The Form 4 filing for Joseph D. Mansueto, Morningstar’s executive chairman, was filed on November 12, 2026. It covers sales dated November 9 through November 12. Form 4 reports changes in an insider’s share ownership to the U.S. Securities and Exchange Commission.
Transaction details
| Transaction | |
|---|---|
| Date of Earliest Transaction | 2026-11-09 |
| Date of Latest Transaction | 2026-11-12 |
| Buy/Sell | sell |
| Transaction Count | 9 |
| Shares Transacted | 21,885 |
| Price | $246.42 |
| Total Transaction Value | $5,392,942.58 |
| Insider | |
| Ticker Symbol | MORN |
| Company | Morningstar, Inc. |
| Insider Name | Mansueto Joseph D |
| Insider Title | Executive Chairman |
| Sector - Industry | Financial Services - Financial Data & Stock Exchanges |
| Holdings | |
| Total Shares Owned After Transaction | 8,565,294 |
| Position Size Change | 0.25% |
| Filing | |
| Filing Date | 2026-11-12 |
| SEC Link | View filing |
FAQ
What type of transaction is this?
These were share sales, listed under SEC transaction code S. Joseph D. Mansueto reported nine sales involving Morningstar (MORN) shares. All nine transactions are grouped in one filing.
What was the average price of the transaction?
The average sale price was $246.42 per share across the nine transactions. Separate prices for each sale are not available here.
How did this transaction affect the insider's holdings?
He sold 21,885 shares and reported owning 8,565,294 shares afterward. The shares sold made up about 0.25% of the shares he owned before the sales.
What's the total transaction value?
The nine sales totaled $5,392,942.58 when rounded to cents. The recorded value before rounding was $5,392,942.5754.
Are there any special circumstances around this transaction?
The transaction information includes a Rule 10b5-1 trading-plan reference. These plans set trading instructions in advance. Footnote text is unavailable here, so it is unclear which of the nine sales the reference covers. The plan’s start date, schedule, and full terms are also unknown. The reference alone does not confirm that the plan met the rule’s legal requirements.
Source: SEC Form 4 filing.
For research purposes only; not investment advice.