Joseph D. Mansueto - Sep 30, 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: 41.5M shares
Disclosed Ownership: 15M shares
Ownership: 36.2%
Form type: SCHEDULE 13G/A
Date filed: 11/12/2025, 04:17 PM
Date of event: Sep 30, 2025
Previous filing: Feb 12, 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	36.2%	15M	11.3M	394K	/s/ Joseph D. Mansueto	Joseph D. Mansueto