Mansueto Joseph D sold MORN

March 2, 2026 · Form 4 insider transaction

Mansueto Joseph D sold 3,122 shares of Morningstar, Inc. at $182.32 per share, a transaction worth $569.2K. 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
3,122
Price
$182.32
Total value
$569.2K
Role—
SecurityCommon Stock
Transaction codeS: Open-market sale
Transaction dateMarch 2, 2026
Filing dateMarch 2, 2026
Shares owned after8,138,232
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 $182.1400 to $182.8300. 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: March 2, 2026 | Insider Trading Screener