Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 15,474 Morningstar, Inc. shares (Form 4)

Traded Aug 10 to Aug 12, 2026 · Filed Aug 12, 2026

From Aug 10 to Aug 12, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 15,474 Morningstar, Inc. shares at an average US$198.67 for US$3.07M under a trading plan, leaving 7,991,446 shares. Filed Aug 12, 2026 (Form 4).

Sold: 15,474 shares
Price: US$198.67 average (US$194.96 to US$201.84)
Value: US$3.07M
Holding after: 7,991,446 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 10, 2026	Common Stock	Sale	7,250	US$201.84	7,999,670	Direct
Aug 11, 2026	Common Stock	Sale	974	US$200.32	7,998,696	Direct
Aug 12, 2026	Common Stock	Sale	5,027	US$194.96	7,993,669	Direct
Aug 12, 2026	Common Stock	Sale	1,906	US$195.77	7,991,763	Direct
Aug 12, 2026	Common Stock	Sale	291	US$197.09	7,991,472	Direct
Aug 12, 2026	Common Stock	Sale	26	US$197.63	7,991,446	Direct

Source

View original at SEC

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