Joseph D. Mansueto's most recent trade in Morningstar Inc was a trade of 3,122 Common Stock done at an average price of $182.3 . Disclosure was reported to the exchange on March 2, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 182.32 per share. | 02 Mar 2026 | 3,122 | 8,138,232 (18%) | 0% | 182.3 | 569,191 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 181.55 per share. | 26 Feb 2026 | 7,012 | 8,141,592 (18%) | 0% | 181.6 | 1,273,049 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 178.61 per share. | 26 Feb 2026 | 3,014 | 8,149,925 (19%) | 0% | 178.6 | 538,335 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 176.32 per share. | 26 Feb 2026 | 1,615 | 8,153,939 (19%) | 0% | 176.3 | 284,756 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 176.90 per share. | 26 Feb 2026 | 1,000 | 8,152,939 (19%) | 0% | 176.9 | 176,900 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 179.38 per share. | 26 Feb 2026 | 752 | 8,149,173 (19%) | 0% | 179.4 | 134,895 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 182.69 per share. | 26 Feb 2026 | 288 | 8,148,604 (19%) | 0% | 182.7 | 52,615 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 182.92 per share. | 26 Feb 2026 | 200 | 8,141,392 (18%) | 0% | 182.9 | 36,585 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 172.92 per share. | 26 Feb 2026 | 200 | 8,155,654 (19%) | 0% | 172.9 | 34,583 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 181.81 per share. | 26 Feb 2026 | 160 | 8,148,892 (19%) | 0% | 181.8 | 29,089 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 180.86 per share. | 26 Feb 2026 | 121 | 8,149,052 (19%) | 0% | 180.9 | 21,884 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 174.58 per share. | 26 Feb 2026 | 100 | 8,155,554 (19%) | 0% | 174.6 | 17,458 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 183.39 per share. | 26 Feb 2026 | 38 | 8,141,354 (18%) | 0% | 183.4 | 6,969 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 164.72 per share. | 24 Feb 2026 | 3,650 | 8,157,759 (19%) | 0% | 164.7 | 601,224 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 157.96 per share. | 24 Feb 2026 | 2,298 | 8,167,614 (19%) | 0% | 158.0 | 362,987 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 160.51 per share. | 24 Feb 2026 | 1,965 | 8,164,363 (19%) | 0% | 160.5 | 315,407 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.32 per share. | 24 Feb 2026 | 1,395 | 8,161,709 (19%) | 0% | 162.3 | 226,442 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 159.32 per share. | 24 Feb 2026 | 1,286 | 8,166,328 (19%) | 0% | 159.3 | 204,885 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 165.43 per share. | 24 Feb 2026 | 1,102 | 8,156,657 (19%) | 0% | 165.4 | 182,308 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 161.36 per share. | 24 Feb 2026 | 910 | 8,163,453 (19%) | 0% | 161.4 | 146,837 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 156.92 per share. | 24 Feb 2026 | 442 | 8,169,912 (19%) | 0% | 156.9 | 69,357 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.43 per share. | 24 Feb 2026 | 347 | 8,163,106 (19%) | 0% | 162.4 | 56,362 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 163.46 per share. | 24 Feb 2026 | 300 | 8,161,409 (19%) | 0% | 163.5 | 49,037 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 168.38 per share. | 24 Feb 2026 | 234 | 8,156,345 (19%) | 0% | 168.4 | 39,402 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 172.16 per share. | 24 Feb 2026 | 231 | 8,155,880 (19%) | 0% | 172.2 | 39,769 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 169.71 per share. | 24 Feb 2026 | 130 | 8,156,215 (19%) | 0% | 169.7 | 22,062 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 170.77 per share. | 24 Feb 2026 | 104 | 8,156,111 (19%) | 0% | 170.8 | 17,760 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 167.22 per share. | 24 Feb 2026 | 78 | 8,156,579 (19%) | 0% | 167.2 | 13,043 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 172.88 per share. | 24 Feb 2026 | 26 | 8,155,854 (19%) | 0% | 172.9 | 4,495 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 163.00 per share. | 24 Feb 2026 | 2 | 8,163,104 (19%) | 0% | 163 | 326 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 161.86 per share. | 19 Feb 2026 | 7,138 | 8,177,074 (19%) | 0% | 161.9 | 1,155,325 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 161.10 per share. | 19 Feb 2026 | 5,147 | 8,171,815 (19%) | 0% | 161.1 | 829,196 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.16 per share. | 19 Feb 2026 | 1,461 | 8,170,354 (19%) | 0% | 162.2 | 236,916 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.75 per share. | 19 Feb 2026 | 112 | 8,176,962 (19%) | 0% | 162.8 | 18,228 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 159.11 per share. | 17 Feb 2026 | 4,201 | 8,185,983 (19%) | 0% | 159.1 | 668,431 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 160.53 per share. | 17 Feb 2026 | 4,089 | 8,192,378 (19%) | 0% | 160.5 | 656,401 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 159.78 per share. | 17 Feb 2026 | 1,786 | 8,196,467 (19%) | 0% | 159.8 | 285,373 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 157.97 per share. | 17 Feb 2026 | 1,278 | 8,190,184 (19%) | 0% | 158.0 | 201,885 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 159.95 per share. | 17 Feb 2026 | 1,077 | 8,184,906 (19%) | 0% | 159.9 | 172,265 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 161.46 per share. | 17 Feb 2026 | 816 | 8,191,562 (19%) | 0% | 161.5 | 131,748 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.69 per share. | 17 Feb 2026 | 513 | 8,184,212 (19%) | 0% | 162.7 | 83,460 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 161.27 per share. | 17 Feb 2026 | 181 | 8,184,725 (19%) | 0% | 161.3 | 29,190 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.41 per share. | 17 Feb 2026 | 100 | 8,191,462 (19%) | 0% | 162.4 | 16,241 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 154.61 per share. | 12 Feb 2026 | 6,116 | 8,206,326 (19%) | 0% | 154.6 | 945,577 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 154.73 per share. | 12 Feb 2026 | 2,676 | 8,202,827 (19%) | 0% | 154.7 | 414,063 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 155.73 per share. | 12 Feb 2026 | 1,693 | 8,201,134 (19%) | 0% | 155.7 | 263,651 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 157.75 per share. | 12 Feb 2026 | 1,424 | 8,199,013 (19%) | 0% | 157.8 | 224,643 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 155.64 per share. | 12 Feb 2026 | 717 | 8,205,609 (19%) | 0% | 155.6 | 111,592 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 156.79 per share. | 12 Feb 2026 | 697 | 8,200,437 (19%) | 0% | 156.8 | 109,280 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 158.84 per share. | 12 Feb 2026 | 613 | 8,198,400 (19%) | 0% | 158.8 | 97,369 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 159.76 per share. | 12 Feb 2026 | 147 | 8,198,253 (19%) | 0% | 159.8 | 23,484 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 156.45 per share. | 12 Feb 2026 | 106 | 8,205,503 (19%) | 0% | 156.5 | 16,584 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.84 per share. | 09 Feb 2026 | 3,214 | 8,212,442 (19%) | 0% | 162.8 | 523,356 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 164.60 per share. | 09 Feb 2026 | 1,129 | 8,216,180 (19%) | 0% | 164.6 | 185,831 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 165.88 per share. | 09 Feb 2026 | 524 | 8,215,656 (19%) | 0% | 165.9 | 86,919 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 180.88 per share. | 04 Feb 2026 | 3,876 | 8,231,524 (19%) | 0% | 180.9 | 701,096 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 168.53 per share. | 04 Feb 2026 | 3,854 | 8,219,807 (19%) | 0% | 168.5 | 649,501 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 184.87 per share. | 04 Feb 2026 | 2,412 | 8,226,540 (19%) | 0% | 184.9 | 445,906 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 179.96 per share. | 04 Feb 2026 | 1,975 | 8,235,400 (19%) | 0% | 180.0 | 355,420 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 185.83 per share. | 04 Feb 2026 | 1,825 | 8,224,715 (19%) | 0% | 185.8 | 339,141 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 181.76 per share. | 04 Feb 2026 | 1,399 | 8,230,125 (19%) | 0% | 181.8 | 254,289 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 170.33 per share. | 04 Feb 2026 | 1,218 | 8,218,589 (19%) | 0% | 170.3 | 207,468 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 171.53 per share. | 04 Feb 2026 | 780 | 8,217,809 (19%) | 0% | 171.5 | 133,795 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 183.47 per share. | 04 Feb 2026 | 777 | 8,228,952 (19%) | 0% | 183.5 | 142,557 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 188.12 per share. | 04 Feb 2026 | 600 | 8,223,661 (19%) | 0% | 188.1 | 112,869 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 172.67 per share. | 04 Feb 2026 | 500 | 8,217,309 (19%) | 0% | 172.7 | 86,336 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 186.75 per share. | 04 Feb 2026 | 454 | 8,224,261 (19%) | 0% | 186.7 | 84,783 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 182.39 per share. | 04 Feb 2026 | 271 | 8,229,729 (19%) | 0% | 182.4 | 49,429 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 180.24 per share. | 04 Feb 2026 | 125 | 8,230,000 (19%) | 0% | 180.2 | 22,530 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 201.47 per share. | 02 Feb 2026 | 439 | 8,237,793 (19%) | 0% | 201.5 | 88,446 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 203.34 per share. | 02 Feb 2026 | 418 | 8,237,375 (19%) | 0% | 203.3 | 84,996 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Dec 2025 | 27,775 | 8,238,232 (19%) | 0% | 0 | Common Stock | |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 213.75 per share. | 24 Nov 2025 | 570 | 8,600,893 (20%) | 0% | 213.7 | 121,835 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 212.74 per share. | 24 Nov 2025 | 481 | 8,601,463 (20%) | 0% | 212.7 | 102,328 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 211.99 per share. | 24 Nov 2025 | 316 | 8,602,101 (20%) | 0% | 212.0 | 66,990 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 211.31 per share. | 24 Nov 2025 | 157 | 8,601,944 (20%) | 0% | 211.3 | 33,175 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 214.51 per share. | 24 Nov 2025 | 78 | 8,600,815 (20%) | 0% | 214.5 | 16,732 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 210.72 per share. | 20 Nov 2025 | 4,000 | 8,611,813 (20%) | 0% | 210.7 | 842,892 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 211.41 per share. | 20 Nov 2025 | 3,535 | 8,603,431 (20%) | 0% | 211.4 | 747,328 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 210.15 per share. | 20 Nov 2025 | 2,701 | 8,606,966 (20%) | 0% | 210.1 | 567,607 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 211.71 per share. | 20 Nov 2025 | 2,069 | 8,609,744 (20%) | 0% | 211.7 | 438,030 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 209.82 per share. | 20 Nov 2025 | 1,104 | 8,615,813 (20%) | 0% | 209.8 | 231,644 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 212.82 per share. | 20 Nov 2025 | 566 | 8,602,865 (20%) | 0% | 212.8 | 120,454 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 214.12 per share. | 20 Nov 2025 | 361 | 8,602,504 (20%) | 0% | 214.1 | 77,299 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 214.84 per share. | 20 Nov 2025 | 87 | 8,602,417 (20%) | 0% | 214.8 | 18,691 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 212.61 per share. | 20 Nov 2025 | 77 | 8,609,667 (20%) | 0% | 212.6 | 16,371 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 209.12 per share. | 18 Nov 2025 | 6,575 | 8,617,592 (20%) | 0% | 209.1 | 1,374,952 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 208.29 per share. | 18 Nov 2025 | 3,069 | 8,626,331 (20%) | 0% | 208.3 | 639,251 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 207.27 per share. | 18 Nov 2025 | 2,017 | 8,629,400 (20%) | 0% | 207.3 | 418,054 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 208.97 per share. | 18 Nov 2025 | 1,684 | 8,624,647 (20%) | 0% | 209.0 | 351,900 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 210.18 per share. | 18 Nov 2025 | 480 | 8,624,167 (20%) | 0% | 210.2 | 100,885 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 210.17 per share. | 18 Nov 2025 | 413 | 8,617,179 (20%) | 0% | 210.2 | 86,800 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 211.27 per share. | 18 Nov 2025 | 262 | 8,616,917 (20%) | 0% | 211.3 | 55,352 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 213.32 per share. | 14 Nov 2025 | 6,969 | 8,632,487 (20%) | 0% | 213.3 | 1,486,610 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 211.12 per share. | 14 Nov 2025 | 1,070 | 8,631,417 (20%) | 0% | 211.1 | 225,902 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 215.28 per share. | 12 Nov 2025 | 6,708 | 8,639,596 (20%) | 0% | 215.3 | 1,444,067 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 215.18 per share. | 12 Nov 2025 | 4,284 | 8,647,661 (20%) | 0% | 215.2 | 921,815 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 214.07 per share. | 12 Nov 2025 | 1,609 | 8,651,945 (20%) | 0% | 214.1 | 344,434 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 215.73 per share. | 12 Nov 2025 | 1,357 | 8,646,304 (20%) | 0% | 215.7 | 292,741 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 216.59 per share. | 12 Nov 2025 | 140 | 8,639,456 (20%) | 0% | 216.6 | 30,323 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 215.03 per share. | 07 Nov 2025 | 5,376 | 8,662,678 (20%) | 0% | 215.0 | 1,156,015 | Common Stock |