Mansueto Daniel sold MORN

September 30, 2026 · Form 4 insider transaction

Mansueto Daniel sold 657,779 shares of Morningstar, Inc. at $0.00 per share, a transaction worth N/A. The trade was recorded as j and disclosed on an SEC Form 4, filed 2 days after the transaction.

Direction
Disposed (sell-side)
Shares
657,779
Price
$0.00
Total value
N/A
Role—
SecurityCommon Stock
Transaction codeJ: J
Transaction dateSeptember 30, 2026
Filing dateOctober 2, 2026
Shares owned after3,196,048
OwnershipIndirect
10b5-1 planNo
AmendedNo

Footnotes

On September 30, 2026, the trustee of a grantor retained annuity trust for which the reporting person serves as the voting agent, made a scheduled annuity distribution of 657,779 shares held by such trust to the grantor of the trust in satisfaction of an annuity payment obligation pursuant to the terms of the trust.; The shares are held in grantor retained annuity trusts for which the reporting person serves as the voting agent. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16, except to the extent of the reporting person's pecuniary interest.

View the original Form 4 on SEC EDGAR