Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 21, 2026
- Accession no.
- 0001324069-26-000043
- Filed
- Aug 21, 2026, 4:47 PM ET
- Trade date
- Aug 20-21, 2026
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions. Open-market sales total $2.44M. 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 20, 2026 | Common Stock | SSaleDisposed | −3,157 | $212.87F2 | −$672,018.91 | 7,952,039 | Direct | |
| Aug 20, 2026 | Common Stock | SSaleDisposed | −1,359 | $214.17F3 | −$291,050.24 | 7,950,680 | Direct | |
| Aug 20, 2026 | Common Stock | SSaleDisposed | −1,938 | $215.18F4 | −$417,009.15 | 7,948,742 | Direct | |
| Aug 20, 2026 | Common Stock | SSaleDisposed | −295 | $216.16F5 | −$63,766.52 | 7,948,447 | Direct | |
| Aug 20, 2026 | Common Stock | SSaleDisposed | −501 | $217.13F6 | −$108,783.68 | 7,947,946 | Direct | |
| Aug 21, 2026 | Common Stock | SSaleDisposed | −3,827 | $216.70F7 | −$829,301.33 | 7,944,119 | Direct | |
| Aug 21, 2026 | Common Stock | SSaleDisposed | −268 | $217.57F8 | −$58,307.82 | 7,943,851 | 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 $212.6650 to $213.5600. 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 $213.7450 to $214.7200. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $214.7600 to $215.7100. 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 $215.7800 to $216.6100. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $216.9100 to $217.3750. 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 $216.4900 to $217.4700. 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 $217.4900 to $217.6800. 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.