Morningstar, Inc. · NASDAQ:MORN
Mansueto Joseph D sold 21,750 Morningstar, Inc. shares (Form 4)
Traded May 5 to May 7, 2026 · Filed May 7, 2026
From May 5 to May 7, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 21,750 Morningstar, Inc. shares at an average US$168.78 for US$3.67M under a trading plan, leaving 8,107,242 shares. Filed May 7, 2026 (Form 4).
- Sold
- 21,750 shares
- Price
- US$168.78 average (US$166.01 to US$180.00)
- Value
- US$3.67M
- Holding after
- 8,107,242 shares
- Trading plan
- Yes (Made under a plan set in advance)
- Role
- Director, Executive Chairman, 10% owner
The filing in full
| Date | Security | Transaction | Shares | Price | Holding after | Ownership |
|---|---|---|---|---|---|---|
| May 5, 2026 | Common Stock | Sale | 4,202 | US$167.12 | 8,124,790 | Direct |
| May 5, 2026 | Common Stock | Sale | 2,957 | US$168.14 | 8,121,833 | Direct |
| May 5, 2026 | Common Stock | Sale | 52 | US$169.34 | 8,121,781 | Direct |
| May 5, 2026 | Common Stock | Sale | 39 | US$170.04 | 8,121,742 | Direct |
| May 6, 2026 | Common Stock | Sale | 5,977 | US$166.01 | 8,115,765 | Direct |
| May 6, 2026 | Common Stock | Sale | 784 | US$166.74 | 8,114,981 | Direct |
| May 6, 2026 | Common Stock | Sale | 411 | US$168.03 | 8,114,570 | Direct |
| May 6, 2026 | Common Stock | Sale | 78 | US$168.79 | 8,114,492 | Direct |
| May 7, 2026 | Common Stock | Sale | 100 | US$166.66 | 8,114,392 | Direct |
| May 7, 2026 | Common Stock | Sale | 312 | US$168.83 | 8,114,080 | Direct |
| May 7, 2026 | Common Stock | Sale | 300 | US$170.09 | 8,113,780 | Direct |
| May 7, 2026 | Common Stock | Sale | 1,268 | US$170.88 | 8,112,512 | Direct |
| May 7, 2026 | Common Stock | Sale | 1,520 | US$171.77 | 8,110,992 | Direct |
| May 7, 2026 | Common Stock | Sale | 1,955 | US$173.12 | 8,109,037 | Direct |
| May 7, 2026 | Common Stock | Sale | 1,107 | US$173.94 | 8,107,930 | Direct |
| May 7, 2026 | Common Stock | Sale | 286 | US$175.35 | 8,107,644 | Direct |
| May 7, 2026 | Common Stock | Sale | 52 | US$176.18 | 8,107,592 | Direct |
| May 7, 2026 | Common Stock | Sale | 271 | US$177.87 | 8,107,321 | Direct |
| May 7, 2026 | Common Stock | Sale | 53 | US$178.88 | 8,107,268 | Direct |
| May 7, 2026 | Common Stock | Sale | 26 | US$180.00 | 8,107,242 | Direct |
Source
Related
- Morningstar, Inc.
- Mansueto Joseph D
- Morningstar, Inc. shareholders
- Form 4 · Mansueto Joseph D · Aug 24, 2026
- Form 4 · Mansueto Joseph D · Aug 21, 2026
- Form 4 · Mansueto Joseph D · Aug 19, 2026
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- Form 4 · Mansueto Daniel · Aug 26, 2026
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