Mansueto Joseph D sold MORN

May 21, 2026 · Form 4 insider transaction

Mansueto Joseph D sold 1,935 shares of Morningstar, Inc. at $172.87 per share, a transaction worth $334.5K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 1 day after the transaction.

Direction
Disposed (sell-side)
Shares
1,935
Price
$172.87
Total value
$334.5K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateMay 21, 2026
Filing dateMay 22, 2026
Shares owned after8,045,996
OwnershipDirect
10b5-1 planYes
AmendedNo

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 $172.6700 to $173.6600. 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.

View the original Form 4 on SEC EDGAR