Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 14, 2026
- Accession no.
- 0001324069-26-000039
- Filed
- Aug 14, 2026, 5:56 PM ET
- Trade date
- Aug 13-14, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 12 non-derivative transactions. Open-market sales total $2.93M. 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 13, 2026 | Common Stock | SSaleDisposed | −3,498 | $197.06F2 | −$689,331.62 | 7,987,948 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −2,936 | $197.88F3 | −$580,961.59 | 7,985,012 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −430 | $198.96F4 | −$85,552.63 | 7,984,582 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −26 | $199.75 | −$5,193.5 | 7,984,556 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −52 | $202.09F5 | −$10,508.42 | 7,984,504 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −78 | $203.79F6 | −$15,895.88 | 7,984,426 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −52 | $205.66F7 | −$10,694.19 | 7,984,374 | Direct | |
| Aug 13, 2026 | Common Stock | SSaleDisposed | −178 | $206.78F8 | −$36,807.55 | 7,984,196 | Direct | |
| Aug 14, 2026 | Common Stock | SSaleDisposed | −3,924 | $206.28F9 | −$809,448.61 | 7,980,272 | Direct | |
| Aug 14, 2026 | Common Stock | SSaleDisposed | −2,809 | $207.33F10 | −$582,386.6 | 7,977,463 | Direct | |
| Aug 14, 2026 | Common Stock | SSaleDisposed | −240 | $208.45F11 | −$50,028.07 | 7,977,223 | Direct | |
| Aug 14, 2026 | Common Stock | SSaleDisposed | −277 | $209.38F12 | −$57,999.37 | 7,976,946 | 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 $196.5200 to $197.5025. 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 $197.5200 to $198.4300. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $198.5350 to $199.5175. 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 $201.8200 to $202.3500. 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 $203.3200 to $204.2700. 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.
- F7
The transaction was executed in multiple trades at prices ranging from $205.1850 to $206.1300. 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 $206.5000 to $207.4100. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $205.8900 to $206.8700. 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 $206.9050 to $207.8600. 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 $207.9900 to $208.8700. 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 $209.1025 to $209.7000. 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.