Mansueto Joseph D sold MORN

August 20, 2025 · Form 4 insider transaction

Mansueto Joseph D sold 2,446 shares of Morningstar, Inc. at $260.69 per share, a transaction worth $637.6K. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 2 days after the transaction.

Direction
Disposed (sell-side)
Shares
2,446
Price
$260.69
Total value
$637.6K
Role
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateAugust 20, 2025
Filing dateAugust 22, 2025
Shares owned after9,333,462
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 $260.3700 to $261.3075. 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 20, 2025 | Insider Trading Screener