SEC Form 4 · accession 0002047675-26-000004
Morningstar, Inc. · MORN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Daniel Mansueto
10% Owner
Period of report
Aug 24, 2026
Accepted (ET)
Aug 26, 2026 · 4:54 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001289419
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | Aug 24, 2026 | J | 376,969 | $0.00 | D | 3,483,827 | I | By Trust |
| Common StockF3 | holding | — | — | — | 71,250 | I | By Trust |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The shares are held in grantor retained annuity trusts for which the reporting person serves as the voting agent. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16, except to the extent of the reporting person's pecuniary interest.
- F2On August 24, 2026, the trustee of a grantor retained annuity trust for which the reporting person serves as the voting agent, made a scheduled annuity distribution of 376,969 shares held by such trust to the grantor of the trust in satisfaction of an annuity payment obligation pursuant to the terms of the trust.
- F3The shares are held in a trust for which the reporting person serves as the trustee. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16.