Transaction · 0002047675-26-000008

Mansueto Daniel

Mansueto Daniel, 10%, reported a transaction classified as other at Morningstar, Inc. involving 657779.000000 shares for an estimated $0.00. Reported holdings after the transaction were 3196048.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

otherSEC transaction code J10%
MORNMorningstar, Inc.
Filing timeOct 02
Trade dateSep 30, 2026
Filing · SECView on SEC
InsiderProfile
% of reported position tradedUnavailableCalculated 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.

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$183.55
Pre-filing
1mo ago +19.3%1w ago +9.1%1d ago +1.5%
Returns since
7d30d90d180d1y

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 2026-10-02Filed yesterday · 1 day of post-filing data
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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
0002047675-26-000008
Common Stock
Transaction date
Sep 30, 2026
Filed Oct 02, 2026, 08:25 PM · 2d delay
Shares
657k sh
$0.00 per share
Estimated value
$0
Computed from shares × price
Holdings after
3.19M 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

    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…

  2. F2

    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…

  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 · 0002047675-26-000008
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

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