0001324069-25-000005.txt : 20250814 0001324069-25-000005.hdr.sgml : 20250814 20250814181433 ACCESSION NUMBER: 0001324069-25-000005 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20250812 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Mansueto Joseph D CENTRAL INDEX KEY: 0001324069 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-51280 FILM NUMBER: 251221587 MAIL ADDRESS: STREET 1: C/O MORNINGSTAR, INC. STREET 2: 22 WEST WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Morningstar, Inc. CENTRAL INDEX KEY: 0001289419 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] ORGANIZATION NAME: 02 Finance EIN: 363297908 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 22 WEST WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 BUSINESS PHONE: (312) 696-6000 MAIL ADDRESS: STREET 1: 22 WEST WASHINGTON STREET CITY: CHICAGO STATE: IL ZIP: 60602 4 1 wk-form4_1755209669.xml FORM 4 X0508 4 2025-08-12 0 0001289419 Morningstar, Inc. MORN 0001324069 Mansueto Joseph D 22 W. WASHINGTON CHICAGO IL 60602 1 1 1 0 Executive Chairman 1 Common Stock 2025-08-12 4 S 0 1957 254.7942 D 9378468 D Common Stock 2025-08-12 4 S 0 899 255.7846 D 9377569 D Common Stock 2025-08-12 4 S 0 2496 257.0741 D 9375073 D Common Stock 2025-08-12 4 S 0 1638 257.7366 D 9373435 D Common Stock 2025-08-12 4 S 0 260 258.5625 D 9373175 D Common Stock 2025-08-13 4 S 0 6382 257.7801 D 9366793 D Common Stock 2025-08-13 4 S 0 596 258.608 D 9366197 D Common Stock 2025-08-13 4 S 0 188 259.7697 D 9366009 D Common Stock 2025-08-13 4 S 0 84 260.8244 D 9365925 D Common Stock 2025-08-14 4 S 0 3944 260.2814 D 9361981 D Common Stock 5336106 I By Trust Common Stock 150000 I By Trust The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. The transaction was executed in multiple trades at prices ranging from $254.3100 to $255.2741. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $255.3318 to $256.2950. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $256.3982 to $257.3950. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $257.4000 to $258.3600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $258.4000 to $258.9200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $257.3200 to $258.2600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $258.3700 to $259.3600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $259.3900 to $260.3450. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $260.5750 to $261.0300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The transaction was executed in multiple trades at prices ranging from $260.0500 to $260.6686. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. /s/ Kathleen Peacock, by power of attorney 2025-08-14