Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 20, 2026
- Accession no.
- 0001324069-26-000012
- Filed
- Feb 20, 2026
- Trade date
- Feb 19-20, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 4 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 19, 2026 | Common Stock | SSaleDisposed | −7,138 | $161.86F2 | −$1,155,356.68 | 8,177,074 | Direct | |
| Feb 19, 2026 | Common Stock | SSaleDisposed | −112 | $162.75 | −$18,228 | 8,176,962 | Direct | |
| Feb 20, 2026 | Common Stock | SSaleDisposed | −5,147 | $161.10F3 | −$829,181.7 | 8,171,815 | Direct | |
| Feb 20, 2026 | Common Stock | SSaleDisposed | −1,461 | $162.16F4 | −$236,915.76 | 8,170,354 | 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 $161.7500 to $162.7250. 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 $160.8500 to $161.7900. 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 $161.8900 to $162.6750. 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.