Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 5, 2026
- Accession no.
- 0001324069-26-000032
- Filed
- Aug 5, 2026, 5:35 PM ET
- Trade date
- Aug 3-5, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 14 non-derivative transactions. Open-market sales total $4.35M. 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | Common Stock | GGiftDisposed | −5,300 | $0.00 | $0 | 8,038,192 | Direct | |
| Aug 3, 2026 | Common Stock | SSaleDisposed | −40 | $196.72F2 | −$7,868.96 | 8,038,152 | Direct | |
| Aug 3, 2026 | Common Stock | SSaleDisposed | −573 | $197.72F3 | −$113,295.51 | 8,037,579 | Direct | |
| Aug 3, 2026 | Common Stock | SSaleDisposed | −4,043 | $199.06F4 | −$804,806.45 | 8,033,536 | Direct | |
| Aug 3, 2026 | Common Stock | SSaleDisposed | −2,568 | $199.78F5 | −$513,022.71 | 8,030,968 | Direct | |
| Aug 3, 2026 | Common Stock | SSaleDisposed | −26 | $200.87 | −$5,222.62 | 8,030,942 | Direct | |
| Aug 4, 2026 | Common Stock | SSaleDisposed | −997 | $198.06F6 | −$197,470.51 | 8,029,945 | Direct | |
| Aug 4, 2026 | Common Stock | SSaleDisposed | −3,840 | $199.51F7 | −$766,105.34 | 8,026,105 | Direct | |
| Aug 4, 2026 | Common Stock | SSaleDisposed | −2,349 | $200.57F8 | −$471,140.1 | 8,023,756 | Direct | |
| Aug 4, 2026 | Common Stock | SSaleDisposed | −64 | $201.15F9 | −$12,873.87 | 8,023,692 | Direct | |
| Aug 5, 2026 | Common Stock | SSaleDisposed | −1,246 | $199.58F10 | −$248,675.18 | 8,022,446 | Direct | |
| Aug 5, 2026 | Common Stock | SSaleDisposed | −4,310 | $201.12F11 | −$866,833.23 | 8,018,136 | Direct | |
| Aug 5, 2026 | Common Stock | SSaleDisposed | −1,664 | $201.98F12 | −$336,102.04 | 8,016,472 | Direct | |
| Aug 5, 2026 | Common Stock | SSaleDisposed | −30 | $202.51F13 | −$6,075.44 | 8,016,442 | 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 $196.3600 to $196.9200. 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 $197.4250 to $198.1800. 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 $198.4400 to $199.4150. 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 $199.4450 to $200.3800. 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 $197.9300 to $198.6000. 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 $198.9600 to $199.9300. 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 $199.9900 to $200.9800. 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 $201.0100 to $201.3100. 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 $199.2500 to $200.0775. 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 $200.4750 to $201.4500. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $201.4800 to $202.4300. 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 $202.5000 to $202.6100. 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.