$ Value
$533K
Shares
1,961
Price
$272
Filed
Aug 6
Insider
Name
Mansueto Joseph D
Title
Executive Chairman
CIK
0001324069
Roles
Transaction Details
Transaction Date
2025-08-04
Code
S
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
9,410,875
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 $271.4200 to $272.3500. 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 $272.4250 to $273.3700. 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 transaction was executed in multiple trades at prices ranging from $273.4500 to $274.2400. 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 $271.1350 to $271.1725. 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 $261.0700 to $262.0000. 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 $262.2600 to $262.7100. 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. | 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
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 |