Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 21,750 Morningstar, Inc. shares (Form 4)

Traded Aug 3 to Aug 5, 2026 · Filed Aug 5, 2026

From Aug 3 to Aug 5, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 21,750 Morningstar, Inc. shares at an average US$199.98 for US$4.35M under a trading plan, leaving 8,016,442 shares. Filed Aug 5, 2026 (Form 4).

Sold
21,750 shares
Price
US$199.98 average (US$196.72 to US$202.51)
Value
US$4.35M
Holding after
8,016,442 shares
Trading plan
Yes (Made under a plan set in advance)
Role
Director, Executive Chairman, 10% owner

The filing in full

DateSecurityTransactionSharesPriceHolding afterOwnership
Aug 3, 2026Common StockGift5,3008,038,192Direct
Aug 3, 2026Common StockSale40US$196.728,038,152Direct
Aug 3, 2026Common StockSale573US$197.728,037,579Direct
Aug 3, 2026Common StockSale4,043US$199.068,033,536Direct
Aug 3, 2026Common StockSale2,568US$199.788,030,968Direct
Aug 3, 2026Common StockSale26US$200.878,030,942Direct
Aug 4, 2026Common StockSale997US$198.068,029,945Direct
Aug 4, 2026Common StockSale3,840US$199.518,026,105Direct
Aug 4, 2026Common StockSale2,349US$200.578,023,756Direct
Aug 4, 2026Common StockSale64US$201.158,023,692Direct
Aug 5, 2026Common StockSale1,246US$199.588,022,446Direct
Aug 5, 2026Common StockSale4,310US$201.128,018,136Direct
Aug 5, 2026Common StockSale1,664US$201.988,016,472Direct
Aug 5, 2026Common StockSale30US$202.518,016,442Direct

Source

View original at SEC

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