Morningstar, Inc. (MORN) insider trading

{
  "status": "OK",
  "results": [
    {
      "tickers": [
        "MORN"
      ],
      "issuer_cik": "0001289419",
      "owner_cik": "0001324069",
      "accession_number": "0001324069-26-000045",
      "form_type": "4",
      "filing_date": "2026-08-24",
      "period_of_report": "2026-08-24",
      "issuer_name": "Morningstar, Inc.",
      "issuer_trading_symbol": "MORN",
      "owner_name": "Mansueto Joseph D",
      "is_director": true,
      "is_officer": true,
      "is_ten_percent_owner": true,
      "is_other": false,
      "officer_title": "Executive Chairman",
      "security_type": "non_derivative",
      "record_type": "transaction",
      "security_title": "Common Stock",
      "transaction_timeliness": "O",
      "aff_10b5_one": true,
      "transaction_date": "2026-08-24",
      "transaction_code": "S",
      "equity_swap_involved": false,
      "transaction_shares": 1314,
      "transaction_price_per_share": 220.4227,
      "transaction_acquired_disposed": "D",
      "shares_owned_following_transaction": 7938418,
      "transaction_value": 289635.4278,
      "not_subject_to_section_16": false,
      "direct_or_indirect": "D",
      "footnotes": [
        {
          "id": "F1",
          "description": "The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025."
        },
        {
          "id": "F6",
          "description": "The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected."
        }
      ]
    },
    {
      "tickers": [
        "MORN"
      ],
      "issuer_cik": "0001289419",
      "owner_cik": "0001324069",
      "accession_number": "0001324069-26-000045",
      "form_type": "4",
      "filing_date": "2026-08-24",
      "period_of_report": "2026-08-24",
      "issuer_name": "Morningstar, Inc.",
      "issuer_trading_symbol": "MORN",
      "owner_name": "Mansueto Joseph D",
      "is_director": true,
      "is_officer": true,
      "is_ten_percent_owner": true,
      "is_other": false,
      "officer_title": "Executive Chairman",
      "security_type": "non_derivative",
      "record_type": "transaction",
      "security_title": "Common Stock",
      "transaction_timeliness": "O",
      "aff_10b5_one": true,
      "transaction_date": "2026-08-24",
      "transaction_code": "S",
      "equity_swap_involved": false,
      "transaction_shares": 1740,
      "transaction_price_per_share": 218.4334,
      "transaction_acquired_disposed": "D",
      "shares_owned_following_transaction": 7940710,
      "transaction_value": 380074.11600000004,
      "not_subject_to_section_16": false,
      "direct_or_indirect": "D",
      "footnotes": [
        {
          "id": "F1",
          "description": "The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025."
        },
        {
          "id": "F4",
          "description": "The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected."
        }
      ]
    }
  ]
}

// trimmed to 2 results

The response includes every Form 4 record; this page keeps open-market purchases and sales on common stock and removes duplicate joint-filer rows.