Form 4 for MORN Morningstar, Inc.
Accepted 2026-08-21 16:47:15 ET · period of report 2026-08-20 · accession 0001324069-26-000043 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MT | 2026-08-21 16:47 | 2026-08-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $215.09 | -11.3K | 7.94M | -0.1% | -$2.44M |
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 | 2026-08-20 | S | D | 3,157 | $212.87 | 7,952,039 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F2) The transaction was executed in multiple trades at prices ranging from $212.6650 to $213.5600. 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. |
| 2 | Common | Common Stock | 2026-08-20 | S | D | 1,359 | $214.16 | 7,950,680 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F3) The transaction was executed in multiple trades at prices ranging from $213.7450 to $214.7200. 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 | 2026-08-20 | S | D | 1,938 | $215.18 | 7,948,742 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F4) The transaction was executed in multiple trades at prices ranging from $214.7600 to $215.7100. 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 | 2026-08-20 | S | D | 295 | $216.16 | 7,948,447 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F5) The transaction was executed in multiple trades at prices ranging from $215.7800 to $216.6100. 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 | 2026-08-20 | S | D | 501 | $217.13 | 7,947,946 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F6) The transaction was executed in multiple trades at prices ranging from $216.9100 to $217.3750. 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 | 2026-08-21 | S | D | 3,827 | $216.70 | 7,944,119 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F7) The transaction was executed in multiple trades at prices ranging from $216.4900 to $217.4700. 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 | 2026-08-21 | S | D | 268 | $217.57 | 7,943,851 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. (F8) The transaction was executed in multiple trades at prices ranging from $217.4900 to $217.6800. 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. |