Form 4: Morningstar Executive Sells Shares
Insider Transaction (Form 4)
Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 21,750 shares of common stock on August 3, 2026.
Summary
- Bona fide gift: disposed of 5,300 Common Stock on August 3, 2026; holds 8,038,192 after (Direct).
- Open-market sale: disposed of 40 Common Stock at $196.72 ($7,869) on August 3, 2026; holds 8,038,152 after (Direct).
- Open-market sale: disposed of 573 Common Stock at $197.72 ($113,296) on August 3, 2026; holds 8,037,579 after (Direct).
- Open-market sale: disposed of 4,043 Common Stock at $199.06 ($804,806) on August 3, 2026; holds 8,033,536 after (Direct).
- Open-market sale: disposed of 2,568 Common Stock at $199.78 ($513,023) on August 3, 2026; holds 8,030,968 after (Direct).
- Open-market sale: disposed of 26 Common Stock at $200.87 ($5,223) on August 3, 2026; holds 8,030,942 after (Direct).
- Open-market sale: disposed of 997 Common Stock at $198.06 ($197,471) on August 4, 2026; holds 8,029,945 after (Direct).
- Open-market sale: disposed of 3,840 Common Stock at $199.51 ($766,105) on August 4, 2026; holds 8,026,105 after (Direct).
- Open-market sale: disposed of 2,349 Common Stock at $200.57 ($471,140) on August 4, 2026; holds 8,023,756 after (Direct).
- Open-market sale: disposed of 64 Common Stock at $201.15 ($12,874) on August 4, 2026; holds 8,023,692 after (Direct).
- Open-market sale: disposed of 1,246 Common Stock at $199.58 ($248,675) on August 5, 2026; holds 8,022,446 after (Direct).
- Open-market sale: disposed of 4,310 Common Stock at $201.12 ($866,833) on August 5, 2026; holds 8,018,136 after (Direct).
- Open-market sale: disposed of 1,664 Common Stock at $201.98 ($336,102) on August 5, 2026; holds 8,016,472 after (Direct).
- Open-market sale: disposed of 30 Common Stock at $202.51 ($6,075) on August 5, 2026; holds 8,016,442 after (Direct).
Sentiment
Score: 4
Explanation: StockSavvy.ai views this as a mildly negative but low-conviction signal: an insider sold $4,349,492 of stock under a pre-arranged Rule 10b5-1 plan, which is typically routine.
Insider Transactions
Joseph D Mansueto — Director, Officer (Executive Chairman), 10% owner
Transaction made under a Rule 10b5-1 trading plan.
| Date | Transaction | Security | Shares | Price | Value | Held After |
|---|---|---|---|---|---|---|
| 2026-08-03 | Bona fide gift | Common Stock | 5,300 | — | — | 8,038,192 |
| 2026-08-03 | Open-market sale | Common Stock | 40 | $197 | $7.9K | 8,038,152 |
| 2026-08-03 | Open-market sale | Common Stock | 573 | $198 | $113.3K | 8,037,579 |
| 2026-08-03 | Open-market sale | Common Stock | 4,043 | $199 | $804.8K | 8,033,536 |
| 2026-08-03 | Open-market sale | Common Stock | 2,568 | $200 | $513.0K | 8,030,968 |
| 2026-08-03 | Open-market sale | Common Stock | 26 | $201 | $5.2K | 8,030,942 |
| 2026-08-04 | Open-market sale | Common Stock | 997 | $198 | $197.5K | 8,029,945 |
| 2026-08-04 | Open-market sale | Common Stock | 3,840 | $200 | $766.1K | 8,026,105 |
| 2026-08-04 | Open-market sale | Common Stock | 2,349 | $201 | $471.1K | 8,023,756 |
| 2026-08-04 | Open-market sale | Common Stock | 64 | $201 | $12.9K | 8,023,692 |
| 2026-08-05 | Open-market sale | Common Stock | 1,246 | $200 | $248.7K | 8,022,446 |
| 2026-08-05 | Open-market sale | Common Stock | 4,310 | $201 | $866.8K | 8,018,136 |
| 2026-08-05 | Open-market sale | Common Stock | 1,664 | $202 | $336.1K | 8,016,472 |
| 2026-08-05 | Open-market sale | Common Stock | 30 | $203 | $6.1K | 8,016,442 |
Key Dates
| Date | Description |
|---|---|
| 2026-08-03 | Bona fide gift (5,300 shares) |
| 2026-08-03 | Open-market sale (40 shares) |
| 2026-08-03 | Open-market sale (573 shares) |
| 2026-08-03 | Open-market sale (4,043 shares) |
| 2026-08-03 | Open-market sale (2,568 shares) |
| 2026-08-03 | Open-market sale (26 shares) |
| 2026-08-04 | Open-market sale (997 shares) |
| 2026-08-04 | Open-market sale (3,840 shares) |
| 2026-08-04 | Open-market sale (2,349 shares) |
| 2026-08-04 | Open-market sale (64 shares) |
| 2026-08-05 | Open-market sale (1,246 shares) |
| 2026-08-05 | Open-market sale (4,310 shares) |
| 2026-08-05 | Open-market sale (1,664 shares) |
| 2026-08-05 | Open-market sale (30 shares) |
Keywords
insider transaction, Form 4, MORN, Morningstar, Inc., bearish, Joseph D Mansueto
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