Quick Takeaways
- Joseph D. Mansueto filed SCHEDULE 13G/A for Morningstar, Inc. Common Stock, no par value (MORN).
- Disclosed ownership: 38%.
- Date of event: 31 Dec 2025.
Joseph D. Mansueto - 31 Dec 2025 SCHEDULE 13G/A Report for Morningstar, Inc. Common Stock, no par value (MORN)
- Filing Manager
- Joseph D. Mansueto
- Reporting Manager
- Joseph D. Mansueto
- Symbol
- MORN
- Shares outstanding
- 39,759,357 shares
- Disclosed Ownership
- 14,909,759 shares
- Ownership
- 38%
- Form type
- SCHEDULE 13G/A
- Filing time
- 12 Feb 2026, 16:30:56 UTC
- Date of event
- 31 Dec 2025
- Previous filing
- 12 Nov 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"Joseph D. Mansueto disclosed 38% ownership in Morningstar, Inc. Common Stock, no par value (MORN) on 31 Dec 2025."
What Changed
- Previous schedule filing date: 12 Nov 2025.
- Current filing was accepted on 12 Feb 2026, 16:30.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Official SEC Source
Backed by Schedule 13D/13G
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
See Original FilingReporting Managers (1)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Joseph D. Mansueto | 38% | 14,909,759 | 10,829,431 | 394,272 | /s/ Joseph D. Mansueto | Joseph D. Mansueto |