Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 14,500 Morningstar, Inc. shares (Form 4)

Traded Aug 13 to Aug 14, 2026 · Filed Aug 14, 2026

From Aug 13 to Aug 14, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 14,500 Morningstar, Inc. shares at an average US$202.40 for US$2.93M under a trading plan, leaving 7,976,946 shares. Filed Aug 14, 2026 (Form 4).

Sold
14,500 shares
Price
US$202.40 average (US$197.06 to US$209.38)
Value
US$2.93M
Holding after
7,976,946 shares
Trading plan
Yes (Made under a plan set in advance)
Role
Director, Executive Chairman, 10% owner

The filing in full

DateSecurityTransactionSharesPriceHolding afterOwnership
Aug 13, 2026Common StockSale3,498US$197.067,987,948Direct
Aug 13, 2026Common StockSale2,936US$197.887,985,012Direct
Aug 13, 2026Common StockSale430US$198.967,984,582Direct
Aug 13, 2026Common StockSale26US$199.757,984,556Direct
Aug 13, 2026Common StockSale52US$202.097,984,504Direct
Aug 13, 2026Common StockSale78US$203.797,984,426Direct
Aug 13, 2026Common StockSale52US$205.667,984,374Direct
Aug 13, 2026Common StockSale178US$206.787,984,196Direct
Aug 14, 2026Common StockSale3,924US$206.287,980,272Direct
Aug 14, 2026Common StockSale2,809US$207.337,977,463Direct
Aug 14, 2026Common StockSale240US$208.457,977,223Direct
Aug 14, 2026Common StockSale277US$209.387,976,946Direct

Source

View original at SEC

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