Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 19, 2026
- Accession no.
- 0001324069-26-000041
- Filed
- Aug 19, 2026, 5:31 PM ET
- Trade date
- Aug 17-19, 2026
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 15 non-derivative transactions. Open-market sales total $4.57M. 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 17, 2026 | Common Stock | SSaleDisposed | −5,749 | $206.84F2 | −$1,189,140.98 | 7,971,197 | Direct | |
| Aug 17, 2026 | Common Stock | SSaleDisposed | −1,501 | $207.81F3 | −$311,927.01 | 7,969,696 | Direct | |
| Aug 18, 2026 | Common Stock | SSaleDisposed | −913 | $208.13F4 | −$190,022.32 | 7,968,783 | Direct | |
| Aug 18, 2026 | Common Stock | SSaleDisposed | −1,935 | $209.48F5 | −$405,345.74 | 7,966,848 | Direct | |
| Aug 18, 2026 | Common Stock | SSaleDisposed | −2,708 | $210.32F6 | −$569,546.02 | 7,964,140 | Direct | |
| Aug 18, 2026 | Common Stock | SSaleDisposed | −1,588 | $211.26F7 | −$335,480.72 | 7,962,552 | Direct | |
| Aug 18, 2026 | Common Stock | SSaleDisposed | −106 | $212.20F8 | −$22,493.7 | 7,962,446 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −114 | $208.21F9 | −$23,735.76 | 7,962,332 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −680 | $210.24F10 | −$142,965.85 | 7,961,652 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −426 | $211.52F11 | −$90,108.2 | 7,961,226 | Direct | |
| Aug 18, 2026 | Common Stock | SSaleDisposed | −656 | $212.53F12 | −$139,422.3 | 7,960,570 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −3,031 | $213.96F13 | −$648,511.55 | 7,957,539 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −1,785 | $214.81F14 | −$383,437.99 | 7,955,754 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −369 | $215.93F15 | −$79,676.58 | 7,955,385 | Direct | |
| Aug 19, 2026 | Common Stock | SSaleDisposed | −189 | $217.01F16 | −$41,015.06 | 7,955,196 | 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 $206.4100 to $207.3900. 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 $207.4800 to $208.2900. 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 $207.8650 to $208.8250. 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 $208.8700 to $209.7900. 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 $209.8900 to $210.8200. 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 $210.8900 to $211.8200. 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 $212.0750 to $212.6100. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $208.1900 to $208.3400. 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 $209.7700 to $210.7200. 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 $211.0000 to $211.9800. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $212.2075 to $212.9000. 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 $213.3750 to $214.3575. 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 $214.3850 to $215.3800. 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.
- F15
The transaction was executed in multiple trades at prices ranging from $215.3900 to $216.3400. 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 $216.7500 to $217.3275. 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.