{"filing":{"accession":"0001324069-26-000043","url":"/filing/0001324069-26-000043","form_type":"4","issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_name_source":null,"issuer_ticker":"MORN","issuer_url":"/issuer/0001289419","period_of_report":"2026-08-20","filed_date":"2026-08-21","acceptance_dt":"2026-08-21T16:47:15+00:00","acceptance_label":"2026-08-21 16:47 UTC","ingested_at":"2026-08-22T05:23:40.159918+00:00","ingested_label":"2026-08-22 05:23 UTC","schema_version":null,"source":"Layline","parse_status":"parsed","parse_ok":true,"edgar_url":"https://www.sec.gov/Archives/edgar/data/1289419/0001324069-26-000043-index.htm","day_url":"/filings/2026-08-21"},"owners":[{"owner_cik":"0001324069","owner_name":"Mansueto Joseph D","url":"/insider/0001324069","anchor":"owner-0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","officer_title":"Executive Chairman","is_director":true,"is_officer":true,"is_ten_percent":true,"is_other":false,"filing_anchor":"/filing/0001324069-26-000043#owner-0001324069"}],"line_owners":[{"owner_name":"Mansueto Joseph D","role":"Director, Officer (Executive Chairman), Ten percent owner"}],"transactions":[{"id":9299936,"accession":"0001324069-26-000043","txn_seq":1,"anchor":"line-1","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-1","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":3157.0,"shares_display":"3,157","price_per_share":212.8663,"price_display":"212.87","price_state":"stated","total_value":672018.9091,"total_display":"672,018.91","total_whole":"672,019","shares_owned_after":7952039.0,"shares_owned_after_display":"7,952,039","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-20","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null},{"id":9299935,"accession":"0001324069-26-000043","txn_seq":2,"anchor":"line-2","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-2","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":1359.0,"shares_display":"1,359","price_per_share":214.165,"price_display":"214.16","price_state":"stated","total_value":291050.235,"total_display":"291,050.24","total_whole":"291,050","shares_owned_after":7950680.0,"shares_owned_after_display":"7,950,680","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-20","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null},{"id":9299934,"accession":"0001324069-26-000043","txn_seq":3,"anchor":"line-3","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-3","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":1938.0,"shares_display":"1,938","price_per_share":215.175,"price_display":"215.18","price_state":"stated","total_value":417009.15,"total_display":"417,009.15","total_whole":"417,009","shares_owned_after":7948742.0,"shares_owned_after_display":"7,948,742","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-20","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null},{"id":9299933,"accession":"0001324069-26-000043","txn_seq":4,"anchor":"line-4","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-4","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":295.0,"shares_display":"295","price_per_share":216.1577,"price_display":"216.16","price_state":"stated","total_value":63766.5215,"total_display":"63,766.52","total_whole":"63,767","shares_owned_after":7948447.0,"shares_owned_after_display":"7,948,447","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-20","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null},{"id":9299932,"accession":"0001324069-26-000043","txn_seq":5,"anchor":"line-5","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-5","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":501.0,"shares_display":"501","price_per_share":217.1331,"price_display":"217.13","price_state":"stated","total_value":108783.6831,"total_display":"108,783.68","total_whole":"108,784","shares_owned_after":7947946.0,"shares_owned_after_display":"7,947,946","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-20","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null},{"id":9299931,"accession":"0001324069-26-000043","txn_seq":6,"anchor":"line-6","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-6","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":3827.0,"shares_display":"3,827","price_per_share":216.6975,"price_display":"216.70","price_state":"stated","total_value":829301.3325,"total_display":"829,301.33","total_whole":"829,301","shares_owned_after":7944119.0,"shares_owned_after_display":"7,944,119","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-21","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null},{"id":9299930,"accession":"0001324069-26-000043","txn_seq":7,"anchor":"line-7","filing_url":"/filing/0001324069-26-000043","line_url":"/filing/0001324069-26-000043#line-7","is_derivative":false,"issuer_cik":"0001289419","issuer_name":"Morningstar, Inc.","issuer_ticker":"MORN","issuer_name_source":null,"issuer_url":"/issuer/0001289419","owner_cik":"0001324069","owner_name":"Mansueto Joseph D","owner_display_name":"Mansueto Joseph D","owner_url":"/insider/0001324069","role":"Director, Officer (Executive Chairman), Ten percent owner","role_mark":"D","role_mark_label":"Director","role_mark_generic":"Director","n_reporting_owners":null,"other_reporting_owners":null,"officer_title":"Executive Chairman","security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true,"acquired_disposed":"D","direction_word":"disposed","shares":268.0,"shares_display":"268","price_per_share":217.5665,"price_display":"217.57","price_state":"stated","total_value":58307.822,"total_display":"58,307.82","total_whole":"58,308","shares_owned_after":7943851.0,"shares_owned_after_display":"7,943,851","ownership_form":"D","is_10b5_1":null,"transaction_date":"2026-08-21","filed_date":"2026-08-21","scope":"global","indirect_nature":null,"deemed_execution_date":null,"conversion_or_exercise_price":null,"exercise_date":null,"expiration_date":null,"underlying_security_title":null,"underlying_shares":null,"equity_swap_involved":null,"footnote_ids":null}],"n_transactions":7,"line_constants":{"security_title":"Common Stock","transaction_code":"S","transaction_label":"Open-market sale","open_market":true},"provenance":{"source_pass":"Layline","parse_status":"parsed","schema_version":null,"retrieved_at":"2026-08-22T05:23:40.159918+00:00","retrieved_label":"2026-08-22 05:23 UTC","primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/0001324069-26-000043-index.htm","accepted_at":"2026-08-21T16:47:15+00:00","accepted_label":"2026-08-21 16:47 UTC"},"related":[],"related_rule":"Other filings held for the same issuer and the same period of report. This is a heuristic match, not an authoritative amendment link: the store holds no 4/A-to-original relation and the catalog does not invent one.","canonical_url":"https://ebomi.com/filing/0001324069-26-000043","retrieved_at":"2026-08-27T10:30:23+00:00","coverage":{"filings":1506293,"transactions":4290787,"issuers":28597,"insiders":152303,"first_filed_date":"2003-06-30","last_filed_date":"2026-08-26","last_ingest":"2026-08-27T05:24:39.644631+00:00","counts_are":{"filings":"estimate","transactions":"estimate","issuers":"estimate","insiders":"estimate"},"source":"SEC EDGAR Form 4 filings, parsed by ebomi","fault":false},"license":{"underlying_records":"US SEC filings are public records of the United States government and are not subject to copyright. The transactional facts in them are not ours to license.","this_presentation":"The parsing, normalisation, curation, and presentation are ebomi's own work.","grant":"undecided","grant_note":"The open licence for ebomi's own layer is an open owner decision (SPEC-20260731T1159Z open question 3: CC BY 4.0 or CC0 with a citation request). Until it is taken, no grant is asserted here.","citation_request":"Balogh, A. Insider trading. Scientific Data 10, 237 (2023)","url":"https://ebomi.com/license"},"fair_use":{"policy":"These JSON endpoints are open and unauthenticated. Please read them at a human pace, identify your client in the User-Agent header, and use the published dataset for bulk work rather than crawling page by page.","bulk_alternative":"doi:10.1038/s41597-023-02147-6"}}