Mansueto Joseph D sold MORN

August 7, 2026 · Form 4 insider transaction

Mansueto Joseph D sold 2,559 shares of Morningstar, Inc. at $199.34 per share, a transaction worth $510.1K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 0 days after the transaction.

Direction
Disposed (sell-side)
Shares
2,559
Price
$199.34
Total value
$510.1K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 7, 2026
Filing dateAugust 7, 2026
Shares owned after8,009,992
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 $199.0050 to $199.9100 . 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