Mansueto Joseph D sold MORN

November 7, 2025 · Form 4 insider transaction

Mansueto Joseph D sold 340 shares of Morningstar, Inc. at $214.55 per share, a transaction worth $72.9K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 5 days after the transaction.

Direction
Disposed (sell-side)
Shares
340
Price
$214.55
Total value
$72.9K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateNovember 7, 2025
Filing dateNovember 12, 2025
Shares owned after8,668,092
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 15, 2024.; The transaction was executed in multiple trades at prices ranging from $214.2350 to $215.1400. 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
Mansueto Joseph D sold MORN: November 7, 2025 | Insider Trading Screener