$ Value
$1.5M
Shares
5,806
Price
$260
Filed
Aug 27
Insider
Name
Mansueto Joseph D
Title
Executive Chairman
CIK
0001324069
Roles
Transaction Details
Transaction Date
2025-08-27
Code
S
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
9,313,735
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 $262.8400 to $263.6850. 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 $260.2900 to $261.0450. 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 $259.5400 to $260.5000. 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 $262.5400 to $263.3600. 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 $263.5500 to $264.4400. 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 $264.6400 to $265.4750. 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 |