Form 4: Morningstar Executive Sells Shares
Insider Transaction (Form 4)
Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 5,659 shares of common stock on August 24, 2026.
Summary
- Open-market sale: disposed of 220 Common Stock at $216.01 ($47,522) on August 24, 2026; holds 7,943,631 after (Direct).
- Open-market sale: disposed of 1,181 Common Stock at $217.26 ($256,581) on August 24, 2026; holds 7,942,450 after (Direct).
- Open-market sale: disposed of 1,740 Common Stock at $218.43 ($380,074) on August 24, 2026; holds 7,940,710 after (Direct).
- Open-market sale: disposed of 978 Common Stock at $219.44 ($214,609) on August 24, 2026; holds 7,939,732 after (Direct).
- Open-market sale: disposed of 1,314 Common Stock at $220.42 ($289,635) on August 24, 2026; holds 7,938,418 after (Direct).
- Open-market sale: disposed of 226 Common Stock at $221.12 ($49,973) on August 24, 2026; holds 7,938,192 after (Direct).
Sentiment
Score: 4
Explanation: StockSavvy.ai views this as a mildly negative but low-conviction signal: an insider sold $1,238,394 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 |
|---|---|---|---|---|---|---|
| 2026-08-24 | Open-market sale | Common Stock | 220 | $216 | $47.5K | 7,943,631 |
| 2026-08-24 | Open-market sale | Common Stock | 1,181 | $217 | $256.6K | 7,942,450 |
| 2026-08-24 | Open-market sale | Common Stock | 1,740 | $218 | $380.1K | 7,940,710 |
| 2026-08-24 | Open-market sale | Common Stock | 978 | $219 | $214.6K | 7,939,732 |
| 2026-08-24 | Open-market sale | Common Stock | 1,314 | $220 | $289.6K | 7,938,418 |
| 2026-08-24 | Open-market sale | Common Stock | 226 | $221 | $50.0K | 7,938,192 |
Key Dates
| Date | Description |
|---|---|
| 2026-08-24 | Open-market sale (220 shares) |
| 2026-08-24 | Open-market sale (1,181 shares) |
| 2026-08-24 | Open-market sale (1,740 shares) |
| 2026-08-24 | Open-market sale (978 shares) |
| 2026-08-24 | Open-market sale (1,314 shares) |
| 2026-08-24 | Open-market sale (226 shares) |
Keywords
insider transaction, Form 4, MORN, Morningstar, Inc., bearish, Joseph D Mansueto
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