MORN · Morningstar, Inc. · Insider Trading
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 4 and 5. Form 3 supplies initial ownership rather than a trade; Form 4 must be filed within two business days of the trade.
Insider Sentiment Score
Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-09-30 | Mansueto Daniel |
10% Owner |
Other↓
Filing footnotes — Common Stock (Indirect)
On September 30, 2026, the trustee of a grantor retained annuity trust for which the reporting person serves as the voting agent, made a scheduled annuity distribution of 657,779 shares held by such trust to the grantor of the trust in satisfaction of an annuity payment obligation pursuant to the terms of the trust. The shares are held in grantor retained annuity trusts for which the reporting person serves as the voting agent. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16, except to the extent of the reporting person's pecuniary interest. |
Common Stock
(I)
|
657,779 |
| 2026-09-01 | Wiersema Conan |
CAO & PAO |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. |
Common Stock
|
29 |
| 2026-09-01 | Holt Michael |
Chief Financial Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents shares withheld for taxes upon the vesting of the restricted stock unit grant made on March 1, 2025. |
Common Stock
|
54 |
| 2026-08-24 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. 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. |
Common Stock
|
1,740 |
| 2026-08-24 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. 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. |
Common Stock
|
226 |
| 2026-08-24 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. 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. |
Common Stock
|
1,181 |
| 2026-08-24 | Mansueto Daniel |
10% Owner |
Other↓
Filing footnotes — Common Stock (Indirect)
The shares are held in grantor retained annuity trusts for which the reporting person serves as the voting agent. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16, except to the extent of the reporting person's pecuniary interest. On August 24, 2026, the trustee of a grantor retained annuity trust for which the reporting person serves as the voting agent, made a scheduled annuity distribution of 376,969 shares held by such trust to the grantor of the trust in satisfaction of an annuity payment obligation pursuant to the terms of the trust. |
Common Stock
(I)
|
376,969 |
| 2026-08-24 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. 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. |
Common Stock
|
978 |
| 2026-08-24 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. 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. |
Common Stock
|
1,314 |
| 2026-08-24 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. 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. |
Common Stock
|
220 |
| 2026-08-21 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $217.4900 to $217.6800. 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. |
Common Stock
|
268 |
| 2026-08-21 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $216.4900 to $217.4700. 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. |
Common Stock
|
3,827 |
| 2026-08-20 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $216.9100 to $217.3750. 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. |
Common Stock
|
501 |
| 2026-08-20 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $212.6650 to $213.5600. 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. |
Common Stock
|
3,157 |
| 2026-08-20 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $214.7600 to $215.7100. 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. |
Common Stock
|
1,938 |
| 2026-08-20 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $213.7450 to $214.7200. 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. |
Common Stock
|
1,359 |
| 2026-08-20 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $215.7800 to $216.6100. 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. |
Common Stock
|
295 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $214.3850 to $215.3800. 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. |
Common Stock
|
1,785 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $216.7500 to $217.3275. 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. |
Common Stock
|
189 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $215.3900 to $216.3400. 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. |
Common Stock
|
369 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $208.1900 to $208.3400. 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. |
Common Stock
|
114 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $209.7700 to $210.7200. 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. |
Common Stock
|
680 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $211.0000 to $211.9800. 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. |
Common Stock
|
426 |
| 2026-08-19 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $213.3750 to $214.3575. 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. |
Common Stock
|
3,031 |
| 2026-08-18 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $212.0750 to $212.6100. 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. |
Common Stock
|
106 |
| 2026-08-18 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $209.8900 to $210.8200. 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. |
Common Stock
|
2,708 |
| 2026-08-18 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $207.8650 to $208.8250. 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. |
Common Stock
|
913 |
| 2026-08-18 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $208.8700 to $209.7900. 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. |
Common Stock
|
1,935 |
| 2026-08-18 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $212.2075 to $212.9000. 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. |
Common Stock
|
656 |
| 2026-08-18 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $210.8900 to $211.8200. 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. |
Common Stock
|
1,588 |
| 2026-08-17 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $206.4100 to $207.3900. 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. |
Common Stock
|
5,749 |
| 2026-08-17 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $207.4800 to $208.2900. 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. |
Common Stock
|
1,501 |
| 2026-08-14 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $205.8900 to $206.8700. 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. |
Common Stock
|
3,924 |
| 2026-08-14 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $207.9900 to $208.8700. 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. |
Common Stock
|
240 |
| 2026-08-14 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $209.1025 to $209.7000. 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. |
Common Stock
|
277 |
| 2026-08-14 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $206.9050 to $207.8600. 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. |
Common Stock
|
2,809 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $197.5200 to $198.4300. 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. |
Common Stock
|
2,936 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $201.8200 to $202.3500. 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. |
Common Stock
|
52 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $205.1850 to $206.1300. 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. |
Common Stock
|
52 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $206.5000 to $207.4100. 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. |
Common Stock
|
178 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $203.3200 to $204.2700. 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. |
Common Stock
|
78 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $196.5200 to $197.5025. 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. |
Common Stock
|
3,498 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
26 |
| 2026-08-13 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $198.5350 to $199.5175. 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. |
Common Stock
|
430 |
| 2026-08-12 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $195.4700 to $196.3300. 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. |
Common Stock
|
1,906 |
| 2026-08-12 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $196.5800 to $197.5650. 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. |
Common Stock
|
291 |
| 2026-08-12 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $194.4700 to $195.4550. 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. |
Common Stock
|
5,027 |
| 2026-08-12 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. |
Common Stock
|
26 |
| 2026-08-11 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $200.0300 to $201.0150. 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. |
Common Stock
|
974 |
| 2026-08-10 | Mansueto Joseph D |
Director, Executive Chairman, 10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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. The transaction was executed in multiple trades at prices ranging from $201.8433 to $201.8491. 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. |
Common Stock
|
7,250 |