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.
Filing timeAug 26
Trade dateAug 24, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
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MORN price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
MORN since 2026-08-26Filed 9 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

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
376k sh
$0 per share
Estimated value
$0
Computed from shares × price
Holdings after
3.48M sh
Indirect · By Trust

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.
0score
Filing-only score

0

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.

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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