Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 9,522 Morningstar, Inc. shares (Form 4)

Traded Aug 6 to Aug 7, 2026 · Filed Aug 7, 2026

From Aug 6 to Aug 7, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 9,522 Morningstar, Inc. shares at an average US$199.33 for US$1.9M under a trading plan, leaving 8,006,920 shares. Filed Aug 7, 2026 (Form 4).

Sold: 9,522 shares
Price: US$199.33 average (US$196.16 to US$201.53)
Value: US$1.9M
Holding after: 8,006,920 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
Aug 6, 2026	Common Stock	Sale	2,272	US$198.38	8,014,170	Direct
Aug 7, 2026	Common Stock	Sale	166	US$196.16	8,014,004	Direct
Aug 7, 2026	Common Stock	Sale	1,453	US$198.49	8,012,551	Direct
Aug 7, 2026	Common Stock	Sale	2,559	US$199.34	8,009,992	Direct
Aug 7, 2026	Common Stock	Sale	2,566	US$200.40	8,007,426	Direct
Aug 7, 2026	Common Stock	Sale	506	US$201.53	8,006,920	Direct

Source

View original at SEC

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