Form 4: Morningstar Executive Sells Shares
Insider Transaction (Form 4)
Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 9,522 shares of common stock on August 6, 2026.
Summary
- Open-market sale: disposed of 2,272 Common Stock at $198.38 ($450,730) on August 6, 2026; holds 8,014,170 after (Direct).
- Open-market sale: disposed of 166 Common Stock at $196.16 ($32,563) on August 7, 2026; holds 8,014,004 after (Direct).
- Open-market sale: disposed of 1,453 Common Stock at $198.49 ($288,410) on August 7, 2026; holds 8,012,551 after (Direct).
- Open-market sale: disposed of 2,559 Common Stock at $199.34 ($510,111) on August 7, 2026; holds 8,009,992 after (Direct).
- Open-market sale: disposed of 2,566 Common Stock at $200.40 ($514,235) on August 7, 2026; holds 8,007,426 after (Direct).
- Open-market sale: disposed of 506 Common Stock at $201.53 ($101,974) on August 7, 2026; holds 8,006,920 after (Direct).
Sentiment
Score: 4
Explanation: StockSavvy.ai views this as a mildly negative but low-conviction signal: an insider sold $1,898,023 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 |
|---|---|---|---|---|---|---|
| 2026-08-06 | Open-market sale | Common Stock | 2,272 | $198 | $450.7K | 8,014,170 |
| 2026-08-07 | Open-market sale | Common Stock | 166 | $196 | $32.6K | 8,014,004 |
| 2026-08-07 | Open-market sale | Common Stock | 1,453 | $198 | $288.4K | 8,012,551 |
| 2026-08-07 | Open-market sale | Common Stock | 2,559 | $199 | $510.1K | 8,009,992 |
| 2026-08-07 | Open-market sale | Common Stock | 2,566 | $200 | $514.2K | 8,007,426 |
| 2026-08-07 | Open-market sale | Common Stock | 506 | $202 | $102.0K | 8,006,920 |
Key Dates
| Date | Description |
|---|---|
| 2026-08-06 | Open-market sale (2,272 shares) |
| 2026-08-07 | Open-market sale (166 shares) |
| 2026-08-07 | Open-market sale (1,453 shares) |
| 2026-08-07 | Open-market sale (2,559 shares) |
| 2026-08-07 | Open-market sale (2,566 shares) |
| 2026-08-07 | Open-market sale (506 shares) |
Keywords
insider transaction, Form 4, MORN, Morningstar, Inc., bearish, Joseph D Mansueto
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.