Mansueto Joseph D sold MORN
May 1, 2026 · Form 4 insider transaction
Mansueto Joseph D sold 150 shares of Morningstar, Inc. at $168.84 per share, a transaction worth $25.3K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 3 days after the transaction.
Footnotes
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025.; The transaction was executed in multiple trades at prices ranging from $168.4350 to $169.0000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.; In the first quarter of 2026, the reporting person contributed 380,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings.; In the first quarter of 2026, 385,260 shares were distributed to the reporting person from a grantor retained annuity trust established for the benefit of the reporting person and his children which were previously included as indirect holdings and are now reported as directly held.