Form 4 for MORN Morningstar, Inc.
Accepted 2026-02-13 00:00:00 ET · period of report 2026-02-12 · accession 0001324069-26-000008 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2026-02-13 | 2026-02-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $155.49 | -14.2K | 8.20M | -0.2% | -$2.21M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-02-13 | S | D | 1,424 | $157.75 | 8,199,013 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $157.4800 to $158.4775. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2026-02-13 | S | D | 697 | $156.79 | 8,200,437 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $156.4750 to $157.4550. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2026-02-13 | S | D | 2,676 | $154.73 | 8,202,827 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $154.2000 to $155.0000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2026-02-12 | S | D | 106 | $156.46 | 8,205,503 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $156.4450 to $156.5650. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 5 | Common | Common Stock | 2026-02-12 | S | D | 717 | $155.64 | 8,205,609 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $155.3500 to $155.9650. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 6 | Common | Common Stock | 2026-02-12 | S | D | 6,116 | $154.61 | 8,206,326 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $154.3500 to $155.2250. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 7 | Common | Common Stock | 2026-02-13 | S | D | 613 | $158.84 | 8,198,400 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $158.5500 to $159.4600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 8 | Common | Common Stock | 2026-02-13 | S | D | 147 | $159.75 | 8,198,253 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $159.6000 to $160.1250. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 9 | Common | Common Stock | 2026-02-13 | S | D | 1,693 | $155.73 | 8,201,134 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $155.3600 to $156.2600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |