Morningstar, Inc. · NASDAQ:MORN
Mansueto Joseph D sold 14,500 Morningstar, Inc. shares (Form 4)
Traded May 14 to May 15, 2026 · Filed May 15, 2026
From May 14 to May 15, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 14,500 Morningstar, Inc. shares at an average US$168.66 for US$2.45M under a trading plan, leaving 8,074,240 shares. Filed May 15, 2026 (Form 4).
- Sold
- 14,500 shares
- Price
- US$168.66 average (US$165.60 to US$171.47)
- Value
- US$2.45M
- Holding after
- 8,074,240 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 14, 2026 | Common Stock | Sale | 1,138 | US$165.60 | 8,087,602 | Direct |
| May 14, 2026 | Common Stock | Sale | 1,236 | US$166.81 | 8,086,366 | Direct |
| May 14, 2026 | Common Stock | Sale | 794 | US$167.74 | 8,085,572 | Direct |
| May 14, 2026 | Common Stock | Sale | 3,373 | US$168.97 | 8,082,199 | Direct |
| May 14, 2026 | Common Stock | Sale | 709 | US$169.52 | 8,081,490 | Direct |
| May 15, 2026 | Common Stock | Sale | 704 | US$167.49 | 8,080,786 | Direct |
| May 15, 2026 | Common Stock | Sale | 1,525 | US$168.66 | 8,079,261 | Direct |
| May 15, 2026 | Common Stock | Sale | 4,237 | US$169.59 | 8,075,024 | Direct |
| May 15, 2026 | Common Stock | Sale | 584 | US$170.74 | 8,074,440 | Direct |
| May 15, 2026 | Common Stock | Sale | 200 | US$171.47 | 8,074,240 | 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
- Form 4 · Mansueto Joseph D · Aug 14, 2026
- Form 4 · Mansueto Joseph D · Aug 12, 2026
- Form 4 · Mansueto Daniel · Oct 2, 2026
- Form 4 · Wiersema Conan · Sep 2, 2026
- Form 4 · Holt Michael · Sep 2, 2026
- Form 4 · Mansueto Daniel · Aug 26, 2026
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