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$MORN All transactions

Morningstar, Inc.

▼ SELL 10b5-1 Plan

$ Value

$529K

Shares

1,750

Price

$303

Filed

May 9

Insider

Name

Mansueto Joseph D

Title

Executive Chairman

CIK

0001324069

Roles

Director Officer 10% Owner

Transaction Details

Transaction Date

2025-05-08

Code

S

Table

Non-Derivative

Ownership

Direct

Equity Swap

No

Shares After

9,493,259

Footnotes

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. | The transaction was executed in multiple trades at prices ranging from $294.3600 to $295.1200. 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. | The transaction was executed in multiple trades at prices ranging from $295.4200 to $296.3100. 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. | The transaction was executed in multiple trades at prices ranging from $296.4500 to $297.4000. 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. | The transaction was executed in multiple trades at prices ranging from $297.4600 to $298.4400. 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. | The transaction was executed in multiple trades at prices ranging from $298.5600 to $299.5000. 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. | The transaction was executed in multiple trades at prices ranging from $299.6300 to $300.6200. 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. | The transaction was executed in multiple trades at prices ranging from $300.8100 to $301.8000. 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. | The transaction was executed in multiple trades at prices ranging from $302.0000 to $302.9400. 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. | The transaction was executed in multiple trades at prices ranging from $303.5600 to $304.2200. 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. | The transaction was executed in multiple trades at prices ranging from $304.5625 to $305.5300. 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. | The transaction was executed in multiple trades at prices ranging from $305.6000 to $306.5500. 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. | The transaction was executed in multiple trades at prices ranging from $306.6400 to $307.3700. 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. | The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. | The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.

Filing Info

Accession No.

0001289419-25-000084

Form Type

4

Issuer CIK

0001289419

Mansueto Joseph D's History

Date Ticker Type Value
2026-03-02 MORN $569K
2026-02-27 MORN $1.3M
2026-02-27 MORN $37K
2026-02-27 MORN $7K
2026-02-26 MORN $35K
2026-02-26 MORN $17K
2026-02-26 MORN $285K
2026-02-26 MORN $177K
2026-02-26 MORN $538K
2026-02-26 MORN $135K

Other Insiders at MORN (90d)

Insider Bought Sold Last
Holt Michael
Chief Financial Officer
$187K 2026-03-04
Mansueto Joseph D
Executive Chairman
$16.8M 2026-03-02
Wiersema Conan
CAO & PAO
2026-03-01