Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 20, 2026
- Accession no.
- 0001324069-26-000028
- Filed
- May 20, 2026
- Trade date
- May 18-20, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 16 non-derivative transactions. Open-market sales total $3.72M. 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 18, 2026 | Common Stock | SSaleDisposed | −559 | $171.33F2 | −$95,773.47 | 8,073,681 | Direct | |
| May 18, 2026 | Common Stock | SSaleDisposed | −300 | $172.43F3 | −$51,729 | 8,073,381 | Direct | |
| May 18, 2026 | Common Stock | SSaleDisposed | −116 | $173.38F4 | −$20,112.08 | 8,073,265 | Direct | |
| May 18, 2026 | Common Stock | SSaleDisposed | −500 | $174.51F5 | −$87,255 | 8,072,765 | Direct | |
| May 18, 2026 | Common Stock | SSaleDisposed | −1,620 | $175.80F6 | −$284,796 | 8,071,145 | Direct | |
| May 18, 2026 | Common Stock | SSaleDisposed | −3,515 | $176.85F7 | −$621,627.75 | 8,067,630 | Direct | |
| May 18, 2026 | Common Stock | SSaleDisposed | −640 | $177.42F8 | −$113,548.8 | 8,066,990 | Direct | |
| May 19, 2026 | Common Stock | SSaleDisposed | −2,629 | $176.66F9 | −$464,439.14 | 8,064,361 | Direct | |
| May 19, 2026 | Common Stock | SSaleDisposed | −1,446 | $178.06F10 | −$257,474.76 | 8,062,915 | Direct | |
| May 19, 2026 | Common Stock | SSaleDisposed | −676 | $179.08F11 | −$121,058.08 | 8,062,239 | Direct | |
| May 19, 2026 | Common Stock | SSaleDisposed | −1,726 | $180.39F12 | −$311,353.14 | 8,060,513 | Direct | |
| May 19, 2026 | Common Stock | SSaleDisposed | −227 | $181.05F13 | −$41,098.35 | 8,060,286 | Direct | |
| May 19, 2026 | Common Stock | SSaleDisposed | −24 | $182.14 | −$4,371.36 | 8,060,262 | Direct | |
| May 20, 2026 | Common Stock | SSaleDisposed | −5,704 | $171.32F14 | −$977,209.28 | 8,054,558 | Direct | |
| May 20, 2026 | Common Stock | SSaleDisposed | −1,255 | $172.33F15 | −$216,274.15 | 8,053,303 | Direct | |
| May 20, 2026 | Common Stock | SSaleDisposed | −291 | $173.11F16 | −$50,375.01 | 8,053,012 | 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 $170.7250 to $171.6900. 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 $172.1400 to $172.6150. 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 $173.1600 to $173.4100. 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 $174.1850 to $174.9750. 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 $175.2450 to $176.2200. 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 $176.2450 to $177.2350. 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 $177.2600 to $177.6850. 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 $176.4650 to $177.4500. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $177.5900 to $178.4100. 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 $178.6550 to $179.5500. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $180.0100 to $180.7450. 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 $181.0200 to $181.2700. 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 $170.8350 to $171.8100. 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.
- F15
The transaction was executed in multiple trades at prices ranging from $171.8700 to $172.8100. 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.
- F16
The transaction was executed in multiple trades at prices ranging from $172.8800 to $173.3300. 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.