Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 21,228 Morningstar, Inc. shares (Form 4)

Traded May 18 to May 20, 2026 · Filed May 20, 2026

From May 18 to May 20, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 21,228 Morningstar, Inc. shares at an average US$175.17 for US$3.72M under a trading plan, leaving 8,053,012 shares. Filed May 20, 2026 (Form 4).

Sold
21,228 shares
Price
US$175.17 average (US$171.32 to US$182.14)
Value
US$3.72M
Holding after
8,053,012 shares
Trading plan
Yes (Made under a plan set in advance)
Role
Director, Executive Chairman, 10% owner

The filing in full

DateSecurityTransactionSharesPriceHolding afterOwnership
May 18, 2026Common StockSale559US$171.338,073,681Direct
May 18, 2026Common StockSale300US$172.438,073,381Direct
May 18, 2026Common StockSale116US$173.388,073,265Direct
May 18, 2026Common StockSale500US$174.518,072,765Direct
May 18, 2026Common StockSale1,620US$175.808,071,145Direct
May 18, 2026Common StockSale3,515US$176.858,067,630Direct
May 18, 2026Common StockSale640US$177.428,066,990Direct
May 19, 2026Common StockSale2,629US$176.668,064,361Direct
May 19, 2026Common StockSale1,446US$178.068,062,915Direct
May 19, 2026Common StockSale676US$179.088,062,239Direct
May 19, 2026Common StockSale1,726US$180.398,060,513Direct
May 19, 2026Common StockSale227US$181.058,060,286Direct
May 19, 2026Common StockSale24US$182.148,060,262Direct
May 20, 2026Common StockSale5,704US$171.328,054,558Direct
May 20, 2026Common StockSale1,255US$172.338,053,303Direct
May 20, 2026Common StockSale291US$173.118,053,012Direct

Source

View original at SEC

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