Joseph D. Mansueto - Executive Chairman, Director, More than 10% owner at Morningstar, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Executive Chairman, Director, More than 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.

Class Num Shares Value Price $ Report Date Ownership Underlying Class Underlying Amount
Common Stock 10,662,525 $3.08B $288.82 May 30, 2024 Direct
Commonn Stock 11,414,306 $2.35B $206.22 Jun 8, 2023 Direct
Common Stock 150,000 $43.3M $288.82 May 29, 2024 By Trust

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

Sym Class Transaction % Value $ Price $ Shares Shares After Date Ownership