Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 18, 2026
- Accession no.
- 0001324069-26-000010
- Filed
- Feb 18, 2026
- Trade date
- Feb 17-18, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $2.24M. 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 17, 2026 | Common Stock | SSaleDisposed | −1,786 | $159.78F2 | −$285,367.08 | 8,196,467 | Direct | |
| Feb 17, 2026 | Common Stock | SSaleDisposed | −4,089 | $160.53F3 | −$656,407.17 | 8,192,378 | Direct | |
| Feb 17, 2026 | Common Stock | SSaleDisposed | −816 | $161.46F4 | −$131,751.36 | 8,191,562 | Direct | |
| Feb 17, 2026 | Common Stock | SSaleDisposed | −100 | $162.41 | −$16,241 | 8,191,462 | Direct | |
| Feb 18, 2026 | Common Stock | SSaleDisposed | −1,278 | $157.97F5 | −$201,885.66 | 8,190,184 | Direct | |
| Feb 18, 2026 | Common Stock | SSaleDisposed | −4,201 | $159.11F6 | −$668,421.11 | 8,185,983 | Direct | |
| Feb 18, 2026 | Common Stock | SSaleDisposed | −1,077 | $159.95F7 | −$172,266.15 | 8,184,906 | Direct | |
| Feb 18, 2026 | Common Stock | SSaleDisposed | −181 | $161.27F8 | −$29,189.87 | 8,184,725 | Direct | |
| Feb 17, 2026 | Common Stock | SSaleDisposed | −513 | $162.69F9 | −$83,459.97 | 8,184,212 | 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 $159.0300 to $159.9950. 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 $160.0300 to $161.0000. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $161.0350 to $162.0500. 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 $157.4400 to $158.3800. 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 $158.5700 to $159.5600. 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.
Referenced by the price of 1 transaction in Table I.
- F7
The transaction was executed in multiple trades at prices ranging from $159.7150 to $160.4600. 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.
- F8
The transaction was executed in multiple trades at prices ranging from $160.7650 to $161.9550. 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 $162.1650 to $163.0500. 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.