Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 11,345 Morningstar, Inc. shares (Form 4)

Traded Aug 20 to Aug 21, 2026 · Filed Aug 21, 2026

From Aug 20 to Aug 21, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 11,345 Morningstar, Inc. shares at an average US$215.10 for US$2.44M under a trading plan, leaving 7,943,851 shares. Filed Aug 21, 2026 (Form 4).

Sold
11,345 shares
Price
US$215.10 average (US$212.87 to US$217.57)
Value
US$2.44M
Holding after
7,943,851 shares
Trading plan
Yes (Made under a plan set in advance)
Role
Director, Executive Chairman, 10% owner

The filing in full

DateSecurityTransactionSharesPriceHolding afterOwnership
Aug 20, 2026Common StockSale3,157US$212.877,952,039Direct
Aug 20, 2026Common StockSale1,359US$214.177,950,680Direct
Aug 20, 2026Common StockSale1,938US$215.187,948,742Direct
Aug 20, 2026Common StockSale295US$216.167,948,447Direct
Aug 20, 2026Common StockSale501US$217.137,947,946Direct
Aug 21, 2026Common StockSale3,827US$216.707,944,119Direct
Aug 21, 2026Common StockSale268US$217.577,943,851Direct

Source

View original at SEC

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