Mansueto Joseph D sold MORN

August 5, 2025 · Form 4 insider transaction

Mansueto Joseph D sold 114 shares of Morningstar, Inc. at $271.17 per share, a transaction worth $30.9K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 1 day after the transaction.

Direction
Disposed (sell-side)
Shares
114
Price
$271.17
Total value
$30.9K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 5, 2025
Filing dateAugust 6, 2025
Shares owned after9,405,818
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 $271.1350 to $271.1725. 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: August 5, 2025 | Insider Trading Screener