Form 4 for MORN Morningstar, Inc.
Accepted 2026-02-18 00:00:00 ET · period of report 2026-02-17 · accession 0001324069-26-000010 · 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 | 2026-02-18 | 2026-02-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $159.89 | -14.0K | 8.19M | -0.2% | -$2.24M |
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 | 2026-02-17 | S | D | 816 | $161.46 | 8,191,562 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $161.0350 to $162.0500. 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 | 2026-02-18 | S | D | 181 | $161.27 | 8,184,725 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $160.7650 to $161.9550. 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 | 2026-02-18 | S | D | 1,077 | $159.95 | 8,184,906 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $159.7150 to $160.4600. 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. |
| 4 | Common | Common Stock | 2026-02-18 | S | D | 4,201 | $159.11 | 8,185,983 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $158.5700 to $159.5600. 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 | 2026-02-17 | S | D | 1,786 | $159.78 | 8,196,467 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $159.0300 to $159.9950. 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 | 2026-02-17 | S | D | 4,089 | $160.53 | 8,192,378 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $160.0300 to $161.0000. 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. |
| 7 | Common | Common Stock | 2026-02-17 | S | D | 513 | $162.69 | 8,184,212 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $162.1650 to $163.0500. 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 | 2026-02-17 | S | D | 100 | $162.41 | 8,191,462 | D | — | — | |
| 9 | Common | Common Stock | 2026-02-18 | S | D | 1,278 | $157.97 | 8,190,184 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $157.4400 to $158.3800. 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. |