Mansueto Joseph D sold MORN
August 7, 2025 · Form 4 insider transaction
Mansueto Joseph D sold 526 shares of Morningstar, Inc. at $263.37 per share, a transaction worth $138.5K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 4 days after the transaction.
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 $263.0700 to $263.6150. 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.