Abiopharma

🔍 Mansueto Joseph D (Director)

Company: Morningstar, Inc. (MORN)

Report Date: 2026-08-24

Detailed Transactions and Holdings:

• Sold 220 shares of Common Stock at $216.0083 per share (Direct)
  Date: 2026-08-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,943,631.00 | transaction_form_type: 4 | Footnotes: F1, F2
• Sold 1,181 shares of Common Stock at $217.2571 per share (Direct)
  Date: 2026-08-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,942,450.00 | transaction_form_type: 4 | Footnotes: F1, F3
• Sold 1,740 shares of Common Stock at $218.4334 per share (Direct)
  Date: 2026-08-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,940,710.00 | transaction_form_type: 4 | Footnotes: F1, F4
• Sold 978 shares of Common Stock at $219.4366 per share (Direct)
  Date: 2026-08-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,939,732.00 | transaction_form_type: 4 | Footnotes: F1, F5
• Sold 1,314 shares of Common Stock at $220.4227 per share (Direct)
  Date: 2026-08-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,938,418.00 | transaction_form_type: 4 | Footnotes: F1, F6
• Sold 226 shares of Common Stock at $221.1192 per share (Direct)
  Date: 2026-08-24 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,938,192.00 | transaction_form_type: 4 | Footnotes: F1, F7
• Holds 0 shares of Common Stock (Direct)
  Date: 2026-08-24 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 6,277,675.00 | Footnotes: F8
• Holds 0 shares of Common Stock (Direct)
  Date: 2026-08-24 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 150,000.00 | Footnotes: F9

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 $215.7100 to $216.4800. 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 $216.8500 to $217.8300. 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.
• F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. 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.
• F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. 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 $219.9600 to $220.8400. 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 $221.0400 to $221.1900. 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 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.
• F9: 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.