Morningstar, Inc.
For the period ended Jun 30, 2026. Filed Jul 29, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jun 30, 2026 · Filed Jul 29, 2026
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Item 5. Other Information
Insider Trading Arrangements
During the three months ended June 30, 2026, certain of the company's executive officers and directors adopted orterminated a "Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K of the Exchange Act, as noted below:
| Name and Title | Date of Adoption of Trading Plan (1) | Scheduled Expiration Date of Trading Plan (2) | Aggregate Number of Securities to Be Purchased or Sold |
|---|---|---|---|
| Joe MansuetoExecutive Chairman | 6/8/2026 | 4/30/2027 | Sale of up to 200,000 shares of common stock pursuant to a Rule 10b5-1 trading arrangement |
(1) Each listed trading plan is intended to satisfy the affirmative defense of Rule 10b5-1(c).
(2) The trading plan may also expire on such earlier date as all transactions under the trading plan are completed.
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