Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 13, 2026
- Accession no.
- 0001324069-26-000008
- Filed
- Feb 13, 2026
- Trade date
- Feb 12-13, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $2.21M. It was filed 1 day 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 12, 2026 | Common Stock | SSaleDisposed | −6,116 | $154.61F2 | −$945,594.76 | 8,206,326 | Direct | |
| Feb 12, 2026 | Common Stock | SSaleDisposed | −717 | $155.64F3 | −$111,593.88 | 8,205,609 | Direct | |
| Feb 12, 2026 | Common Stock | SSaleDisposed | −106 | $156.46F4 | −$16,584.76 | 8,205,503 | Direct | |
| Feb 13, 2026 | Common Stock | SSaleDisposed | −2,676 | $154.73F5 | −$414,057.48 | 8,202,827 | Direct | |
| Feb 13, 2026 | Common Stock | SSaleDisposed | −1,693 | $155.73F6 | −$263,650.89 | 8,201,134 | Direct | |
| Feb 13, 2026 | Common Stock | SSaleDisposed | −697 | $156.79F7 | −$109,282.63 | 8,200,437 | Direct | |
| Feb 13, 2026 | Common Stock | SSaleDisposed | −1,424 | $157.75F8 | −$224,636 | 8,199,013 | Direct | |
| Feb 13, 2026 | Common Stock | SSaleDisposed | −613 | $158.84F9 | −$97,368.92 | 8,198,400 | Direct | |
| Feb 13, 2026 | Common Stock | SSaleDisposed | −147 | $159.75F10 | −$23,483.25 | 8,198,253 | 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 $154.3500 to $155.2250. 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 $155.3500 to $155.9650. 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 $156.4450 to $156.5650. 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 $154.2000 to $155.0000. 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.
Referenced by the price of 1 transaction in Table I.
- F6
The transaction was executed in multiple trades at prices ranging from $155.3600 to $156.2600. 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 $156.4750 to $157.4550. 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 $157.4800 to $158.4775. 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 $158.5500 to $159.4600. 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.
Referenced by the price of 1 transaction in Table I.
- F10
The transaction was executed in multiple trades at prices ranging from $159.6000 to $160.1250. 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.