4//SEC Filing
Mansueto Joseph D 4
Accession 0001324069-25-000028
CIK 0001289419other
Filed
Dec 14, 7:00 PM ET
Accepted
Dec 15, 4:32 PM ET
Size
7.0 KB
Accession
0001324069-25-000028
Insider Transaction Report
Form 4
Mansueto Joseph D
DirectorChairman & CEO
Transactions
- Gift
Common Stock
2025-12-12−27,775→ 8,238,232 total
Holdings
- 6,282,935(indirect: By Trust)
Common Stock
- 150,000(indirect: By Trust)
Common Stock
Footnotes (4)
- [F1]In the fourth quarter of 2025, the reporting person contributed 1,500,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings.
- [F2]In the fourth quarter of 2025, 1,165,192 shares of Morningstar common stock were distributed to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which were previously included as indirect holdings are now reported as directly held.
- [F3]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.
- [F4]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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0001324069
Filing Metadata
- Form type
- 4
- Filed
- Dec 14, 7:00 PM ET
- Accepted
- Dec 15, 4:32 PM ET
- Size
- 7.0 KB