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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 15, 2026 21:41 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,138 | $165.60 | $188,453.71 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,087,602 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 $165.2200 to $166.2000. 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 |
| May 12, 2026 Filed May 12, 2026 21:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,530 | $177.96 | $628,197.39 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,088,740 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 $177.6000 to $178.4600. 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 |
| May 12, 2026 Filed May 12, 2026 21:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,732 | $177.16 | $306,837.14 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,092,270 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 $176.6000 to $177.4000. 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 |
| May 12, 2026 Filed May 12, 2026 21:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,988 | $176.01 | $349,898.54 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,094,002 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 $175.5300 to $176.4200. 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 |
| May 11, 2026 Filed May 12, 2026 21:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 18 | $176.72 | $3,180.87 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,095,990 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 |
| May 11, 2026 Filed May 12, 2026 21:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 7,232 | $175.96 | $1,272,520.30 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,096,008 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 $175.7000 to $176.6650. 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 |
| May 08, 2026 Filed May 12, 2026 21:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,002 | $177.08 | $708,674.56 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,103,240 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 $176.9100 to $177.3900. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 26 | $180.00 | $4,680.00 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 20 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,242 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 53 | $178.88 | $9,480.52 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 19 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,268 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. F19 · price: The transaction was executed in multiple trades at prices ranging from $178.5300 to $179.2300. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 271 | $177.87 | $48,203.20 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 18 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,321 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. F18 · price: The transaction was executed in multiple trades at prices ranging from $177.5300 to $178.2300. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 52 | $176.18 | $9,161.49 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 17 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,592 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. F17 · price: The transaction was executed in multiple trades at prices ranging from $175.9750 to $176.3900. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 286 | $175.35 | $50,149.70 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 16 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,644 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 $174.8500 to $175.8050. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,107 | $173.94 | $192,554.90 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 15 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,930 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 $173.7600 to $174.6800. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,955 | $173.12 | $338,457.42 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 14 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,109,037 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 $172.6150 to $173.5600. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,520 | $171.77 | $261,096.48 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 13 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,110,992 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. F13 · price: The transaction was executed in multiple trades at prices ranging from $171.5300 to $172.1600. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,268 | $170.88 | $216,676.85 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,112,512 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 $170.4650 to $171.4000. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 300 | $170.09 | $51,027.00 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,113,780 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 $169.4300 to $170.4200. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 312 | $168.83 | $52,675.55 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,080 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 $168.3800 to $168.8500. 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 |
| May 07, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 100 | $166.66 | $16,666.00 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,392 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 |
| May 06, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 78 | $168.79 | $13,165.88 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,492 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 $168.6900 to $168.9900. 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 |
| May 06, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 411 | $168.03 | $69,060.04 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,570 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $167.6300 to $168.5200. 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 |
| May 06, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 784 | $166.74 | $130,727.37 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,981 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 $166.5800 to $167.5300. 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 |
| May 06, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,977 | $166.01 | $992,212.48 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,115,765 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 $165.5600 to $166.5300. 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 |
| May 05, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 39 | $170.04 | $6,631.56 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,121,742 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $169.9100 to $170.3000. 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 |
| May 05, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 52 | $169.34 | $8,805.68 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,121,781 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 $168.8700 to $169.8100. 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 |
| May 05, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,957 | $168.14 | $497,194.12 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,121,833 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 $167.6800 to $168.5100. 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 |
| May 05, 2026 Filed May 7, 2026 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,202 | $167.12 | $702,231.94 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,124,790 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 $166.6700 to $167.6400. 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 |
| May 04, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,128 | $171.58 | $193,544.72 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,128,992 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. F12 · price: The transaction was executed in multiple trades at prices ranging from $171.4100 to $172.0000. 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 |
| May 04, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,063 | $170.93 | $352,622.40 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,130,120 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 $170.3700 to $171.2900. 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 |
| May 04, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,803 | $169.65 | $305,878.05 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,132,183 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 $169.2900 to $170.2400. 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 |
| May 04, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,256 | $168.56 | $380,269.56 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,133,986 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 $168.2200 to $169.0000. 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 |
| May 01, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 104 | $174.21 | $18,117.37 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,136,242 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 $174.0850 to $174.9800. 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 |
| May 01, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 406 | $172.18 | $69,906.50 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,136,346 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 $171.8200 to $172.5100. 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 |
| May 01, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,698 | $171.19 | $804,229.95 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,136,752 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 $170.6550 to $171.5500. 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 |
| May 01, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,892 | $170.36 | $322,322.26 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,141,450 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $169.6200 to $170.6100. 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 |
| May 01, 2026 Filed May 4, 2026 21:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 150 | $168.84 | $25,325.99 |
DisclosureSEC source: 0001324069-26-000020 · wk-form4_1777930710.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,143,342 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 $168.4350 to $169.0000. 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 · balance_after: In the first quarter of 2026, the reporting person contributed 380,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings. F4 · balance_after: In the first quarter of 2026, 385,260 shares were distributed to the reporting person from a grantor retained annuity trust established for the benefit of the reporting person and his children which were previously included as indirect holdings and are now reported as directly held. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,122 | $182.32 | $569,190.86 |
DisclosureSEC source: 0001324069-26-000018 · wk-form4_1772489240.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,138,232 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $182.1400 to $182.8300. 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 |
| February 27, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 38 | $183.41 | $6,969.48 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,141,354 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 15, 2024. F11 · price: The transaction was executed in multiple trades at prices ranging from $183.3800 to $183.4200. 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 |
| February 27, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 200 | $182.92 | $36,584.58 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,141,392 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 15, 2024. F10 · price: The transaction was executed in multiple trades at prices ranging from $182.3450 to $183.3300. 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 |
| February 27, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 7,012 | $181.55 | $1,273,048.93 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,141,592 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 15, 2024. F9 · price: The transaction was executed in multiple trades at prices ranging from $181.3100 to $182.2250. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 288 | $182.69 | $52,615.04 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,148,604 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 15, 2024. F8 · price: The transaction was executed in multiple trades at prices ranging from $182.4200 to $183.1300. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 160 | $181.81 | $29,088.90 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,148,892 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 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $181.3600 to $182.3200. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 121 | $180.86 | $21,883.59 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,149,052 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 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $180.3600 to $182.3200. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 752 | $179.38 | $134,895.34 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,149,173 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $179.1600 to $179.9450. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,014 | $178.61 | $538,334.76 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,149,925 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 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $178.1000 to $179.0900. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,000 | $176.90 | $176,899.50 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,152,939 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $176.7150 to $177.2100. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,615 | $176.32 | $284,755.51 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,153,939 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $175.6800 to $176.6300. 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 |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 100 | $174.58 | $17,458.00 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,155,554 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 15, 2024. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 200 | $172.92 | $34,583.00 |
DisclosureSEC source: 0001324069-26-000016 · wk-form4_1772232745.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,155,654 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 15, 2024. Read SEC document |
| February 25, 2026 Filed Feb 25, 2026 22:03 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 26 | $172.87 | $4,494.62 |
DisclosureSEC source: 0001324069-26-000014 · wk-form4_1772056989.xml · nonDerivative · entry 17 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,155,854 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 15, 2024. 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.