Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 6, 2026
- Accession no.
- 0001324069-26-000004
- Filed
- Feb 6, 2026
- Trade date
- Feb 4-6, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 14 non-derivative transactions. Open-market sales total $3.59M. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Mansueto Joseph DCIK 0001324069 | Director, Officer (Executive Chairman), 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 4, 2026 | Common Stock | SSaleDisposed | −1,975 | $179.96F2 | −$355,421 | 8,235,400 | Direct | |
| Feb 4, 2026 | Common Stock | SSaleDisposed | −3,876 | $180.88F3 | −$701,090.88 | 8,231,524 | Direct | |
| Feb 4, 2026 | Common Stock | SSaleDisposed | −1,399 | $181.76F4 | −$254,282.24 | 8,230,125 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −125 | $180.24F5 | −$22,530 | 8,230,000 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −271 | $182.40F6 | −$49,430.4 | 8,229,729 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −777 | $183.47F7 | −$142,556.19 | 8,228,952 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −2,412 | $184.87F8 | −$445,906.44 | 8,226,540 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −1,825 | $185.83F9 | −$339,139.75 | 8,224,715 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −454 | $186.75F10 | −$84,784.5 | 8,224,261 | Direct | |
| Feb 5, 2026 | Common Stock | SSaleDisposed | −600 | $188.12F11 | −$112,872 | 8,223,661 | Direct | |
| Feb 6, 2026 | Common Stock | SSaleDisposed | −3,854 | $168.53F12 | −$649,514.62 | 8,219,807 | Direct | |
| Feb 6, 2026 | Common Stock | SSaleDisposed | −1,218 | $170.34F13 | −$207,474.12 | 8,218,589 | Direct | |
| Feb 6, 2026 | Common Stock | SSaleDisposed | −780 | $171.53F14 | −$133,793.4 | 8,217,809 | Direct | |
| Feb 6, 2026 | Common Stock | SSaleDisposed | −500 | $172.67F15 | −$86,335 | 8,217,309 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F2
The transaction was executed in multiple trades at prices ranging from $179.3900 to $180.3700. 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.
Referenced by the price of 1 transaction in Table I.
- F3
The transaction was executed in multiple trades at prices ranging from $180.3900 to $181.3850. 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.
Referenced by the price of 1 transaction in Table I.
- F4
The transaction was executed in multiple trades at prices ranging from $181.4500 to $182.3300. 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.
Referenced by the price of 1 transaction in Table I.
- F5
The transaction was executed in multiple trades at prices ranging from $179.9100 to $180.7400. 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.
Referenced by the price of 1 transaction in Table I.
- F6
The transaction was executed in multiple trades at prices ranging from $181.6700 to $182.5200. 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.
Referenced by the price of 1 transaction in Table I.
- F7
The transaction was executed in multiple trades at prices ranging from $182.8900 to $183.7600. 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.
Referenced by the price of 1 transaction in Table I.
- F8
The transaction was executed in multiple trades at prices ranging from $184.5100 to $185.4200. 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.
Referenced by the price of 1 transaction in Table I.
- F9
The transaction was executed in multiple trades at prices ranging from $185.5500 to $186.4450. 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.
Referenced by the price of 1 transaction in Table I.
- F10
The transaction was executed in multiple trades at prices ranging from $186.6000 to $187.3500. 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.
Referenced by the price of 1 transaction in Table I.
- F11
The transaction was executed in multiple trades at prices ranging from $187.6510 to $188.4150. 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.
Referenced by the price of 1 transaction in Table I.
- F12
The transaction was executed in multiple trades at prices ranging from $168.2900 to $168.9000. 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.
Referenced by the price of 1 transaction in Table I.
- F13
The transaction was executed in multiple trades at prices ranging from $169.7900 to $170.8300. 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.
Referenced by the price of 1 transaction in Table I.
- F14
The transaction was executed in multiple trades at prices ranging from $171.2000 to $172.1200. 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.
Referenced by the price of 1 transaction in Table I.
- F15
The transaction was executed in multiple trades at prices ranging from $172.2300 to $173.0050. 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.
Referenced by the price of 1 transaction in Table I.