InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2026-03-02 00:00:00 ET · period of report 2026-03-02 · accession 0001324069-26-000018 · 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
2026-03-02 2026-03-02 MORN Mansueto Joseph D Executive COB, Dir, 10% S - Sale $182.32 -3,122 8.14M -0.0% -$569.2K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2026-03-02 S D 3,122 $182.32 8,138,232 D — — (F2) The transaction was executed in multiple trades at prices ranging from $182.1400 to $182.8300. 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.