Transaction · 0001324069-26-000047

Mansueto Joseph D

Mansueto Joseph D, CHAIR, reported an open-market or private sale at Morningstar, Inc. involving 78.000000 shares for an estimated $18806.71. Reported holdings after the transaction were 8601731.000000 shares. The stored filing text includes a detected 10b5-1 reference.

Open-market sellSEC transaction code SCHAIR
MORNMorningstar, Inc.
Trade date
Nov 03, 2026
Filing date
Nov 04, 2026
View on SEC Insider profile
Disclosed value-$18.8kShares × reported price
Shares traded78$241.11 per share
Holdings after8.60MDirect
% of reported position traded<0.01%This security and ownership context
How reported position traded is calculated

Shares sold ÷ (holdings after + shares sold). Estimated position before: 8,601,809 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 windows
MORN · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -18.9%1w ago -4.6%1d ago +0.0%
Returns since7d30d90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001324069-26-000047
Common Stock
Transaction date
Nov 03, 2026
Filed Nov 04, 2026, 10:55 PM · 1d delay
Shares
78 sh
$241.11 per share
Estimated value
-$18.8k
Computed from shares × price
Holdings after
8,601,731 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership Repeat Seller 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 = 1

    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.
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

Executive Chairman

Officer YesDirector Yes10% YesOther No
Footnotes & amended
  1. F1

    The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2026.

  2. F2

    The transaction was executed in multiple trades at prices ranging from $227.0100 to $227.6850. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  3. F3

    In the third quarter of 2026, 1,227,641 shares were distributed to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which…

  4. F4

    In the third quarter of 2026, the reporting person contributed 550,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children w…

  5. F5

    The transaction was executed in multiple trades at prices ranging from $228.0100 to $228.9600. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  6. F6

    The transaction was executed in multiple trades at prices ranging from $229.0250 to $229.0950. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  7. F7

    The transaction was executed in multiple trades at prices ranging from $230.0250 to $230.7825. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  8. F8

    The transaction was executed in multiple trades at prices ranging from $231.5800 to $232.1550. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  9. F9

    The transaction was executed in multiple trades at prices ranging from $232.7050 to $233.5100. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  10. F10

    The transaction was executed in multiple trades at prices ranging from $233.8800 to $234.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  11. F11

    The transaction was executed in multiple trades at prices ranging from $234.9800 to $235.8800. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  12. F12

    The transaction was executed in multiple trades at prices ranging from $236.7400 to $237.6450. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  13. F13

    The transaction was executed in multiple trades at prices ranging from $238.0400 to $238.9750. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  14. F14

    The transaction was executed in multiple trades at prices ranging from $239.0150 to $239.9850. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  15. F15

    The transaction was executed in multiple trades at prices ranging from $238.7300 to $239.6400. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  16. F16

    The transaction was executed in multiple trades at prices ranging from $239.7400 to $240.4700. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  17. F17

    The transaction was executed in multiple trades at prices ranging from $240.8150 to $241.6300. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  18. F18

    The transaction was executed in multiple trades at prices ranging from $242.1625 to $242.3550. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  19. F19

    The transaction was executed in multiple trades at prices ranging from $240.1750 to $241.1150. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  20. F20

    The transaction was executed in multiple trades at prices ranging from $241.1850 to $242.1800. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  21. F21

    The transaction was executed in multiple trades at prices ranging from $242.1950 to $243.1800. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  22. F22

    The transaction was executed in multiple trades at prices ranging from $243.2050 to $244.1600. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  23. F23

    The transaction was executed in multiple trades at prices ranging from $244.2450 to $244.8550. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  24. F24

    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.

  25. F25

    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.

Original filing · 0001324069-26-000047
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