MANSUETO JOSEPH D (Executive Chairman) reported 1 transaction at MORNINGSTAR, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 12/15/2025ACC: 0001324069-25-000028
DirectorOfficer10% Owner· Executive Chairman
Since Mar 2026
-27.77K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
27.77K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−27.77K
Price / share
—
Trade value
—
% of position
0.3%
12/12/2025
8.27M→8.24M
Total
Net shares
−27.77K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 12/12/2025 | G · Gift | −27.77K | — | — | 0.3% | 8.27M | 8.24M |
| Total | −27.77K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned6.28M
Common Stock
IndirectShares owned150K
Total
6.43M indirect6.43M
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 6.28M | Indirect |
| Common Stock | 150K | Indirect |
| Total | 6.43M | 6.43M indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported