Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-06 00:00:00 ET · period of report 2025-02-04 · accession 0001289419-25-000009 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-02-06 | 2025-02-04+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $326.44 | -8,426 | 10.15M | -0.1% | -$2.75M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-04 | S | D | 2,005 | $326.31 | 10,149,115 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $325.9100 to $326.8100. 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. |
| 2 | Common | Common Stock | 2025-02-04 | S | D | 1,446 | $327.44 | 10,147,669 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $326.9700 to $327.9300. 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. |
| 3 | Common | Common Stock | 2025-02-04 | S | D | 1,244 | $328.25 | 10,146,425 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $327.9900 to $328.8200. 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. |
| 4 | Common | Common Stock | 2025-02-05 | S | D | 100 | $328.54 | 10,142,694 | D | — | — | |
| 5 | Common | Common Stock | 2025-02-05 | S | D | 2,926 | $325.01 | 10,143,403 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $324.7000 to $325.6400. 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. |
| 6 | Common | Common Stock | 2025-02-05 | S | D | 278 | $326.23 | 10,143,125 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $325.8901 to $326.7050. 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. |
| 7 | Common | Common Stock | 2025-02-05 | S | D | 331 | $327.59 | 10,142,794 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $327.5150 to $327.9900. 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. |
| 8 | Common | Common Stock | 2025-02-04 | S | D | 96 | $329.05 | 10,146,329 | D | — | — |