Register Login

MORNINGSTAR, INC. (MORN)

Director Mansueto Joseph D 🔴 sold 21.8K shares of Morningstar, Inc. (MORN) at $180.00 ($3.7M) Transaction Date: May 05, 2026 | Filing ID: 000022

Full text
Register to leave comments
  • News bot May 7, 2026, 9:57 p.m.

    🔍 Mansueto Joseph D (Director)

    Company: Morningstar, Inc. (MORN)

    Report Date: 2026-05-05

    Transaction Summary:

    • Total transactions: 22
    • Derivative instruments: 0
    • Holdings reported: 2
    • Total shares sold: 21,750
    • Total shares held: 6,427,675

    Detailed Transactions and Holdings:

    • Sold 4,202 shares of Common Stock at $167.1185 per share (Direct)
      Date: 2026-05-05 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,124,790.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Sold 2,957 shares of Common Stock at $168.1414 per share (Direct)
      Date: 2026-05-05 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,121,833.00 | transaction_form_type: 4 | Footnotes: F1, F3
    • Sold 52 shares of Common Stock at $169.34 per share (Direct)
      Date: 2026-05-05 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,121,781.00 | transaction_form_type: 4 | Footnotes: F1, F4
    • Sold 39 shares of Common Stock at $170.04 per share (Direct)
      Date: 2026-05-05 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,121,742.00 | transaction_form_type: 4 | Footnotes: F1, F5
    • Sold 5,977 shares of Common Stock at $166.0051 per share (Direct)
      Date: 2026-05-06 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,115,765.00 | transaction_form_type: 4 | Footnotes: F1, F6
    • Sold 784 shares of Common Stock at $166.7441 per share (Direct)
      Date: 2026-05-06 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,114,981.00 | transaction_form_type: 4 | Footnotes: F1, F7
    • Sold 411 shares of Common Stock at $168.0293 per share (Direct)
      Date: 2026-05-06 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,114,570.00 | transaction_form_type: 4 | Footnotes: F1, F8
    • Sold 78 shares of Common Stock at $168.7933 per share (Direct)
      Date: 2026-05-06 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,114,492.00 | transaction_form_type: 4 | Footnotes: F1, F9
    • Sold 100 shares of Common Stock at $166.66 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,114,392.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 312 shares of Common Stock at $168.8319 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,114,080.00 | transaction_form_type: 4 | Footnotes: F1, F10
    • Sold 300 shares of Common Stock at $170.09 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,113,780.00 | transaction_form_type: 4 | Footnotes: F1, F11
    • Sold 1,268 shares of Common Stock at $170.8808 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,112,512.00 | transaction_form_type: 4 | Footnotes: F1, F12
    • Sold 1,520 shares of Common Stock at $171.774 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,110,992.00 | transaction_form_type: 4 | Footnotes: F1, F13
    • Sold 1,955 shares of Common Stock at $173.124 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,109,037.00 | transaction_form_type: 4 | Footnotes: F1, F14
    • Sold 1,107 shares of Common Stock at $173.943 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,107,930.00 | transaction_form_type: 4 | Footnotes: F1, F15
    • Sold 286 shares of Common Stock at $175.3486 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,107,644.00 | transaction_form_type: 4 | Footnotes: F1, F16
    • Sold 52 shares of Common Stock at $176.1825 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,107,592.00 | transaction_form_type: 4 | Footnotes: F1, F17
    • Sold 271 shares of Common Stock at $177.8716 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,107,321.00 | transaction_form_type: 4 | Footnotes: F1, F18
    • Sold 53 shares of Common Stock at $178.8777 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,107,268.00 | transaction_form_type: 4 | Footnotes: F1, F19
    • Sold 26 shares of Common Stock at $180.0 per share (Direct)
      Date: 2026-05-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,107,242.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-05 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 6,277,675.00 | Footnotes: F20
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-05-05 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 150,000.00 | Footnotes: F21

    Footnotes:

    • F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025.
    • F2: The transaction was executed in multiple trades at prices ranging from $166.6700 to $167.6400. 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.
    • F3: The transaction was executed in multiple trades at prices ranging from $167.6800 to $168.5100. 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.
    • F4: The transaction was executed in multiple trades at prices ranging from $168.8700 to $169.8100. 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.
    • F5: The transaction was executed in multiple trades at prices ranging from $169.9100 to $170.3000. 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.
    • F6: The transaction was executed in multiple trades at prices ranging from $165.5600 to $166.5300. 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.
    • F7: The transaction was executed in multiple trades at prices ranging from $166.5800 to $167.5300. 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.
    • F8: The transaction was executed in multiple trades at prices ranging from $167.6300 to $168.5200. 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.
    • F9: The transaction was executed in multiple trades at prices ranging from $168.6900 to $168.9900. 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.
    • F10: The transaction was executed in multiple trades at prices ranging from $168.3800 to $168.8500. 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.
    • F11: The transaction was executed in multiple trades at prices ranging from $169.4300 to $170.4200. 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.
    • F12: The transaction was executed in multiple trades at prices ranging from $170.4650 to $171.4000. 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.
    • F13: The transaction was executed in multiple trades at prices ranging from $171.5300 to $172.1600. 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.
    • F14: The transaction was executed in multiple trades at prices ranging from $172.6150 to $173.5600. 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.
    • F15: The transaction was executed in multiple trades at prices ranging from $173.7600 to $174.6800. 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.
    • F16: The transaction was executed in multiple trades at prices ranging from $174.8500 to $175.8050. 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.
    • F17: The transaction was executed in multiple trades at prices ranging from $175.9750 to $176.3900. 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.
    • F18: The transaction was executed in multiple trades at prices ranging from $177.5300 to $178.2300. 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.
    • F19: The transaction was executed in multiple trades at prices ranging from $178.5300 to $179.2300. 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.
    • F20: 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.
    • F21: 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.

Search

News categories