Daniel Mansueto - 24 Aug 2026 Form 4 Insider Report for Morningstar, Inc. (MORN)

Reporting relationship: 10%+ Owner
Issuer ticker: MORN
Reported as of: 24 Aug 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 26 Aug 2026, 16:54:40 UTC
Prior SEC filing: 07 Aug 2026
Source filing: View source filing
Reporting owner signature: /s/ William Morris, by power of attorney

Key filing fact

Daniel Mansueto filed Form 4 for Morningstar, Inc. (MORN) on 26 Aug 2026.

Key facts

This page summarizes Daniel Mansueto's Form 4 filing for Morningstar, Inc. (MORN).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 26 Aug 2026, 16:54.

Change

Previous filing in this sequence was filed on 07 Aug 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002047675 Primary reporting owner

Mansueto Daniel

Relationship: 10%+ Owner
Address: 907 WESTWOOD BOULEVARD, #1026, LOS ANGELES
Signature: /s/ William Morris, by power of attorney
Signature date: 26 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MORN transaction

Common Stock

Other

Transaction value
Shares: -376,969
Change %: -9.8%
Price: $0.000000^*
Shares after: 3,483,827
Date: 24 Aug 2026
Ownership: By Trust
Footnotes: F1, F2

MORN holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 71,250
Date: 24 Aug 2026
Ownership: By Trust
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Daniel Mansueto is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 3 footnotes

Footnote F1

The 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.

Footnote F2

On 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.

Footnote F3

The 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.