Transaction · 0002047675-26-000004

Mansueto Daniel

Mansueto Daniel, 10%, reported a transaction classified as other at Morningstar, Inc. involving 376969.000000 shares for an estimated $0.00. Reported holdings after the transaction were 3483827.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

otherSEC transaction code J10%
MORNMorningstar, Inc.
Trade date
Aug 24, 2026
Filing date
Aug 26, 2026
View on SEC Insider profile
Estimated value$0Shares × reported price
Shares traded376k$0.00 per share
Holdings after3.48MIndirect · By Trust
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Calculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Filing warnings

Notes recorded with this filing
1 warning
ambiguous transaction codeThe transaction code is missing or represents other activity; review the filing and footnotes.

MORN price since this filing

Daily closing prices, with the filing date and available return windows
MORN · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -18.7%1w ago -2.7%1d ago +1.7%
Returns since7d -1.2%30d -7.7%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
other
Code J
Identifier
0002047675-26-000004
Common Stock
Transaction date
Aug 24, 2026
Filed Aug 26, 2026, 08:54 PM · 2d delay
Shares
376,969 sh
$0.00 per share
Estimated value
$0
Computed from shares × price
Holdings after
3,483,827 sh
Indirect · By Trust
Filing-only score

0 points

Compact filing score computed from stored Form 4 facts. Version v1.

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

How this score is calculated
  • timely_filing+4 points

    reporting_delay_days = 2

    Filing reported within two business days of the transaction.
  • ambiguous_code-4 points

    transaction_code = J

    Other/ambiguous code reduces confidence.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector No10% YesOther No
Footnotes & amended
  1. F1

    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 repo…

  2. F2

    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 tru…

  3. F3

    The shares are held in a trust for which the reporting person serves as the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an adm…

Original filing · 0002047675-26-000004
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