Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director · Executive Chairman · 10% owner | August 24, 2026 | August 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date August 24, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,938,192 |
Ending reported balance
After 2026-08-24 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-24 · Sale · Disposed 220 · Balance 7,943,631 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 $215.7100 to $216.4800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2026-08-24 · Sale · Disposed 1,181 · Balance 7,942,450 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. F3: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2026-08-24 · Sale · Disposed 1,740 · Balance 7,940,710 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. F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 4 · 2026-08-24 · Sale · Disposed 978 · Balance 7,939,732 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. F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 5 · 2026-08-24 · Sale · Disposed 1,314 · Balance 7,938,418 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. F6: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 6 · 2026-08-24 · Sale · Disposed 226 · Balance 7,938,192 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. F7: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,277,675 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 6,277,675 F8: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 150,000 F9: 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. |
Filing footnotes · ownership attribution and instrument terms
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 $215.7100 to $216.4800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F3: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F6: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F7: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F8: 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.
F9: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WHOLE FOODS MARKET INC
Report date August 28, 2017 · Filed August 28, 2017
Section 16 reporting ended · disclosed 2017-08-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-28 transaction · row 1
1 source rowRow 1 · 2017-08-28 · Disposition to issuer · Disposed 3,600 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest. |
| Common StockSEC Table I · non-derivative | IndirectBy children | 0 |
Reported balance
After 2017-08-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-08-28 · Disposition to issuer · Disposed 3,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.99 · Expires 2024-05-19 | Direct | 0 |
Reported balance
After 2017-08-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-28 · Disposition to issuer · Disposed 7,500 · Balance 0 F3: Pursuant to the merger agreement, each outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to the product of (a) the number of shares subject to such option multiplied by (b) the excess, if any, of the merger consideration of $42.00 over the exercise price per share of such option. F2: The option was exercisable in four equal annual installments beginning on the first anniversary of the date on which the option was granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest.
F2: The option was exercisable in four equal annual installments beginning on the first anniversary of the date on which the option was granted.
F3: Pursuant to the merger agreement, each outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to the product of (a) the number of shares subject to such option multiplied by (b) the excess, if any, of the merger consideration of $42.00 over the exercise price per share of such option.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 24, 2026 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 226 | $221.12 | $49,972.94 |
DisclosureSEC source: 0001324069-26-000045 · wk-form4_1787606143.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,938,192 F1 · kind: 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 24, 2026 Filed Aug 24, 2026 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,314 | $220.42 | $289,635.43 |
DisclosureSEC source: 0001324069-26-000045 · wk-form4_1787606143.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,938,418 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 24, 2026 Filed Aug 24, 2026 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 978 | $219.44 | $214,608.99 |
DisclosureSEC source: 0001324069-26-000045 · wk-form4_1787606143.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,939,732 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 24, 2026 Filed Aug 24, 2026 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,740 | $218.43 | $380,074.12 |
DisclosureSEC source: 0001324069-26-000045 · wk-form4_1787606143.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,940,710 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 24, 2026 Filed Aug 24, 2026 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,181 | $217.26 | $256,580.64 |
DisclosureSEC source: 0001324069-26-000045 · wk-form4_1787606143.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,942,450 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 24, 2026 Filed Aug 24, 2026 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 220 | $216.01 | $47,521.83 |
DisclosureSEC source: 0001324069-26-000045 · wk-form4_1787606143.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,943,631 F1 · kind: 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 · price: The transaction was executed in multiple trades at prices ranging from $215.7100 to $216.4800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 21, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 268 | $217.57 | $58,307.82 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,943,851 F1 · kind: 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $217.4900 to $217.6800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 21, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,827 | $216.70 | $829,301.33 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,944,119 F1 · kind: 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $216.4900 to $217.4700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 501 | $217.13 | $108,783.68 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,947,946 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $216.9100 to $217.3750. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 295 | $216.16 | $63,766.52 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,948,447 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $215.7800 to $216.6100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,938 | $215.18 | $417,009.15 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,948,742 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $214.7600 to $215.7100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,359 | $214.17 | $291,050.24 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,950,680 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $213.7450 to $214.7200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2026 Filed Aug 21, 2026 20:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,157 | $212.87 | $672,018.91 |
DisclosureSEC source: 0001324069-26-000043 · wk-form4_1787345232.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,952,039 F1 · kind: 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 · price: The transaction was executed in multiple trades at prices ranging from $212.6650 to $213.5600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 189 | $217.01 | $41,015.06 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 15 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,955,196 F1 · kind: 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. F16 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 369 | $215.93 | $79,676.58 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 14 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,955,385 F1 · kind: 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. F15 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,785 | $214.81 | $383,437.99 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 13 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,955,754 F1 · kind: 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. F14 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,031 | $213.96 | $648,511.55 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,957,539 F1 · kind: 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. F13 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 426 | $211.52 | $90,108.20 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,961,226 F1 · kind: 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. F11 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 680 | $210.24 | $142,965.85 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,961,652 F1 · kind: 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. F10 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 114 | $208.21 | $23,735.76 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,962,332 F1 · kind: 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. F9 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 656 | $212.53 | $139,422.30 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,960,570 F1 · kind: 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. F12 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 106 | $212.20 | $22,493.70 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,962,446 F1 · kind: 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. F8 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,588 | $211.26 | $335,480.72 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,962,552 F1 · kind: 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. F7 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,708 | $210.32 | $569,546.02 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,964,140 F1 · kind: 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. F6 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,935 | $209.48 | $405,345.74 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,966,848 F1 · kind: 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. F5 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 913 | $208.13 | $190,022.32 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,968,783 F1 · kind: 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. F4 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,501 | $207.81 | $311,927.01 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,969,696 F1 · kind: 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. F3 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 21:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,749 | $206.84 | $1,189,140.98 |
DisclosureSEC source: 0001324069-26-000041 · wk-form4_1787175068.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,971,197 F1 · kind: 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 · price: 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 undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 277 | $209.38 | $57,999.37 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,976,946 F1 · kind: 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. F12 · price: The transaction was executed in multiple trades at prices ranging from $209.1025 to $209.7000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 240 | $208.45 | $50,028.07 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,977,223 F1 · kind: 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. F11 · price: The transaction was executed in multiple trades at prices ranging from $207.9900 to $208.8700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,809 | $207.33 | $582,386.60 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,977,463 F1 · kind: 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. F10 · price: The transaction was executed in multiple trades at prices ranging from $206.9050 to $207.8600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 14, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,924 | $206.28 | $809,448.61 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,980,272 F1 · kind: 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. F9 · price: The transaction was executed in multiple trades at prices ranging from $205.8900 to $206.8700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 178 | $206.78 | $36,807.55 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,984,196 F1 · kind: 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $206.5000 to $207.4100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 52 | $205.66 | $10,694.19 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,984,374 F1 · kind: 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $205.1850 to $206.1300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 78 | $203.79 | $15,895.88 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,984,426 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $203.3200 to $204.2700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 52 | $202.09 | $10,508.42 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,984,504 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $201.8200 to $202.3500. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 26 | $199.75 | $5,193.50 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,984,556 F1 · kind: 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. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 430 | $198.96 | $85,552.63 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,984,582 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $198.5350 to $199.5175. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,936 | $197.88 | $580,961.59 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,985,012 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $197.5200 to $198.4300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,498 | $197.06 | $689,331.62 |
DisclosureSEC source: 0001324069-26-000039 · wk-form4_1786744596.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,987,948 F1 · kind: 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 · price: The transaction was executed in multiple trades at prices ranging from $196.5200 to $197.5025. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 12, 2026 Filed Aug 12, 2026 22:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 26 | $197.63 | $5,138.38 |
DisclosureSEC source: 0001324069-26-000037 · wk-form4_1786575294.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,991,446 F1 · kind: 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. Read SEC document |
| August 12, 2026 Filed Aug 12, 2026 22:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 291 | $197.09 | $57,352.11 |
DisclosureSEC source: 0001324069-26-000037 · wk-form4_1786575294.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,991,472 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $196.5800 to $197.5650. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 12, 2026 Filed Aug 12, 2026 22:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,906 | $195.77 | $373,138.19 |
DisclosureSEC source: 0001324069-26-000037 · wk-form4_1786575294.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,991,763 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $195.4700 to $196.3300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 12, 2026 Filed Aug 12, 2026 22:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,027 | $194.96 | $980,043.81 |
DisclosureSEC source: 0001324069-26-000037 · wk-form4_1786575294.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,993,669 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $194.4700 to $195.4550. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 11, 2026 Filed Aug 12, 2026 22:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 974 | $200.32 | $195,108.47 |
DisclosureSEC source: 0001324069-26-000037 · wk-form4_1786575294.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,998,696 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $200.0300 to $201.0150. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 22:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 7,250 | $201.84 | $1,463,369.73 |
DisclosureSEC source: 0001324069-26-000037 · wk-form4_1786575294.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,999,670 F1 · kind: 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 · price: The transaction was executed in multiple trades at prices ranging from $201.8433 to $201.8491. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 07, 2026 Filed Aug 7, 2026 23:12 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 506 | $201.53 | $101,973.52 |
DisclosureSEC source: 0001324069-26-000035 · wk-form4_1786144341.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,006,920 F1 · kind: 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $201.0900 to $201.8150. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 07, 2026 Filed Aug 7, 2026 23:12 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,566 | $200.40 | $514,234.87 |
DisclosureSEC source: 0001324069-26-000035 · wk-form4_1786144341.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,007,426 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $200.0300 to $200.9800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 07, 2026 Filed Aug 7, 2026 23:12 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,559 | $199.34 | $510,111.06 |
DisclosureSEC source: 0001324069-26-000035 · wk-form4_1786144341.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,009,992 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $199.0050 to $199.9100 . The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 07, 2026 Filed Aug 7, 2026 23:12 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,453 | $198.49 | $288,410.04 |
DisclosureSEC source: 0001324069-26-000035 · wk-form4_1786144341.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,012,551 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $198.0000 to $198.7800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.