Daniel Mansueto

Holdings History for Morningstar, Inc. - Common Stock, no par value (MORN)

Symbol: MORN on Nasdaq
Investment type: Equity / Common Stock, no par value
Latest Disclosed Shares Owned: 3,757,306 shares
Security Ownership %: 9.5%

Daniel Mansueto ownership in Morningstar, Inc. Common Stock, no par value (MORN)

12 Feb 2026 - Daniel Mansueto has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,757,306 shares of Morningstar, Inc. Common Stock, no par value (MORN). This represents 9.5% ownership of the company. In their previous filing dated 12 Nov 2025, Daniel Mansueto had reported owning 3,422,498 shares, indicating an increase of +9.8%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Daniel Mansueto	9.5%	+16%	$816,500,167	3,757,306	+334,808	+9.8%	$217.31	13G/A	31 Dec 2025	12 Feb 2026, 16:33
Daniel Mansueto	8.2%		$794,053,761	3,422,498			$232.01	13G/A	30 Sep 2025	12 Nov 2025, 16:18