Abiopharma

🔍 Mansueto Joseph D (Director)

Company: Morningstar, Inc. (MORN)

Report Date: 2026-08-10

Detailed Transactions and Holdings:

• Sold 7,250 shares of Common Stock at $201.8441 per share (Direct)
  Date: 2026-08-10 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,999,670.00 | transaction_form_type: 4 | Footnotes: F1, F2
• Sold 974 shares of Common Stock at $200.3167 per share (Direct)
  Date: 2026-08-11 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,998,696.00 | transaction_form_type: 4 | Footnotes: F1, F3
• Sold 5,027 shares of Common Stock at $194.956 per share (Direct)
  Date: 2026-08-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,993,669.00 | transaction_form_type: 4 | Footnotes: F1, F4
• Sold 1,906 shares of Common Stock at $195.7703 per share (Direct)
  Date: 2026-08-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,991,763.00 | transaction_form_type: 4 | Footnotes: F1, F5
• Sold 291 shares of Common Stock at $197.0863 per share (Direct)
  Date: 2026-08-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,991,472.00 | transaction_form_type: 4 | Footnotes: F1, F6
• Sold 26 shares of Common Stock at $197.63 per share (Direct)
  Date: 2026-08-12 | Code: S | equity_swap_involved: 0 | shares_owned_after: 7,991,446.00 | transaction_form_type: 4 | Footnotes: F1
• Holds 0 shares of Common Stock (Direct)
  Date: 2026-08-10 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 6,277,675.00 | Footnotes: F7
• Holds 0 shares of Common Stock (Direct)
  Date: 2026-08-10 | 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 $201.8433 to $201.8491. 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 $200.0300 to $201.0150. 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 $194.4700 to $195.4550. 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 $195.4700 to $196.3300. 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 $196.5800 to $197.5650. 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.