$MORN SEC Filings

Disposed of 657,779 shares (Other Transaction)

Holds 3,853,827 shares of Common Stock

Investor Questions and Answers: September 25, 2026 We encourage current shareholders, potential shareholders, and other interested parties to send questions to us in writing and we make written responses available on a periodic basis. Th...

Contact: Stephanie Lerdall, +1 312 696-6037, [email protected] FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share CHICAGO, Sept. 18, 2026 – The board of directors of Morningstar, Inc. (Nasdaq...

Gave up 29 shares to cover exercise price or tax ($6.35K)

Gave up 54 shares to cover exercise price or tax ($11.8K)

Disposed of 376,969 shares (Other Transaction)

Sold 5,659 shares ($1.24M)

Sold 7,250 shares ($1.55M) · Sold 4,095 shares ($888K)

Sold 7,250 shares ($1.5M) · Sold 7,906 shares ($1.66M) · Sold 6,594 shares ($1.41M)

Sold 7,250 shares ($1.43M) · Sold 7,250 shares ($1.5M)

Sold 7,250 shares ($1.46M) · Sold 974 shares ($195K) · Sold 7,250 shares ($1.42M)

Sold 2,272 shares ($451K) · Sold 7,250 shares ($1.45M)

Holds 3,860,796 shares of Common Stock

Gave 5,300 shares as a gift · Sold 7,250 shares ($1.44M) · Sold 7,250 shares ($1.45M) · 1 more

Sold 1,000 shares ($199K)