Form 4 for MORN Morningstar, Inc.
Accepted 2026-02-20 00:00:00 ET · period of report 2026-02-19 · accession 0001324069-26-000012 · 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 | 2026-02-20 | 2026-02-19+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $161.62 | -13.9K | 8.17M | -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 | 2026-02-20 | S | D | 5,147 | $161.10 | 8,171,815 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $160.8500 to $161.7900. 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 | 2026-02-19 | S | D | 112 | $162.75 | 8,176,962 | D | — | — | |
| 3 | Common | Common Stock | 2026-02-19 | S | D | 7,138 | $161.86 | 8,177,074 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $161.7500 to $162.7250. 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 | 2026-02-20 | S | D | 1,461 | $162.16 | 8,170,354 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $161.8900 to $162.6750. 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. |