Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 25, 2026
- Accession no.
- 0001324069-26-000014
- Filed
- Feb 25, 2026
- Trade date
- Feb 24-25, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 17 non-derivative transactions. Open-market sales total $2.35M. 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 24, 2026 | Common Stock | SSaleDisposed | −442 | $156.92F2 | −$69,358.64 | 8,169,912 | Direct | |
| Feb 24, 2026 | Common Stock | SSaleDisposed | −2,298 | $157.96F3 | −$362,992.08 | 8,167,614 | Direct | |
| Feb 24, 2026 | Common Stock | SSaleDisposed | −1,286 | $159.32F4 | −$204,885.52 | 8,166,328 | Direct | |
| Feb 24, 2026 | Common Stock | SSaleDisposed | −1,965 | $160.51F5 | −$315,402.15 | 8,164,363 | Direct | |
| Feb 24, 2026 | Common Stock | SSaleDisposed | −910 | $161.36F6 | −$146,837.6 | 8,163,453 | Direct | |
| Feb 24, 2026 | Common Stock | SSaleDisposed | −347 | $162.43F7 | −$56,363.21 | 8,163,106 | Direct | |
| Feb 24, 2026 | Common Stock | SSaleDisposed | −2 | $163.01 | −$326.02 | 8,163,104 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −1,395 | $162.32F8 | −$226,436.4 | 8,161,709 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −300 | $163.46F9 | −$49,038 | 8,161,409 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −3,650 | $164.72F10 | −$601,228 | 8,157,759 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −1,102 | $165.43F11 | −$182,303.86 | 8,156,657 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −78 | $167.22F12 | −$13,043.16 | 8,156,579 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −234 | $168.38F13 | −$39,400.92 | 8,156,345 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −130 | $169.71F14 | −$22,062.3 | 8,156,215 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −104 | $170.77F15 | −$17,760.08 | 8,156,111 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −231 | $172.16F16 | −$39,768.96 | 8,155,880 | Direct | |
| Feb 25, 2026 | Common Stock | SSaleDisposed | −26 | $172.87 | −$4,494.62 | 8,155,854 | 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 $156.5050 to $157.3600. 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 $157.5550 to $158.4500. 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 $158.8050 to $159.7000. 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 $159.9900 to $160.9800. 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 $161.0000 to $161.9900. 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 $162.0050 to $162.9850. 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 $161.9800 to $162.8950. 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 $163.1000 to $163.8350. 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 $164.1600 to $165.1200. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $165.1650 to $165.9500. 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 $166.9850 to $167.4200. 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.
- F13
The transaction was executed in multiple trades at prices ranging from $168.1000 to $168.8500. 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 $169.3600 to $170.2100. 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 $170.4450 to $171.2600. 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.
- F16
The transaction was executed in multiple trades at prices ranging from $171.7300 to $172.7000. 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.