Mansueto Joseph D sold MORN
December 12, 2025 · Form 4 insider transaction
Mansueto Joseph D sold 27,775 shares of Morningstar, Inc. at $0.00 per share, a transaction worth N/A. The trade was recorded as gift and disclosed on an SEC Form 4, filed 3 days after the transaction.
Footnotes
In the fourth quarter of 2025, the reporting person contributed 1,500,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings.; In the fourth quarter of 2025, 1,165,192 shares of Morningstar common stock were distributed to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which were previously included as indirect holdings are now reported as directly held.