Mansueto Joseph D sold MORN

August 18, 2026 · Form 4 insider transaction

Mansueto Joseph D sold 913 shares of Morningstar, Inc. at $208.13 per share, a transaction worth $190.0K. 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
913
Price
$208.13
Total value
$190.0K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 18, 2026
Filing dateAugust 19, 2026
Shares owned after7,968,783
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 $207.8650 to $208.8250. 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