Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 27, 2026
- Accession no.
- 0001324069-26-000016
- Filed
- Feb 27, 2026
- Trade date
- Feb 26-27, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 12 non-derivative transactions. Open-market sales total $2.61M. 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 26, 2026 | Common Stock | SSaleDisposed | −200 | $172.92 | −$34,584 | 8,155,654 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −100 | $174.58 | −$17,458 | 8,155,554 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −1,615 | $176.32F2 | −$284,756.8 | 8,153,939 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −1,000 | $176.90F3 | −$176,900 | 8,152,939 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −3,014 | $178.61F4 | −$538,330.54 | 8,149,925 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −752 | $179.38F5 | −$134,893.76 | 8,149,173 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −121 | $180.86F6 | −$21,884.06 | 8,149,052 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −160 | $181.81F7 | −$29,089.6 | 8,148,892 | Direct | |
| Feb 26, 2026 | Common Stock | SSaleDisposed | −288 | $182.69F8 | −$52,614.72 | 8,148,604 | Direct | |
| Feb 27, 2026 | Common Stock | SSaleDisposed | −7,012 | $181.55F9 | −$1,273,028.6 | 8,141,592 | Direct | |
| Feb 27, 2026 | Common Stock | SSaleDisposed | −200 | $182.92F10 | −$36,584 | 8,141,392 | Direct | |
| Feb 27, 2026 | Common Stock | SSaleDisposed | −38 | $183.41F11 | −$6,969.58 | 8,141,354 | 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 $175.6800 to $176.6300. 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 $176.7150 to $177.2100. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $178.1000 to $179.0900. 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 $179.1600 to $179.9450. 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 $180.3600 to $182.3200. 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 $181.3600 to $182.3200. 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 $182.4200 to $183.1300. 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 $181.3100 to $182.2250. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $182.3450 to $183.3300. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $183.3800 to $183.4200. 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.