Transaction · 0001324069-26-000041
MORNMorningstar, Inc.
Mansueto Joseph D
Mansueto Joseph D, CHAIR, reported an open-market or private sale at Morningstar, Inc. involving 5749.000000 shares for an estimated $1189140.98. Reported holdings after the transaction were 7971197.000000 shares. The stored filing text includes a detected 10b5-1 reference.
Open-market sellSEC transaction code SCHAIR
- Trade date
- Aug 17, 2026
- Filing date
- Aug 19, 2026
How reported position traded is calculated
Shares sold ÷ (holdings after + shares sold). Estimated position before: 7,976,946 shares.
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.
MORN price since this filing
Daily closing prices, with the filing date and available return windowsMORN · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -19.3%1w ago -5.9%1d ago -2.9%
Returns since7d -0.6%30d -4.6%90d180d1y
Transaction facts
Stored Form 4 columns with their raw values
- Type
- Sell Code S
- Identifier
- 0001324069-26-000041 Common Stock
- Transaction date
- Aug 17, 2026 Filed Aug 19, 2026, 09:31 PM · 2d delay
- Shares
- 5,749 sh $206.84 per share
- Estimated value
- -$1.18M Computed from shares × price
- Holdings after
- 7,971,197 sh Direct
Filing signal explanations
Badges describe filing facts only — not predictions.
Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership Large Sale 10b5-1 Detected
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
- direct_ownership+6 points
direct_or_indirect_ownership = D
Direct ownership reports the insider's personal stake. - timely_filing+4 points
reporting_delay_days = 2
Filing reported within two business days of the transaction. - tenb5_1_detected-10 points
is_10b5_1 = true
Stored filing content includes detected 10b5-1 language.
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
Executive Chairman
Officer YesDirector Yes10% YesOther No
Footnotes & amended
- 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 $206.4100 to $207.3900. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
- F3
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 undertake…
- F4
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 undertake…
- F5
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 undertake…
- F6
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 undertake…
- F7
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 undertake…
- F8
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 undertake…
- F9
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 undertake…
- F10
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 undertake…
- F11
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 undertake…
- F12
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 undertake…
- F13
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 undertake…
- F14
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 undertake…
- F15
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 undertake…
- F16
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 undertake…
- F17
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.
- F18
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.
Related transactions
Same SEC filing0 other transactions
Recent company activity
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