Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 15, 2026
- Accession no.
- 0001324069-26-000026
- Filed
- May 15, 2026
- Trade date
- May 14-15, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 10 non-derivative transactions. Open-market sales total $2.45M. 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 |
|---|---|---|---|---|---|---|---|---|
| May 14, 2026 | Common Stock | SSaleDisposed | −1,138 | $165.60F2 | −$188,452.8 | 8,087,602 | Direct | |
| May 14, 2026 | Common Stock | SSaleDisposed | −1,236 | $166.81F3 | −$206,177.16 | 8,086,366 | Direct | |
| May 14, 2026 | Common Stock | SSaleDisposed | −794 | $167.74F4 | −$133,185.56 | 8,085,572 | Direct | |
| May 14, 2026 | Common Stock | SSaleDisposed | −3,373 | $168.97F5 | −$569,935.81 | 8,082,199 | Direct | |
| May 14, 2026 | Common Stock | SSaleDisposed | −709 | $169.52F6 | −$120,189.68 | 8,081,490 | Direct | |
| May 15, 2026 | Common Stock | SSaleDisposed | −704 | $167.49F7 | −$117,912.96 | 8,080,786 | Direct | |
| May 15, 2026 | Common Stock | SSaleDisposed | −1,525 | $168.66F8 | −$257,206.5 | 8,079,261 | Direct | |
| May 15, 2026 | Common Stock | SSaleDisposed | −4,237 | $169.59F9 | −$718,552.83 | 8,075,024 | Direct | |
| May 15, 2026 | Common Stock | SSaleDisposed | −584 | $170.74 | −$99,712.16 | 8,074,440 | Direct | |
| May 15, 2026 | Common Stock | SSaleDisposed | −200 | $171.47 | −$34,294 | 8,074,240 | 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 $165.2200 to $166.2000. 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 $166.3200 to $167.2400. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $167.3700 to $168.3000. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $168.4800 to $169.4500. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $169.5050 to $169.7350. 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 $167.1700 to $167.9700. 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 $168.1800 to $169.1750. 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 $169.1900 to $170.1750. 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.