Abiopharma

🔍 Mansueto Joseph D (Director)

Company: Morningstar, Inc. (MORN)

Report Date: 2026-05-08

Detailed Transactions and Holdings:

• Sold 4,002 shares of Common Stock at $177.0801 per share (Direct)
  Date: 2026-05-08 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,103,240.00 | transaction_form_type: 4 | Footnotes: F1, F2
• Sold 7,232 shares of Common Stock at $175.9569 per share (Direct)
  Date: 2026-05-11 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,096,008.00 | transaction_form_type: 4 | Footnotes: F1, F3
• Sold 18 shares of Common Stock at $176.715 per share (Direct)
  Date: 2026-05-11 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,095,990.00 | transaction_form_type: 4 | Footnotes: F1
• Sold 1,988 shares of Common Stock at $176.0053 per share (Direct)
  Date: 2026-05-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,094,002.00 | transaction_form_type: 4 | Footnotes: F1, F4
• Sold 1,732 shares of Common Stock at $177.1577 per share (Direct)
  Date: 2026-05-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,092,270.00 | transaction_form_type: 4 | Footnotes: F1, F5
• Sold 3,530 shares of Common Stock at $177.9596 per share (Direct)
  Date: 2026-05-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 8,088,740.00 | transaction_form_type: 4 | Footnotes: F1, F6
• Holds 0 shares of Common Stock (Direct)
  Date: 2026-05-08 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 6,277,675.00 | Footnotes: F7
• Holds 0 shares of Common Stock (Direct)
  Date: 2026-05-08 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 150,000.00 | Footnotes: F8

Footnotes:

• F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025.
• F2: The transaction was executed in multiple trades at prices ranging from $176.9100 to $177.3900. 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.
• F3: The transaction was executed in multiple trades at prices ranging from $175.7000 to $176.6650. 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.
• F4: The transaction was executed in multiple trades at prices ranging from $175.5300 to $176.4200. 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.
• F5: The transaction was executed in multiple trades at prices ranging from $176.6000 to $177.4000. 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.
• F6: The transaction was executed in multiple trades at prices ranging from $177.6000 to $178.4600. 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.
• F7: 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.
• F8: 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.