$ Value
$23K
Shares
125
Price
$180
Filed
Feb 6
Insider
Name
Mansueto Joseph D
Title
Executive Chairman
CIK
0001324069
Roles
Transaction Details
Transaction Date
2026-02-05
Code
S
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
8,230,000
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 $179.3900 to $180.3700. 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 $180.3900 to $181.3850. 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 $181.4500 to $182.3300. 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 $179.9100 to $180.7400. 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 $181.6700 to $182.5200. 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 $182.8900 to $183.7600. 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 $184.5100 to $185.4200. 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 $185.5500 to $186.4450. 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 $186.6000 to $187.3500. 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 $187.6510 to $188.4150. 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. | The transaction was executed in multiple trades at prices ranging from $168.2900 to $168.9000. 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. | The transaction was executed in multiple trades at prices ranging from $169.7900 to $170.8300. 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. | The transaction was executed in multiple trades at prices ranging from $171.2000 to $172.1200. 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 $172.2300 to $173.0050. 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 |
|---|---|---|---|
|
Mansueto Joseph D
Executive Chairman
|
— | $16.8M | 2026-03-02 |