Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 24, 2026
- Accession no.
- 0001324069-26-000045
- Filed
- Aug 24, 2026, 5:15 PM ET
- Trade date
- Aug 24, 2026
- Filing delay
- Same day
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $1.24M. It was filed on the trade date.
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 24, 2026 | Common Stock | SSaleDisposed | −220 | $216.01F2 | −$47,521.83 | 7,943,631 | Direct | |
| Aug 24, 2026 | Common Stock | SSaleDisposed | −1,181 | $217.26F3 | −$256,580.64 | 7,942,450 | Direct | |
| Aug 24, 2026 | Common Stock | SSaleDisposed | −1,740 | $218.43F4 | −$380,074.12 | 7,940,710 | Direct | |
| Aug 24, 2026 | Common Stock | SSaleDisposed | −978 | $219.44F5 | −$214,608.99 | 7,939,732 | Direct | |
| Aug 24, 2026 | Common Stock | SSaleDisposed | −1,314 | $220.42F6 | −$289,635.43 | 7,938,418 | Direct | |
| Aug 24, 2026 | Common Stock | SSaleDisposed | −226 | $221.12F7 | −$49,972.94 | 7,938,192 | 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 $215.7100 to $216.4800. 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 $216.8500 to $217.8300. 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 $217.9400 to $218.9000. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. 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 $219.9600 to $220.8400. 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 $221.0400 to $221.1900. 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.