SCHEDULE: Joseph D. Mansueto Amends Morningstar Stake to 36.2%
Beneficial Ownership Amendment
Joseph D. Mansueto, founder of Morningstar, Inc., has filed an amendment to his beneficial ownership, reporting a 36.2% stake in the company's common stock.
Summary
- Joseph D. Mansueto, the reporting person, beneficially owns 15,037,534 shares of Morningstar, Inc. common stock.
- This ownership represents 36.2% of the total class of securities.
- Mansueto holds sole voting power over 11,292,014 shares and shared voting power over 394,272 shares.
- He also holds sole dispositive power over 14,643,262 shares and shared dispositive power over 394,272 shares.
- The filing is an Amendment No. 21 to Schedule 13G, indicating an update to previously reported beneficial ownership.
Sentiment
Score: 5
Explanation: Neutral, as this is a routine ownership disclosure filing (Schedule 13G) and does not contain qualitative information for sentiment analysis beyond factual ownership percentages.
Future Outlook
NA
Industry Context
This filing is a routine disclosure of a significant individual shareholder's stake and does not provide information related to broader industry trends or competitive landscape.
Stakeholder Impact
- Shareholders: Confirms the continued significant ownership stake of Joseph D. Mansueto, a key founder, which may be viewed as a sign of long-term commitment to the company.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement |
| 11/12/2025 | Signature date of the filing |
Keywords
Morningstar, Joseph D. Mansueto, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Ownership, SEC Filing
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