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MarketsSEC EDGAR SCHEDULE 13GFiled 4 h ago

Morningstar, Inc.: Mansueto Daniel amends Schedule 13G stake filing

Open the sourceReported by SEC EDGAR SCHEDULE 13G, sec.gov, 12 November 2026, by SEC EDGAR SCHEDULE 13G

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Morningstar Inc. executive chairman Daniel Mansueto amended his Schedule 13G beneficial ownership filing with the SEC (accession 0001104659-26-126249), updating his reported stake in the Chicago-based financial data and research firm. The filing was disclosed in a Morningstar news release. Schedule 13G amendments are typically filed when a passive investor's ownership position crosses or adjusts past the 5% threshold, though the headline did not specify the revised share count or percentage. The update matters because Mansueto, the company's founder and controlling shareholder, holds outsized influence over Morningstar's governance. Investors will watch for the amended filing's details on his exact holdings and any signal about his longer-term commitment to the stock.

Muhabbit's AI wrote this summary in its own words from SEC EDGAR SCHEDULE 13G's report. It can get details wrong, so check the source.

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Daniel Mansueto, Morningstar, Inc.