Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 7, 2026
- Accession no.
- 0001324069-26-000035
- Filed
- Aug 7, 2026, 7:12 PM ET
- Trade date
- Aug 6-7, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $1.90M. 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 6, 2026 | Common Stock | SSaleDisposed | −2,272 | $198.38F2 | −$450,729.81 | 8,014,170 | Direct | |
| Aug 7, 2026 | Common Stock | SSaleDisposed | −166 | $196.16F3 | −$32,563.27 | 8,014,004 | Direct | |
| Aug 7, 2026 | Common Stock | SSaleDisposed | −1,453 | $198.49F4 | −$288,410.04 | 8,012,551 | Direct | |
| Aug 7, 2026 | Common Stock | SSaleDisposed | −2,559 | $199.34F5 | −$510,111.06 | 8,009,992 | Direct | |
| Aug 7, 2026 | Common Stock | SSaleDisposed | −2,566 | $200.40F6 | −$514,234.87 | 8,007,426 | Direct | |
| Aug 7, 2026 | Common Stock | SSaleDisposed | −506 | $201.53F7 | −$101,973.52 | 8,006,920 | 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 $198.3300 to $198.5000. 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 $195.9800 to $196.3450. 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 $198.0000 to $198.7800. 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 $199.0050 to $199.9100 . 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 $200.0300 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.
- F7
The transaction was executed in multiple trades at prices ranging from $201.0900 to $201.8150. 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.