Joseph D. Mansueto - 30 Sep 2025 SCHEDULE 13G/A Report for Morningstar, Inc. Common Stock, no par value (MORN)

Filing Manager: Joseph D. Mansueto
Reporting Manager: Joseph D. Mansueto
Security: Morningstar, Inc. Common Stock, no par value
Symbol: MORN
Shares outstanding: 41,540,149 shares
Disclosed Ownership: 15,037,534 shares
Ownership: 36%
Form type: SCHEDULE 13G/A
Filing time: 12 Nov 2025, 16:17:10 UTC
Date of event: 30 Sep 2025
Previous filing: 12 Feb 2025
SEC: View on sec.gov

Reporting Managers (1)

Name	Ownership	Shares Owned	sole voting power	shared voting power	Signature	Title	CIK
Joseph D. Mansueto	36%	15,037,534	11,292,014	394,272	/s/ Joseph D. Mansueto	Joseph D. Mansueto