Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 12, 2026
- Accession no.
- 0001324069-26-000037
- Filed
- Aug 12, 2026, 6:54 PM ET
- Trade date
- Aug 10-12, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $3.07M. 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 10, 2026 | Common Stock | SSaleDisposed | −7,250 | $201.84F2 | −$1,463,369.73 | 7,999,670 | Direct | |
| Aug 11, 2026 | Common Stock | SSaleDisposed | −974 | $200.32F3 | −$195,108.47 | 7,998,696 | Direct | |
| Aug 12, 2026 | Common Stock | SSaleDisposed | −5,027 | $194.96F4 | −$980,043.81 | 7,993,669 | Direct | |
| Aug 12, 2026 | Common Stock | SSaleDisposed | −1,906 | $195.77F5 | −$373,138.19 | 7,991,763 | Direct | |
| Aug 12, 2026 | Common Stock | SSaleDisposed | −291 | $197.09F6 | −$57,352.11 | 7,991,472 | Direct | |
| Aug 12, 2026 | Common Stock | SSaleDisposed | −26 | $197.63 | −$5,138.38 | 7,991,446 | 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 $201.8433 to $201.8491. 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 $200.0300 to $201.0150. 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 $194.4700 to $195.4550. 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 $195.4700 to $196.3300. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $196.5800 to $197.5650. 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.