Mansueto Joseph D sold MORN

August 20, 2026 · Form 4 insider transaction

Mansueto Joseph D sold 1,359 shares of Morningstar, Inc. at $214.16 per share, a transaction worth $291.1K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 1 day after the transaction.

Direction
Disposed (sell-side)
Shares
1,359
Price
$214.16
Total value
$291.1K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 20, 2026
Filing dateAugust 21, 2026
Shares owned after7,950,680
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 $213.7450 to $214.7200. 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