Morningstar, Inc. · NASDAQ:MORN

Mansueto Joseph D sold 5,659 Morningstar, Inc. shares (Form 4)

Traded Aug 24, 2026 · Filed Aug 24, 2026

On Aug 24, 2026, Mansueto Joseph D (Director, Executive Chairman, 10% owner) sold 5,659 Morningstar, Inc. shares at an average US$218.84 for US$1.24M under a trading plan, leaving 7,938,192 shares. Filed Aug 24, 2026 (Form 4).

Sold: 5,659 shares
Price: US$218.84 average (US$216.01 to US$221.12)
Value: US$1.24M
Holding after: 7,938,192 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 24, 2026	Common Stock	Sale	220	US$216.01	7,943,631	Direct
Aug 24, 2026	Common Stock	Sale	1,181	US$217.26	7,942,450	Direct
Aug 24, 2026	Common Stock	Sale	1,740	US$218.43	7,940,710	Direct
Aug 24, 2026	Common Stock	Sale	978	US$219.44	7,939,732	Direct
Aug 24, 2026	Common Stock	Sale	1,314	US$220.42	7,938,418	Direct
Aug 24, 2026	Common Stock	Sale	226	US$221.12	7,938,192	Direct

Source

View original at SEC

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