Morningstar, Inc. · NASDAQ:MORN

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

Traded Aug 17 to Aug 19, 2026 · Filed Aug 19, 2026

From Aug 17 to Aug 19, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 21,750 Morningstar, Inc. shares at an average US$210.24 for US$4.57M under a trading plan, leaving 7,955,196 shares. Filed Aug 19, 2026 (Form 4).

Sold
21,750 shares
Price
US$210.24 average (US$206.84 to US$217.01)
Value
US$4.57M
Holding after
7,955,196 shares
Trading plan
Yes (Made under a plan set in advance)
Role
Director, Executive Chairman, 10% owner

The filing in full

DateSecurityTransactionSharesPriceHolding afterOwnership
Aug 17, 2026Common StockSale5,749US$206.847,971,197Direct
Aug 17, 2026Common StockSale1,501US$207.817,969,696Direct
Aug 18, 2026Common StockSale913US$208.137,968,783Direct
Aug 18, 2026Common StockSale1,935US$209.487,966,848Direct
Aug 18, 2026Common StockSale2,708US$210.327,964,140Direct
Aug 18, 2026Common StockSale1,588US$211.267,962,552Direct
Aug 18, 2026Common StockSale106US$212.207,962,446Direct
Aug 18, 2026Common StockSale656US$212.537,960,570Direct
Aug 19, 2026Common StockSale114US$208.217,962,332Direct
Aug 19, 2026Common StockSale680US$210.247,961,652Direct
Aug 19, 2026Common StockSale426US$211.527,961,226Direct
Aug 19, 2026Common StockSale3,031US$213.967,957,539Direct
Aug 19, 2026Common StockSale1,785US$214.817,955,754Direct
Aug 19, 2026Common StockSale369US$215.937,955,385Direct
Aug 19, 2026Common StockSale189US$217.017,955,196Direct

Source

View original at SEC

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