Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 7, 2026
- Accession no.
- 0001324069-26-000022
- Filed
- May 7, 2026
- Trade date
- May 5-7, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 20 non-derivative transactions. Open-market sales total $3.67M. It was filed 2 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 5, 2026 | Common Stock | SSaleDisposed | −4,202 | $167.12F2 | −$702,238.24 | 8,124,790 | Direct | |
| May 5, 2026 | Common Stock | SSaleDisposed | −2,957 | $168.14F3 | −$497,189.98 | 8,121,833 | Direct | |
| May 5, 2026 | Common Stock | SSaleDisposed | −52 | $169.34F4 | −$8,805.68 | 8,121,781 | Direct | |
| May 5, 2026 | Common Stock | SSaleDisposed | −39 | $170.04F5 | −$6,631.56 | 8,121,742 | Direct | |
| May 6, 2026 | Common Stock | SSaleDisposed | −5,977 | $166.01F6 | −$992,241.77 | 8,115,765 | Direct | |
| May 6, 2026 | Common Stock | SSaleDisposed | −784 | $166.74F7 | −$130,724.16 | 8,114,981 | Direct | |
| May 6, 2026 | Common Stock | SSaleDisposed | −411 | $168.03F8 | −$69,060.33 | 8,114,570 | Direct | |
| May 6, 2026 | Common Stock | SSaleDisposed | −78 | $168.79F9 | −$13,165.62 | 8,114,492 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −100 | $166.66 | −$16,666 | 8,114,392 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −312 | $168.83F10 | −$52,674.96 | 8,114,080 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −300 | $170.09F11 | −$51,027 | 8,113,780 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −1,268 | $170.88F12 | −$216,675.84 | 8,112,512 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −1,520 | $171.77F13 | −$261,090.4 | 8,110,992 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −1,955 | $173.12F14 | −$338,449.6 | 8,109,037 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −1,107 | $173.94F15 | −$192,551.58 | 8,107,930 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −286 | $175.35F16 | −$50,150.1 | 8,107,644 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −52 | $176.18F17 | −$9,161.36 | 8,107,592 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −271 | $177.87F18 | −$48,202.77 | 8,107,321 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −53 | $178.88F19 | −$9,480.64 | 8,107,268 | Direct | |
| May 7, 2026 | Common Stock | SSaleDisposed | −26 | $180.00 | −$4,680 | 8,107,242 | 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 $166.6700 to $167.6400. 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 $167.6800 to $168.5100. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $168.8700 to $169.8100. 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 $169.9100 to $170.3000. 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 $165.5600 to $166.5300. 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 $166.5800 to $167.5300. 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 $167.6300 to $168.5200. 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 $168.6900 to $168.9900. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $168.3800 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.
- F11
The transaction was executed in multiple trades at prices ranging from $169.4300 to $170.4200. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $170.4650 to $171.4000. 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 $171.5300 to $172.1600. 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 $172.6150 to $173.5600. 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.
- F15
The transaction was executed in multiple trades at prices ranging from $173.7600 to $174.6800. 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 $174.8500 to $175.8050. 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.
- F17
The transaction was executed in multiple trades at prices ranging from $175.9750 to $176.3900. 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.
- F18
The transaction was executed in multiple trades at prices ranging from $177.5300 to $178.2300. 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.
- F19
The transaction was executed in multiple trades at prices ranging from $178.5300 to $179.2300. 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.