Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 4, 2026
- Accession no.
- 0001324069-26-000020
- Filed
- May 4, 2026
- Trade date
- May 1-4, 2026
- Filing delay
- 3 days
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $2.47M. It was filed 3 days 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 |
|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Common Stock | SSaleDisposed | −150 | $168.84F2 | −$25,326 | 8,143,342 | Direct | |
| May 1, 2026 | Common Stock | SSaleDisposed | −1,892 | $170.36F5 | −$322,321.12 | 8,141,450 | Direct | |
| May 1, 2026 | Common Stock | SSaleDisposed | −4,698 | $171.19F6 | −$804,250.62 | 8,136,752 | Direct | |
| May 1, 2026 | Common Stock | SSaleDisposed | −406 | $172.18F7 | −$69,905.08 | 8,136,346 | Direct | |
| May 1, 2026 | Common Stock | SSaleDisposed | −104 | $174.21F8 | −$18,117.84 | 8,136,242 | Direct | |
| May 4, 2026 | Common Stock | SSaleDisposed | −2,256 | $168.56F9 | −$380,271.36 | 8,133,986 | Direct | |
| May 4, 2026 | Common Stock | SSaleDisposed | −1,803 | $169.65F10 | −$305,878.95 | 8,132,183 | Direct | |
| May 4, 2026 | Common Stock | SSaleDisposed | −2,063 | $170.93F11 | −$352,628.59 | 8,130,120 | Direct | |
| May 4, 2026 | Common Stock | SSaleDisposed | −1,128 | $171.58F12 | −$193,542.24 | 8,128,992 | 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 $168.4350 to $169.0000. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $169.6200 to $170.6100. 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 $170.6550 to $171.5500. 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 $171.8200 to $172.5100. 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 $174.0850 to $174.9800. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $168.2200 to $169.0000. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $169.2900 to $170.2400. 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 $170.3700 to $171.2900. 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 $171.4100 to $172.0000. 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.