12-29TSAY CAROLINE J, Director$131,090
600 shno plan date144 ↗
Form 4, 2025-12-30: sold 600 at $218.48 Form 4 ↗
2025-11-03Mansueto Joseph D, Executive Chairman$21.2M
100,000 shplan 2024-11-15144 ↗
Form 4, 2025-11-05: sold 14,168 at $212.82 Form 4 ↗