Mansueto Joseph D 的 Form 4 申報
Morningstar, Inc.（MORN），2026/8/5 申報
- 申報編號
- 0001324069-26-000032
- 申報時間
- 2026/8/5 17:35 ET
- 交易日
- 2026/8/3-8/5
- 申報延遲
- 2 天
- 10b5-1 計畫
- 有勾選
這份申報列了 14 筆非衍生性交易。公開市場賣出合計 $434.9 萬。交易後 2 天申報。
申報人
一份 Form 4 可以有好幾位申報人，例如本人與他控制的基金。各交易表上顯示的是第一位。
| 申報人 | 與公司的關係 |
|---|---|
| Mansueto Joseph DCIK 0001324069 | 董事、高階主管（執行董事長）、持股 10% 以上大股東 |
非衍生性證券（表 I）
普通股等股票的取得與處分，每一列是申報上的一筆。
| 交易日 | 證券 | 交易 | 股數 | 價格 | 金額 | 交易後持股 | 持有方式 | 旗標 |
|---|---|---|---|---|---|---|---|---|
| 2026/8/3 | Common Stock | G贈與處分 | −5,300 | $0.00 | $0 | 8,038,192 | 直接 | |
| 2026/8/3 | Common Stock | S賣出處分 | −40 | $196.72F2 | −$7,868.96 | 8,038,152 | 直接 | |
| 2026/8/3 | Common Stock | S賣出處分 | −573 | $197.72F3 | −$113,295.51 | 8,037,579 | 直接 | |
| 2026/8/3 | Common Stock | S賣出處分 | −4,043 | $199.06F4 | −$804,806.45 | 8,033,536 | 直接 | |
| 2026/8/3 | Common Stock | S賣出處分 | −2,568 | $199.78F5 | −$513,022.71 | 8,030,968 | 直接 | |
| 2026/8/3 | Common Stock | S賣出處分 | −26 | $200.87 | −$5,222.62 | 8,030,942 | 直接 | |
| 2026/8/4 | Common Stock | S賣出處分 | −997 | $198.06F6 | −$197,470.51 | 8,029,945 | 直接 | |
| 2026/8/4 | Common Stock | S賣出處分 | −3,840 | $199.51F7 | −$766,105.34 | 8,026,105 | 直接 | |
| 2026/8/4 | Common Stock | S賣出處分 | −2,349 | $200.57F8 | −$471,140.1 | 8,023,756 | 直接 | |
| 2026/8/4 | Common Stock | S賣出處分 | −64 | $201.15F9 | −$12,873.87 | 8,023,692 | 直接 | |
| 2026/8/5 | Common Stock | S賣出處分 | −1,246 | $199.58F10 | −$248,675.18 | 8,022,446 | 直接 | |
| 2026/8/5 | Common Stock | S賣出處分 | −4,310 | $201.12F11 | −$866,833.23 | 8,018,136 | 直接 | |
| 2026/8/5 | Common Stock | S賣出處分 | −1,664 | $201.98F12 | −$336,102.04 | 8,016,472 | 直接 | |
| 2026/8/5 | Common Stock | S賣出處分 | −30 | $202.51F13 | −$6,075.44 | 8,016,442 | 直接 |
附註與備註
本站收錄交易價格引用的附註、修正申報（Form 4/A）的全部附註，以及申報的備註。其他附註，例如間接持有的方式、交易計畫的細節，請看 SEC EDGAR 上的原文。
- F2
The transaction was executed in multiple trades at prices ranging from $196.3600 to $196.9200. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F3
The transaction was executed in multiple trades at prices ranging from $197.4250 to $198.1800. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F4
The transaction was executed in multiple trades at prices ranging from $198.4400 to $199.4150. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F5
The transaction was executed in multiple trades at prices ranging from $199.4450 to $200.3800. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F6
The transaction was executed in multiple trades at prices ranging from $197.9300 to $198.6000. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F7
The transaction was executed in multiple trades at prices ranging from $198.9600 to $199.9300. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F8
The transaction was executed in multiple trades at prices ranging from $199.9900 to $200.9800. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F9
The transaction was executed in multiple trades at prices ranging from $201.0100 to $201.3100. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F10
The transaction was executed in multiple trades at prices ranging from $199.2500 to $200.0775. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F11
The transaction was executed in multiple trades at prices ranging from $200.4750 to $201.4500. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F12
The transaction was executed in multiple trades at prices ranging from $201.4800 to $202.4300. 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.
表 I 有 1 筆交易的價格引用這則附註。
- F13
The transaction was executed in multiple trades at prices ranging from $202.5000 to $202.6100. 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.
表 I 有 1 筆交易的價格引用這則附註。