Mansueto Joseph D sold MORN

November 18, 2025 · Form 4 insider transaction

Mansueto Joseph D sold 1,684 shares of Morningstar, Inc. at $208.97 per share, a transaction worth $351.9K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 2 days after the transaction.

Direction
Disposed (sell-side)
Shares
1,684
Price
$208.97
Total value
$351.9K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateNovember 18, 2025
Filing dateNovember 20, 2025
Shares owned after8,624,647
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 $208.7950 to $209.7800. 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 18, 2025 | Insider Trading Screener