Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 14,500 Morningstar, Inc. shares (Form 4)

Traded May 1 to May 4, 2026 · Filed May 4, 2026

From May 1 to May 4, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 14,500 Morningstar, Inc. shares at an average US$170.50 for US$2.47M under a trading plan, leaving 8,128,992 shares. Filed May 4, 2026 (Form 4).

Sold
14,500 shares
Price
US$170.50 average (US$168.56 to US$174.21)
Value
US$2.47M
Holding after
8,128,992 shares
Trading plan
Yes (Made under a plan set in advance)
Role
Director, Executive Chairman, 10% owner

The filing in full

DateSecurityTransactionSharesPriceHolding afterOwnership
May 1, 2026Common StockSale150US$168.848,143,342Direct
May 1, 2026Common StockSale1,892US$170.368,141,450Direct
May 1, 2026Common StockSale4,698US$171.198,136,752Direct
May 1, 2026Common StockSale406US$172.188,136,346Direct
May 1, 2026Common StockSale104US$174.218,136,242Direct
May 4, 2026Common StockSale2,256US$168.568,133,986Direct
May 4, 2026Common StockSale1,803US$169.658,132,183Direct
May 4, 2026Common StockSale2,063US$170.938,130,120Direct
May 4, 2026Common StockSale1,128US$171.588,128,992Direct

Source

View original at SEC

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