Mansueto Joseph D sold MORN

February 27, 2026 · Form 4 insider transaction

Mansueto Joseph D sold 7,012 shares of Morningstar, Inc. at $181.55 per share, a transaction worth $1.27M. The trade was recorded as open-market sale under a pre-scheduled Rule 10b5-1 plan and disclosed on an SEC Form 4, filed 0 days after the transaction.

Direction
Disposed (sell-side)
Shares
7,012
Price
$181.55
Total value
$1.27M
Role—
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateFebruary 27, 2026
Filing dateFebruary 27, 2026
Shares owned after8,141,592
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 $181.3100 to $182.2250. 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: February 27, 2026 | Insider Trading Screener