Mansueto Joseph D sold MORN

August 8, 2025 · Form 4 insider transaction

Mansueto Joseph D sold 3,104 shares of Morningstar, Inc. at $260.85 per share, a transaction worth $809.7K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 3 days after the transaction.

Direction
Disposed (sell-side)
Shares
3,104
Price
$260.85
Total value
$809.7K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 8, 2025
Filing dateAugust 11, 2025
Shares owned after9,390,552
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 $260.2450 to $261.1550. 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 8, 2025 | Insider Trading Screener