Director Share Dealings - Morningstar Inc (MORN)

Director deals

Listed below are trades carried out by directors and other individuals which are required to be notified to the market.

≈ Figures for the value of trade may not add up due to rounding.

Recent deals

Date	Name and position (if held)	Deal type	Number of shares dealt	Price per share	Value of trade ≈	Shares remaining
1 September 2026	Michael (Mike) HoltCFO	Sell Tax related	54	$218.94	$11,822.76	12,272
1 September 2026	Conan WiersemaChief Accounting Officer	Sell Tax related	29	$218.94	$6,349.26	3,068
24 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	220	$216.01	$47,521.83	7,943,631
24 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	1,181	$217.26	$256,580.64	7,942,450
24 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	1,740	$218.43	$380,074.12	7,940,710
24 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	978	$219.44	$214,608.99	7,939,732
24 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	1,314	$220.42	$289,635.43	7,938,418
24 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	226	$221.12	$49,972.94	7,938,192
21 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	3,827	$216.70	$829,301.33	7,944,119
21 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	268	$217.57	$58,307.82	7,943,851

5 most significant deals

Date	Name and position (if held)	Deal type	Number of shares dealt	Price per share	Value of trade ≈	Shares remaining
14 November 2025	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	6,969	$213.32	$1,486,609.66	8,632,487
10 August 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	7,250	$201.84	$1,463,369.73	7,999,670
13 November 2025	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	6,708	$215.28	$1,444,066.71	8,639,596
19 November 2025	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	6,575	$209.12	$1,374,952.17	8,617,592
27 February 2026	Joseph D (Joe) MansuetoExecutive Chairman	Sell Regular sell transaction (market)	7,012	$181.55	$1,273,048.93	8,141,592

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Director deal information provided by Factset.