Form 4: Morningstar Executive Sells Shares
Insider Transaction (Form 4)
Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 15,474 shares of common stock on August 10, 2026.
Summary
- Open-market sale: disposed of 7,250 Common Stock at $201.84 ($1,463,370) on August 10, 2026; holds 7,999,670 after (Direct).
- Open-market sale: disposed of 974 Common Stock at $200.32 ($195,108) on August 11, 2026; holds 7,998,696 after (Direct).
- Open-market sale: disposed of 5,027 Common Stock at $194.96 ($980,044) on August 12, 2026; holds 7,993,669 after (Direct).
- Open-market sale: disposed of 1,906 Common Stock at $195.77 ($373,138) on August 12, 2026; holds 7,991,763 after (Direct).
- Open-market sale: disposed of 291 Common Stock at $197.09 ($57,352) on August 12, 2026; holds 7,991,472 after (Direct).
- Open-market sale: disposed of 26 Common Stock at $197.63 ($5,138) on August 12, 2026; holds 7,991,446 after (Direct).
Sentiment
Score: 4
Explanation: StockSavvy.ai views this as a mildly negative but low-conviction signal: an insider sold $3,074,151 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 |
|---|---|---|---|---|---|---|
| 2026-08-10 | Open-market sale | Common Stock | 7,250 | $202 | $1.5M | 7,999,670 |
| 2026-08-11 | Open-market sale | Common Stock | 974 | $200 | $195.1K | 7,998,696 |
| 2026-08-12 | Open-market sale | Common Stock | 5,027 | $195 | $980.0K | 7,993,669 |
| 2026-08-12 | Open-market sale | Common Stock | 1,906 | $196 | $373.1K | 7,991,763 |
| 2026-08-12 | Open-market sale | Common Stock | 291 | $197 | $57.4K | 7,991,472 |
| 2026-08-12 | Open-market sale | Common Stock | 26 | $198 | $5.1K | 7,991,446 |
Key Dates
| Date | Description |
|---|---|
| 2026-08-10 | Open-market sale (7,250 shares) |
| 2026-08-11 | Open-market sale (974 shares) |
| 2026-08-12 | Open-market sale (5,027 shares) |
| 2026-08-12 | Open-market sale (1,906 shares) |
| 2026-08-12 | Open-market sale (291 shares) |
| 2026-08-12 | Open-market sale (26 shares) |
Keywords
insider transaction, Form 4, MORN, Morningstar, Inc., bearish, Joseph D Mansueto
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