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
Security: Morningstar, Inc. Common Stock, no par value
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

Reporting 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