Desq Long
Sign in

Company

Morningstar, Inc.

MORN · CIK 0001289419

SEC FORM 4
$6,349.26

Morningstar, Inc. (MORN)

Disposition (code F) of 29 shares at $218.94 per share.

Reporting Person Wiersema Conan · Officer Title CAO & PAO · Transaction Code F

Traded Sep 1, 2026 · Disclosed Sep 2, 2026

Source: SEC Form 4 · 0002015224-26-000007 · filed 2026-09-02 · View filing →

SEC FORM 4
$11,822.76

Morningstar, Inc. (MORN)

Disposition (code F) of 54 shares at $218.94 per share.

Reporting Person Holt Michael · Officer Title Chief Financial Officer · Transaction Code F

Traded Sep 1, 2026 · Disclosed Sep 2, 2026

Source: SEC Form 4 · 0002050530-26-000008 · filed 2026-09-02 · View filing →

SEC FORM 4
$47,521.83

Morningstar, Inc. (MORN)

Sale of 220 shares at $216.0083 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 24, 2026 · Disclosed Aug 24, 2026

Source: SEC Form 4 · 0001324069-26-000045 · filed 2026-08-24 · View filing →

SEC FORM 4
$256,580.64

Morningstar, Inc. (MORN)

Sale of 1,181 shares at $217.2571 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 24, 2026 · Disclosed Aug 24, 2026

Source: SEC Form 4 · 0001324069-26-000045 · filed 2026-08-24 · View filing →

SEC FORM 4
$380,074.12

Morningstar, Inc. (MORN)

Sale of 1,740 shares at $218.4334 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 24, 2026 · Disclosed Aug 24, 2026

Source: SEC Form 4 · 0001324069-26-000045 · filed 2026-08-24 · View filing →

SEC FORM 4
$214,608.99

Morningstar, Inc. (MORN)

Sale of 978 shares at $219.4366 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 24, 2026 · Disclosed Aug 24, 2026

Source: SEC Form 4 · 0001324069-26-000045 · filed 2026-08-24 · View filing →

SEC FORM 4
$289,635.43

Morningstar, Inc. (MORN)

Sale of 1,314 shares at $220.4227 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 24, 2026 · Disclosed Aug 24, 2026

Source: SEC Form 4 · 0001324069-26-000045 · filed 2026-08-24 · View filing →

SEC FORM 4
$49,972.94

Morningstar, Inc. (MORN)

Sale of 226 shares at $221.1192 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 24, 2026 · Disclosed Aug 24, 2026

Source: SEC Form 4 · 0001324069-26-000045 · filed 2026-08-24 · View filing →

SEC FORM 4
$829,301.33

Morningstar, Inc. (MORN)

Sale of 3,827 shares at $216.6975 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 21, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$58,307.82

Morningstar, Inc. (MORN)

Sale of 268 shares at $217.5665 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 21, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$672,018.91

Morningstar, Inc. (MORN)

Sale of 3,157 shares at $212.8663 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 20, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$291,050.23

Morningstar, Inc. (MORN)

Sale of 1,359 shares at $214.165 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 20, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$417,009.15

Morningstar, Inc. (MORN)

Sale of 1,938 shares at $215.175 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 20, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$63,766.52

Morningstar, Inc. (MORN)

Sale of 295 shares at $216.1577 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 20, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$108,783.68

Morningstar, Inc. (MORN)

Sale of 501 shares at $217.1331 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 20, 2026 · Disclosed Aug 21, 2026

Source: SEC Form 4 · 0001324069-26-000043 · filed 2026-08-21 · View filing →

SEC FORM 4
$90,108.20

Morningstar, Inc. (MORN)

Sale of 426 shares at $211.5216 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$648,511.55

Morningstar, Inc. (MORN)

Sale of 3,031 shares at $213.9596 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$383,437.99

Morningstar, Inc. (MORN)

Sale of 1,785 shares at $214.8112 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$79,676.58

Morningstar, Inc. (MORN)

Sale of 369 shares at $215.9257 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$41,015.06

Morningstar, Inc. (MORN)

Sale of 189 shares at $217.0109 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$23,735.76

Morningstar, Inc. (MORN)

Sale of 114 shares at $208.2084 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$142,965.85

Morningstar, Inc. (MORN)

Sale of 680 shares at $210.2439 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 19, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$139,422.30

Morningstar, Inc. (MORN)

Sale of 656 shares at $212.534 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 18, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$190,022.32

Morningstar, Inc. (MORN)

Sale of 913 shares at $208.1296 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 18, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$405,345.73

Morningstar, Inc. (MORN)

Sale of 1,935 shares at $209.481 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 18, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$569,546.02

Morningstar, Inc. (MORN)

Sale of 2,708 shares at $210.3198 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 18, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$335,480.72

Morningstar, Inc. (MORN)

Sale of 1,588 shares at $211.2599 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 18, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$22,493.70

Morningstar, Inc. (MORN)

Sale of 106 shares at $212.2047 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 18, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$1,189,140.98

Morningstar, Inc. (MORN)

Sale of 5,749 shares at $206.8431 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 17, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$311,927.01

Morningstar, Inc. (MORN)

Sale of 1,501 shares at $207.8128 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 17, 2026 · Disclosed Aug 19, 2026

Source: SEC Form 4 · 0001324069-26-000041 · filed 2026-08-19 · View filing →

SEC FORM 4
$582,386.60

Morningstar, Inc. (MORN)

Sale of 2,809 shares at $207.3288 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 14, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$50,028.07

Morningstar, Inc. (MORN)

Sale of 240 shares at $208.4503 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 14, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$57,999.37

Morningstar, Inc. (MORN)

Sale of 277 shares at $209.384 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 14, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$809,448.61

Morningstar, Inc. (MORN)

Sale of 3,924 shares at $206.2815 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 14, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$689,331.62

Morningstar, Inc. (MORN)

Sale of 3,498 shares at $197.0645 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$580,961.59

Morningstar, Inc. (MORN)

Sale of 2,936 shares at $197.8752 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$85,552.63

Morningstar, Inc. (MORN)

Sale of 430 shares at $198.9596 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$5,193.50

Morningstar, Inc. (MORN)

Sale of 26 shares at $199.75 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$10,508.42

Morningstar, Inc. (MORN)

Sale of 52 shares at $202.085 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$15,895.88

Morningstar, Inc. (MORN)

Sale of 78 shares at $203.7933 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$10,694.19

Morningstar, Inc. (MORN)

Sale of 52 shares at $205.6575 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$36,807.55

Morningstar, Inc. (MORN)

Sale of 178 shares at $206.784 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 13, 2026 · Disclosed Aug 14, 2026

Source: SEC Form 4 · 0001324069-26-000039 · filed 2026-08-14 · View filing →

SEC FORM 4
$980,043.81

Morningstar, Inc. (MORN)

Sale of 5,027 shares at $194.956 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 12, 2026 · Disclosed Aug 12, 2026

Source: SEC Form 4 · 0001324069-26-000037 · filed 2026-08-12 · View filing →

SEC FORM 4
$373,138.19

Morningstar, Inc. (MORN)

Sale of 1,906 shares at $195.7703 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 12, 2026 · Disclosed Aug 12, 2026

Source: SEC Form 4 · 0001324069-26-000037 · filed 2026-08-12 · View filing →

SEC FORM 4
$57,352.11

Morningstar, Inc. (MORN)

Sale of 291 shares at $197.0863 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 12, 2026 · Disclosed Aug 12, 2026

Source: SEC Form 4 · 0001324069-26-000037 · filed 2026-08-12 · View filing →

SEC FORM 4
$5,138.38

Morningstar, Inc. (MORN)

Sale of 26 shares at $197.63 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 12, 2026 · Disclosed Aug 12, 2026

Source: SEC Form 4 · 0001324069-26-000037 · filed 2026-08-12 · View filing →

SEC FORM 4
$195,108.47

Morningstar, Inc. (MORN)

Sale of 974 shares at $200.3167 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 11, 2026 · Disclosed Aug 12, 2026

Source: SEC Form 4 · 0001324069-26-000037 · filed 2026-08-12 · View filing →

SEC FORM 4
$1,463,369.73

Morningstar, Inc. (MORN)

Sale of 7,250 shares at $201.8441 per share.

Reporting Person Mansueto Joseph D · Officer Title Executive Chairman · Transaction Code S

Traded Aug 10, 2026 · Disclosed Aug 12, 2026

Source: SEC Form 4 · 0001324069-26-000037 · filed 2026-08-12 · View filing →

STOCK ACT PTR
$1,001 - $15,000

Morningstar Inc (MORN)

Sale.

Filer April Delaney · Chamber House · District MD06 · Transaction Type Sale · Asset Type Stock

Traded May 6, 2026 · Disclosed Jun 5, 2026FILED +30 DAYS

Source: House Clerk PTR · 20034718 · filed 2026-06-05 · View filing →

STOCK ACT PTR
$1,001 - $15,000

Morningstar Inc (MORN)

Sale.

Filer April Delaney · Chamber House · District MD06 · Transaction Type Sale · Asset Type Stock

Traded May 4, 2026 · Disclosed Jun 5, 2026FILED +32 DAYS

Source: House Clerk PTR · 20034718 · filed 2026-06-05 · View filing →

STOCK ACT PTR
$1,001 - $15,000

Morningstar Inc (MORN)

Sale.

Filer April Delaney · Chamber House · District MD06 · Transaction Type Sale · Asset Type Stock

Traded Apr 16, 2026 · Disclosed May 6, 2026FILED +20 DAYS

Source: House Clerk PTR · 20034487 · filed 2026-05-06 · View filing →